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 |
|---|---|---|---|---|---|
| 1751 | PETERSON FINANCIAL SERVICES LLC | $829,370 | $131,510,090 | $359,704 | $131,869,794 |
| 1752 | PRIVATE CAPITAL MANAGEMENT, LLC | $534,248 | $1,488,064,823 | $350,979 | $1,488,415,802 |
| 1753 | BREWSTER FINANCIAL PLANNING LLC | $321,310 | $176,065,178 | $333,875 | $176,399,053 |
| 1754 | ORION CAPITAL MANAGEMENT LLC | $636,132 | $192,415,335 | $332,732 | $192,748,067 |
| 1755 | TRUSTWELL FINANCIAL ADVISORS, LLC | $147,255 | $135,740,240 | $323,694 | $136,063,934 |
| 1756 | DAVIS CAPITAL MANAGEMENT | $331,014 | $166,200,000 | $300,000 | $166,500,000 |
| 1757 | DILLOW WEALTH MANAGEMENT LLC | $5,722,222 | $102,700,000 | $300,000 | $103,000,000 |
| 1758 | INDEPENDENT FAMILY OFFICE, LLC | $4,098,084 | $507,864,117 | $298,346 | $508,162,463 |
| 1759 | THOR WEALTH MANAGEMENT INC | $313,127 | $414,599,721 | $294,040 | $414,893,761 |
| 1760 | SOLITUDE FINANCIAL SERVICES, INC. | $372,780 | $190,580,367 | $283,237 | $190,863,604 |
| 1761 | AVERY WEALTH, INC. | $204,603 | $179,973,604 | $281,689 | $180,255,293 |
| 1762 | WISE WEALTH MANAGEMENT, LLC | $454,359 | $114,222,962 | $275,535 | $114,498,497 |
| 1763 | TEALWOOD ASSET MANAGEMENT | $434,752 | $364,054,288 | $267,470 | $364,321,758 |
| 1764 | BUSH WEALTH MANAGEMENT | $178,961 | $162,947,200 | $265,235 | $163,212,435 |
| 1765 | S. R. SCHILL & ASSOCIATES, INC. | $439,619 | $262,196,390 | $255,917 | $262,452,307 |
| 1766 | KEYSTONE FINANCIAL GROUP, INC. | $339,413 | $141,969,116 | $244,761 | $142,213,877 |
| 1767 | FORTUNE 45, LLC. | $204,899 | $137,663,479 | $233,632 | $137,897,111 |
| 1768 | DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC | $290,816 | $135,290,848 | $229,237 | $135,520,085 |
| 1769 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $974,987 | $697,873,503 | $217,347 | $698,090,850 |
| 1770 | HIGH NOTE WEALTH, LLC | $442,107 | $433,933,998 | $214,749 | $434,148,747 |
| 1771 | WORTHPOINTE | $560,622 | $816,613,579 | $212,427 | $816,826,006 |
| 1772 | BERKSHIRE MONEY MANAGEMENT, INC. | $443,571 | $853,221,718 | $209,642 | $853,431,360 |
| 1773 | INTELLIGENT CAPITALWORKS | $919,331 | $247,100,000 | $200,000 | $247,300,000 |
| 1774 | ADVISER INVESTMENTS | $591,393 | $7,249,692,715 | $198,250 | $7,249,890,965 |
| 1775 | WINFIELD ASSOCIATES INC | $597,070 | $368,805,064 | $184,387 | $368,989,451 |
| 1776 | O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC | $318,886 | $112,384,386 | $182,521 | $112,566,907 |
| 1777 | 44 WEALTH MANAGEMENT LLC | $377,172 | $426,422,402 | $159,582 | $426,581,984 |
| 1778 | HALTER FERGUSON FINANCIAL INC | $456,226 | $342,928,967 | $153,216 | $343,082,183 |
| 1779 | CORE WEALTH ADVISORS, INC. | $580,086 | $410,561,029 | $139,678 | $410,700,707 |
| 1780 | PEAK WEALTH MANAGEMENT LLC | $408,742 | $119,625,199 | $136,259 | $119,761,458 |
| 1781 | WINTHROP CAPITAL MANAGEMENT | $5,795,894 | $4,474,317,892 | $112,287 | $4,474,430,179 |
| 1782 | WOODSIDE WEALTH MANAGEMENT | $468,082 | $190,866,796 | $110,649 | $190,977,445 |
| 1783 | STERN CAPITAL MANAGEMENT, INC. | $351,925 | $222,315,851 | $100,834 | $222,416,685 |
| 1784 | CALLAHAN CAPITAL MANAGEMENT | $145,038 | $172,355,673 | $94,398 | $172,450,071 |
| 1785 | VELA INVESTMENT MANAGEMENT, LLC | $1,384,955 | $256,127,081 | $89,673 | $256,216,754 |
| 1786 | SHAKER INVESTMENTS | $1,156,429 | $255,492,445 | $78,453 | $255,570,898 |
| 1787 | LONGVIEW FINANCIAL ADVISORS, INC. | $276,561 | $192,133,888 | $75,842 | $192,209,730 |
| 1788 | AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC | $114,893 | $148,834,260 | $67,165 | $148,901,425 |
| 1789 | LOCKER FINANCIAL SERVICES, LLC | $420,889 | $147,254,503 | $56,738 | $147,311,241 |
| 1790 | FINANCIAL DECISIONS, LLC | $666,929 | $325,405,066 | $56,177 | $325,461,243 |
| 1791 | PRESIDIO CAPITAL MANAGEMENT, LLC | $364,056 | $228,575,586 | $51,308 | $228,626,894 |
| 1792 | MAPLE CAPITAL MANAGEMENT, INC. | $735,318 | $1,594,130,334 | $38,432 | $1,594,168,766 |
| 1793 | 8TH STREET INVESTMENTS, LLC | $852,653 | $164,533,124 | $28,926 | $164,562,050 |
| 1794 | NORTHSTAR ADVISORY GROUP, LLC | $383,383 | $225,400,749 | $28,217 | $225,428,966 |
| 1795 | SOMERSET GROUP LLC | $3,233,362 | $174,581,733 | $19,827 | $174,601,560 |
| 1796 | ARISTA WEALTH ADVISORS, LTD | $504,262 | $292,964,769 | $11,588 | $292,976,357 |
| 1797 | DIVERSIFI CAPITAL LLC | $456,036 | $262,667,800 | $9,100 | $262,676,900 |
| 1798 | FINANCIAL ADVISORY CORPORATION | $792,516 | $854,325,351 | $6,786 | $854,332,137 |
| 1799 | WILLOW GROVE ADVISORS, LLC | $443,904 | $185,103,991 | $4,104 | $185,108,095 |
| 1800 | BAUGH & ASSOCIATES, LLC | $513,351 | $216,633,068 | $1,098 | $216,634,166 |
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.
