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 |
|---|---|---|---|---|---|
| 1 | OCCIDENTAL ASSET MANAGEMENT, LLC | $400,411 | $523,737,691 | — | $523,737,691 |
| 2 | YOUNG RICHARD C & CO LTD | $761,301 | $1,432,008,099 | — | $1,432,008,099 |
| 3 | EDGE WEALTH MANAGEMENT, LLC | $1,627,215 | $846,151,721 | — | $846,151,721 |
| 4 | BUCKLEY WEALTH MANAGEMENT, LLC | $891,453 | $558,049,491 | — | $558,049,491 |
| 5 | RODGERS & ASSOCIATES | $423,877 | $1,382,262,598 | — | $1,382,262,598 |
| 6 | THE WELCH GROUP, LLC | $743,985 | $2,449,942,225 | — | $2,449,942,225 |
| 7 | ADVICEONE ADVISORY SERVICES, LLC | $282,928 | $1,299,488,224 | — | $1,299,488,224 |
| 8 | HERITAGE FINANCIAL SERVICES, LLC | $436,848 | $2,228,359,850 | — | $2,228,359,850 |
| 9 | ASSET MANAGEMENT GROUP LTD | $1,044,060 | $502,192,860 | — | $502,192,860 |
| 10 | LEVEL FINANCIAL ADVISORS, INC. | $303,396 | $545,201,873 | — | $545,201,873 |
| 11 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | $308,395 | $1,795,478,023 | — | $1,795,478,023 |
| 12 | WATERFRONT WEALTH INC. | $279,156 | $675,000,000 | — | $675,000,000 |
| 13 | JORDAN PARK GROUP LLC | $4,284,459 | $17,600,559,329 | — | $17,600,559,329 |
| 14 | WEALTHGATE FAMILY OFFICE LLC | $6,059,494 | $527,175,941 | — | $527,175,941 |
| 15 | SHEETS SMITH WEALTH MANAGEMENT | $1,289,347 | $1,139,782,419 | — | $1,139,782,419 |
| 16 | FERRIS CAPITAL, LLC | $1,228,763 | $755,689,292 | — | $755,689,292 |
| 17 | MOODY, LYNN & LIEBERSON, LLC | $2,062,553 | $1,829,484,751 | — | $1,829,484,751 |
| 18 | SHARKEY HOWES & JAVER INC | $335,297 | $903,625,913 | — | $903,625,913 |
| 19 | TILLMAN HARTLEY LLC | $2,468,943 | $604,891,000 | — | $604,891,000 |
| 20 | REVOLVE WEALTH PARTNERS, LLC | $338,086 | $640,335,096 | — | $640,335,096 |
| 21 | NWK GROUP | $1,257,111 | $512,901,108 | — | $512,901,108 |
| 22 | LYELL WEALTH MANAGEMENT LP | $4,227,390 | $1,073,757,090 | — | $1,073,757,090 |
| 23 | THE WATCHMAN GROUP, INC. | $2,081,726 | $505,859,384 | — | $505,859,384 |
| 24 | ABACUS PLANNING GROUP, INC. | $683,235 | $1,670,508,559 | — | $1,670,508,559 |
| 25 | CX INSTITUTIONAL, LLC | $290,552 | $1,480,654,465 | — | $1,480,654,465 |
| 26 | OPES WEALTH MANAGEMENT, LLC | $1,701,193 | $508,656,733 | — | $508,656,733 |
| 27 | ROSENBLUM SILVERMAN SUTTON SF INC | $3,047,113 | $521,056,271 | — | $521,056,271 |
| 28 | SATHER FINANCIAL GROUP, INC. | $1,225,133 | $1,430,955,241 | — | $1,430,955,241 |
| 29 | SUNCOAST EQUITY MANAGEMENT, LLC | $858,167 | $1,091,588,569 | — | $1,091,588,569 |
| 30 | RHAME & GORRELL WEALTH MANAGEMENT | $425,491 | $537,821,041 | — | $537,821,041 |
| 31 | AFFILIATED PRIVATE INVESTORS LLC | $6,378,208 | $580,416,933 | — | $580,416,933 |
| 32 | RIVERPOINT WEALTH MANAGEMENT | $684,803 | $605,365,885 | — | $605,365,885 |
| 33 | AUFMAN ASSOCIATES INC | $3,603,723 | $875,704,723 | — | $875,704,723 |
| 34 | BLANKINSHIP & FOSTER, LLC | $802,542 | $786,491,375 | — | $786,491,375 |
| 35 | CORNERSTONE ADVISORY | $1,392,988 | $1,702,231,855 | — | $1,702,231,855 |
| 36 | ST. CLAIR ADVISORS, LLC | $1,524,831 | $847,806,060 | — | $847,806,060 |
| 37 | ANCHOR CAPITAL ADVISORS LLC | $927,004 | $3,415,082,456 | — | $3,415,082,456 |
| 38 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | $156,850 | $2,028,386,000 | — | $2,028,386,000 |
| 39 | BRIDGEWATER ADVISORS INC. | $770,712 | $1,954,524,604 | — | $1,954,524,604 |
| 40 | ENSEMBLE CAPITAL MANAGEMENT, LLC | $2,465,366 | $1,821,905,823 | — | $1,821,905,823 |
| 41 | MAIN STREET RESEARCH LLC | $849,924 | $1,963,324,024 | — | $1,963,324,024 |
| 42 | MADISON WEALTH MANAGEMENT | $553,845 | $1,293,782,083 | — | $1,293,782,083 |
| 43 | PATHWAY FINANCIAL ADVISORS, LLC | $838,725 | $766,594,754 | — | $766,594,754 |
| 44 | CLAYTON WEALTH PARTNERS | $429,602 | $706,694,758 | — | $706,694,758 |
| 45 | PINE RIDGE ADVISERS LLC | $116,301,668 | $2,674,938,353 | — | $2,674,938,353 |
| 46 | RAINEY & RANDALL INVESTMENT MANAGEMENT, INC. | $957,781 | $742,280,000 | — | $742,280,000 |
| 47 | ASPYRE WEALTH PARTNERS | $426,895 | $516,970,077 | — | $516,970,077 |
| 48 | MARQUETTE WEALTH MANAGEMENT | $1,553,623 | $810,991,000 | — | $810,991,000 |
| 49 | MCGUIRE WEALTH MANAGEMENT | $958,498 | $687,242,743 | — | $687,242,743 |
| 50 | CRANBROOK WEALTH MANAGEMENT, LLC | $831,926 | $1,002,471,125 | — | $1,002,471,125 |
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.
