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 |
|---|---|---|---|---|---|
| 2351 | BAKER ELLIS ASSET MANAGEMENT LLC | $2,546,534 | $751,227,575 | — | $751,227,575 |
| 2352 | SIVIA CAPITAL PARTNERS, LLC | $1,352,018 | $323,132,199 | — | $323,132,199 |
| 2353 | MRAZ, AMERINE & ASSOCIATES, INC. | $387,335 | $565,509,753 | — | $565,509,753 |
| 2354 | SIZEMORE CAPITAL MANAGEMENT, LLC | $123,570 | $109,483,441 | — | $109,483,441 |
| 2355 | SALTMARSH FINANCIAL ADVISORS, L.L.C. | $521,111 | $243,880,000 | — | $243,880,000 |
| 2356 | HALLETT ADVISORS | $186,401 | $125,261,396 | — | $125,261,396 |
| 2357 | ENVOI LLC | $2,218,486 | $3,121,409,851 | — | $3,121,409,851 |
| 2358 | BENCHMARK INVESTMENT ADVISORS LLC | $2,723,939 | $247,878,412 | — | $247,878,412 |
| 2359 | PATHWAY FINANCIAL ADVISERS, LLC | $247,845 | $351,939,635 | — | $351,939,635 |
| 2360 | SMART INVESTOR, LLC | $645,314 | $682,741,798 | — | $682,741,798 |
| 2361 | READ & POWELL FINANCIAL SERVICES, LLC | $218,763 | $122,726,077 | — | $122,726,077 |
| 2362 | TRICORD ADVISORS, INC. | $217,582 | $175,588,316 | — | $175,588,316 |
| 2363 | AVALON CAPITAL MANAGEMENT | $1,059,955 | $339,185,647 | — | $339,185,647 |
| 2364 | PAOLINO, WILLIAM | $257,635 | $169,008,747 | — | $169,008,747 |
| 2365 | MAGNOLIA FINANCIAL PLANNING SERVICES, INC. | $205,358 | $138,821,999 | — | $138,821,999 |
| 2366 | WRIGHT ASSOCIATES | $2,269,329 | $304,090,020 | — | $304,090,020 |
| 2367 | PRIVATE CAPITAL MANAGEMENT | $3,342,820 | $956,046,586 | — | $956,046,586 |
| 2368 | CRAWFORD FINANCIAL PLANNING & CONSULTING | $312,179 | $108,950,510 | — | $108,950,510 |
| 2369 | PERENNIAL ADVISORS GROUP, LLC | $392,739 | $298,874,238 | — | $298,874,238 |
| 2370 | CARMICHAEL HILL & ASSOCIATES INC | $391,904 | $303,333,592 | — | $303,333,592 |
| 2371 | GRAGG FINANCIAL | $405,760 | $173,665,253 | — | $173,665,253 |
| 2372 | CHERRY CREEK INVESTMENT ADVISORS INC | $947,494 | $236,873,421 | — | $236,873,421 |
| 2373 | MACKE FINANCIAL ADVISORY GROUP | $299,537 | $128,201,895 | — | $128,201,895 |
| 2374 | SEASCAPE CAPITAL MANAGEMENT,LLC | $514,543 | $299,978,752 | — | $299,978,752 |
| 2375 | AGATE PASS INVESTMENT, LLC | $829,835 | $209,948,374 | — | $209,948,374 |
| 2376 | WOOD TARVER FINANCIAL | $231,707 | $285,000,000 | — | $285,000,000 |
| 2377 | BURT WEALTH ADVISORS | $708,587 | $834,006,617 | — | $834,006,617 |
| 2378 | BOSTON RESEARCH AND MANAGEMENT, INC. | $1,302,400 | $548,310,400 | — | $548,310,400 |
| 2379 | DEL MAR WEALTH MANAGEMENT INC | $434,047 | $130,648,207 | — | $130,648,207 |
| 2380 | PARTNERS IN FINANCIAL PLANNING, LLC | $387,414 | $678,362,660 | — | $678,362,660 |
| 2381 | EAGLE BLUFFS WEALTH MANAGEMENT LLC | $474,310 | $153,202,113 | — | $153,202,113 |
| 2382 | ARKOS GLOBAL ADVISORS, LLC | $628,048 | $686,456,423 | — | $686,456,423 |
| 2383 | PARCION PRIVATE WEALTH LLC | $1,882,126 | $2,113,627,547 | — | $2,113,627,547 |
| 2384 | KENDALL CAPITAL MANAGEMENT | $423,253 | $479,545,821 | — | $479,545,821 |
| 2385 | THE MARTIN WORLEY GROUP | $374,959 | $285,718,930 | — | $285,718,930 |
| 2386 | INNOVATIVE ADVISORY GROUP | $165,655 | $136,500,000 | — | $136,500,000 |
| 2387 | HTG INVESTMENT ADVISORS INC | $652,343 | $814,776,175 | — | $814,776,175 |
| 2388 | BEACON HARBOR WEALTH ADVISORS | $387,953 | $405,410,468 | — | $405,410,468 |
| 2389 | COGENT STRATEGIC WEALTH LLC | $603,310 | $216,588,378 | — | $216,588,378 |
| 2390 | LANDMARK WEALTH MANAGEMENT, LLC | $391,447 | $241,522,541 | — | $241,522,541 |
| 2391 | SENTINEL WEALTH MANAGEMENT, INC. | $848,323 | $281,643,071 | — | $281,643,071 |
| 2392 | WEALTHSTREAM ADVISORS, INC. | $667,242 | $1,156,997,266 | — | $1,156,997,266 |
| 2393 | MB, LEVIS & ASSOCIATES,LLC | $601,851 | $345,462,211 | — | $345,462,211 |
| 2394 | AGILIS WEALTH MANAGEMENT,LLC | $300,771 | $101,359,732 | — | $101,359,732 |
| 2395 | TELOS CAPITAL MANAGEMENT, INC. | $627,871 | $1,197,350,807 | — | $1,197,350,807 |
| 2396 | NCM CAPITAL MANAGEMENT, LLC | $575,817 | $298,273,051 | — | $298,273,051 |
| 2397 | ASCEND INVESTMENT PARTNERS | $303,437 | $493,388,105 | — | $493,388,105 |
| 2398 | NAVIGATE PRIVATE WEALTH, LLC | $227,214 | $459,881,234 | — | $459,881,234 |
| 2399 | WINDWARD PRIVATE WEALTH MANAGEMENT INC. | $302,159 | $276,475,386 | — | $276,475,386 |
| 2400 | PHILLIP JAMES FINANCIAL CO. | $244,422 | $151,053,028 | — | $151,053,028 |
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.
