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 |
|---|---|---|---|---|---|
| 551 | MCCARTNEY WEALTH MANAGEMENT LLC | $403,787 | $140,921,825 | — | $140,921,825 |
| 552 | CAPITAL CS GROUP, LLC | $477,049 | $140,942,740 | $19,822,635 | $160,765,375 |
| 553 | FILIGREE WEALTH ADVISORS, LLC | $1,166,570 | $141,155,000 | — | $141,155,000 |
| 554 | BKA WEALTH CONSULTING, INC. | $222,070 | $141,236,732 | — | $141,236,732 |
| 555 | FORTUNE 360 GROUP LLC | $303,986 | $141,353,614 | — | $141,353,614 |
| 556 | BRIGHTPATH WEALTH PLANNING, LLC | $482,715 | $141,435,545 | — | $141,435,545 |
| 557 | DENTAL WEALTH ADVISORS, LLC | $395,100 | $141,445,781 | — | $141,445,781 |
| 558 | MATTHIAS PRIVATE WEALTH, LLC | $413,938 | $141,641,234 | $23,933,963 | $165,575,197 |
| 559 | CEDARSTONE ADVISORS | $801,946 | $141,731,644 | $1,014,746 | $142,746,390 |
| 560 | KEYSTONE FINANCIAL GROUP, INC. | $339,413 | $141,969,116 | $244,761 | $142,213,877 |
| 561 | HOLLINGSWORTH AVENT AVERRE & PURVIS, PA | $862,580 | $142,325,738 | — | $142,325,738 |
| 562 | EXCOMP ASSET MANAGEMENT LTD | $368,809 | $142,360,199 | — | $142,360,199 |
| 563 | FORTITUDE FAMILY OFFICE | $2,697,605 | $142,441,400 | $3,229,243 | $145,670,643 |
| 564 | MINERVA PLANNING GROUP | $348,199 | $142,761,591 | — | $142,761,591 |
| 565 | ADDIS & HILL, INCORPORATED | $402,241 | $142,795,441 | — | $142,795,441 |
| 566 | FLORIAN FINANCIAL GROUP LLC | $196,969 | $142,802,713 | — | $142,802,713 |
| 567 | ECON WEALTH MANAGEMENT | $238,764 | $142,804,460 | $10,720,758 | $153,525,218 |
| 568 | FARTHER FINANCE ADVISORS, LLC | $175,982 | $142,897,678 | — | $142,897,678 |
| 569 | FIGURE 8 INVESTMENT STRATEGIES LLC | $456,891 | $143,006,868 | — | $143,006,868 |
| 570 | EASLEY INVESTMENT CONSULTANTS, INC. | $209,450 | $143,030,285 | $23,273,174 | $166,303,459 |
| 571 | MENTOR CAPITAL MANAGEMENT INC. | $176,375 | $143,140,194 | $31,118,648 | $174,258,842 |
| 572 | BECKERMAN INSTITUTIONAL, LLC | $328,752 | $143,352,990 | $5,900,606 | $149,253,596 |
| 573 | GREEN RIDGE WEALTH PLANNING LLC | $812,904 | $143,500,000 | $8,513,000 | $152,013,000 |
| 574 | INDEPENDENT WEALTH MANAGEMENT, LLC | $307,421 | $143,735,175 | $9,360,347 | $153,095,522 |
| 575 | COPPER LEAF FINANCIAL, LLC | $319,041 | $143,887,713 | — | $143,887,713 |
| 576 | T.T.G. FINANCIAL, INC. | $774,194 | $144,000,000 | — | $144,000,000 |
| 577 | GASBER FINANCIAL ADVISORS, INC | $1,068,697 | $144,130,125 | $7,624,873 | $151,754,998 |
| 578 | CAPITAL ASSET MANAGEMENT, INC. | $541,320 | $144,542,105 | $2,155,574 | $146,697,679 |
| 579 | ALETHEIAN WEALTH ADVISORS LLC | $393,720 | $144,650,000 | $18,350,000 | $163,000,000 |
| 580 | KOA WEALTH MANAGEMENT, LLC | $328,383 | $144,709,608 | $31,303,810 | $176,013,418 |
| 581 | PARAGON WEALTH MANAGEMENT | $376,343 | $144,859,240 | $4,549,062 | $149,408,302 |
| 582 | COLE WEALTH MANAGEMENT, LLC | $508,772 | $145,000,000 | — | $145,000,000 |
| 583 | W.H. CORNERSTONE INVESTMENTS INC. | $429,536 | $145,052,903 | $4,425,507 | $149,478,410 |
| 584 | WJ FINANCIAL ADVISORS, LLC | $292,574 | $145,116,902 | — | $145,116,902 |
| 585 | ASPEN PRIVATE ADVISORS, LLC | $358,383 | $145,145,021 | — | $145,145,021 |
| 586 | PACIFIC FINANCIAL STRATEGIES, INC | $183,881 | $145,265,781 | — | $145,265,781 |
| 587 | FLAGSHIP CAPITAL MANAGEMENT INC | $1,002,800 | $145,406,000 | — | $145,406,000 |
| 588 | THE SHARP FINANCIAL GROUP | $496,487 | $145,613,404 | $1,843,238 | $147,456,642 |
| 589 | MACROVIEW INVESTMENT MANAGEMENT LLC | $309,470 | $145,760,182 | — | $145,760,182 |
| 590 | EVEREST WEALTH MANAGEMENT | $1,920,512 | $145,958,903 | — | $145,958,903 |
| 591 | D'ARCY CAPITAL MANAGEMENT, LLC | $649,394 | $146,113,613 | — | $146,113,613 |
| 592 | SPRINGWATER WEALTH MANAGEMENT, LLC | $376,537 | $146,149,632 | $44,754,559 | $190,904,191 |
| 593 | RETIREMENT RESOURCES, LLC | $137,783 | $146,187,745 | — | $146,187,745 |
| 594 | IMPACTFOLIO LLC | $434,116 | $146,297,039 | — | $146,297,039 |
| 595 | PERSONAL CHOICE FINANCIAL ADVISORS, LLC | $372,378 | $146,304,397 | $16,052,490 | $162,356,887 |
| 596 | CAPSTONE WEALTH MANAGEMENT CORP. | $393,790 | $146,478,615 | $1,586,407 | $148,065,022 |
| 597 | PROSPERITY ROAD, LLC | $1,105,162 | $146,542,717 | $3,759,336 | $150,302,053 |
| 598 | FORZA WEALTH MANAGEMENT | $653,536 | $146,703,515 | $2,302,796 | $149,006,311 |
| 599 | CAPITOL FAMILY OFFICE, INC. | $238,974 | $146,936,677 | $3,616,745 | $150,553,422 |
| 600 | THE KEYSTONE FINANCIAL ALLIANCE, LLC | $333,333 | $147,000,000 | $3,000,000 | $150,000,000 |
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.
