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 |
|---|---|---|---|---|---|
| 2101 | AMORE AMBRO, LLC | $831,144 | $95,672,577 | $132,060,984 | $227,733,561 |
| 2102 | CRANBROOK WEALTH MANAGEMENT, LLC | $831,926 | $1,002,471,125 | — | $1,002,471,125 |
| 2103 | SANTA FE ADVISORS LLC | $833,411 | $178,605,000 | $3,912,000 | $182,517,000 |
| 2104 | VIRGINIA WEALTH MANAGEMENT GROUP, INC. | $833,543 | $156,543,800 | $98,520,302 | $255,064,102 |
| 2105 | PROFFITT & GOODSON INC. | $833,963 | $601,104,673 | $13,525,892 | $614,630,565 |
| 2106 | SILVEROAK WEALTH MANAGEMENT LLC | $834,158 | $1,243,585,552 | $75,217,705 | $1,318,803,257 |
| 2107 | STAGE HARBOR FINANCIAL | $834,702 | $836,371,229 | — | $836,371,229 |
| 2108 | BEAUMONT FINANCIAL PARTNERS LLC | $837,125 | $2,189,389,448 | $837,653,418 | $3,027,042,866 |
| 2109 | 1776 WEALTH LLC | $837,537 | $280,574,787 | — | $280,574,787 |
| 2110 | COLUMN CAPITAL ADVISORS, LLC | $838,240 | $1,290,086,989 | $57,802,429 | $1,347,889,418 |
| 2111 | PATHWAY FINANCIAL ADVISORS, LLC | $838,725 | $766,594,754 | — | $766,594,754 |
| 2112 | LIBERTY WEALTH ADVISORS, LLC | $839,236 | $1,594,042,483 | $159,959,873 | $1,754,002,356 |
| 2113 | TANGLEWOOD LEGACY ADVISORS, LLC | $839,682 | $347,232,543 | $17,189,471 | $364,422,014 |
| 2114 | SJBENEN ADVISORY, LLC | $839,997 | $177,239,391 | — | $177,239,391 |
| 2115 | SOUTH BAY FINANCIAL PARTNERS | $840,313 | — | $142,012,947 | $142,012,947 |
| 2116 | HARBOUR INVESTMENT MANAGEMENT L.L.C. | $840,625 | $406,862,546 | — | $406,862,546 |
| 2117 | SLATESTONE WEALTH LLC | $842,064 | $942,803,379 | $62,620,682 | $1,005,424,061 |
| 2118 | RESONANT CAPITAL ADVISORS, LLC | $842,614 | $1,131,244,812 | $69,480,323 | $1,200,725,135 |
| 2119 | OLISTICO WEALTH, LLC | $843,516 | $155,619,107 | $8,866,428 | $164,485,535 |
| 2120 | GRAND WEALTH MANAGEMENT, LLC | $846,405 | $573,221,352 | $9,105,448 | $582,326,800 |
| 2121 | PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | $848,320 | $717,678,502 | — | $717,678,502 |
| 2122 | SENTINEL WEALTH MANAGEMENT, INC. | $848,323 | $281,643,071 | — | $281,643,071 |
| 2123 | BURLESON & COMPANY, LLC | $848,992 | $657,216,261 | $144,232,615 | $801,448,876 |
| 2124 | AMERICA FIRST INVESTMENT ADVISORS LLC | $849,115 | $463,616,637 | — | $463,616,637 |
| 2125 | MAIN STREET RESEARCH LLC | $849,924 | $1,963,324,024 | — | $1,963,324,024 |
| 2126 | KUTZ AND COMPANY INC. | $851,051 | $100,424,042 | — | $100,424,042 |
| 2127 | PRIVATE WEALTH ADVISORS | $851,759 | $353,480,056 | — | $353,480,056 |
| 2128 | PALADIN WEALTH PARTNERS | $852,370 | $202,782,298 | $4,343,524 | $207,125,822 |
| 2129 | 8TH STREET INVESTMENTS, LLC | $852,653 | $164,533,124 | $28,926 | $164,562,050 |
| 2130 | HIGHPASS ASSET MANAGEMENT LLC | $852,667 | $174,796,637 | — | $174,796,637 |
| 2131 | EARLY MCCLINTIC & MCMILLAN, LLP | $852,798 | $264,314,721 | $184,257,174 | $448,571,895 |
| 2132 | VAQUERO PRIVATE WEALTH, LTD. | $853,045 | $314,119,385 | $28,804,661 | $342,924,046 |
| 2133 | NEWGROUND SOCIAL INVESTMENT | $853,333 | $128,000,000 | — | $128,000,000 |
| 2134 | NEWGROUND SOCIAL INVESTMENT | $853,333 | $128,000,000 | — | $128,000,000 |
| 2135 | CABLE HILL PARTNERS, LLC | $854,538 | $1,262,242,251 | $235,763,329 | $1,498,005,580 |
| 2136 | SPECTRUM WEALTH MANAGEMENT | $855,621 | $955,832,371 | $21,286,251 | $977,118,622 |
| 2137 | THE FAIRMAN GROUP, LLC | $856,824 | $483,105,906 | $322,308,184 | $805,414,090 |
| 2138 | BIECHELE ROYCE ADVISORS, INC. | $857,473 | $460,790,312 | $42,546,372 | $503,336,684 |
| 2139 | SUNCOAST EQUITY MANAGEMENT, LLC | $858,167 | $1,091,588,569 | — | $1,091,588,569 |
| 2140 | DRUM HILL CAPITAL, LLC | $858,764 | $150,791,845 | $18,384,573 | $169,176,418 |
| 2141 | AVESTAR CAPITAL, LLC | $859,016 | $724,797,722 | $1,071,000 | $725,868,722 |
| 2142 | NOESIS CAPITAL MANAGEMENT CORP | $859,363 | $683,448,137 | $80,525,227 | $763,973,364 |
| 2143 | MCRAE CAPITAL MANAGEMENT INC. | $859,583 | $667,896,289 | — | $667,896,289 |
| 2144 | SAGE FINANCIAL GROUP INC. | $861,694 | $2,771,034,162 | $244,895,036 | $3,015,929,198 |
| 2145 | TRUE NORTH ADVISORS, LLC | $862,127 | $2,843,576,801 | $28,167,053 | $2,871,743,854 |
| 2146 | HEADINVEST | $862,536 | $883,236,624 | — | $883,236,624 |
| 2147 | HOLLINGSWORTH AVENT AVERRE & PURVIS, PA | $862,580 | $142,325,738 | — | $142,325,738 |
| 2148 | DELTA FINANCIAL ADVISORS | $862,653 | $337,113,488 | $65,745,412 | $402,858,900 |
| 2149 | FINANCIAL SOLUTIONS ASSOCIATES | $864,907 | $130,600,885 | — | $130,600,885 |
| 2150 | GOODMAN FINANCIAL CORPORATION | $865,767 | $593,050,231 | — | $593,050,231 |
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.
