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
      151ALIGN IMPACT, LLC$6,616,102$205,099,167—$205,099,167
      152COMPREHENSIVE FINANCIAL MANAGEMENT LLC$812,662,569$22,754,551,937—$22,754,551,937
      153WEALTH TEAMS ALLIANCE$270,295$246,779,538—$246,779,538
      154NEUMANN CAPITAL MANAGEMENT$949,236$515,435,206—$515,435,206
      155FIRST WILSHIRE SECURITIES MANAGEMENT, INC.$1,325,008$359,077,070—$359,077,070
      156DEFINE FINANCIAL, LLC$475,252$139,723,964—$139,723,964
      157BANTA ASSET MANAGEMENT LP$631,950$156,723,525—$156,723,525
      158INTEGRITY WEALTH PARTNERS, LLC$320,144$172,877,760—$172,877,760
      159TABR CAPITAL MANAGEMENT, LLC$305,024$179,963,936—$179,963,936
      160AG ASSET ADVISORY, LLC$2,048,385$307,257,783—$307,257,783
      161JDH WEALTH MANAGEMENT, LLC$827,151$305,218,644—$305,218,644
      162GOLDEN GATE PERSONAL FINANCIAL PLANNING$724,406$115,180,497—$115,180,497
      163ASSET DEDICATION, LLC$387,767$2,015,222,595—$2,015,222,595
      164WEINBERGER ASSET MANAGEMENT, INC$611,831$214,752,613—$214,752,613
      165HC FINANCIAL ADVISORS INC$530,524$534,768,166—$534,768,166
      166REBALANCE LLC$909,291$1,462,139,862—$1,462,139,862
      167INSPIRED FINANCIAL$595,679$289,500,000—$289,500,000
      168PARKWORTH WEALTH MANAGEMENT, INC.$384,501$134,190,713—$134,190,713
      169DESTINATION WEALTH MANAGEMENT$722,183$3,809,515,164—$3,809,515,164
      170CAVU WEALTH ADVISORS$1,760,231$114,415,000—$114,415,000
      171BLUE ZONE WEALTH ADVISORS, LLC$1,344,127$399,205,735—$399,205,735
      172CANTER WEALTH$1,016,190$206,286,473—$206,286,473
      173CAPITAL TRUST ADVISORS$555,320$290,987,632—$290,987,632
      174NAPA WEALTH MANAGEMENT$479,254$257,838,672—$257,838,672
      175RETIREMENT CAPITAL STRATEGIES, INC.$445,781$295,998,391—$295,998,391
      176KCS WEALTH ADVISORY$416,840$386,827,079—$386,827,079
      177CHEVIOT VALUE MANAGEMENT, LLC$720,711$622,693,979—$622,693,979
      178TELLONE MANAGEMENT GROUP INC$1,020,762$505,277,042—$505,277,042
      179WEALTHVALUES, LLC$2,350,591$420,755,858—$420,755,858
      180BROOKER WEALTH MANAGEMENT$967,124$566,734,883—$566,734,883
      181ALETHEA CAPITAL MANAGEMENT, LLC$1,727,842$228,075,166—$228,075,166
      182SAGE RHINO CAPITAL LLC$573,996$746,769,280—$746,769,280
      183PARK, MILLER, LLC$1,309,836$256,727,331$453$256,727,784
      184WILLOW GROVE ADVISORS, LLC$443,904$185,103,991$4,104$185,108,095
      185DIVERSIFI CAPITAL LLC$456,036$262,667,800$9,100$262,676,900
      186PRESIDIO CAPITAL MANAGEMENT, LLC$364,056$228,575,586$51,308$228,626,894
      187WORTHPOINTE$560,622$816,613,579$212,427$816,826,006
      188ORION CAPITAL MANAGEMENT LLC$636,132$192,415,335$332,732$192,748,067
      189ADAMS ASHBY FINANCIAL ADVISORS$1,704,335$187,062,076$414,792$187,476,868
      190PRING TURNER CAPITAL GROUP$563,213$183,179,163$428,201$183,607,364
      191PLANNED SOLUTIONS, INC.$227,311$422,549,209$477,398$423,026,607
      1925T WEALTH, LLC$660,785$217,545,210$513,803$218,059,013
      193VERIPAX WEALTH MANAGEMENT, INC.$227,907$220,718,552$579,443$221,297,995
      194ALCOSTA CAPITAL MANAGEMENT, INC.$1,411,931$206,968,972$584,879$207,553,851
      195CURTIS ADVISORY GROUP, LLC$1,110,753$370,208,958$782,400$370,991,358
      196SHERWOOD FINANCIAL PARTNERS, LLC$1,122,528$126,031,526$814,149$126,845,675
      197CEDARSTONE ADVISORS$801,946$141,731,644$1,014,746$142,746,390
      198CAMELOTTA ADVISORS$741,792$179,972,543$1,024,783$180,997,326
      199HARRINGTON INVESTMENTS, INC.$1,539,430$328,380,757$1,057,359$329,438,116
      200ASSET PLANNING, INC$1,194,374$445,513,644$1,182,163$446,695,807
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      Showing 151 to 200 of 455 entries

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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.