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 |
|---|---|---|---|---|---|
| 101 | RAUB BROCK CAPITAL MANAGEMENT, LP | $527,422 | $792,856,970 | $2,619,035,801 | $3,411,892,771 |
| 102 | MATTER FAMILY OFFICE | $16,200,890 | $157,594,916 | $3,244,591,923 | $3,402,186,839 |
| 103 | FOSTER GROUP, INC. | $733,546 | $3,241,151,422 | $152,232,107 | $3,393,383,529 |
| 104 | ACCREDITED INVESTORS WEALTH MANAGEMENT | $766,137 | $3,211,281,497 | $171,979,114 | $3,383,260,611 |
| 105 | PALLADIUM REGISTERED INVESTMENT ADVISORS | $1,307,009 | $3,279,070,756 | $91,706,040 | $3,370,776,796 |
| 106 | VIVALDI CAPITAL MANAGEMENT LP | $604,704 | $1,441,476,587 | $1,887,418,045 | $3,328,894,632 |
| 107 | HERITAGE WEALTH ADVISORS | $2,563,914 | $3,257,547,477 | $67,848,662 | $3,325,396,139 |
| 108 | CARDEA CAPITAL GROUP, INC. | $26,426,382 | $131,053,844 | $3,119,391,107 | $3,250,444,951 |
| 109 | BRAGG FINANCIAL ADVISORS INC | $2,225,296 | $3,070,907,908 | — | $3,070,907,908 |
| 110 | HALBERT HARGROVE | $739,444 | $2,851,845,996 | $179,136,902 | $3,030,982,898 |
| 111 | CONSTELLATION WEALTH ADVISORS | $1,651,946 | $1,655,198,313 | $1,362,906,820 | $3,018,105,133 |
| 112 | SAGE FINANCIAL GROUP INC. | $861,694 | $2,771,034,162 | $244,895,036 | $3,015,929,198 |
| 113 | SENTRY ADVISORS, LLC | $5,627,118 | $236,219,209 | $2,729,271,923 | $2,965,491,132 |
| 114 | TRUE NORTH ADVISORS, LLC | $862,127 | $2,843,576,801 | $28,167,053 | $2,871,743,854 |
| 115 | OAKMONT CORPORATION | $33,321,675 | $2,845,216,205 | $20,447,845 | $2,865,664,050 |
| 116 | VERDENCE CAPITAL ADVISORS, LLC | $592,438 | $2,837,780,043 | — | $2,837,780,043 |
| 117 | WEALTHSPIRE ADVISORS | $774,879 | $2,820,515,552 | $11,668,857 | $2,832,184,409 |
| 118 | ARNERICH MASSENA, INC. | $8,207,528 | $1,212,417,927 | $1,537,104,042 | $2,749,521,969 |
| 119 | EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT | $569,714 | $2,739,096,715 | $2,367,305 | $2,741,464,020 |
| 120 | LINDBROOK CAPITAL, LLC | $1,355,884 | $2,454,395,565 | $274,999,661 | $2,729,395,226 |
| 121 | COBBLESTONE CAPITAL ADVISORS, LLC | $975,663 | $2,621,772,328 | $60,324,573 | $2,682,096,901 |
| 122 | PINE RIDGE ADVISERS LLC | $116,301,668 | $2,674,938,353 | — | $2,674,938,353 |
| 123 | VISTA CAPITAL PARTNERS, INC. | $1,121,962 | $2,656,805,764 | — | $2,656,805,764 |
| 124 | RESOURCE CONSULTING GROUP | $1,006,759 | $2,642,742,586 | — | $2,642,742,586 |
| 125 | LOGAN CAPITAL MANAGEMENT, INC. | $1,724,003 | $1,937,312,923 | $698,687,923 | $2,636,000,846 |
| 126 | THE BURNEY COMPANY | $630,921 | $2,625,894,633 | — | $2,625,894,633 |
| 127 | DONALDSON CAPITAL MANAGEMENT LLC | $739,409 | $2,616,028,278 | — | $2,616,028,278 |
| 128 | BAKERAVENUE | $1,245,884 | $2,181,455,628 | $409,983,185 | $2,591,438,813 |
| 129 | MONTAG | $2,167,812 | $2,496,424,305 | $18,237,513 | $2,514,661,818 |
| 130 | CONFLUENCE FINANCIAL PARTNERS | $405,134 | $2,339,588,415 | $168,998,347 | $2,508,586,762 |
| 131 | YALE CAPITAL CORP. | $20,947,930 | $2,450,907,779 | — | $2,450,907,779 |
| 132 | TEAM HEWINS, LLC | $1,783,637 | $1,326,323,267 | $1,122,609,779 | $2,448,933,046 |
| 133 | MORTON WEALTH | $715,087 | $2,375,243,103 | $41,036,045 | $2,416,279,148 |
| 134 | GOELZER INVESTMENT MANAGEMENT | $1,682,136 | $2,398,781,842 | $16,764,864 | $2,415,546,706 |
| 135 | SUMMITRY, LLC | $756,769 | $2,258,898,143 | $123,409,765 | $2,382,307,908 |
| 136 | APELLA CAPITAL | $395,536 | $2,357,000,000 | — | $2,357,000,000 |
| 137 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1,077,877 | $2,066,326,691 | $257,575,138 | $2,323,901,829 |
| 138 | AVIOR WEALTH MANAGEMENT, LLC | $944,275 | $1,884,736,906 | $429,681,976 | $2,314,418,882 |
| 139 | VENTURI PRIVATE WEALTH | $944,517 | $2,277,586,606 | $5,309,956 | $2,282,896,562 |
| 140 | VIGILANT CAPITAL MANAGEMENT, LLC | $1,460,342 | $2,240,163,925 | — | $2,240,163,925 |
| 141 | HERITAGE FINANCIAL SERVICES, LLC | $436,848 | $2,228,359,850 | — | $2,228,359,850 |
| 142 | BIP WEALTH, LLC | $444,156 | $1,474,245,352 | $728,323,016 | $2,202,568,368 |
| 143 | JOHNSON FINANCIAL GROUP LLC | $2,836,146 | $1,677,347,982 | $486,631,578 | $2,163,979,560 |
| 144 | COLORADO FINANCIAL MANAGEMENT LLC | $663,692 | $2,110,459,507 | $12,691,960 | $2,123,151,467 |
| 145 | CAPSTONE FINANCIAL ADVISORS INC | $772,246 | $2,091,903,894 | $7,059,803 | $2,098,963,697 |
| 146 | MCKINLEY CARTER WEALTH SERVICES, INC. | $435,800 | $2,038,462,444 | $56,427,104 | $2,094,889,548 |
| 147 | ROCKY MOUNTAIN ADVISERS, LLC | $6,303,750 | $2,086,541,387 | — | $2,086,541,387 |
| 148 | BLB & B ADVISORS, LLC | $746,059 | $1,929,670,196 | $135,419,793 | $2,065,089,989 |
| 149 | FOSTER & MOTLEY INC | $2,588,170 | $2,009,691,940 | $47,902,895 | $2,057,594,835 |
| 150 | MMBG INVESTMENT ADVISORS CO. | $16,871,414 | $2,041,441,088 | — | $2,041,441,088 |
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.
