RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      301WILKINSON WEALTH MANAGEMENT, LLC$167,922$103,440,080—$103,440,080
      302WILLIAM ALLAN, LLC$286,272$170,618,269—$170,618,269
      303FIRST OAK WEALTH MANAGEMENT, LLC$410,060$232,503,952—$232,503,952
      304OPTIMAL PORTFOLIO, LLC$562,844$114,257,362—$114,257,362
      305BLUE SUMMIT WEALTH MANAGEMENT$289,440$168,743,694—$168,743,694
      306FREEDOM FAMILY OFFICE, LLC$1,034,790$110,722,483—$110,722,483
      307MILLARES ASSET MANAGEMENT, LLC$1,321,609$173,130,762—$173,130,762
      308JACOBSON & SCHMITT ADVISORS, LLC$512,102$456,282,437—$456,282,437
      309PRAIRIEWOOD WEALTH MANAGEMENT$329,056$151,694,613—$151,694,613
      310DESERANNO WEALTH MANAGEMENT$581,358$172,081,901—$172,081,901
      311FINANCIAL PLAN, INC.$291,824$935,880,675—$935,880,675
      312PARKSTONE WEALTH MANAGEMENT, LLC$2,056,163$170,661,553—$170,661,553
      313ALTIUS FINANCIAL, INC.$247,792$131,577,506—$131,577,506
      314COMPASS WEALTH MANAGEMENT, LLC$274,123$180,098,980—$180,098,980
      315INSIGHT WEALTH STRATEGIES, LLC$523,907$777,477,686—$777,477,686
      316CHATHAM WEALTH MANAGEMENT$544,008$440,646,436—$440,646,436
      317HFG WEALTH MANAGEMENT, LLC$412,712$525,794,823—$525,794,823
      318OAK WEALTH ADVISORS LLC$2,552,563$204,205,000—$204,205,000
      319ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC$223,710$180,310,154—$180,310,154
      320WMS WEALTH PLANNERS$386,182$236,343,377—$236,343,377
      321ROCK POINT ADVISORS, LLC$931,962$553,585,275—$553,585,275
      322THE H GROUP, INC.$271,388$891,237,188—$891,237,188
      323FLAGSTONE FINANCIAL MANAGEMENT, LLC$310,346$261,311,572—$261,311,572
      324BLUESTONE WEALTH MANAGEMENT LLC$2,234,182$245,760,025—$245,760,025
      325DENTAL WEALTH ADVISORS, LLC$395,100$141,445,781—$141,445,781
      326THE RETIREMENT PLANNING GROUP, INC.$310,215$1,431,334,279—$1,431,334,279
      327LITTON FINANCIAL$368,744$333,713,048—$333,713,048
      328T. ANTON INVESTMENT HOUSE, INC.$293,753$277,009,514—$277,009,514
      329M WEALTH MANAGEMENT, LLC$167,590$158,875,573—$158,875,573
      330CLIENTFIRST WEALTH MANAGEMENT, LLC$5,474,701$229,937,442—$229,937,442
      331JP WEALTH MANAGEMENT, INC.$1,008,246$233,913,109—$233,913,109
      332S.F. EHRLICH ASSOCIATES, INC.$444,100$153,214,338—$153,214,338
      333BOSTON STANDARD WEALTH MANAGEMENT, LLC$252,310$374,932,485—$374,932,485
      334BECKER CAPITAL MANAGEMENT, INC.$2,751,917$4,356,284,397—$4,356,284,397
      335DEANE RETIREMENT STRATEGIES, INC.$655,199$202,456,645—$202,456,645
      336INNOVIS ASSET MANAGEMENT LLC$1,442,211$287,000,000—$287,000,000
      337THE PROFESSIONAL FINANCIAL COMPANY LLC$420,584$197,253,782—$197,253,782
      338HODGE FINANCIAL SERVICES, LLC$2,713,038$160,069,220—$160,069,220
      339THE HOLBEN GROUP, LLC$318,182$140,000,000—$140,000,000
      340AVL/WEALTHCARE, LLC$434,479$122,088,640—$122,088,640
      341JONATHAN D. POND, LLC$2,203,112$398,763,287—$398,763,287
      342INVESTMENT ADVISORY PROFESSIONALS LLC$655,422$272,000,000—$272,000,000
      343RAY|THEIL WEALTH MANAGEMENT, LLC$974,408$234,832,258—$234,832,258
      344WINDWARD WEALTH STRATEGIES, INC.$436,802$168,605,663—$168,605,663
      345ADIRONDACK CAPITAL ADVISORS, LLC$349,172$265,719,615—$265,719,615
      346WEALTH LEGACY INSTITUTE, INC.$399,405$190,116,711—$190,116,711
      347TAYLOR FRIGON CAPITAL MANAGEMENT LLC$3,150,793$419,055,483—$419,055,483
      348STERLING WEALTH MANAGEMENT, INC.$617,583$306,321,412—$306,321,412
      349PACIFIC FINANCIAL STRATEGIES, INC$183,881$145,265,781—$145,265,781
      350CYNDEO WEALTH PARTNERS$435,147$1,385,506,598—$1,385,506,598
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      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.