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 |
|---|---|---|---|---|---|
| 1351 | SWS PARTNERS, LLC | $598,427 | $318,363,265 | — | $318,363,265 |
| 1352 | FAI WEALTH MANAGEMENT | $485,695 | $318,130,095 | — | $318,130,095 |
| 1353 | TAYLOR FINANCIAL GROUP, INC. | $333,461 | $316,787,879 | — | $316,787,879 |
| 1354 | COIGN CAPITAL ADVISORS LLC | $330,548 | $316,334,125 | — | $316,334,125 |
| 1355 | MITCHELL & PAHL PRIVATE WEALTH | $392,856 | $315,899,050 | $33,743,044 | $349,642,094 |
| 1356 | VAQUERO PRIVATE WEALTH, LTD. | $853,045 | $314,119,385 | $28,804,661 | $342,924,046 |
| 1357 | TAG ASSOCIATES LLC | $6,424,628 | $313,310,000 | $9,182,290,000 | $9,495,600,000 |
| 1358 | HOULIHAN FINANCIAL RESOURCE GROUP, LTD. | $571,721 | $313,303,141 | — | $313,303,141 |
| 1359 | BEACON FINANCIAL ADVISORS LTD | $553,682 | $313,152,905 | $6,875,274 | $320,028,179 |
| 1360 | WT WEALTH MANAGEMENT, LLC | $141,575 | $312,209,134 | $16,952,043 | $329,161,177 |
| 1361 | INDEPENDENCE FINANCIAL ADVISORS, LLC | $156,352 | $311,965,379 | $18,718,438 | $330,683,817 |
| 1362 | QUAD-CITIES INVESTMENT GROUP, LLC | $266,105 | $311,609,827 | $15,965,472 | $327,575,299 |
| 1363 | WFA ASSET MANAGEMENT CORP | $758,562 | $311,388,140 | $19,344,969 | $330,733,109 |
| 1364 | TRUE NORTH RETIREMENT ADVISORS, LLC | $1,074,458 | $311,082,983 | $29,520,100 | $340,603,083 |
| 1365 | MITCHELL VAUGHT & TAYLOR INC | $1,370,695 | $310,798,996 | $1,719,570 | $312,518,566 |
| 1366 | STONEHEARTH CAPITAL MANAGEMENT | $252,554 | $310,641,843 | — | $310,641,843 |
| 1367 | VIGILARE WEALTH MANAGEMENT LLC | $1,934,397 | $309,946,129 | $26,639,003 | $336,585,132 |
| 1368 | ACUMEN WEALTH ADVISORS, LLC | $1,753,096 | $309,612,983 | $44,512,321 | $354,125,304 |
| 1369 | D. SCOTT NEAL, INC. | $245,576 | $309,500,074 | $24,237,251 | $333,737,325 |
| 1370 | ABBOT FINANCIAL MANAGEMENT, INC | $659,741 | $309,418,564 | — | $309,418,564 |
| 1371 | ADKINS SEALE CAPITAL MANAGEMENT LLC | $877,666 | $309,393,058 | $24,997,533 | $334,390,591 |
| 1372 | SILVERLEAFE CAPITAL PARTNERS, LLC | $678,625 | $309,345,865 | $39,467,490 | $348,813,355 |
| 1373 | TRUE NORTH FINANCIAL | $269,846 | $309,243,419 | — | $309,243,419 |
| 1374 | CEDAR WEALTH MANAGEMENT | $1,579,330 | $308,860,741 | $37,012,620 | $345,873,361 |
| 1375 | HYPERION PARTNERS, LLC | $400,414 | $308,472,449 | $7,454,127 | $315,926,576 |
| 1376 | TIMONIER | $605,993 | $307,916,449 | $101,128,983 | $409,045,432 |
| 1377 | AG ASSET ADVISORY, LLC | $2,048,385 | $307,257,783 | — | $307,257,783 |
| 1378 | MARIN WEALTH ADVISORS LLC | $387,981 | $307,238,380 | $3,534,100 | $310,772,480 |
| 1379 | EIDELMAN VIRANT CAPITAL | $2,162,259 | $307,040,802 | — | $307,040,802 |
| 1380 | T.O.S. ADVISORS, LLC | $1,469,866 | $306,947,116 | $203,096,455 | $510,043,571 |
| 1381 | DBA STONE WEALTH MANAGEMENT | $423,792 | $306,873,271 | $4,614,118 | $311,487,389 |
| 1382 | MASON & ASSOCIATES, LLC | $230,905 | $306,873,063 | — | $306,873,063 |
| 1383 | VOISARD ASSET MANAGEMENT GROUP | $283,557 | $306,690,587 | $4,938,524 | $311,629,111 |
| 1384 | STERLING WEALTH MANAGEMENT, INC. | $617,583 | $306,321,412 | — | $306,321,412 |
| 1385 | ACIMA PRIVATE WEALTH LLC | $4,874,778 | $305,244,721 | $1,866,289 | $307,111,010 |
| 1386 | JDH WEALTH MANAGEMENT, LLC | $827,151 | $305,218,644 | — | $305,218,644 |
| 1387 | NAVIGOE, LLC | $572,003 | $304,911,718 | $1,681,654 | $306,593,372 |
| 1388 | OAK HARBOR WEALTH PARTNERS, LLC | $449,394 | $304,892,114 | $242,919,657 | $547,811,771 |
| 1389 | EPIQ PARTNERS, LLC | $969,367 | $304,674,510 | $16,185,843 | $320,860,353 |
| 1390 | MY LEGACY ADVISORS, LLC | $790,860 | $304,481,152 | — | $304,481,152 |
| 1391 | PELOTON WEALTH STRATEGISTS, INC. | $939,109 | $304,271,196 | — | $304,271,196 |
| 1392 | MBI LLC | $770,910 | $304,232,398 | $20,320,715 | $324,553,113 |
| 1393 | THE HOGAN-KNOTTS FINANCIAL GROUP, INC. | $474,456 | $304,126,578 | — | $304,126,578 |
| 1394 | WRIGHT ASSOCIATES | $2,269,329 | $304,090,020 | — | $304,090,020 |
| 1395 | DEAN ROLAND RUSSELL, LLC | $540,343 | $303,672,725 | — | $303,672,725 |
| 1396 | SAPERE WEALTH MANAGEMENT, LLC | $1,380,182 | $303,639,981 | — | $303,639,981 |
| 1397 | CARMICHAEL HILL & ASSOCIATES INC | $391,904 | $303,333,592 | — | $303,333,592 |
| 1398 | CAPITAL SQUARE, LLC | $486,170 | $302,888,034 | $2,426,612 | $305,314,646 |
| 1399 | SQUIRE WEALTH ADVISORS | $300,849 | $302,820,505 | $4,045,708 | $306,866,213 |
| 1400 | G&S CAPITAL LLC | $320,590 | $301,995,338 | — | $301,995,338 |
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.
