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 | EHB FINANCIAL RESOURCES MANAGEMNT, INC. | $1,525,882 | — | $129,700,000 | $129,700,000 |
| 2 | STEVEN G. BLUM AND ASSOCIATES, LLC | $411,574 | — | $131,291,996 | $131,291,996 |
| 3 | CONVERGENT FINANCIAL STRATEGIES LLC | $463,518 | — | $178,454,534 | $178,454,534 |
| 4 | TREBUCHET CONSULTING, LLC | $980,555 | — | $597,158,245 | $597,158,245 |
| 5 | KAPUSTA FINANCIAL GROUP | $159,115 | — | $144,794,956 | $144,794,956 |
| 6 | CHRISTINE MESSMER, P.C. | $335,351 | $1,232,132 | $168,119,940 | $169,352,072 |
| 7 | ROBBINS WEALTH MANAGEMENT | $504,901 | $18,965,052 | $162,799,194 | $181,764,246 |
| 8 | PITTSBURGH FINANCIAL PLANNERS, INC. | $291,329 | $20,499,647 | $93,992,596 | $114,492,243 |
| 9 | EWA, LLC | $157,517 | $22,541,794 | $210,111,545 | $232,653,339 |
| 10 | BALLAST FINANCIAL ADVISORS, LLC | $213,989 | $90,896,370 | $142,993,760 | $233,890,130 |
| 11 | HARVEST FINANCIAL PARTNERS | $316,290 | $102,322,585 | $3,634,655 | $105,957,240 |
| 12 | THE ARANDA GROUP ADVISORS, LLC | $502,598 | $111,980,736 | $88,053,413 | $200,034,149 |
| 13 | NEWBRIDGE WEALTH MANAGEMENT | $133,188 | $115,740,000 | — | $115,740,000 |
| 14 | SENSENIG CAPITAL ADVISORS, INC. | $610,309 | $119,005,056 | $93,382,462 | $212,387,518 |
| 15 | ARCHETYPE ADVISORS, LLC | $346,512 | $120,586,288 | — | $120,586,288 |
| 16 | VERICREST PRIVATE WEALTH, LLC | $1,121,753 | $121,149,333 | — | $121,149,333 |
| 17 | STONE PINE FINANCIAL PARTNERS | $264,612 | $132,306,000 | — | $132,306,000 |
| 18 | CHANCELLOR FINANCIAL GROUP WB LP | $228,327 | $132,412,708 | $52,304,096 | $184,716,804 |
| 19 | ERICKSON FINANCIAL GROUP, LLC | $199,530 | $134,307,718 | $1,572,381 | $135,880,099 |
| 20 | COVERED BRIDGE ADVISORS, LLC | $292,080 | $134,604,985 | $12,895,273 | $147,500,258 |
| 21 | STRUCTURED ASSET MANAGEMENT, INC. | $1,587,096 | $134,865,050 | $4,799,432 | $139,664,482 |
| 22 | ADDIS & HILL, INCORPORATED | $402,241 | $142,795,441 | — | $142,795,441 |
| 23 | ECON WEALTH MANAGEMENT | $238,764 | $142,804,460 | $10,720,758 | $153,525,218 |
| 24 | FLAGSHIP CAPITAL MANAGEMENT INC | $1,002,800 | $145,406,000 | — | $145,406,000 |
| 25 | THE SHARP FINANCIAL GROUP | $496,487 | $145,613,404 | $1,843,238 | $147,456,642 |
| 26 | EQUITA FINANCIAL NETWORK, INC. | $209,024 | $150,860,308 | $5,071,951 | $155,932,259 |
| 27 | VALLEY BROOK CAPITAL GROUP | $596,005 | $161,146,323 | $17,059,190 | $178,205,513 |
| 28 | B & L ASSET MANAGEMENT, LLC | $788,451 | $162,168,662 | $1,040,619 | $163,209,281 |
| 29 | BARNSTONE ADVISORS LLC | $1,116,735 | $164,160,000 | — | $164,160,000 |
| 30 | ATLAS WEALTH PARTNERS LLC | $227,228 | $168,148,951 | — | $168,148,951 |
| 31 | TRINITY WEALTH MANAGEMENT, LLC | $426,939 | $168,190,878 | $34,605,151 | $202,796,029 |
| 32 | EXECUTIVE WEALTH COUNSELORS, LLC | $371,595 | $168,450,501 | $8,800,366 | $177,250,867 |
| 33 | FINANCIAL ADVISORY SERVICES, LLC | $231,528 | $181,749,115 | — | $181,749,115 |
| 34 | 46 PEAKS INVESTMENT ADVISORY GROUP | $571,541 | $182,321,461 | — | $182,321,461 |
| 35 | MACRO ADVISORS, INC. | $147,235 | $183,560,341 | $7,698,311 | $191,258,652 |
| 36 | FOREFRONT WEALTH MANAGEMENT | $517,247 | $191,251,658 | $23,923,186 | $215,174,844 |
| 37 | CHB INVESTMENT GROUP, LLC | $314,714 | $199,721,697 | $7,360,305 | $207,082,002 |
| 38 | TRUNORTH FINANCIAL SERVICES, INC. | $267,147 | $200,100,827 | $526,471 | $200,627,298 |
| 39 | BRAUN-BOSTICH & ASSOCIATES INC. | $210,785 | $209,072,856 | $2,976,401 | $212,049,257 |
| 40 | ASPIRE WEALTH ARCHITECTS | $529,018 | $210,196,850 | $22,571,211 | $232,768,061 |
| 41 | CROSSGATE WEALTH ADVISORS, LLC | $318,458 | $214,379,135 | $1,853,858 | $216,232,993 |
| 42 | WEDGEWOOD INVESTORS INC | $750,843 | $215,040,887 | $1,201,790 | $216,242,677 |
| 43 | KAILASA CAPITAL MANAGEMENT LLC | $735,612 | $217,334,116 | $56,313,685 | $273,647,801 |
| 44 | ENTRUST FINANCIAL LLC | $262,535 | $219,953,025 | $15,803,591 | $235,756,616 |
| 45 | NORTHSTAR FINANCIAL COMPANIES, INC. | $318,869 | $225,437,000 | $9,888,000 | $235,325,000 |
| 46 | COMPREHENSIVE FINANCIAL PLANNING INC | $573,004 | $231,995,944 | $32,159,019 | $264,154,963 |
| 47 | STONECROP WEALTH ADVISORS, LLC | $427,229 | $234,429,857 | $1,827,558 | $236,257,415 |
| 48 | WMS WEALTH PLANNERS | $386,182 | $236,343,377 | — | $236,343,377 |
| 49 | MCCLARREN FINANCIAL ADVISORS | $295,228 | $246,962,500 | $44,427,500 | $291,390,000 |
| 50 | MORTON BROWN FAMILY WEALTH LLC | $467,762 | $251,655,802 | — | $251,655,802 |
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.
