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 | MORTON BROWN FAMILY WEALTH LLC | $467,762 | $251,655,802 | — | $251,655,802 |
| 1952 | ALPHA FINANCIAL ADVISORS, LLC | $294,319 | $412,341,503 | — | $412,341,503 |
| 1953 | STONEPOINT CAPITAL, LLC | $6,889,446 | $158,457,267 | — | $158,457,267 |
| 1954 | MAIN STREET RESEARCH LLC | $849,924 | $1,963,324,024 | — | $1,963,324,024 |
| 1955 | SAGEVEST WEALTH MANAGEMENT | $742,347 | $297,681,010 | — | $297,681,010 |
| 1956 | MADISON WEALTH MANAGEMENT | $553,845 | $1,293,782,083 | — | $1,293,782,083 |
| 1957 | EARTH EQUITY ADVISORS, LLC | $284,221 | $178,491,035 | — | $178,491,035 |
| 1958 | PATHWAY FINANCIAL ADVISORS, LLC | $838,725 | $766,594,754 | — | $766,594,754 |
| 1959 | ADVISORS FINANCIAL, INC. | $357,714 | $257,196,040 | — | $257,196,040 |
| 1960 | CLAYTON WEALTH PARTNERS | $429,602 | $706,694,758 | — | $706,694,758 |
| 1961 | PINE RIDGE ADVISERS LLC | $116,301,668 | $2,674,938,353 | — | $2,674,938,353 |
| 1962 | RAINEY & RANDALL INVESTMENT MANAGEMENT, INC. | $957,781 | $742,280,000 | — | $742,280,000 |
| 1963 | BEACON WEALTH CONSULTANTS, INC. | $176,835 | $172,590,500 | — | $172,590,500 |
| 1964 | TRANQUILLI FINANCIAL ADVISOR, LLC | $360,525 | $161,515,341 | — | $161,515,341 |
| 1965 | STONE ISLAND FINANCIAL PLANNING | $610,040 | $168,981,136 | — | $168,981,136 |
| 1966 | MARMO FINANCIAL GROUP, LLC | $158,713 | $245,369,535 | — | $245,369,535 |
| 1967 | ASPYRE WEALTH PARTNERS | $426,895 | $516,970,077 | — | $516,970,077 |
| 1968 | VERITY WEALTH ADVISORS, LLC | $1,402,314 | $201,933,158 | — | $201,933,158 |
| 1969 | MARQUETTE WEALTH MANAGEMENT | $1,553,623 | $810,991,000 | — | $810,991,000 |
| 1970 | MCGUIRE WEALTH MANAGEMENT | $958,498 | $687,242,743 | — | $687,242,743 |
| 1971 | FORNESS FINANCIAL LLC | $238,231 | $167,000,000 | — | $167,000,000 |
| 1972 | THE SUM | $535,583 | $128,004,388 | — | $128,004,388 |
| 1973 | THE MENARD FINANCIAL GROUP, LLC | $629,723 | $253,778,305 | — | $253,778,305 |
| 1974 | CRANBROOK WEALTH MANAGEMENT, LLC | $831,926 | $1,002,471,125 | — | $1,002,471,125 |
| 1975 | STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS | $535,159 | $969,172,113 | — | $969,172,113 |
| 1976 | DARROW WEALTH MANAGEMENT | $631,645 | $241,920,094 | — | $241,920,094 |
| 1977 | VANNOY ADVISORY GROUP, INC. | $471,231 | $126,289,783 | — | $126,289,783 |
| 1978 | GOODMAN FINANCIAL CORPORATION | $865,767 | $593,050,231 | — | $593,050,231 |
| 1979 | SHARPER & GRANITE LLC | $598,358 | $229,769,653 | — | $229,769,653 |
| 1980 | FIGURE 8 INVESTMENT STRATEGIES LLC | $456,891 | $143,006,868 | — | $143,006,868 |
| 1981 | INDEX FUND ADVISORS, INC. | $776,976 | $4,937,682,218 | — | $4,937,682,218 |
| 1982 | HANSEATIC MANAGEMENT SERVICES INC | $927,152 | $140,000,000 | — | $140,000,000 |
| 1983 | CONCENTRIC WEALTH MANAGEMENT LLC | $630,272 | $561,572,340 | — | $561,572,340 |
| 1984 | CARMEL CAPITAL MANAGEMENT L.L.C. | $2,551,042 | $244,900,000 | — | $244,900,000 |
| 1985 | RGA INVESTMENT ADVISORS, LLC | $420,600 | $115,665,055 | — | $115,665,055 |
| 1986 | GUYASUTA INVESTMENT ADVISORS, INCORPORATED | $1,551,416 | $1,985,812,000 | — | $1,985,812,000 |
| 1987 | GREAT GABLE WEALTH MANAGEMENT, LLC | $361,130 | $136,507,086 | — | $136,507,086 |
| 1988 | HOULIHAN FINANCIAL RESOURCE GROUP, LTD. | $571,721 | $313,303,141 | — | $313,303,141 |
| 1989 | HAVERDINK FINANCIAL MANAGEMENT, LLC | $373,024 | $154,432,000 | — | $154,432,000 |
| 1990 | JLFRANKLIN WEALTH PLANNING | $946,612 | $195,001,984 | — | $195,001,984 |
| 1991 | FIRST PACIFIC FINANCIAL, INC. | $366,294 | $1,047,966,061 | — | $1,047,966,061 |
| 1992 | JGP WEALTH MANAGEMENT, LLC | $469,501 | $979,379,206 | — | $979,379,206 |
| 1993 | BRICKLEY WEALTH MANAGEMENT | $1,427,039 | $724,935,685 | — | $724,935,685 |
| 1994 | HURLEY CAPITAL, LLC | $628,128 | $120,600,581 | — | $120,600,581 |
| 1995 | STRAUSS FINANCIAL GROUP | $404,000 | $202,000,000 | — | $202,000,000 |
| 1996 | TOTAL WEALTH ADVISORS, LLC | $500,468 | $171,660,636 | — | $171,660,636 |
| 1997 | RELEVANCE CAPITAL MANAGEMENT | $1,332,441 | $325,115,698 | — | $325,115,698 |
| 1998 | VISTA CAPITAL PARTNERS, INC. | $1,121,962 | $2,656,805,764 | — | $2,656,805,764 |
| 1999 | VICKERMAN INVESTMENT ADVISORS, INC. | $420,941 | $343,067,000 | — | $343,067,000 |
| 2000 | BELLEVUE ASSET MANAGEMENT, LLC | $563,790 | $323,615,382 | — | $323,615,382 |
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.
