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 |
|---|---|---|---|---|---|
| 101 | CAMPBELL FINANCIAL PARTNERS, LLC | $342,254 | $164,624,048 | — | $164,624,048 |
| 102 | HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS | $314,786 | $126,600,000 | $35,200,000 | $161,800,000 |
| 103 | DORMAN FINANCIAL MANAGEMENT, P.A. | $193,570 | $159,588,083 | $1,655,482 | $161,243,565 |
| 104 | SCHRUM PRIVATE WEALTH MANAGEMENT, LLC | $678,733 | $160,859,716 | — | $160,859,716 |
| 105 | AMERICAN ASSET MANAGEMENT INC. | $523,544 | $160,728,135 | — | $160,728,135 |
| 106 | BLUEKEY WEALTH ADVISORS, LLC | $438,231 | $133,443,768 | $26,510,540 | $159,954,308 |
| 107 | ANTONETTI CAPITAL MANAGEMENT, LLC | $463,328 | $133,368,529 | $26,016,459 | $159,384,988 |
| 108 | AHL INVESTMENT MANAGEMENT, INC. | $485,645 | $157,105,369 | $729,161 | $157,834,530 |
| 109 | ORCA WEALTH MANAGEMENT, LLC | $380,265 | $155,031,030 | $2,398,487 | $157,429,517 |
| 110 | ARMADA ADVISORS | $194,868 | $151,130,720 | $4,178,851 | $155,309,571 |
| 111 | ANDREW HILL INVESTMENT ADVISORS, INC. | $436,800 | $152,880,000 | — | $152,880,000 |
| 112 | ATLAS FIDUCIARY FINANCIAL, LLC | $392,216 | $152,179,853 | — | $152,179,853 |
| 113 | STERLING WEALTH ADVISORS, INC. | $324,424 | $149,883,686 | — | $149,883,686 |
| 114 | FORZA WEALTH MANAGEMENT | $653,536 | $146,703,515 | $2,302,796 | $149,006,311 |
| 115 | CAPSTONE WEALTH MANAGEMENT CORP. | $393,790 | $146,478,615 | $1,586,407 | $148,065,022 |
| 116 | LXG WEALTH ADVISORY LLC | $18,242,908 | $111,057,807 | $34,885,453 | $145,943,260 |
| 117 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $1,428,012 | $117,846,713 | $23,526,472 | $141,373,185 |
| 118 | FORTUNE 360 GROUP LLC | $303,986 | $141,353,614 | — | $141,353,614 |
| 119 | TOAMS FINANCIAL | $160,367 | $140,000,000 | — | $140,000,000 |
| 120 | R.L.K. ADVISORY GROUP | $151,221 | $137,611,477 | — | $137,611,477 |
| 121 | TRUSTWELL FINANCIAL ADVISORS, LLC | $147,255 | $135,740,240 | $323,694 | $136,063,934 |
| 122 | RINALDI WEALTH MANAGEMENT, INC. | $186,592 | $133,600,000 | — | $133,600,000 |
| 123 | THE TENRET COMPANY, LLC | $1,179,709 | $130,947,657 | — | $130,947,657 |
| 124 | UTOPIA WEALTH MANAGEMENT, LLC | $1,607,402 | $130,199,585 | — | $130,199,585 |
| 125 | ZEHNDER WEALTH MANAGEMENT, LLC | $166,290 | — | $128,874,643 | $128,874,643 |
| 126 | MACKE FINANCIAL ADVISORY GROUP | $299,537 | $128,201,895 | — | $128,201,895 |
| 127 | RCW MANAGEMENT, LLC | $492,469 | $126,072,169 | — | $126,072,169 |
| 128 | LAWRENCE FINANCIAL PLANNING, LLC | $1,628,701 | $7,354,000 | $118,056,000 | $125,410,000 |
| 129 | LIGHTHOUSE RETIREMENT | $432,008 | $124,850,196 | — | $124,850,196 |
| 130 | GRAND CENTRAL INVESTMENT GROUP, LLC | $299,180 | $96,234,126 | $28,224,779 | $124,458,905 |
| 131 | CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC | $190,184 | $124,000,000 | — | $124,000,000 |
| 132 | SOLOMON API, LP | $99,285 | $119,463,880 | $3,550,000 | $123,013,880 |
| 133 | LUMA CAPITAL | $1,934,833 | $51,454,495 | $70,440,005 | $121,894,500 |
| 134 | DAVIS PRIVATE WEALTH, LLC | $325,843 | $112,700,000 | $3,300,000 | $116,000,000 |
| 135 | KAIROS PRIVATE WEALTH, INC. | $212,259 | $107,103,645 | $7,728,371 | $114,832,016 |
| 136 | SEA HUNTER CAPITAL | $1,709,209 | $109,389,391 | — | $109,389,391 |
| 137 | TOGETHER AND/OR TOGETHER PLANNING | $245,003 | $103,114,729 | $521,723 | $103,636,452 |
| 138 | RALICKI WEALTH MANAGEMENT & TRUST SERVICES | $363,286 | $98,098,057 | $5,438,560 | $103,536,617 |
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.
