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 |
|---|---|---|---|---|---|
| 401 | HUTCHINSON CAPITAL MANAGEMENT | $1,066,871 | $703,166,527 | $18,037,984 | $721,204,511 |
| 402 | STOKES FAMILY OFFICE LLC | $1,064,920 | $1,644,236,484 | — | $1,644,236,484 |
| 403 | CAUSEY DEMGEN & MOORE P.C. | $1,063,470 | $248,105,071 | $57,110,700 | $305,215,771 |
| 404 | CORIENT CAPITAL PARTNERS, LLC | $1,062,266 | $3,909,024,987 | $1,078,313,113 | $4,987,338,100 |
| 405 | AVALON CAPITAL MANAGEMENT | $1,059,955 | $339,185,647 | — | $339,185,647 |
| 406 | HAMRICK INVESTMENT COUNSEL, LLC | $1,054,522 | $272,985,201 | $1,190,543 | $274,175,744 |
| 407 | THE HOERNER PLANNING GROUP, LLC | $1,052,091 | $832,819,744 | $361,303,735 | $1,194,123,479 |
| 408 | JACKSON SQUARE CAPITAL, LLC | $1,044,203 | $392,480,442 | $2,228,146 | $394,708,588 |
| 409 | ASSET MANAGEMENT GROUP LTD | $1,044,060 | $502,192,860 | — | $502,192,860 |
| 410 | BETA WEALTH GROUP, INC | $1,043,003 | $409,900,000 | — | $409,900,000 |
| 411 | MAYFIELD ADVISORS, INC. | $1,041,779 | $121,888,159 | — | $121,888,159 |
| 412 | CAMDEN CAPITAL, LLC | $1,040,907 | $3,142,627,913 | $1,361,375,480 | $4,504,003,393 |
| 413 | FREEDOM FAMILY OFFICE, LLC | $1,034,790 | $110,722,483 | — | $110,722,483 |
| 414 | WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | $1,034,639 | $4,905,986,185 | $64,420,978 | $4,970,407,163 |
| 415 | GEN FINANCIAL MANAGEMENT INC. | $1,023,116 | $419,333,000 | $38,000,000 | $457,333,000 |
| 416 | TELLONE MANAGEMENT GROUP INC | $1,020,762 | $505,277,042 | — | $505,277,042 |
| 417 | RIVERVIEW CAPITAL ADVISERS LLC | $1,019,312 | $457,834,696 | $44,685,998 | $502,520,694 |
| 418 | ELIOT FINKEL INVESTMENT COUNSEL, LLC | $1,018,241 | $209,757,727 | — | $209,757,727 |
| 419 | MILLER GLOBAL INVESTMENTS, L.L.C. | $1,017,134 | $164,775,737 | — | $164,775,737 |
| 420 | CANTER WEALTH | $1,016,190 | $206,286,473 | — | $206,286,473 |
| 421 | MONTE FINANCIAL GROUP, LLC | $1,013,321 | $341,060,177 | $2,455,810 | $343,515,987 |
| 422 | BENEMARK, INC | $1,008,264 | — | $228,875,940 | $228,875,940 |
| 423 | RESOURCE CONSULTING GROUP | $1,006,759 | $2,642,742,586 | — | $2,642,742,586 |
| 424 | BANYAN GLOBAL INVESTMENT ADVISORS, LLC | $1,006,278 | — | $166,035,815 | $166,035,815 |
| 425 | MAINSTAY CAPITAL MANAGEMENT, LLC | $1,005,404 | $3,485,153,234 | $373,587,895 | $3,858,741,129 |
| 426 | EMERALD ADVISORS, LLC | $1,004,213 | $534,965,163 | $2,288,595 | $537,253,758 |
| 427 | MOTIVE WEALTH ADVISORS, LLC | $1,003,656 | $246,810,796 | $1,092,165 | $247,902,961 |
| 428 | FLAGSHIP CAPITAL MANAGEMENT INC | $1,002,800 | $145,406,000 | — | $145,406,000 |
| 429 | SGH WEALTH MANAGEMENT | $1,002,358 | $275,648,339 | — | $275,648,339 |
| 430 | GLASSY MOUNTAIN ADVISORS, INC. | $1,001,752 | $236,413,515 | — | $236,413,515 |
| 431 | MONUMENT GROUP WEALTH ADVISORS, LLC | $998,613 | $449,602,228 | $6,764,000 | $456,366,228 |
| 432 | SCOTT CAPITAL ADVISORS, LLC | $997,671 | $720,912,841 | $56,273,172 | $777,186,013 |
| 433 | PLANCORP, LLC | $993,781 | $5,733,023,128 | $344,941,733 | $6,077,964,861 |
| 434 | JM2 CAPITAL INC. | $990,208 | $122,785,796 | — | $122,785,796 |
| 435 | MONETA GROUP INVESTMENT ADVISORS, LLC | $988,809 | $18,237,583,315 | $14,651,179,572 | $32,888,762,887 |
| 436 | SFC FINANCIAL LLC | $988,796 | — | $220,501,408 | $220,501,408 |
| 437 | WAYPOINT CAPITAL ADVISORS, LLC | $988,289 | $527,123,649 | $622,662 | $527,746,311 |
| 438 | REDROCK WEALTH MANAGEMENT, LLC | $986,798 | $180,133,000 | $10,319,000 | $190,452,000 |
| 439 | OBJECTIVITY SQUARED WEALTH MANAGEMENT | $985,030 | $329,000,000 | — | $329,000,000 |
| 440 | ENTRUST WEALTH ADVISORS, LLC | $984,405 | $335,682,164 | — | $335,682,164 |
| 441 | POLARIS ADVISORS, LLC | $982,605 | $110,786,795 | $36,603,961 | $147,390,756 |
| 442 | SMITH PARTNERS WEALTH MANAGEMENT, LLC | $980,632 | $151,997,960 | — | $151,997,960 |
| 443 | TREBUCHET CONSULTING, LLC | $980,555 | — | $597,158,245 | $597,158,245 |
| 444 | FAMILY WMS, LLC | $980,004 | $392,124,756 | $386,978,663 | $779,103,419 |
| 445 | DIVERSIFIED MANAGEMENT INC | $979,726 | $1,462,855,614 | $115,483,149 | $1,578,338,763 |
| 446 | OPUS FINANCIAL SOLUTIONS LLC | $976,473 | $113,230,396 | $7,852,293 | $121,082,689 |
| 447 | COBBLESTONE CAPITAL ADVISORS, LLC | $975,663 | $2,621,772,328 | $60,324,573 | $2,682,096,901 |
| 448 | SLOCUM, GORDON & CO. LLP | $975,431 | $263,366,404 | — | $263,366,404 |
| 449 | ATON FINANCIAL LLC | $970,478 | $235,202,000 | $77,292,000 | $312,494,000 |
| 450 | EPIQ PARTNERS, LLC | $969,367 | $304,674,510 | $16,185,843 | $320,860,353 |
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.
