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 |
|---|---|---|---|---|---|
| 451 | PARAGON FINANCIAL PARTNERS | $550,846 | $170,883,374 | $92,971,645 | $263,855,019 |
| 452 | COVENANT PARTNERS, LLC | $1,360,838 | $772,537,967 | $92,955,232 | $865,493,199 |
| 453 | FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC | $1,078,143 | $649,210,410 | $92,551,857 | $741,762,267 |
| 454 | PALLADIUM REGISTERED INVESTMENT ADVISORS | $1,307,009 | $3,279,070,756 | $91,706,040 | $3,370,776,796 |
| 455 | SILVER OAK ADVISORY GROUP | $524,912 | $252,079,800 | $90,687,426 | $342,767,226 |
| 456 | STEPHENSON AND COMPANY, INC. | $539,733 | $137,185,630 | $90,581,889 | $227,767,519 |
| 457 | BOSTON FINANCIAL MANAGEMENT LLC | $1,665,746 | $3,703,119,318 | $89,784,937 | $3,792,904,255 |
| 458 | SOUTH SHORE CAPITAL ADVISORS, LLC | $957,684 | $102,747,608 | $89,746,782 | $192,494,390 |
| 459 | CHECK CAPITAL MANAGEMENT INC | $765,622 | $1,516,221,789 | $89,287,050 | $1,605,508,839 |
| 460 | ASPIREAN WEALTH, LLC | $286,700 | $49,239,365 | $89,236,670 | $138,476,035 |
| 461 | ARISTA WEALTH MANAGEMENT, LLC | $489,579 | $434,776,780 | $89,072,338 | $523,849,118 |
| 462 | MERITAGE PORTFOLIO MANAGEMENT, INC. | $1,671,450 | $2,179,660,301 | $88,497,250 | $2,268,157,551 |
| 463 | VANCE WEALTH | $452,632 | $417,723,660 | $88,318,692 | $506,042,352 |
| 464 | THE ARANDA GROUP ADVISORS, LLC | $502,598 | $111,980,736 | $88,053,413 | $200,034,149 |
| 465 | WILLOW CREEK WEALTH MANAGEMENT, INC. | $665,114 | $1,571,613,381 | $87,845,748 | $1,659,459,129 |
| 466 | EAGLE RIDGE INVESTMENT MANAGEMENT LLC | $1,380,593 | $1,063,722,175 | $87,692,150 | $1,151,414,325 |
| 467 | TRINITY PORTFOLIO ADVISORS, LLC | $384,425 | $228,708,199 | $87,673,620 | $316,381,819 |
| 468 | POLARIS WEALTH ADVISORY GROUP | $466,008 | $1,874,699,405 | $87,659,240 | $1,962,358,645 |
| 469 | CONCORDE INVESTMENT MANAGEMENT | $2,902,478 | $278,458,951 | $87,253,294 | $365,712,245 |
| 470 | SHELTON WEALTH MANAGEMENT, LLC | $688,258 | $189,590,083 | $87,089,498 | $276,679,581 |
| 471 | SONOMA WEALTH ADVISORS, LLC | $224,166 | $410,050,000 | $86,925,000 | $496,975,000 |
| 472 | TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC | $424,113 | $238,477,730 | $86,393,087 | $324,870,817 |
| 473 | CLEARPATH CAPITAL PARTNERS LLC | $1,151,234 | $242,248,388 | $85,853,424 | $328,101,812 |
| 474 | FORTE CAPITAL LLC | $629,030 | $1,363,629,633 | $85,654,358 | $1,449,283,991 |
| 475 | KEB WEALTH ADVISORS | $493,467 | $756,696,115 | $85,652,683 | $842,348,798 |
| 476 | STILLWATER CAPITAL ADVISORS, LLC | $477,711 | $802,766,409 | $85,298,088 | $888,064,497 |
| 477 | SOUND INCOME STRATEGIES, LLC | $137,196 | $1,615,021,641 | $84,145,300 | $1,699,166,941 |
| 478 | BOYLE CAPITAL | $138,937 | $154,832,184 | $83,861,972 | $238,694,156 |
| 479 | SUMMIT ASSET MANAGEMENT LLC | $526,771 | $703,237,223 | $83,232,386 | $786,469,609 |
| 480 | BLUELINE ADVISORS | $429,453 | $109,800,494 | $82,594,663 | $192,395,157 |
| 481 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $1,174,091 | $466,889,684 | $82,584,755 | $549,474,439 |
| 482 | PAN GLOBAL ADVISERS, LLC | $807,667 | $129,327,664 | $82,281,213 | $211,608,877 |
| 483 | PALISADE ASSET MANAGEMENT, LLC | $1,894,436 | $1,092,322,974 | $82,227,561 | $1,174,550,535 |
| 484 | AUXANO ADVISORS | $687,312 | $947,620,299 | $81,972,700 | $1,029,592,999 |
| 485 | SOURCE FINANCIAL ADVISORS, LLC | $1,418,370 | $478,449,065 | $81,807,076 | $560,256,141 |
| 486 | GRADIENT CAPITAL ADVISORS, LLC | $391,040 | $431,035,319 | $81,617,508 | $512,652,827 |
| 487 | CLARITI WEALTH ADVISORS | $441,969 | $409,982,437 | $81,045,570 | $491,028,007 |
| 488 | MILESTONES PRIVATE INVESTMENT ADVISORS LLC | $268,889 | $86,712,264 | $80,805,397 | $167,517,661 |
| 489 | NOESIS CAPITAL MANAGEMENT CORP | $859,363 | $683,448,137 | $80,525,227 | $763,973,364 |
| 490 | PREMIER FINANCIAL GROUP INC | $666,058 | $676,979,108 | $80,329,289 | $757,308,397 |
| 491 | SOLUTIONS 4 WEALTH | $281,082 | $63,816,122 | $79,535,689 | $143,351,811 |
| 492 | HOHIMER WEALTH MANAGEMENT, LLC | $1,267,047 | $858,573,455 | $79,041,286 | $937,614,741 |
| 493 | FINANCIAL LIFE ADVISORS | $500,078 | $281,565,731 | $78,990,591 | $360,556,322 |
| 494 | MONOGRAPH WEALTH ADVISORS, LLC | $2,331,580 | $1,896,187,246 | $78,660,746 | $1,974,847,992 |
| 495 | CADENT CAPITAL ADVISORS, LLC | $461,303 | $474,993,977 | $77,646,801 | $552,640,778 |
| 496 | ATON FINANCIAL LLC | $970,478 | $235,202,000 | $77,292,000 | $312,494,000 |
| 497 | SHULMAN DEMEO ASSET MANAGEMENT, LLC | $792,833 | $590,438,843 | $77,126,221 | $667,565,064 |
| 498 | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | $418,987 | $1,495,206,893 | $75,994,331 | $1,571,201,224 |
| 499 | SENECA FINANCIAL ADVISORS LLC | $667,848 | $503,823,729 | $75,868,410 | $579,692,139 |
| 500 | SILVEROAK WEALTH MANAGEMENT LLC | $834,158 | $1,243,585,552 | $75,217,705 | $1,318,803,257 |
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.
