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 |
|---|---|---|---|---|---|
| 501 | MODEL WEALTH | $493,846 | $180,747,498 | — | $180,747,498 |
| 502 | WEALTHWAY FINANCIAL ADVISORS | $372,065 | $205,380,000 | — | $205,380,000 |
| 503 | MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | $183,850 | $403,000,000 | — | $403,000,000 |
| 504 | OSHER VAN DE VOORDE INVESTMENT MANAGEMENT | $1,384,699 | $548,340,619 | — | $548,340,619 |
| 505 | FORTITER WEALTH MANAGEMENT, LLC | $2,374,160 | $389,362,280 | — | $389,362,280 |
| 506 | SINGER WEALTH ADVISORS LLC | $254,809 | $298,380,789 | — | $298,380,789 |
| 507 | SWS PARTNERS, LLC | $598,427 | $318,363,265 | — | $318,363,265 |
| 508 | PRINCIPLE WEALTH PARTNERS LLC | $759,019 | $2,190,529,642 | — | $2,190,529,642 |
| 509 | CEDAR FINANCIAL ADVISORS, LLC | $289,013 | $121,385,291 | — | $121,385,291 |
| 510 | ROBLE, BELKO AND COMPANY, INC. | $1,129,413 | $936,283,334 | — | $936,283,334 |
| 511 | CROWLEY WEALTH MANAGEMENT, INC. | $359,503 | $339,371,220 | — | $339,371,220 |
| 512 | FURE FINANCIAL CORPORATION | $263,356 | $275,997,269 | — | $275,997,269 |
| 513 | FINANCIAL CONNECTIONS GROUP, INC. | $370,240 | $434,291,990 | — | $434,291,990 |
| 514 | STANGIER WEALTH MANAGEMENT | $168,740 | $217,000,000 | — | $217,000,000 |
| 515 | PORTFOLIO WEALTH ADVISORS | $458,929 | $284,994,743 | — | $284,994,743 |
| 516 | RCS FINANCIAL PLANNING, LLC | $362,813 | $184,672,011 | — | $184,672,011 |
| 517 | NORTHLAND CAPITAL MANAGEMENT | $303,160 | $151,883,044 | — | $151,883,044 |
| 518 | GATHER FINANCIAL PLANNING | $403,599 | $134,802,226 | — | $134,802,226 |
| 519 | PLATTE RIVER WEALTH ADVISORS, LLC | $2,254,842 | $523,123,238 | — | $523,123,238 |
| 520 | WEALTHPLAN INVESTMENT MANAGEMENT LLC | $673,359 | $628,244,234 | — | $628,244,234 |
| 521 | JE WILSON ADVISORS, LLC | $592,694 | $139,875,774 | — | $139,875,774 |
| 522 | WESTEND CAPITAL MANAGEMENT, LLC. | $731,055 | $194,460,663 | — | $194,460,663 |
| 523 | CREEGAN & NASSOURA FINANCIAL GROUP, LLC | $658,560 | $229,178,817 | — | $229,178,817 |
| 524 | MORLING FINANCIAL ADVISORS, LLC | $536,269 | $501,411,899 | — | $501,411,899 |
| 525 | EMPYRION WEALTH MANAGEMENT, INC. | $2,827,586 | $246,000,000 | — | $246,000,000 |
| 526 | KUTZ AND COMPANY INC. | $851,051 | $100,424,042 | — | $100,424,042 |
| 527 | GUARDIAN WEALTH MANAGEMENT | $508,544 | $120,016,319 | — | $120,016,319 |
| 528 | BONTEMPO OHLY CAPITAL MANAGEMENT, LLC | $539,385 | $332,800,454 | — | $332,800,454 |
| 529 | SOUNDMARK WEALTH MANAGEMENT, LLC | $482,365 | $411,939,374 | — | $411,939,374 |
| 530 | BREEN WEALTH MANAGEMENT, LLC | $397,172 | $212,884,330 | — | $212,884,330 |
| 531 | HORIZONS WEALTH MANAGEMENT | $322,087 | $163,298,018 | — | $163,298,018 |
| 532 | HILLCREST FINANCIAL GROUP | $476,467 | $381,650,000 | — | $381,650,000 |
| 533 | MCCARTNEY WEALTH MANAGEMENT LLC | $403,787 | $140,921,825 | — | $140,921,825 |
| 534 | BEACON FINANCIAL PLANNING, INC | $338,516 | $260,657,661 | — | $260,657,661 |
| 535 | PRIVATE FINANCIAL COUNSELING | $536,886 | $238,914,220 | — | $238,914,220 |
| 536 | ALLODIUM INVESTMENT CONSULTANTS, LLC | $619,257 | $374,650,372 | — | $374,650,372 |
| 537 | VSM WEALTH ADVISORY, LLC | $906,508 | $441,469,414 | — | $441,469,414 |
| 538 | ALPHA ADVISORS, LLC | $471,013 | $157,789,370 | — | $157,789,370 |
| 539 | BLUE OCEAN CAPITAL | $1,242,864 | $567,988,832 | — | $567,988,832 |
| 540 | COMPASS ASSET MANAGEMENT, LLC | $651,316 | $499,559,349 | — | $499,559,349 |
| 541 | 3D/L CAPITAL MANAGEMENT, LLC | $464,321 | $666,300,001 | — | $666,300,001 |
| 542 | WALLINGTON ASSET MANAGEMENT | $1,295,160 | $1,027,061,512 | — | $1,027,061,512 |
| 543 | BLUE SPARK CAPITAL ADVISORS | $619,225 | $173,382,911 | — | $173,382,911 |
| 544 | OARS CAPITAL | $524,394 | $372,319,599 | — | $372,319,599 |
| 545 | WEALTH EFFECTS | $416,141 | $330,000,000 | — | $330,000,000 |
| 546 | WEALTH ENGINEERING, LLC | $620,840 | $152,105,784 | — | $152,105,784 |
| 547 | THOMAS DOLL | $530,625 | $1,323,909,507 | — | $1,323,909,507 |
| 548 | FILIGREE WEALTH ADVISORS, LLC | $1,166,570 | $141,155,000 | — | $141,155,000 |
| 549 | PERSONAL MONEY PLANNING, LLC | $218,655 | $120,916,461 | — | $120,916,461 |
| 550 | BAKER ELLIS ASSET MANAGEMENT LLC | $2,546,534 | $751,227,575 | — | $751,227,575 |
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.
