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 |
|---|---|---|---|---|---|
| 451 | COVENANT ASSET MANAGEMENT, LLC | $968,384 | $490,970,551 | — | $490,970,551 |
| 452 | BROOKER WEALTH MANAGEMENT | $967,124 | $566,734,883 | — | $566,734,883 |
| 453 | ARJUNA CAPITAL, LLC | $962,731 | $403,384,379 | — | $403,384,379 |
| 454 | FISHER INVESTMENTS | $961,779 | $208,905,102,124 | — | $208,905,102,124 |
| 455 | CWC ADVISORS, LLC | $959,119 | $148,750,000 | $3,750,000 | $152,500,000 |
| 456 | KENSINGTON INVESTMENT COUNSEL | $958,635 | $203,230,691 | — | $203,230,691 |
| 457 | MCGUIRE WEALTH MANAGEMENT | $958,498 | $687,242,743 | — | $687,242,743 |
| 458 | GLOBAL WEALTH MANAGEMENT, LLC | $958,173 | $244,369,920 | $44,040,248 | $288,410,168 |
| 459 | RAINEY & RANDALL INVESTMENT MANAGEMENT, INC. | $957,781 | $742,280,000 | — | $742,280,000 |
| 460 | SOUTH SHORE CAPITAL ADVISORS, LLC | $957,684 | $102,747,608 | $89,746,782 | $192,494,390 |
| 461 | CFM WEALTH PARTNERS LLC | $954,169 | $575,182,632 | $1,135,425 | $576,318,057 |
| 462 | HARBOR ADVISORY CORPORATION | $953,158 | $383,369,318 | $8,378,482 | $391,747,800 |
| 463 | HIGH PINES WEALTH MANAGEMENT LLC | $949,708 | $222,592,608 | $588,855 | $223,181,463 |
| 464 | NEUMANN CAPITAL MANAGEMENT | $949,236 | $515,435,206 | — | $515,435,206 |
| 465 | BLACK DIAMOND FINANCIAL, LLC | $949,190 | $481,004,570 | $70,474,985 | $551,479,555 |
| 466 | ZHANG FINANCIAL | $948,340 | $2,748,594,975 | $2,035,781,811 | $4,784,376,786 |
| 467 | JLFRANKLIN WEALTH PLANNING | $946,612 | $195,001,984 | — | $195,001,984 |
| 468 | HEISTEN FINANCIAL, LLC | $946,430 | $104,268,018 | $10,250,000 | $114,518,018 |
| 469 | DANIELS & ERICKSON FINANCIAL ADVISORS, LLC | $944,636 | $118,079,541 | — | $118,079,541 |
| 470 | VENTURI PRIVATE WEALTH | $944,517 | $2,277,586,606 | $5,309,956 | $2,282,896,562 |
| 471 | AVIOR WEALTH MANAGEMENT, LLC | $944,275 | $1,884,736,906 | $429,681,976 | $2,314,418,882 |
| 472 | GENERATIONS WEALTH, LLC | $944,005 | $271,873,313 | — | $271,873,313 |
| 473 | KM CAPITAL MANAGEMENT, LTD. | $940,289 | $192,969,182 | $72,192,201 | $265,161,383 |
| 474 | ACKERMAN CAPITAL MANAGEMENT | $939,608 | $457,468,346 | $51,799,183 | $509,267,529 |
| 475 | PELOTON WEALTH STRATEGISTS, INC. | $939,109 | $304,271,196 | — | $304,271,196 |
| 476 | WEDMONT PRIVATE CAPITAL | $937,062 | $488,911,422 | $12,416,752 | $501,328,174 |
| 477 | COMPASS FINANCIAL GROUP, INC. | $936,841 | $386,915,250 | — | $386,915,250 |
| 478 | CAFG WEALTH MANAGEMENT, INC. | $935,469 | $223,577,113 | — | $223,577,113 |
| 479 | DARDEN WEALTH GROUP | $933,844 | $160,947,192 | $5,277,074 | $166,224,266 |
| 480 | GRAVES LIGHT LENHART | $932,567 | $997,298,149 | $35,986,164 | $1,033,284,313 |
| 481 | ROCK POINT ADVISORS, LLC | $931,962 | $553,585,275 | — | $553,585,275 |
| 482 | HANSEATIC MANAGEMENT SERVICES INC | $927,152 | $140,000,000 | — | $140,000,000 |
| 483 | ANCHOR CAPITAL ADVISORS LLC | $927,004 | $3,415,082,456 | — | $3,415,082,456 |
| 484 | KEYSTONE FINANCIAL SERVICES | $926,468 | $218,646,355 | — | $218,646,355 |
| 485 | MOSS ADAMS WEALTH ADVISORS LLC | $922,923 | $2,813,638,922 | $747,921,943 | $3,561,560,865 |
| 486 | WESTMOUNT ASSET MANAGEMENT, LLC | $921,586 | $3,455,536,547 | $381,948,894 | $3,837,485,441 |
| 487 | INTELLIGENT CAPITALWORKS | $919,331 | $247,100,000 | $200,000 | $247,300,000 |
| 488 | SUMNICHT & ASSOCIATES, LLC | $918,686 | $289,822,302 | $51,928,824 | $341,751,126 |
| 489 | FIERSTON FINANCIAL GROUP INC | $918,642 | $835,963,837 | — | $835,963,837 |
| 490 | AVIANCE CAPITAL PARTNERS LLC | $916,477 | $652,067,741 | $464,205 | $652,531,946 |
| 491 | WARNER FINANCIAL, INC | $911,991 | $589,504,979 | $13,321,173 | $602,826,152 |
| 492 | JOURNEY WEALTH MANAGEMENT | $910,993 | $372,793,119 | $14,378,754 | $387,171,873 |
| 493 | TINGEY ADVISORS INC | $910,496 | $361,263,087 | $1,114,222 | $362,377,309 |
| 494 | PERENNIAL | $908,326 | $485,306,310 | $5,189,689 | $490,495,999 |
| 495 | WEST COAST FINANCIAL, LLC | $906,939 | $1,640,652,188 | — | $1,640,652,188 |
| 496 | VSM WEALTH ADVISORY, LLC | $906,508 | $441,469,414 | — | $441,469,414 |
| 497 | LESJAK PLANNING, LLC | $904,826 | $330,700,000 | $6,800,000 | $337,500,000 |
| 498 | EPSILON FINANCIAL GROUP, INC. | $904,051 | $468,298,226 | — | $468,298,226 |
| 499 | JVL WEALTH STRATEGIES | $896,968 | $432,117,837 | $9,190,652 | $441,308,489 |
| 500 | LEE FINANCIAL COMPANY, LLC | $894,850 | $1,303,848,268 | $2,633,020 | $1,306,481,288 |
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.
