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 |
|---|---|---|---|---|---|
| 851 | LIGHTHOUSE WEALTH MANAGEMENT, INC. | $225,944 | $175,106,266 | — | $175,106,266 |
| 852 | FRIEDENTHAL FINANCIAL, LLC | $388,031 | $175,129,000 | $1,813,000 | $176,942,000 |
| 853 | WESTVIEW INVESTMENT ADVISORS | $413,612 | $175,283,108 | $5,465,154 | $180,748,262 |
| 854 | KAIZEN FINANCIAL STRATEGIES, LLC | $297,783 | $175,382,332 | $1,203,138 | $176,585,470 |
| 855 | MILLER CAPITAL | $1,341,090 | $175,530,805 | $43,066,890 | $218,597,695 |
| 856 | TRICORD ADVISORS, INC. | $217,582 | $175,588,316 | — | $175,588,316 |
| 857 | LANIER ASSET MANAGEMENT, LLC | $556,038 | $175,623,479 | $37,895,031 | $213,518,510 |
| 858 | DAVIS & SEILEY WEALTH MANAGEMENT, INC. | $265,639 | $175,961,232 | $13,439,681 | $189,400,913 |
| 859 | INTEGRITY WEALTH SOLUTIONS LLC | $351,307 | $176,047,943 | $3,470,131 | $179,518,074 |
| 860 | BREWSTER FINANCIAL PLANNING LLC | $321,310 | $176,065,178 | $333,875 | $176,399,053 |
| 861 | BRIGHT ROAD WEALTH MANAGEMENT, LLC | $191,707 | $176,089,435 | $10,441,537 | $186,530,972 |
| 862 | BEERS KIGHT FINANCIAL ADVISORS, LLC | $503,861 | $176,351,200 | — | $176,351,200 |
| 863 | FRAZEE INVESTMENT CONSULTING, INC. | $607,060 | $176,654,343 | — | $176,654,343 |
| 864 | TEAM FINANCIAL STRATEGIES | $207,043 | $176,697,136 | $9,641,664 | $186,338,800 |
| 865 | CRESCENT STERLING LTD. | $431,505 | $176,790,000 | $32,490,000 | $209,280,000 |
| 866 | KAMICHU WEALTH MANAGEMENT LLC | $2,636,934 | $176,845,732 | $94,758,459 | $271,604,191 |
| 867 | LIGHTHOUSE FINANCIAL MANAGEMENT, LLC | $379,638 | $176,911,423 | — | $176,911,423 |
| 868 | FIRSTRUST | $1,516,129 | $177,000,000 | $11,000,000 | $188,000,000 |
| 869 | SJBENEN ADVISORY, LLC | $839,997 | $177,239,391 | — | $177,239,391 |
| 870 | CONTINUUM WEALTH ADVISORS, LLC | $275,828 | $177,502,000 | $5,648,000 | $183,150,000 |
| 871 | RHS FINANCIAL, LLC | $312,523 | $177,718,079 | $7,608,090 | $185,326,169 |
| 872 | DELEGATE ADVISORS, LLC | $1,221,555 | $177,769,439 | $768,935,789 | $946,705,228 |
| 873 | VALIANT WEALTH, LLC | $460,312 | $178,036,237 | $59,945,111 | $237,981,348 |
| 874 | SUSTAINABLE ADVISORS ALLIANCE LLC | $187,277 | $178,475,095 | — | $178,475,095 |
| 875 | EARTH EQUITY ADVISORS, LLC | $284,221 | $178,491,035 | — | $178,491,035 |
| 876 | MUIRFIELD WEALTH ADVISORS LLC | $494,460 | $178,500,000 | — | $178,500,000 |
| 877 | SANTA FE ADVISORS LLC | $833,411 | $178,605,000 | $3,912,000 | $182,517,000 |
| 878 | CEDAR VALLEY WEALTH ADVISORS | $540,088 | $178,768,983 | — | $178,768,983 |
| 879 | HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. | $738,748 | $178,777,014 | — | $178,777,014 |
| 880 | KAHLER FINANCIAL GROUP, INC. | $328,768 | $178,850,000 | — | $178,850,000 |
| 881 | HARDIN CAPITAL PARTNERS, LLC | $315,633 | $179,051,684 | $141,000,521 | $320,052,205 |
| 882 | CORNERSTONE WEALTH PLANNING | $278,293 | $179,157,593 | $5,907,062 | $185,064,655 |
| 883 | ALLIED PORTFOLIO MANAGEMENT, INC. | $507,737 | $179,231,161 | — | $179,231,161 |
| 884 | REDE WEALTH, LLC | $525,587 | $179,396,000 | $66,578,700 | $245,974,700 |
| 885 | FISCHER INVESTMENT STRATEGIES, LLC | $223,638 | $179,581,475 | — | $179,581,475 |
| 886 | HFM INVESTMENT ADVISORS, LLC | $187,978 | $179,898,064 | $3,380,633 | $183,278,697 |
| 887 | TREASURE COAST FINANCIAL PLANNING, INC. | $305,675 | $179,908,992 | $3,190,311 | $183,099,303 |
| 888 | TABR CAPITAL MANAGEMENT, LLC | $305,024 | $179,963,936 | — | $179,963,936 |
| 889 | CAMELOTTA ADVISORS | $741,792 | $179,972,543 | $1,024,783 | $180,997,326 |
| 890 | AVERY WEALTH, INC. | $204,603 | $179,973,604 | $281,689 | $180,255,293 |
| 891 | COMPASS WEALTH MANAGEMENT, LLC | $274,123 | $180,098,980 | — | $180,098,980 |
| 892 | REDROCK WEALTH MANAGEMENT, LLC | $986,798 | $180,133,000 | $10,319,000 | $190,452,000 |
| 893 | INVESTOR'S CAPITAL MANAGEMENT, LLC | $453,621 | $180,254,833 | $10,719,639 | $190,974,472 |
| 894 | ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC | $223,710 | $180,310,154 | — | $180,310,154 |
| 895 | MACROCLIMATE LLC | $3,009,983 | $180,598,970 | — | $180,598,970 |
| 896 | COPPERLEAF CAPITAL, LLC | $303,514 | $180,695,455 | $17,195,898 | $197,891,353 |
| 897 | MODEL WEALTH | $493,846 | $180,747,498 | — | $180,747,498 |
| 898 | GARDEY FINANCIAL ADVISORS INC | $357,966 | $180,984,110 | $36,659,258 | $217,643,368 |
| 899 | LEDGEWOOD WEALTH ADVISORS, LLC | $1,361,277 | $181,049,884 | — | $181,049,884 |
| 900 | WALL ADVISORS, INC. | $425,592 | $181,181,193 | $4,802,650 | $185,983,843 |
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.
