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 | RIVERPOINT WEALTH MANAGEMENT | $684,803 | $605,365,885 | — | $605,365,885 |
| 352 | TILLMAN HARTLEY LLC | $2,468,943 | $604,891,000 | — | $604,891,000 |
| 353 | WARNER FINANCIAL, INC | $911,991 | $589,504,979 | $13,321,173 | $602,826,152 |
| 354 | PARSONS CAPITAL MANAGEMENT, LLC | $389,291 | $601,455,054 | — | $601,455,054 |
| 355 | NORTHWEST INVESTMENT COUNSELORS | $693,439 | $599,779,000 | $1,433,000 | $601,212,000 |
| 356 | TREBUCHET CONSULTING, LLC | $980,555 | — | $597,158,245 | $597,158,245 |
| 357 | GILMAN HILL ASSET MANAGEMENT, LLC | $1,243,876 | $597,060,615 | — | $597,060,615 |
| 358 | FITZROY INVESTMENT ADVISORS LLC | $12,396,056 | — | $595,010,667 | $595,010,667 |
| 359 | SPENCE ASSET MANAGEMENT | $404,868 | $586,266,776 | $6,865,017 | $593,131,793 |
| 360 | RIDGECREST WEALTH PARTNERS, LLC | $1,077,701 | $244,494,904 | $346,085,364 | $590,580,268 |
| 361 | BEEKMAN WEALTH ADVISORY, LLC | $84,085,714 | — | $588,600,000 | $588,600,000 |
| 362 | PARKSIDE ADVISORS LLC | $736,675 | $587,130,325 | — | $587,130,325 |
| 363 | FIRST FIDUCIARY INVESTMENT COUNSEL INC | $1,265,252 | $587,076,897 | — | $587,076,897 |
| 364 | JFG WEALTH MANAGEMENT, LLC | $1,427,359 | $572,763,355 | $13,881,019 | $586,644,374 |
| 365 | KINGFISHER CAPITAL, LLC | $867,225 | $586,243,939 | — | $586,243,939 |
| 366 | HARFST AND ASSOCIATES, INC. | $422,036 | $582,667,131 | $1,008,625 | $583,675,756 |
| 367 | FPL CAPITAL MANAGEMENT, LLC | $764,856 | $381,121,486 | $200,933,834 | $582,055,320 |
| 368 | PALO ALTO WEALTH ADVISORS, LLC | $1,177,420 | $421,005,174 | $160,640,478 | $581,645,652 |
| 369 | THE HIGH NET WORTH ADVISORY GROUP, LLC | $590,444 | $529,567,681 | $51,428,887 | $580,996,568 |
| 370 | BLUME CAPITAL MANAGEMENT, INC. | $715,060 | $580,628,386 | — | $580,628,386 |
| 371 | AFFILIATED PRIVATE INVESTORS LLC | $6,378,208 | $580,416,933 | — | $580,416,933 |
| 372 | COMPTON WEALTH ADVISORY GROUP, LLC | $1,367,020 | $449,613,738 | $128,635,668 | $578,249,406 |
| 373 | CFM WEALTH PARTNERS LLC | $954,169 | $575,182,632 | $1,135,425 | $576,318,057 |
| 374 | EXCALIBUR MANAGEMENT CORP | $698,395 | $562,348,023 | $9,637,530 | $571,985,553 |
| 375 | SHERRILL & HUTCHINS FINANCIAL ADVISORY INC | $427,165 | $571,546,813 | — | $571,546,813 |
| 376 | ABERDEEN WEALTH MANAGEMENT LLC | $1,347,069 | $541,552,114 | $29,605,165 | $571,157,279 |
| 377 | BARON WEALTH MANAGEMENT, LLC | $1,067,206 | $557,323,968 | $12,564,262 | $569,888,230 |
| 378 | BLUE OCEAN CAPITAL | $1,242,864 | $567,988,832 | — | $567,988,832 |
| 379 | BROOKER WEALTH MANAGEMENT | $967,124 | $566,734,883 | — | $566,734,883 |
| 380 | SHIKIAR ASSET MANAGEMENT INC | $2,511,111 | $512,000,000 | $53,000,000 | $565,000,000 |
| 381 | HOGANTAYLOR WEALTH | $572,973 | $462,394,422 | $100,838,196 | $563,232,618 |
| 382 | DE GROOTE FINANCIAL GROUP, LLC | $309,001 | $562,690,300 | — | $562,690,300 |
| 383 | JEPPSON WEALTH MANAGEMENT, LLC | $673,173 | $463,586,458 | $98,512,705 | $562,099,163 |
| 384 | CONCENTRIC WEALTH MANAGEMENT LLC | $630,272 | $561,572,340 | — | $561,572,340 |
| 385 | SOURCE FINANCIAL ADVISORS, LLC | $1,418,370 | $478,449,065 | $81,807,076 | $560,256,141 |
| 386 | BUCKLEY WEALTH MANAGEMENT, LLC | $891,453 | $558,049,491 | — | $558,049,491 |
| 387 | PENINSULA WEALTH, LLC | $798,289 | $558,003,681 | — | $558,003,681 |
| 388 | C.J. LAWRENCE | $1,549,891 | $554,496,277 | $1,914,456 | $556,410,733 |
| 389 | ROCK POINT ADVISORS, LLC | $931,962 | $553,585,275 | — | $553,585,275 |
| 390 | CADENT CAPITAL ADVISORS, LLC | $461,303 | $474,993,977 | $77,646,801 | $552,640,778 |
| 391 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | $617,859 | $531,571,948 | $20,175,926 | $551,747,874 |
| 392 | BLACK DIAMOND FINANCIAL, LLC | $949,190 | $481,004,570 | $70,474,985 | $551,479,555 |
| 393 | CGN ADVISORS, LLC | $283,362 | $535,632,000 | $15,507,500 | $551,139,500 |
| 394 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $1,174,091 | $466,889,684 | $82,584,755 | $549,474,439 |
| 395 | THE RICE PARTNERSHIP, LLC | $815,730 | $507,120,553 | $41,865,566 | $548,986,119 |
| 396 | GREAT POINT WEALTH ADVISORS, LLC | $523,757 | $518,857,000 | $30,040,000 | $548,897,000 |
| 397 | OSHER VAN DE VOORDE INVESTMENT MANAGEMENT | $1,384,699 | $548,340,619 | — | $548,340,619 |
| 398 | BOSTON RESEARCH AND MANAGEMENT, INC. | $1,302,400 | $548,310,400 | — | $548,310,400 |
| 399 | OAK HARBOR WEALTH PARTNERS, LLC | $449,394 | $304,892,114 | $242,919,657 | $547,811,771 |
| 400 | MOLLER FINANCIAL SERVICES | $544,633 | $545,043,200 | $1,223,443 | $546,266,643 |
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.
