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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
51ABBEY STREET$518,906$207,562,522$207,562,522
52QUARRY HILL ADVISORS$299,567$174,930,218$19,189,057$194,119,275
53FFP WEALTH MANAGEMENT, LLC$248,610$184,877,031$5,060,903$189,937,934
54EXCELSIOR INVESTORS$428,389$162,116,131$13,523,238$175,639,369
55SOMERSET GROUP LLC$3,233,362$174,581,733$19,827$174,601,560
56TOTAL WEALTH ADVISORS, LLC$500,468$171,660,636$171,660,636
57CORDIS FINANCIAL, LLC$339,842$164,143,690$164,143,690
58BROWN WEALTH MANAGEMENT, LLC$296,638$140,869,000$22,282,000$163,151,000
59ECHO WEALTH MANAGEMENT, LLC$424,072$157,237,705$4,757,708$161,995,413
60ENSPYRE WEALTH ADVISORS, INC.$563,308$157,726,332$157,726,332
61MD FINANCIAL / VESTMENT FINANCIAL$62,276$152,390,327$152,390,327
62NORTHLAND CAPITAL MANAGEMENT$303,160$151,883,044$151,883,044
63PHILLIP JAMES FINANCIAL CO.$244,422$151,053,028$151,053,028
64KOWALSKI FINANCIAL INC.$240,385$150,000,000$150,000,000
65FORTRESS FINANCIAL GROUP, LLC$281,363$130,091,782$17,060,909$147,152,691
66MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.$166,040$138,185,843$4,276,276$142,462,119
67ROSSJOHNSON & ASSOCIATES, LLC$336,658$133,989,797$133,989,797
68JOSH ARNOLD INVESTMENT CONSULTANT, LLC$371,525$132,263,000$132,263,000
69MICHAEL TRAXLER WEALTH MANAGEMENT, LLC$169,852$128,748,000$128,748,000
70GREAT RIVER FINANCIAL$338,808$108,290,774$6,226,345$114,517,119
71WINTER & ASSOCIATES, INC.$233,773$98,784,760$2,672,723$101,457,483
72KEYSTONE WEALTH ADVISORS, INCORPORATED$1,429,443$100,061,000$100,061,000
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Showing 51 to 72 of 72 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.