RIA Data Center
Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.
Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 351 | OWEN LARUE FINANCIAL GROUP | $345,572 | $216,123,118 | $54,805,577 | $270,928,695 |
| 352 | KAIZEN FINANCIAL ADVISORS, LLC | $440,815 | $173,765,000 | $54,577,000 | $228,342,000 |
| 353 | WPG FINANCIAL GROUP, LLC | $321,244 | $215,089,281 | $54,434,701 | $269,523,982 |
| 354 | GORDIAN ADVISORS, LLC | $671,488 | $129,381,569 | $53,934,531 | $183,316,100 |
| 355 | M.C. BYRD WEALTH MANAGEMENT, LLC | $270,484 | $184,284,080 | $53,471,206 | $237,755,286 |
| 356 | OBRIEN GREENE & CO INC | $1,257,282 | $341,641,204 | $53,145,470 | $394,786,674 |
| 357 | SHIKIAR ASSET MANAGEMENT INC | $2,511,111 | $512,000,000 | $53,000,000 | $565,000,000 |
| 358 | FREESTATE ADVISORS LLC | $245,671 | $94,261,236 | $52,895,499 | $147,156,735 |
| 359 | DHR INVESTMENT COUNSEL LTD | $646,981 | $417,668,972 | $52,686,131 | $470,355,103 |
| 360 | CREDENTIALED WEALTH ADVISORS, LLC | $145,734 | $103,423,852 | $52,365,516 | $155,789,368 |
| 361 | CHANCELLOR FINANCIAL GROUP WB LP | $228,327 | $132,412,708 | $52,304,096 | $184,716,804 |
| 362 | SUMNICHT & ASSOCIATES, LLC | $918,686 | $289,822,302 | $51,928,824 | $341,751,126 |
| 363 | ACKERMAN CAPITAL MANAGEMENT | $939,608 | $457,468,346 | $51,799,183 | $509,267,529 |
| 364 | ARKFELD WEALTH STRATEGIES, L.L.C. | $208,602 | $257,626,800 | $51,729,700 | $309,356,500 |
| 365 | THE HIGH NET WORTH ADVISORY GROUP, LLC | $590,444 | $529,567,681 | $51,428,887 | $580,996,568 |
| 366 | ADVANCE CAPITAL MANAGEMENT INC | $324,732 | $4,018,991,314 | $50,545,492 | $4,069,536,806 |
| 367 | ESSEX LLC | $279,575 | $389,439,647 | $50,331,437 | $439,771,084 |
| 368 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 369 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 370 | THE CLARK GROUP ASSET MANAGEMENT | $403,318 | $198,462,799 | $49,174,163 | $247,636,962 |
| 371 | RIVER CAPITAL ADVISORS, LC | $505,267 | $217,677,105 | $49,103,719 | $266,780,824 |
| 372 | 5C CAPITAL MANAGEMENT, LLC | $322,734 | $390,786,307 | $49,099,920 | $439,886,227 |
| 373 | ACCRUENT WEALTH ADVISORS | $236,106 | $93,148,635 | $48,986,959 | $142,135,594 |
| 374 | WHITENER CAPITAL MANAGEMENT, INC | $355,210 | $339,651,229 | $48,948,771 | $388,600,000 |
| 375 | FINANCIAL ASSET MANAGEMENT CORP | $464,906 | $287,741,553 | $48,850,106 | $336,591,659 |
| 376 | THE MONEY ADVISOR GROUP, LLC | $422,316 | $197,977,861 | $48,654,689 | $246,632,550 |
| 377 | STEWART WEALTH MANAGEMENT, INC. | $226,123 | $254,879,911 | $48,577,690 | $303,457,601 |
| 378 | BEACON CAPITAL MANAGEMENT, LLC | $152,327 | $663,569,101 | $48,409,379 | $711,978,480 |
| 379 | LIFESTEPS FINANCIAL | $361,452 | $249,999,325 | $48,198,666 | $298,197,991 |
| 380 | COLLEGIATE CAPITAL MANAGEMENT, INC. | $289,825 | $450,924,819 | $48,153,401 | $499,078,220 |
| 381 | FOSTER & MOTLEY INC | $2,588,170 | $2,009,691,940 | $47,902,895 | $2,057,594,835 |
| 382 | CLEARLOGIC FINANCIAL, INC. | $452,287 | $364,244,717 | $47,788,963 | $412,033,680 |
| 383 | BALDRIGE ASSET MANAGEMENT | $707,101 | $564,707,901 | $47,641,646 | $612,349,547 |
| 384 | 1900 WEALTH | $2,574,573 | $1,567,692,630 | $46,564,670 | $1,614,257,300 |
| 385 | CHRISTOPHER WEIL & CO INC | $766,989 | $1,015,771,256 | $46,508,332 | $1,062,279,588 |
| 386 | ASSET PLANNING SERVICES INC | $531,519 | $267,103,377 | $46,493,118 | $313,596,495 |
| 387 | F L PUTNAM INVESTMENT MANAGEMENT CO. | $1,250,943 | $4,501,326,714 | $45,851,253 | $4,547,177,967 |
| 388 | HORIZON WEALTH ADVISORS | $539,150 | $319,913,586 | $45,629,911 | $365,543,497 |
| 389 | MA PRIVATE WEALTH, LLC | $498,957 | $594,053,533 | $45,609,475 | $639,663,008 |
| 390 | TUMWATER WEALTH MANAGEMENT, LLC | $519,133 | $245,856,392 | $45,377,357 | $291,233,749 |
| 391 | CAIRN INVESTMENT GROUP | $367,064 | $250,001,035 | $45,118,136 | $295,119,171 |
| 392 | EVERGREEN ADVISORS, LLC | $300,057 | $323,396,596 | $45,073,063 | $368,469,659 |
| 393 | SPRINGWATER WEALTH MANAGEMENT, LLC | $376,537 | $146,149,632 | $44,754,559 | $190,904,191 |
| 394 | VAN STRUM & TOWNE INC | $1,552,842 | $359,015,322 | $44,723,495 | $403,738,817 |
| 395 | HUDSON ADVISOR SERVICES, INC. | $499,834 | $234,207,417 | $44,699,894 | $278,907,311 |
| 396 | RIVERVIEW CAPITAL ADVISERS LLC | $1,019,312 | $457,834,696 | $44,685,998 | $502,520,694 |
| 397 | MCCLARREN FINANCIAL ADVISORS | $295,228 | $246,962,500 | $44,427,500 | $291,390,000 |
| 398 | LONG RUN WEALTH ADVISORS, LLC | $224,761 | $337,558,030 | $44,085,692 | $381,643,722 |
| 399 | GLOBAL WEALTH MANAGEMENT, LLC | $958,173 | $244,369,920 | $44,040,248 | $288,410,168 |
| 400 | REGENTATLANTIC | $2,911,867 | $6,161,268,318 | $43,921,148 | $6,205,189,466 |
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
For more information about the RIA Data Center, please contact InvestmentNews Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
Database last updated on July 2021.
