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 |
|---|---|---|---|---|---|
| 651 | COHEN CAPITAL MANAGEMENT INC | $4,468,960 | $755,254,210 | — | $755,254,210 |
| 652 | PEAK ASSET MANAGEMENT, LLC | $830,298 | $722,331,548 | $29,918,809 | $752,250,357 |
| 653 | GIBRALTAR CAPITAL MANAGEMENT, INC. | $2,611,600 | $747,889,576 | $4,251,118 | $752,140,694 |
| 654 | BLACK CORAL FINANCIAL ADVISORS, LLC | $416,425 | $550,034,000 | $202,029,000 | $752,063,000 |
| 655 | BAKER ELLIS ASSET MANAGEMENT LLC | $2,546,534 | $751,227,575 | — | $751,227,575 |
| 656 | BARRY INVESTMENT ADVISORS, LLC | $509,875 | $599,892,469 | $150,133,720 | $750,026,189 |
| 657 | MONTIS FINANCIAL, LLC | $639,487 | $746,100,000 | $2,100,000 | $748,200,000 |
| 658 | SAGE RHINO CAPITAL LLC | $573,996 | $746,769,280 | — | $746,769,280 |
| 659 | KINGS PATH PARTNERS LLC | $2,519,936 | $203,264,535 | $542,636,634 | $745,901,169 |
| 660 | RAPPAPORT REICHES CAPITAL MANAGEMENT, | $595,656 | $745,165,255 | — | $745,165,255 |
| 661 | TEN CAPITAL WEALTH ADVISORS, LLC | $402,766 | $700,810,236 | $43,904,807 | $744,715,043 |
| 662 | THE KELLY GROUP | $786,854 | $744,363,798 | — | $744,363,798 |
| 663 | DEAN INVESTMENTS | $1,423,217 | $744,342,589 | — | $744,342,589 |
| 664 | THE ARKANSAS FINANCIAL GROUP, INC. | $536,960 | $743,689,169 | — | $743,689,169 |
| 665 | VERITY INVESTMENT PARTNERS | $1,260,997 | $730,855,940 | $11,871,318 | $742,727,258 |
| 666 | RAINEY & RANDALL INVESTMENT MANAGEMENT, INC. | $957,781 | $742,280,000 | — | $742,280,000 |
| 667 | FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC | $1,078,143 | $649,210,410 | $92,551,857 | $741,762,267 |
| 668 | GATEWAY ADVISORY, LLC | $329,345 | $738,721,602 | — | $738,721,602 |
| 669 | HENRY + HORNE WEALTH MANAGEMENT | $2,146,392 | $738,358,755 | — | $738,358,755 |
| 670 | MILESTONE INVESTMENT ADVISORS, LLC | $625,406 | $636,074,014 | $101,279,700 | $737,353,714 |
| 671 | SOCIUS FAMILY OFFICE, LLC | $1,435,789 | $629,256,160 | $104,432,107 | $733,688,267 |
| 672 | MATTERN CAPITAL MANAGEMENT, LLC | $698,323 | $733,238,738 | — | $733,238,738 |
| 673 | AMERICAN FINANCIAL ADVISORS INC | $1,098,798 | — | $732,898,362 | $732,898,362 |
| 674 | SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC | $466,020 | $684,461,657 | $46,257,370 | $730,719,027 |
| 675 | THE MILLSTONE EVANS GROUP, LLC | $349,915 | $718,601,955 | $12,019,758 | $730,621,713 |
| 676 | AMI INVESTMENT MANAGEMENT INC | $2,590,645 | $730,561,763 | — | $730,561,763 |
| 677 | DIESSLIN GROUP, INC. | $570,904 | $606,515,680 | $123,670,084 | $730,185,764 |
| 678 | CONSILIUM WEALTH MANAGEMENT | $800,711 | $666,341,090 | $61,505,661 | $727,846,751 |
| 679 | CYPRESS POINT WEALTH MANAGEMENT, LLC | $886,428 | $626,232,809 | $101,524,292 | $727,757,101 |
| 680 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | $1,892,801 | $668,284,527 | $58,550,873 | $726,835,400 |
| 681 | TCWP LLC | $309,001 | $694,606,216 | $32,164,247 | $726,770,463 |
| 682 | WILLIAM MACK & ASSOCIATES INC | $891,501 | $721,393,000 | $5,180,000 | $726,573,000 |
| 683 | KING WEALTH MANAGEMENT GROUP, LLC | $460,762 | $714,516,153 | $11,645,375 | $726,161,528 |
| 684 | AVESTAR CAPITAL, LLC | $859,016 | $724,797,722 | $1,071,000 | $725,868,722 |
| 685 | J.J. BURNS & COMPANY | $492,503 | $724,964,726 | — | $724,964,726 |
| 686 | BRICKLEY WEALTH MANAGEMENT | $1,427,039 | $724,935,685 | — | $724,935,685 |
| 687 | ISI FINANCIAL GROUP INC | $359,529 | $721,935,095 | — | $721,935,095 |
| 688 | HUTCHINSON CAPITAL MANAGEMENT | $1,066,871 | $703,166,527 | $18,037,984 | $721,204,511 |
| 689 | PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | $848,320 | $717,678,502 | — | $717,678,502 |
| 690 | WEALTHSTAR ADVISORS, LLC | $289,128 | $717,616,108 | — | $717,616,108 |
| 691 | RPG INVESTMENT ADVISORY, LLC | $880,169 | $716,457,779 | — | $716,457,779 |
| 692 | WESTSIDE INVESTMENT MANAGEMENT, LLC | $875,563 | $716,210,706 | — | $716,210,706 |
| 693 | BEACON CAPITAL MANAGEMENT, LLC | $152,327 | $663,569,101 | $48,409,379 | $711,978,480 |
| 694 | ELLSWORTH ADVISORS, LLC | $724,474 | $709,655,393 | $1,778,044 | $711,433,437 |
| 695 | APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC | $457,638 | $710,712,492 | — | $710,712,492 |
| 696 | KUHN ADVISORS, INC. | $527,123 | $708,980,344 | — | $708,980,344 |
| 697 | CLAYTON WEALTH PARTNERS | $429,602 | $706,694,758 | — | $706,694,758 |
| 698 | ELEMENT POINTE ADVISORS | $2,204,817 | $680,227,573 | $25,314,024 | $705,541,597 |
| 699 | ROOF EIDAM MAYCOCK PERALTA LLC | $694,424 | $687,940,110 | $17,594,331 | $705,534,441 |
| 700 | EXCHANGE CAPITAL MANAGEMENT INC | $699,836 | $702,778,588 | $1,956,378 | $704,734,966 |
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.
