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 | PARAGON CAPITAL MANAGEMENT LLC | $741,552 | $441,223,380 | — | $441,223,380 |
| 1952 | PARAGON FINANCIAL ADVISORS | $339,079 | $553,377,657 | — | $553,377,657 |
| 1953 | PARAGON FINANCIAL PARTNERS | $550,846 | $170,883,374 | $92,971,645 | $263,855,019 |
| 1954 | PARAGON PRIVATE WEALTH MANAGEMENT LLC | $491,311 | $181,785,194 | — | $181,785,194 |
| 1955 | PARAGON WEALTH MANAGEMENT | $376,343 | $144,859,240 | $4,549,062 | $149,408,302 |
| 1956 | PARAGON WEALTH STRATEGIES, LLC. | $365,550 | $521,185,658 | $8,861,662 | $530,047,320 |
| 1957 | PARALLEL ADVISORS, LLC | $531,351 | $5,440,390,425 | $2,766,088 | $5,443,156,513 |
| 1958 | PARATUS FINANCIAL, INC. | $1,168,327 | $294,430,035 | $199,772,313 | $494,202,348 |
| 1959 | PARCION PRIVATE WEALTH LLC | $1,882,126 | $2,113,627,547 | — | $2,113,627,547 |
| 1960 | PARIAX PRIVATE WEALTH MANAGEMENT | $1,277,381 | $130,311,000 | $3,814,000 | $134,125,000 |
| 1961 | PARK RIDGE ASSET MANAGEMENT | $369,865 | $185,155,796 | $5,694,789 | $190,850,585 |
| 1962 | PARK, MILLER, LLC | $1,309,836 | $256,727,331 | $453 | $256,727,784 |
| 1963 | PARKER ADVISORY GROUP, LLC | $430,664 | $192,506,783 | — | $192,506,783 |
| 1964 | PARKER FINANCIAL ADVISORS LLC | $580,966 | $194,796,490 | $408,022 | $195,204,512 |
| 1965 | PARKRIDGE|JCAM | $5,491,469 | $163,090,681 | $34,602,200 | $197,692,881 |
| 1966 | PARKSHORE WEALTH MANAGEMENT | $258,116 | $360,242,697 | $13,767,822 | $374,010,519 |
| 1967 | PARKSIDE ADVISORS LLC | $736,675 | $587,130,325 | — | $587,130,325 |
| 1968 | PARKSTONE WEALTH MANAGEMENT, LLC | $2,056,163 | $170,661,553 | — | $170,661,553 |
| 1969 | PARKWORTH WEALTH MANAGEMENT, INC. | $384,501 | $134,190,713 | — | $134,190,713 |
| 1970 | PARROTT WEALTH MANAGEMENT, LLC | $469,752 | $161,125,000 | — | $161,125,000 |
| 1971 | PARSEC FINANCIAL | $684,865 | $4,000,945,118 | $225,359,140 | $4,226,304,258 |
| 1972 | PARSONS CAPITAL MANAGEMENT INC | $1,100,334 | $1,840,674,520 | $18,890,499 | $1,859,565,019 |
| 1973 | PARSONS CAPITAL MANAGEMENT, LLC | $389,291 | $601,455,054 | — | $601,455,054 |
| 1974 | PARTNERS IN FINANCIAL PLANNING, LLC | $387,414 | $678,362,660 | — | $678,362,660 |
| 1975 | PARTNERSHIP WEALTH MANAGEMENT | $385,697 | $168,210,000 | $4,968,000 | $173,178,000 |
| 1976 | PATHFINDER WEALTH ADVISORS LLC | $995,250 | $108,549,675 | $32,775,759 | $141,325,434 |
| 1977 | PATHSTONE | $1,749,466 | $15,991,124,800 | $6,613,727,272 | $22,604,852,072 |
| 1978 | PATHWAY FINANCIAL ADVISERS, LLC | $247,845 | $351,939,635 | — | $351,939,635 |
| 1979 | PATHWAY FINANCIAL ADVISORS, LLC | $838,725 | $766,594,754 | — | $766,594,754 |
| 1980 | PATHWAYS ADVISORY GROUP, INC. | $280,494 | — | $246,273,482 | $246,273,482 |
| 1981 | PATRICK M. SWEENEY & ASSOCIATES, INC | $777,931 | $153,901,992 | $7,129,780 | $161,031,772 |
| 1982 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | $334,243 | $1,605,415,069 | $5,299,797 | $1,610,714,866 |
| 1983 | PATRON PARTNERS, LLC | $426,227 | $244,505,837 | $8,246,816 | $252,752,653 |
| 1984 | PAUL COMSTOCK PARTNERS | $30,318,857 | — | $3,365,393,181 | $3,365,393,181 |
| 1985 | PAYNE CAPITAL MANAGEMENT, LLC | $269,063 | $300,210,088 | $743,485,559 | $1,043,695,647 |
| 1986 | PDS PLANNING INC | $388,987 | $1,056,623,616 | $74,552,017 | $1,131,175,633 |
| 1987 | PEACE OF MIND FINANCIAL PLANNING, INC | $248,456 | — | $120,749,411 | $120,749,411 |
| 1988 | PEACE OF MIND WEALTH MANAGEMENT | $278,200 | $132,402,912 | $9,200,972 | $141,603,884 |
| 1989 | PEAK ASSET MANAGEMENT, LLC | $830,298 | $722,331,548 | $29,918,809 | $752,250,357 |
| 1990 | PEAK FINANCIAL ADVISORS | $569,485 | $222,119,157 | $1,688,606 | $223,807,763 |
| 1991 | PEAK FINANCIAL MANAGEMENT INC | $304,586 | $395,961,220 | — | $395,961,220 |
| 1992 | PEAK WEALTH MANAGEMENT LLC | $408,742 | $119,625,199 | $136,259 | $119,761,458 |
| 1993 | PEARL WEALTH LLC | $539,986 | $127,023,089 | $5,273,476 | $132,296,565 |
| 1994 | PECAUT WEALTH MANAGEMENT | $789,286 | $281,785,623 | $23,668,002 | $305,453,625 |
| 1995 | PEDDOCK CAPITAL ADVISORS, LLC | $1,390,751 | $455,511,061 | $18,734,874 | $474,245,935 |
| 1996 | PEGASUS PARTNERS | $885,318 | $1,890,495,185 | $398,935,970 | $2,289,431,155 |
| 1997 | PELKONEN AND ASSOCIATES LLC | $230,077 | $185,065,722 | $8,658,918 | $193,724,640 |
| 1998 | PELOTON WEALTH STRATEGISTS, INC. | $939,109 | $304,271,196 | — | $304,271,196 |
| 1999 | PENINSULA WEALTH, LLC | $798,289 | $558,003,681 | — | $558,003,681 |
| 2000 | PENNEY FINANCIAL | $552,759 | $127,687,390 | — | $127,687,390 |
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.
