RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      301RPG INVESTMENT ADVISORY, LLC$880,169$716,457,779—$716,457,779
      302WESTSIDE INVESTMENT MANAGEMENT, LLC$875,563$716,210,706—$716,210,706
      303BEACON CAPITAL MANAGEMENT, LLC$152,327$663,569,101$48,409,379$711,978,480
      304KUHN ADVISORS, INC.$527,123$708,980,344—$708,980,344
      305ROOF EIDAM MAYCOCK PERALTA LLC$694,424$687,940,110$17,594,331$705,534,441
      306MARATHON CAPITAL MANAGEMENT$1,082,866$699,531,308—$699,531,308
      307FRANKLIN, PARLAPIANO, TURNER & WELCH LLC$1,849,482$693,968,488$3,286,342$697,254,830
      308PACIFIC SAGE PARTNERS, LLC$319,891$696,082,978—$696,082,978
      309MCGUIRE WEALTH MANAGEMENT$958,498$687,242,743—$687,242,743
      310AEQUITAS INVESTMENT ADVISORS, LLC$545,708—$684,863,869$684,863,869
      311COVINGTON INVESTMENT ADVISORS, INC.$1,429,129$656,140,847$25,553,916$681,694,763
      312CAPSTONE WEALTH ADVISORS, LLC$220,764$672,225,746—$672,225,746
      313KEUDELL MORRISON WEALTH MANAGEMENT, LLC$389,358$502,665,358$168,588,210$671,253,568
      314SLOAN INVESTMENT MANAGEMENT, L.L.C.$2,214,597$665,656,768$3,151,435$668,808,203
      315MCRAE CAPITAL MANAGEMENT INC.$859,583$667,896,289—$667,896,289
      316SHULMAN DEMEO ASSET MANAGEMENT, LLC$792,833$590,438,843$77,126,221$667,565,064
      317FAGAN ASSOCIATES INC$414,328$665,113,565$2,368,093$667,481,658
      318BERNHARDT WEALTH MANAGEMENT, INC.$641,725$666,598,443$795,037$667,393,480
      319PINNEY & SCOFIELD, INC.$586,786$664,829,088—$664,829,088
      320AEGIS WEALTH$1,376,784$657,693,568$1,786,007$659,479,575
      321AVIANCE CAPITAL PARTNERS LLC$916,477$652,067,741$464,205$652,531,946
      322ATLANTIC PRIVATE WEALTH, LLC$604,340$645,613,191$5,260,509$650,873,700
      323CHATHAM CAPITAL GROUP INC$1,197,037$649,991,312—$649,991,312
      324FIRESTONE CAPITAL MANAGEMENT INC$584,355$639,641,539$6,070,365$645,711,904
      325MCILRATH & ECK, LLC$249,373$645,376,243—$645,376,243
      326BILTMORE CAPITAL ADVISORS$489,768$644,534,683—$644,534,683
      327KEYSTONE WEALTH PARTNERS LLC$189,104$644,276,054—$644,276,054
      328MA PRIVATE WEALTH, LLC$498,957$594,053,533$45,609,475$639,663,008
      329SWM ADVISORS$9,540,657$633,829,518$5,394,469$639,223,987
      330ULLAND INVESTMENT ADVISORS, LLC$1,279,043$626,880,972$10,082,673$636,963,645
      331EMERSON WEALTH, LLC$881,560$634,723,340—$634,723,340
      332AM INVESTMENT STRATEGIES, LLC$558,686$386,112,300$244,085,662$630,197,962
      33393 FINANCIAL GROUP, LLC$271,898$629,444,458—$629,444,458
      334WINDSOR CAPITAL MANAGEMENT, LLC$518,519$626,371,000—$626,371,000
      335NELSON CAPITAL MANAGEMENT, LLC$1,116,007$597,780,223$28,299,587$626,079,810
      336GKFO, LLC$2,754,407$294,989,266$330,261,182$625,250,448
      337CHEVIOT VALUE MANAGEMENT, LLC$720,711$622,693,979—$622,693,979
      338CAMBRIDGE ADVISORS INC$750,701$585,541,141$36,039,228$621,580,369
      339SCOTT SNOW (FINANCIAL ADVISORS) LLC$1,122,519—$620,753,077$620,753,077
      340NAVPOINT FINANCIAL, INC.$2,656,880$597,048,882$22,004,085$619,052,967
      341AEVITAS WEALTH MANAGEMENT, INC.$420,227$600,483,254$16,830,128$617,313,382
      342RS CRUM INC.$670,031$603,491,386$13,607,245$617,098,631
      343CMH WEALTH MANAGEMENT, LLC$1,274,773$616,990,175—$616,990,175
      344PIN OAK INVESTMENT ADVISORS INC$888,455$616,588,013—$616,588,013
      345LIGHTHOUSE FINANCIAL ADVISORS, INC.$342,808$91,303,899$523,350,596$614,654,495
      346PROFFITT & GOODSON INC.$833,963$601,104,673$13,525,892$614,630,565
      347CAPITAL ADVISORS WEALTH MANAGEMENT$368,445$476,356,339$137,473,836$613,830,175
      348BALDRIGE ASSET MANAGEMENT$707,101$564,707,901$47,641,646$612,349,547
      349BROWN | MILLER WEALTH MANAGEMENT, LLC$316,975$575,711,694$36,049,819$611,761,513
      350HORST & GRABEN WEALTH MANAGEMENT, LLC$243,673$534,748,821$70,778,066$605,526,887
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      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.