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 |
---|---|---|---|---|---|
1951 | VERITY WEALTH ADVISORS, LLC | $1,402,314 | $201,933,158 | — | $201,933,158 |
1952 | JOHNSTON & ASSOCIATES INC | $2,111,505 | $201,874,962 | $144,411,881 | $346,286,843 |
1953 | TRUENORTH WEALTH ADVISORS | $439,528 | $201,743,225 | — | $201,743,225 |
1954 | ASSETGRADE, LLC | $338,954 | $201,096,694 | $581,186 | $201,677,880 |
1955 | RIVERPLACE CAPITAL MANAGEMENT INC | $707,700 | $200,986,846 | — | $200,986,846 |
1956 | BRADLEY WEALTH LLC | $234,041 | $200,572,763 | — | $200,572,763 |
1957 | EIGER WEALTH MANAGEMENT, LLC | $629,278 | $200,365,584 | $66,448,475 | $266,814,059 |
1958 | DIVERGENT PLANNING | $283,969 | $200,198,469 | — | $200,198,469 |
1959 | TRUNORTH FINANCIAL SERVICES, INC. | $267,147 | $200,100,827 | $526,471 | $200,627,298 |
1960 | TUCKER FINANCIAL GROUP | $75,665 | $199,905,708 | — | $199,905,708 |
1961 | BRADY FAMILY WEALTH, LLC | $1,220,496 | $199,903,727 | $56,400,339 | $256,304,066 |
1962 | CHB INVESTMENT GROUP, LLC | $314,714 | $199,721,697 | $7,360,305 | $207,082,002 |
1963 | BETTER MONEY DECISIONS | $389,565 | $199,457,431 | — | $199,457,431 |
1964 | VODIA CAPITAL, LLC | $565,820 | $199,346,428 | $2,651,255 | $201,997,683 |
1965 | THE PERSONAL WEALTH COACH | $248,772 | $199,266,555 | — | $199,266,555 |
1966 | EPIC TRUST INVESTMENT ADVISORS LLC | $149,049 | $198,831,504 | — | $198,831,504 |
1967 | PRIVATE CAPITAL MANAGEMENT, INC. | $702,066 | $198,650,687 | $19,691,869 | $218,342,556 |
1968 | THE CLARK GROUP ASSET MANAGEMENT | $403,318 | $198,462,799 | $49,174,163 | $247,636,962 |
1969 | THE MONEY ADVISOR GROUP, LLC | $422,316 | $197,977,861 | $48,654,689 | $246,632,550 |
1970 | SMS FINANCIAL & INVESTMENT MANAGEMENT | $770,278 | $197,944,118 | $9,260,766 | $207,204,884 |
1971 | CHERRY CREEK FAMILY OFFICES | $1,297,864 | $197,620,747 | $784,862,675 | $982,483,422 |
1972 | SIGNIFY WEALTH LLC | $793,427 | $197,617,311 | $7,880,177 | $205,497,488 |
1973 | RELIANT INVESTMENT PARTNERS, LLC | $235,210 | $197,341,189 | — | $197,341,189 |
1974 | THE PROFESSIONAL FINANCIAL COMPANY LLC | $420,584 | $197,253,782 | — | $197,253,782 |
1975 | ALL SEASON FINANCIAL ADVISORS, INC. | $277,308 | $197,165,856 | — | $197,165,856 |
1976 | COLLEY ASSET MANAGEMENT, INC. | $448,177 | $196,749,914 | — | $196,749,914 |
1977 | MONTVUE CAPITAL MANAGEMENT, INC. | $481,236 | $196,599,735 | $5,519,582 | $202,119,317 |
1978 | LENK LADNER INVESTMENT SOLUTIONS LLC | $668,770 | $196,213,909 | $37,855,707 | $234,069,616 |
1979 | DIAMANT ASSET MANAGEMENT, INC. | $3,214,253 | $196,069,424 | — | $196,069,424 |
1980 | STERLING INVESTMENT ADVISORS,LLC | $749,800 | $195,697,798 | — | $195,697,798 |
1981 | BEST INVEST | $151,291 | $195,512,437 | $560,554 | $196,072,991 |
1982 | JLFRANKLIN WEALTH PLANNING | $946,612 | $195,001,984 | — | $195,001,984 |
1983 | PARKER FINANCIAL ADVISORS LLC | $580,966 | $194,796,490 | $408,022 | $195,204,512 |
1984 | FORTUNE FINANCIAL ADVISORS, LLC | $423,517 | $194,719,466 | $96,236,410 | $290,955,876 |
1985 | WESTEND CAPITAL MANAGEMENT, LLC. | $731,055 | $194,460,663 | — | $194,460,663 |
1986 | CASCADES CAPITAL ASSET MANAGEMENT, LLC | $350,455 | $194,432,494 | $20,396,386 | $214,828,880 |
1987 | CLARK ASSET MANAGEMENT, LLC | $685,143 | $194,387,684 | $4,989,056 | $199,376,740 |
1988 | SAGE FINANCIAL ADVISORS INC. | $666,027 | $193,813,969 | — | $193,813,969 |
1989 | THE PLANNING GROUP | $392,564 | $193,715,950 | $18,661,247 | $212,377,197 |
1990 | GREENHOUSE WEALTH MANAGEMENT, LLC | $692,512 | $193,637,520 | $21,041,154 | $214,678,674 |
1991 | JACK KEETER & ASSOCIATES, INC. | $207,188 | $193,536,034 | $1,634,682 | $195,170,716 |
1992 | MARIACA WEALTH MANAGEMENT, LLC | $383,240 | $193,280,614 | $42,412,285 | $235,692,899 |
1993 | TANNIN CAPITAL, LLC | $552,542 | $193,185,964 | $14,017,371 | $207,203,335 |
1994 | KRAEMATON INVESTMENT ADVISORS, INC | $383,980 | $193,141,913 | — | $193,141,913 |
1995 | IMUS WILKINSON INVESTMENT MANAGEMENT, LLC | $131,893 | $193,089,299 | $529,196 | $193,618,495 |
1996 | RUTHERFORD ASSET PLANNING, INC. | $576,287 | $193,056,034 | — | $193,056,034 |
1997 | KM CAPITAL MANAGEMENT, LTD. | $940,289 | $192,969,182 | $72,192,201 | $265,161,383 |
1998 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | $167,691 | $192,676,571 | — | $192,676,571 |
1999 | PARKER ADVISORY GROUP, LLC | $430,664 | $192,506,783 | — | $192,506,783 |
2000 | ORION CAPITAL MANAGEMENT LLC | $636,132 | $192,415,335 | $332,732 | $192,748,067 |
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.