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 | CAPWEALTH ADVISORS, LLC | $1,999,043 | $1,332,756,150 | $30,591,369 | $1,363,347,519 |
| 352 | SAX WEALTH ADVISORS, LLC | $566,088 | $1,329,716,943 | $31,157,559 | $1,360,874,502 |
| 353 | MARCO INVESTMENT MANAGEMENT LLC | $2,425,692 | $1,360,813,330 | — | $1,360,813,330 |
| 354 | RW INVESTMENT MANAGEMENT LLC | $634,260 | $1,108,225,361 | $247,822,487 | $1,356,047,848 |
| 355 | ARGOS CAPITAL PARTNERS, LLC | $1,671,345 | $297,967,976 | $1,050,807,487 | $1,348,775,463 |
| 356 | COLUMN CAPITAL ADVISORS, LLC | $838,240 | $1,290,086,989 | $57,802,429 | $1,347,889,418 |
| 357 | TORTOISE INVESTMENT MANAGEMENT, LLC | $559,640 | $1,334,136,352 | $12,916,465 | $1,347,052,817 |
| 358 | STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | $385,987 | $1,206,181,900 | $135,121,600 | $1,341,303,500 |
| 359 | INTELLECTUS PARTNERS, LLC | $1,865,240 | $971,036,893 | $370,070,590 | $1,341,107,483 |
| 360 | HIGHLAND PRIVATE WEALTH MANAGEMENT | $941,631 | $1,310,675,290 | $15,141,269 | $1,325,816,559 |
| 361 | THOMAS DOLL | $530,625 | $1,323,909,507 | — | $1,323,909,507 |
| 362 | SILVEROAK WEALTH MANAGEMENT LLC | $834,158 | $1,243,585,552 | $75,217,705 | $1,318,803,257 |
| 363 | COLONIAL TRUST ADVISORS, INC. | $725,968 | $1,202,749,710 | $106,171,307 | $1,308,921,017 |
| 364 | LEE FINANCIAL COMPANY, LLC | $894,850 | $1,303,848,268 | $2,633,020 | $1,306,481,288 |
| 365 | ADVICEONE ADVISORY SERVICES, LLC | $282,928 | $1,299,488,224 | — | $1,299,488,224 |
| 366 | GALVIN, GAUSTAD & STEIN, LLC | $636,098 | $1,263,185,210 | $34,455,473 | $1,297,640,683 |
| 367 | WBH ADVISORY, INC. | $639,354 | $1,295,331,000 | — | $1,295,331,000 |
| 368 | MADISON WEALTH MANAGEMENT | $553,845 | $1,293,782,083 | — | $1,293,782,083 |
| 369 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $1,302,047 | $599,533,283 | $692,096,916 | $1,291,630,199 |
| 370 | BEESE FULMER PRIVATE WEALTH MANAGEMENT | $1,241,465 | $1,281,191,456 | — | $1,281,191,456 |
| 371 | AZZAD ASSET MANAGEMENT, INC. | $951,533 | $1,269,942,074 | $7,966,705 | $1,277,908,779 |
| 372 | GREEN SQUARE CAPITAL ADVISORS, LLC | $1,342,977 | $1,073,161,047 | $193,266,484 | $1,266,427,531 |
| 373 | ADELL HARRIMAN & CARPENTER | $653,316 | $1,259,593,077 | — | $1,259,593,077 |
| 374 | PRISM FINANCIAL GROUP, L.L.C. | $603,488 | $1,100,491,253 | $152,350,625 | $1,252,841,878 |
| 375 | REX CAPITAL ADVISORS, LLC | $1,436,521 | $939,622,618 | $313,023,836 | $1,252,646,454 |
| 376 | MG FINANCIAL LLC | $10,700,987 | $1,252,015,531 | — | $1,252,015,531 |
| 377 | CAPITA FINANCIAL NETWORK, LLC | $344,908 | $1,248,566,752 | — | $1,248,566,752 |
| 378 | PRUDENT MANAGEMENT ASSOCIATES | $1,983,619 | $1,221,909,235 | — | $1,221,909,235 |
| 379 | PLANNING ALTERNATIVES LTD | $1,823,532 | $1,219,942,741 | — | $1,219,942,741 |
| 380 | WEATHERLY ASSET MANAGEMENT | $933,272 | $1,209,259,179 | $9,593,596 | $1,218,852,775 |
| 381 | ROUNDVIEW CAPITAL, LLC | $892,477 | $1,193,943,081 | $20,717,626 | $1,214,660,707 |
| 382 | OAKBRIDGE PARTNERS, LTD. | $626,700 | $1,195,966,939 | $13,564,864 | $1,209,531,803 |
| 383 | BITTERROOT CAPITAL ADVISORS LLC | $70,982,293 | $107,422,885 | $1,099,276,101 | $1,206,698,986 |
| 384 | WOODMONT INVESTMENT COUNSEL, LLC | $1,242,508 | $1,163,517,072 | $42,958,084 | $1,206,475,156 |
| 385 | GODSEY & GIBB WEALTH MANAGEMENT | $767,833 | $1,195,101,909 | $9,628,471 | $1,204,730,380 |
| 386 | ENDURANCE WEALTH MANAGEMENT, INC. | $1,571,755 | $1,068,713,818 | $135,250,203 | $1,203,964,021 |
| 387 | WACKER WEALTH PARTNERS, LLC | $1,790,307 | $1,194,963,895 | $8,122,309 | $1,203,086,204 |
| 388 | SARGENT INVESTMENT GROUP | $1,139,969 | $761,782,481 | $440,884,411 | $1,202,666,892 |
| 389 | RESONANT CAPITAL ADVISORS, LLC | $842,614 | $1,131,244,812 | $69,480,323 | $1,200,725,135 |
| 390 | CAHILL FINANCIAL ADVISORS, INC. | $313,554 | $995,069,425 | $205,528,293 | $1,200,597,718 |
| 391 | THE FINANCIAL ADVISORY GROUP, INC. | $557,177 | $1,200,159,117 | — | $1,200,159,117 |
| 392 | TELOS CAPITAL MANAGEMENT, INC. | $627,871 | $1,197,350,807 | — | $1,197,350,807 |
| 393 | D'ORAZIO & ASSOCIATES, INC. | $694,206 | $1,193,497,098 | $1,924,988 | $1,195,422,086 |
| 394 | THE HOERNER PLANNING GROUP, LLC | $1,052,091 | $832,819,744 | $361,303,735 | $1,194,123,479 |
| 395 | EVERSOURCE WEALTH ADVISORS, LLC | $475,548 | $1,154,120,995 | $37,126,154 | $1,191,247,149 |
| 396 | FOURTHOUGHT PRIVATE WEALTH | $39,849 | $1,191,207,558 | — | $1,191,207,558 |
| 397 | FACET WEALTH, INC | $88,294 | $1,189,409,133 | — | $1,189,409,133 |
| 398 | RED DOOR WEALTH MANAGEMENT, LLC | $598,464 | $910,673,084 | $277,277,188 | $1,187,950,272 |
| 399 | MEYERS WEALTH MANAGEMENT, LLC | $1,765,373 | $1,125,300,000 | $57,500,000 | $1,182,800,000 |
| 400 | CLEAR HARBOR ASSET MANAGEMENT, LLC | $955,128 | $1,175,619,757 | $3,963,469 | $1,179,583,226 |
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.
