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 |
|---|---|---|---|---|---|
| 51 | PROSPERITY WEALTH PLANNING LLC | $250,119 | $117,305,710 | — | $117,305,710 |
| 52 | CLEARVIEW WEALTH MANAGEMENT | $220,987 | $117,758,000 | $2,680,000 | $120,438,000 |
| 53 | CLARITY WEALTH MANAGEMENT, INC. | $440,525 | $118,315,336 | $9,436,822 | $127,752,158 |
| 54 | CLUTINGER WILLIAMS & VERHOYE INC | $484,373 | $118,507,517 | $10,819,983 | $129,327,500 |
| 55 | BOURKE WEALTH MANAGEMENT | $516,562 | $118,950,870 | $1,407,966 | $120,358,836 |
| 56 | PROVIDENCE FINANCIAL AND INSURANCES, INC. | $104,895 | $119,265,165 | — | $119,265,165 |
| 57 | LEGACY WEALTH ADVISORS, LLC | $662,078 | $119,670,483 | $4,138,181 | $123,808,664 |
| 58 | MAYFIELD ADVISORS, INC. | $1,041,779 | $121,888,159 | — | $121,888,159 |
| 59 | GARNER FINANCIAL MANAGEMENT | $352,261 | $122,464,061 | $2,236,275 | $124,700,336 |
| 60 | TRIAD INVESTMENT MANAGEMENT, LLC | $1,893,121 | $124,945,961 | — | $124,945,961 |
| 61 | ASPIRE PLANNING ASSOCIATES, INC. | $344,805 | $125,509,086 | — | $125,509,086 |
| 62 | EVEREST MANAGEMENT CORP. | $555,598 | $125,549,094 | $17,795,063 | $143,344,157 |
| 63 | SHERWOOD FINANCIAL PARTNERS, LLC | $1,122,528 | $126,031,526 | $814,149 | $126,845,675 |
| 64 | VILLAGE WEALTH ADVISORS | $444,825 | $126,330,421 | — | $126,330,421 |
| 65 | UP CAPITAL MANAGEMENT, INC. | $631,714 | $127,864,160 | $100,184,691 | $228,048,851 |
| 66 | PAN GLOBAL ADVISERS, LLC | $807,667 | $129,327,664 | $82,281,213 | $211,608,877 |
| 67 | LUMINA FINANCIAL CONSULTANTS, LLC | $730,232 | $129,541,808 | $2,630,172 | $132,171,980 |
| 68 | PARIAX PRIVATE WEALTH MANAGEMENT | $1,277,381 | $130,311,000 | $3,814,000 | $134,125,000 |
| 69 | DEL MAR WEALTH MANAGEMENT INC | $434,047 | $130,648,207 | — | $130,648,207 |
| 70 | GATES PASS ADVISORS, LLC | $551,647 | $130,754,945 | $2,191,988 | $132,946,933 |
| 71 | MILLENNIUM INVESTMENT SERVICES | $631,352 | $131,144,671 | $2,702,035 | $133,846,706 |
| 72 | DWR WEALTH MANAGEMENT, LLC | $253,940 | $131,420,313 | $5,707,437 | $137,127,750 |
| 73 | RINA WEALTH MANAGEMENT SERVICES LLC | $455,579 | $132,352,103 | $73,569,601 | $205,921,704 |
| 74 | PARKWORTH WEALTH MANAGEMENT, INC. | $384,501 | $134,190,713 | — | $134,190,713 |
| 75 | FRANK FINANCIAL ADVISORS | $318,745 | $135,804,096 | $6,674,704 | $142,478,800 |
| 76 | LEWIS ASSET MANAGEMENT | $312,629 | $135,991,199 | $5,004,534 | $140,995,733 |
| 77 | GREAT GABLE WEALTH MANAGEMENT, LLC | $361,130 | $136,507,086 | — | $136,507,086 |
| 78 | STEPHENSON AND COMPANY, INC. | $539,733 | $137,185,630 | $90,581,889 | $227,767,519 |
| 79 | MCM WEALTH | $511,635 | $137,629,793 | — | $137,629,793 |
| 80 | ATTENTIVE INVESTMENTS, LLC | $146,582 | $139,317,609 | $15,765,845 | $155,083,454 |
| 81 | JOHNSON LYMAN WEALTH ADVISORS | $2,928,845 | $139,398,784 | $7,043,454 | $146,442,238 |
| 82 | DEFINE FINANCIAL, LLC | $475,252 | $139,723,964 | — | $139,723,964 |
| 83 | WITTLIN ADVISORY | $34,984,971 | $140,567,755 | $244,266,922 | $384,834,677 |
| 84 | DEW POINT CAPITAL | $254,965 | $140,610,000 | $6,760,000 | $147,370,000 |
| 85 | CAPITAL CS GROUP, LLC | $477,049 | $140,942,740 | $19,822,635 | $160,765,375 |
| 86 | FILIGREE WEALTH ADVISORS, LLC | $1,166,570 | $141,155,000 | — | $141,155,000 |
| 87 | BRIGHTPATH WEALTH PLANNING, LLC | $482,715 | $141,435,545 | — | $141,435,545 |
| 88 | CEDARSTONE ADVISORS | $801,946 | $141,731,644 | $1,014,746 | $142,746,390 |
| 89 | FARTHER FINANCE ADVISORS, LLC | $175,982 | $142,897,678 | — | $142,897,678 |
| 90 | GASBER FINANCIAL ADVISORS, INC | $1,068,697 | $144,130,125 | $7,624,873 | $151,754,998 |
| 91 | KOA WEALTH MANAGEMENT, LLC | $328,383 | $144,709,608 | $31,303,810 | $176,013,418 |
| 92 | PACIFIC FINANCIAL STRATEGIES, INC | $183,881 | $145,265,781 | — | $145,265,781 |
| 93 | D'ARCY CAPITAL MANAGEMENT, LLC | $649,394 | $146,113,613 | — | $146,113,613 |
| 94 | PROSPERITY ROAD, LLC | $1,105,162 | $146,542,717 | $3,759,336 | $150,302,053 |
| 95 | PAINTED PORCH ADVISORS LLC | $508,103 | $147,349,880 | — | $147,349,880 |
| 96 | MERRITHEW & THORSTEN, INC. | $384,615 | $150,000,000 | — | $150,000,000 |
| 97 | DAVID S REINDERS | $230,560 | $151,938,744 | — | $151,938,744 |
| 98 | CANNON BEACH FINANCIAL ADVISORS | $340,720 | $153,852,060 | $75,112,030 | $228,964,090 |
| 99 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC | $321,098 | $154,292,540 | $3,687,496 | $157,980,036 |
| 100 | BANTA ASSET MANAGEMENT LP | $631,950 | $156,723,525 | — | $156,723,525 |
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.
