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 |
|---|---|---|---|---|---|
| 351 | SHAKESPEARE WEALTH MANAGEMENT, LLC | $345,764 | $387,601,090 | — | $387,601,090 |
| 352 | LIVE OAK PRIVATE WEALTH, LLC | $1,958,915 | $836,456,769 | — | $836,456,769 |
| 353 | FARROW FINANCIAL INC | $403,508 | $206,999,408 | — | $206,999,408 |
| 354 | MICHAEL A. DUBIS FINANCIAL PLANNING, LLC | $807,495 | $215,601,271 | — | $215,601,271 |
| 355 | MACROVIEW INVESTMENT MANAGEMENT LLC | $309,470 | $145,760,182 | — | $145,760,182 |
| 356 | BHJ WEALTH ADVISORS | $532,903 | $174,259,210 | — | $174,259,210 |
| 357 | TRADEWINDS CAPITAL MANAGEMENT, LLC | $213,106 | $492,913,967 | — | $492,913,967 |
| 358 | WESTSIDE INVESTMENT MANAGEMENT, LLC | $875,563 | $716,210,706 | — | $716,210,706 |
| 359 | TSG ADVICE PARTNERS, LLC | $158,297 | $501,326,423 | — | $501,326,423 |
| 360 | DE GROOTE FINANCIAL GROUP, LLC | $309,001 | $562,690,300 | — | $562,690,300 |
| 361 | FOCUS FINANCIAL ADVISORS | $302,456 | $130,055,949 | — | $130,055,949 |
| 362 | WBH ADVISORY, INC. | $639,354 | $1,295,331,000 | — | $1,295,331,000 |
| 363 | CAHABA WEALTH MANAGEMENT, INC. | $1,697,785 | $1,151,097,897 | — | $1,151,097,897 |
| 364 | PETRA FINANCIAL ADVISORS INC | $385,398 | $248,967,083 | — | $248,967,083 |
| 365 | HORRELL CAPITAL MANAGEMENT, INC. | $2,683,782 | $432,088,885 | — | $432,088,885 |
| 366 | DES MOINES INVESTMENTS, LLC | $350,000 | $140,000,000 | — | $140,000,000 |
| 367 | WATERWAY WEALTH MANAGEMENT, L.L.C. | $440,587 | $498,744,808 | — | $498,744,808 |
| 368 | SILIGMUELLER & NORVID WEALTH ADVISORS LLC | $2,717,786 | $244,600,730 | — | $244,600,730 |
| 369 | WILLS FINANCIAL GROUP | $517,509 | $345,178,384 | — | $345,178,384 |
| 370 | J. L. BAINBRIDGE & CO., INC. | $1,227,703 | $956,380,954 | — | $956,380,954 |
| 371 | BALASA DINVERNO FOLTZ LLC | $875,925 | $5,917,746,495 | — | $5,917,746,495 |
| 372 | NAVIGEN WEALTH MANAGEMENT | $243,997 | $182,997,927 | — | $182,997,927 |
| 373 | BUCKLEY INVESTMENT GROUP, LLC | $346,395 | $114,656,791 | — | $114,656,791 |
| 374 | FINANCIAL SOLUTIONS ADVISORY GROUP | $2,044,118 | $695,000,000 | — | $695,000,000 |
| 375 | MASON & ASSOCIATES, LLC | $230,905 | $306,873,063 | — | $306,873,063 |
| 376 | HENRY + HORNE WEALTH MANAGEMENT | $2,146,392 | $738,358,755 | — | $738,358,755 |
| 377 | 46 PEAKS INVESTMENT ADVISORY GROUP | $571,541 | $182,321,461 | — | $182,321,461 |
| 378 | ARBOR FINANCIAL SERVICES, LLC | $216,545 | $117,367,501 | — | $117,367,501 |
| 379 | SOUNDPATH INVESTMENT ADVISORS, LLC | $1,696,735 | $904,359,756 | — | $904,359,756 |
| 380 | BRADLEY WEALTH LLC | $234,041 | $200,572,763 | — | $200,572,763 |
| 381 | TOWERCREST CAPITAL MANAGEMENT, LLC | $488,937 | $606,770,591 | — | $606,770,591 |
| 382 | SITRIN CAPITAL MANAGEMENT, LLC | $591,279 | $376,053,268 | — | $376,053,268 |
| 383 | GODFREY FINANCIAL ASSOCIATES, INC. | $181,670 | $101,553,523 | — | $101,553,523 |
| 384 | FISHER INVESTMENTS | $961,779 | $208,905,102,124 | — | $208,905,102,124 |
| 385 | MCNAMARA FINANCIAL SERVICES, INC. | $230,865 | $589,168,381 | — | $589,168,381 |
| 386 | CAPITAL FINANCIAL PLANNERS | $391,376 | $222,692,721 | — | $222,692,721 |
| 387 | CAPITAL MANAGEMENT ADVISOR GROUP, LLC | $772,150 | $165,240,000 | — | $165,240,000 |
| 388 | KANE COMPANY WEALTH MANAGEMENT PC | $310,951 | $172,577,701 | — | $172,577,701 |
| 389 | RESOURCE CONSULTING GROUP | $1,006,759 | $2,642,742,586 | — | $2,642,742,586 |
| 390 | ALDEBARAN FINANCIAL INC | $396,772 | $281,311,346 | — | $281,311,346 |
| 391 | BLUE WATER WEALTH | $293,560 | $292,385,972 | — | $292,385,972 |
| 392 | PRUDENT MANAGEMENT ASSOCIATES | $1,983,619 | $1,221,909,235 | — | $1,221,909,235 |
| 393 | HAVEN WEALTH GROUP | $403,820 | $260,867,459 | — | $260,867,459 |
| 394 | FINANCIAL PLANNING AND INFORMATION SERVICES, INC. | $924,329 | $1,007,518,203 | — | $1,007,518,203 |
| 395 | AILSA CAPITAL, INC. | $224,640 | $210,262,892 | — | $210,262,892 |
| 396 | PARAGON CAPITAL MANAGEMENT LLC | $741,552 | $441,223,380 | — | $441,223,380 |
| 397 | PROFESSIONAL FINANCIAL SERVICES, INC. | $304,717 | $190,448,052 | — | $190,448,052 |
| 398 | KEYSTONE WEALTH PARTNERS LLC | $189,104 | $644,276,054 | — | $644,276,054 |
| 399 | CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | $551,555 | $510,188,103 | — | $510,188,103 |
| 400 | HOLLINGSWORTH AVENT AVERRE & PURVIS, PA | $862,580 | $142,325,738 | — | $142,325,738 |
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.
