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 |
|---|---|---|---|---|---|
| 1051 | REBALANCE LLC | $909,291 | $1,462,139,862 | — | $1,462,139,862 |
| 1052 | GIBSON WEALTH ADVISORS, LLC | $328,521 | $114,653,700 | — | $114,653,700 |
| 1053 | FACET WEALTH, INC | $88,294 | $1,189,409,133 | — | $1,189,409,133 |
| 1054 | MEREDITH WEALTH PLANNING | $292,926 | $150,857,094 | — | $150,857,094 |
| 1055 | SOCHA FINANCIAL GROUP, LLC | $494,978 | $357,374,320 | — | $357,374,320 |
| 1056 | POWELL WEALTH | $662,162 | $187,391,778 | — | $187,391,778 |
| 1057 | RICHWOOD INVESTMENT ADVISORS, LLC | $307,704 | $120,312,261 | — | $120,312,261 |
| 1058 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | $469,490 | $502,353,828 | — | $502,353,828 |
| 1059 | RICHMOND BROTHERS, INC. | $107,316 | $273,548,051 | — | $273,548,051 |
| 1060 | ARMOR INVESTMENT ADVISORS, LLC | $617,058 | $325,189,775 | — | $325,189,775 |
| 1061 | MARATHON MISSION | $238,557 | $106,635,049 | — | $106,635,049 |
| 1062 | THE WORLEY BANKS GROUP, LLC | $163,120 | $182,530,752 | — | $182,530,752 |
| 1063 | PARKER ADVISORY GROUP, LLC | $430,664 | $192,506,783 | — | $192,506,783 |
| 1064 | GOODWIN INVESTMENT ADVISORY | $164,233 | $203,977,292 | — | $203,977,292 |
| 1065 | INSPIRED FINANCIAL | $595,679 | $289,500,000 | — | $289,500,000 |
| 1066 | COPPER LEAF FINANCIAL, LLC | $319,041 | $143,887,713 | — | $143,887,713 |
| 1067 | HILLCREST WEALTH ADVISORS - NY, LLC | $1,469,621 | $371,814,134 | — | $371,814,134 |
| 1068 | NEW PERSPECTIVES, INC. | $189,672 | $189,862,000 | — | $189,862,000 |
| 1069 | TALISMAN WEALTH ADVISORS, LLC | $365,391 | $139,579,244 | — | $139,579,244 |
| 1070 | APEX WEALTH MANAGEMENT, LLC | $578,913 | $106,519,918 | — | $106,519,918 |
| 1071 | MERIT FINANCIAL PARTNERS LLC | $473,140 | $203,923,433 | — | $203,923,433 |
| 1072 | HILEY HUNT WEALTH MANAGEMENT, INC. | $233,143 | $164,832,127 | — | $164,832,127 |
| 1073 | HOLDER WEALTH MANAGEMENT | $287,763 | $202,584,800 | — | $202,584,800 |
| 1074 | PARKWORTH WEALTH MANAGEMENT, INC. | $384,501 | $134,190,713 | — | $134,190,713 |
| 1075 | DESTINATION WEALTH MANAGEMENT | $722,183 | $3,809,515,164 | — | $3,809,515,164 |
| 1076 | DAVID WEALTH MANAGEMENT, LLC | $456,209 | $130,019,674 | — | $130,019,674 |
| 1077 | VINEYARD FAMILY WEALTH ADVISORS | $1,340,401 | $104,551,267 | — | $104,551,267 |
| 1078 | FREEDOM ADVISORY | $752,754 | $462,943,992 | — | $462,943,992 |
| 1079 | ELGETHUN CAPITAL MANAGEMENT | $748,872 | $532,447,906 | — | $532,447,906 |
| 1080 | ELIOT ROSE WEALTH MANAGEMENT, LLC | $374,632 | $116,885,289 | — | $116,885,289 |
| 1081 | CAVU WEALTH ADVISORS | $1,760,231 | $114,415,000 | — | $114,415,000 |
| 1082 | BIRCH HILL INVESTMENT ADVISORS LLC | $2,059,942 | $2,511,069,033 | — | $2,511,069,033 |
| 1083 | EUBANK, HUTSON & ASSOCIATES, LLC | $247,887 | $137,329,198 | — | $137,329,198 |
| 1084 | LCR WEALTH MANAGEMENT LLC | $1,025,641 | $120,000,000 | — | $120,000,000 |
| 1085 | PLANNING CAPITAL MANAGEMENT CORP. | $359,163 | $269,372,285 | — | $269,372,285 |
| 1086 | WJ INTERESTS, LLC | $592,841 | $455,302,000 | — | $455,302,000 |
| 1087 | SALVUS WEALTH MANAGEMENT, LLC | $437,244 | $249,666,338 | — | $249,666,338 |
| 1088 | TRADEWINDS, LLC | $361,313 | $267,371,971 | — | $267,371,971 |
| 1089 | ELEVAGE PARTNERS, LLC | $263,999 | $134,111,589 | — | $134,111,589 |
| 1090 | CLINTSMAN FINANCIAL PLANNING | $362,767 | $508,599,590 | — | $508,599,590 |
| 1091 | BLUE ZONE WEALTH ADVISORS, LLC | $1,344,127 | $399,205,735 | — | $399,205,735 |
| 1092 | BPC ADVISORS LLC | $1,101,170 | $131,039,283 | — | $131,039,283 |
| 1093 | EVEREST WEALTH MANAGEMENT | $1,920,512 | $145,958,903 | — | $145,958,903 |
| 1094 | COLLIE FINANCIAL PLANNING, INC. | $207,819 | $126,562,000 | — | $126,562,000 |
| 1095 | THE KELLY GROUP | $786,854 | $744,363,798 | — | $744,363,798 |
| 1096 | CANTER WEALTH | $1,016,190 | $206,286,473 | — | $206,286,473 |
| 1097 | ALPHAMARK ADVISORS, LLC | $409,156 | $403,018,605 | — | $403,018,605 |
| 1098 | CAPITAL TRUST ADVISORS | $555,320 | $290,987,632 | — | $290,987,632 |
| 1099 | KIKER WEALTH MANAGEMENT, LLC | $95,492 | $164,150,783 | — | $164,150,783 |
| 1100 | OXFORD FINANCIAL PARTNERS | $529,281 | $277,872,677 | — | $277,872,677 |
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.
