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 |
|---|---|---|---|---|---|
| 51 | FIRSTRUST | $1,516,129 | $177,000,000 | $11,000,000 | $188,000,000 |
| 52 | CATHY PARETO AND ASSOCIATES | $379,209 | $188,467,006 | — | $188,467,006 |
| 53 | MADDEN ADVISORY SERVICES, INC. | $316,050 | $189,314,214 | — | $189,314,214 |
| 54 | RUTHERFORD ASSET PLANNING, INC. | $576,287 | $193,056,034 | — | $193,056,034 |
| 55 | INSTRUMENTAL WEALTH, LLC | $137,526 | $189,952,799 | $3,821,921 | $193,774,720 |
| 56 | RIVERPLACE CAPITAL MANAGEMENT INC | $707,700 | $200,986,846 | — | $200,986,846 |
| 57 | CARPENTER, CLAYDON ADVISORS, INC. | $548,652 | $3,887,265 | $199,113,861 | $203,001,126 |
| 58 | CHRONOS WEALTH MANAGEMENT, L.L.C. | $415,986 | $209,657,000 | — | $209,657,000 |
| 59 | BRIGHTWATER ADVISORY, LLC | $356,520 | $212,123,077 | $8,206,440 | $220,329,517 |
| 60 | BLACKSTON FINANCIAL ADVISORY GROUP, LLC | $131,310 | $209,263,745 | $14,357,826 | $223,621,571 |
| 61 | BELLEAIR ASSET MANAGEMENT, LLC | $717,094 | $174,700,338 | $57,637,958 | $232,338,296 |
| 62 | CALLAHAN WEALTH ADVISORY | $432,026 | $215,718,117 | $19,735,796 | $235,453,913 |
| 63 | MARIACA WEALTH MANAGEMENT, LLC | $383,240 | $193,280,614 | $42,412,285 | $235,692,899 |
| 64 | MUTUAL TRUST ADVISORY GROUP | $660,424 | $235,771,231 | — | $235,771,231 |
| 65 | NORTHSTAR FINANCIAL PLANNERS, INC. | $300,262 | $236,005,602 | — | $236,005,602 |
| 66 | SPRAKER WEST WEALTH MANAGEMENT, INC | $583,624 | $236,367,581 | — | $236,367,581 |
| 67 | SECOND HALF FINANCIAL PARTNERS, LLC | $202,712 | $240,416,458 | — | $240,416,458 |
| 68 | CHIRON CAPITAL MANAGEMENT, LLC | $258,336 | $236,706,951 | $7,162,339 | $243,869,290 |
| 69 | SALTMARSH FINANCIAL ADVISORS, L.L.C. | $521,111 | $243,880,000 | — | $243,880,000 |
| 70 | RM PRIVATE WEALTH MANAGEMENT INC. | $1,461,911 | $244,139,093 | — | $244,139,093 |
| 71 | MEIRA | $350,154 | $246,858,629 | — | $246,858,629 |
| 72 | SKY ALPHA ASSET ADVISORS LLC | $558,569 | $248,004,800 | — | $248,004,800 |
| 73 | WINNING POINTS ADVISORS, L.L.C. | $541,712 | $251,896,182 | — | $251,896,182 |
| 74 | NOBLE FAMILY WEALTH | $2,480,392 | $253,000,000 | — | $253,000,000 |
| 75 | LIFE PLANNING PARTNERS, INC. | $491,926 | $255,712,388 | $581,218 | $256,293,606 |
| 76 | ALHAMBRA INVESTMENT MANAGEMENT LLC | $594,949 | $213,781,419 | $43,831,336 | $257,612,755 |
| 77 | CAMARDA WEALTH ADVISORY GROUP | $219,596 | $260,569,880 | $2,945,079 | $263,514,959 |
| 78 | RIVER CAPITAL ADVISORS, LC | $505,267 | $217,677,105 | $49,103,719 | $266,780,824 |
| 79 | FINANCIAL HARVEST WEALTH ADVISORS | $321,659 | $268,459,357 | $447,483 | $268,906,840 |
| 80 | COMPASS FINANCIAL ADVISORY SERVICES, LLC | $399,710 | $267,326,799 | $3,676,646 | $271,003,445 |
| 81 | CORE WEALTH MANAGEMENT, INC. | $424,580 | $271,306,891 | — | $271,306,891 |
| 82 | INVESTMENT ADVISORY PROFESSIONALS LLC | $655,422 | $272,000,000 | — | $272,000,000 |
| 83 | FORTRESS WEALTH PLANNING | $672,835 | $280,317,488 | $4,291,736 | $284,609,224 |
| 84 | VESTA WEALTH MANAGEMENT, LLC | $907,935 | $157,365,564 | $132,265,825 | $289,631,389 |
| 85 | SUCCESSFUL PORTFOLIOS LLC | $319,027 | $238,917,237 | $57,458,386 | $296,375,623 |
| 86 | SINGER WEALTH ADVISORS LLC | $254,809 | $298,380,789 | — | $298,380,789 |
| 87 | ALLGEN FINANCIAL ADVISORS, INC. | $142,580 | $321,518,894 | — | $321,518,894 |
| 88 | REZNY WEALTH MANAGEMENT, INC. | $1,292,376 | $323,812,467 | $3,158,553 | $326,971,020 |
| 89 | TIM LOONEY INVESTMENTS, LLC | $307,848 | — | $338,324,498 | $338,324,498 |
| 90 | DISCIPLINED EQUITY MANAGEMENT, INC. | $503,479 | $339,848,079 | — | $339,848,079 |
| 91 | MARQUIS WEALTH MANAGEMENT GROUP | $383,775 | $57,118,481 | $291,732,868 | $348,851,349 |
| 92 | COMPOUND FAMILY OFFICES, LLC | $1,870,085 | $366,536,667 | — | $366,536,667 |
| 93 | COMPASS FINANCIAL GROUP, INC. | $936,841 | $386,915,250 | — | $386,915,250 |
| 94 | F&V CAPITAL MANAGEMENT, L.L.C. | $2,186,742 | $373,520,488 | $15,719,655 | $389,240,143 |
| 95 | CORE WEALTH ADVISORS, INC. | $580,086 | $410,561,029 | $139,678 | $410,700,707 |
| 96 | GLOBAL TRUST | $640,483 | $408,210,327 | $11,946,515 | $420,156,842 |
| 97 | CASTLE WEALTH MANAGEMENT | $538,984 | $407,038,482 | $16,602,863 | $423,641,345 |
| 98 | B&C FINANCIAL ADVISORS | $435,132 | $474,855,852 | $7,705,872 | $482,561,724 |
| 99 | BRAY CAPITAL ADVISORS, LLC | $1,913,007 | $487,816,737 | — | $487,816,737 |
| 100 | PARAGON WEALTH STRATEGIES, LLC. | $365,550 | $521,185,658 | $8,861,662 | $530,047,320 |
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.
