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 |
|---|---|---|---|---|---|
| 1 | BLUEPRINT PARTNERS LLC | $321,705 | — | $166,000,000 | $166,000,000 |
| 2 | WASHINGTON AVENUE ADVISORS | $201,670 | $33,362,290 | $153,787,236 | $187,149,526 |
| 3 | SCOTT SMITH FINANCIAL | $198,741 | $120,640,744 | $24,837,883 | $145,478,627 |
| 4 | PREMIER ESTATE PLANNERS, LLC | $218,458 | $124,389,284 | $103,244,368 | $227,633,652 |
| 5 | SCHWALLIER WEALTH MANAGEMENT | $176,712 | $124,390,689 | $13,444,883 | $137,835,572 |
| 6 | BREAKWATER CAPITAL | $351,373 | $131,413,439 | — | $131,413,439 |
| 7 | UP NORTH FINANCIAL, LLC | $170,435 | $132,147,665 | $1,814,380 | $133,962,045 |
| 8 | CND FINANCIAL | $662,687 | $133,200,000 | — | $133,200,000 |
| 9 | SHOTWELL RUTTER BAER INC | $227,087 | $137,387,530 | — | $137,387,530 |
| 10 | RFM FINANCIAL SOLUTIONS, LLC | $284,411 | $137,676,515 | $39,511,767 | $177,188,282 |
| 11 | INDEPENDENT WEALTH MANAGEMENT, LLC | $307,421 | $143,735,175 | $9,360,347 | $153,095,522 |
| 12 | RETIREMENT RESOURCES, LLC | $137,783 | $146,187,745 | — | $146,187,745 |
| 13 | BERNARD WEALTH MANAGEMENT CORP. | $295,514 | $147,123,739 | $23,683,431 | $170,807,170 |
| 14 | CLEAR RIDGE WEALTH MANAGEMENT, LLC | $510,106 | $147,153,971 | $3,837,466 | $150,991,437 |
| 15 | LIFE PLAN FINANCIAL ADVISORY GROUP, LLC | $259,908 | $147,368,000 | — | $147,368,000 |
| 16 | AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC | $114,893 | $148,834,260 | $67,165 | $148,901,425 |
| 17 | J2 CAPITAL MANAGEMENT, INC. | $135,467 | $154,161,667 | — | $154,161,667 |
| 18 | HAVERDINK FINANCIAL MANAGEMENT, LLC | $373,024 | $154,432,000 | — | $154,432,000 |
| 19 | GUIDESTREAM FINANCIAL, INC. | $113,458 | $155,218,065 | $7,254,129 | $162,472,194 |
| 20 | SAGE HILL CAPITAL | $575,282 | $158,202,436 | — | $158,202,436 |
| 21 | MELONE PRIVATE WEALTH, LLC | $1,541,667 | $160,000,000 | $25,000,000 | $185,000,000 |
| 22 | DARDEN WEALTH GROUP | $933,844 | $160,947,192 | $5,277,074 | $166,224,266 |
| 23 | REITZ CAPITAL ADVISORS LLC | $277,021 | $167,874,874 | — | $167,874,874 |
| 24 | DESERANNO WEALTH MANAGEMENT | $581,358 | $172,081,901 | — | $172,081,901 |
| 25 | LIFEWORKS ADVISORS, LLC | $192,964 | $174,614,980 | $26,839,776 | $201,454,756 |
| 26 | MILLER CAPITAL | $1,341,090 | $175,530,805 | $43,066,890 | $218,597,695 |
| 27 | AVERY WEALTH, INC. | $204,603 | $179,973,604 | $281,689 | $180,255,293 |
| 28 | GARDEY FINANCIAL ADVISORS INC | $357,966 | $180,984,110 | $36,659,258 | $217,643,368 |
| 29 | HEMMING& WEALTH MANAGEMENT, INC. | $136,114 | $181,877,878 | $8,817,655 | $190,695,533 |
| 30 | GPM GROWTH INVESTORS, INC. | $1,209,268 | $216,866,046 | $2,011,523 | $218,877,569 |
| 31 | RACHOR INVESTMENT ADVISORY SERVICES, LLC | $215,918 | $229,952,952 | — | $229,952,952 |
| 32 | MILLER FINANCIAL SERVICES LLC | $166,780 | $238,752,057 | $23,426,202 | $262,178,259 |
| 33 | HERON BAY CAPITAL MANAGEMENT | $1,241,373 | $240,826,424 | — | $240,826,424 |
| 34 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 35 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 36 | MOTIVE WEALTH ADVISORS, LLC | $1,003,656 | $246,810,796 | $1,092,165 | $247,902,961 |
| 37 | FIRSTMETRIC | $965,125 | $252,862,677 | — | $252,862,677 |
| 38 | TAYLOR & MORGAN ASSET MANAGEMENT, LLC | $291,120 | $254,147,833 | — | $254,147,833 |
| 39 | SCULATI WEALTH MANAGEMENT, LLC | $279,292 | $255,273,054 | — | $255,273,054 |
| 40 | S.A. MASON, LLC | $868,200 | $267,118,513 | $277,243,010 | $544,361,523 |
| 41 | RICHMOND BROTHERS, INC. | $107,316 | $273,548,051 | — | $273,548,051 |
| 42 | SGH WEALTH MANAGEMENT | $1,002,358 | $275,648,339 | — | $275,648,339 |
| 43 | FIRST FINANCIAL ADVISORS INC | $177,016 | $280,570,431 | — | $280,570,431 |
| 44 | POLLOCK INVESTMENT ADVISORS, LLC | $464,677 | $289,574,908 | $3,171,678 | $292,746,586 |
| 45 | VOISARD ASSET MANAGEMENT GROUP | $283,557 | $306,690,587 | $4,938,524 | $311,629,111 |
| 46 | MKD WEALTH COACHES, LLC | $344,476 | $320,908,240 | $28,734,594 | $349,642,834 |
| 47 | FIDUCIARY FINANCIAL ADVISORS | $184,760 | $323,249,000 | $450,000 | $323,699,000 |
| 48 | HEBER FUGER WENDIN INC | $28,259,486 | $326,030,571 | $7,614,885,017 | $7,940,915,588 |
| 49 | CAHILL WEALTH MANAGEMENT, LLC | $382,856 | $329,639,326 | — | $329,639,326 |
| 50 | TFG ADVISORS | $293,886 | $368,533,485 | — | $368,533,485 |
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.
