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 |
---|---|---|---|---|---|
1001 | JLFRANKLIN WEALTH PLANNING | $946,612 | $195,001,984 | — | $195,001,984 |
1002 | BEST INVEST | $151,291 | $195,512,437 | $560,554 | $196,072,991 |
1003 | STERLING INVESTMENT ADVISORS,LLC | $749,800 | $195,697,798 | — | $195,697,798 |
1004 | DIAMANT ASSET MANAGEMENT, INC. | $3,214,253 | $196,069,424 | — | $196,069,424 |
1005 | LENK LADNER INVESTMENT SOLUTIONS LLC | $668,770 | $196,213,909 | $37,855,707 | $234,069,616 |
1006 | MONTVUE CAPITAL MANAGEMENT, INC. | $481,236 | $196,599,735 | $5,519,582 | $202,119,317 |
1007 | COLLEY ASSET MANAGEMENT, INC. | $448,177 | $196,749,914 | — | $196,749,914 |
1008 | ALL SEASON FINANCIAL ADVISORS, INC. | $277,308 | $197,165,856 | — | $197,165,856 |
1009 | THE PROFESSIONAL FINANCIAL COMPANY LLC | $420,584 | $197,253,782 | — | $197,253,782 |
1010 | RELIANT INVESTMENT PARTNERS, LLC | $235,210 | $197,341,189 | — | $197,341,189 |
1011 | SIGNIFY WEALTH LLC | $793,427 | $197,617,311 | $7,880,177 | $205,497,488 |
1012 | CHERRY CREEK FAMILY OFFICES | $1,297,864 | $197,620,747 | $784,862,675 | $982,483,422 |
1013 | SMS FINANCIAL & INVESTMENT MANAGEMENT | $770,278 | $197,944,118 | $9,260,766 | $207,204,884 |
1014 | THE MONEY ADVISOR GROUP, LLC | $422,316 | $197,977,861 | $48,654,689 | $246,632,550 |
1015 | THE CLARK GROUP ASSET MANAGEMENT | $403,318 | $198,462,799 | $49,174,163 | $247,636,962 |
1016 | PRIVATE CAPITAL MANAGEMENT, INC. | $702,066 | $198,650,687 | $19,691,869 | $218,342,556 |
1017 | EPIC TRUST INVESTMENT ADVISORS LLC | $149,049 | $198,831,504 | — | $198,831,504 |
1018 | THE PERSONAL WEALTH COACH | $248,772 | $199,266,555 | — | $199,266,555 |
1019 | VODIA CAPITAL, LLC | $565,820 | $199,346,428 | $2,651,255 | $201,997,683 |
1020 | BETTER MONEY DECISIONS | $389,565 | $199,457,431 | — | $199,457,431 |
1021 | CHB INVESTMENT GROUP, LLC | $314,714 | $199,721,697 | $7,360,305 | $207,082,002 |
1022 | BRADY FAMILY WEALTH, LLC | $1,220,496 | $199,903,727 | $56,400,339 | $256,304,066 |
1023 | TUCKER FINANCIAL GROUP | $75,665 | $199,905,708 | — | $199,905,708 |
1024 | TRUNORTH FINANCIAL SERVICES, INC. | $267,147 | $200,100,827 | $526,471 | $200,627,298 |
1025 | DIVERGENT PLANNING | $283,969 | $200,198,469 | — | $200,198,469 |
1026 | EIGER WEALTH MANAGEMENT, LLC | $629,278 | $200,365,584 | $66,448,475 | $266,814,059 |
1027 | BRADLEY WEALTH LLC | $234,041 | $200,572,763 | — | $200,572,763 |
1028 | RIVERPLACE CAPITAL MANAGEMENT INC | $707,700 | $200,986,846 | — | $200,986,846 |
1029 | ASSETGRADE, LLC | $338,954 | $201,096,694 | $581,186 | $201,677,880 |
1030 | TRUENORTH WEALTH ADVISORS | $439,528 | $201,743,225 | — | $201,743,225 |
1031 | JOHNSTON & ASSOCIATES INC | $2,111,505 | $201,874,962 | $144,411,881 | $346,286,843 |
1032 | VERITY WEALTH ADVISORS, LLC | $1,402,314 | $201,933,158 | — | $201,933,158 |
1033 | STRAUSS FINANCIAL GROUP | $404,000 | $202,000,000 | — | $202,000,000 |
1034 | EVANS CAPITAL MANAGEMENT ASSOCIATES | $364,840 | $202,020,000 | $67,232,000 | $269,252,000 |
1035 | FINIVI INC. | $220,537 | $202,138,647 | $20,603,664 | $222,742,311 |
1036 | WHITEROCK WEALTH MANAGEMENT CO. | $692,051 | $202,207,676 | $39,318,066 | $241,525,742 |
1037 | KINLOCH CAPITAL, LLC | $411,176 | $202,298,364 | — | $202,298,364 |
1038 | CROWN WEALTH GROUP LLC | $265,324 | $202,441,997 | — | $202,441,997 |
1039 | CROWN WEALTH GROUP LLC | $265,324 | $202,441,997 | — | $202,441,997 |
1040 | DEANE RETIREMENT STRATEGIES, INC. | $655,199 | $202,456,645 | — | $202,456,645 |
1041 | ALLIANCE ADVISORY & SECURITIES, INC | $210,996 | $202,486,165 | $154,518,651 | $357,004,816 |
1042 | HOLDER WEALTH MANAGEMENT | $287,763 | $202,584,800 | — | $202,584,800 |
1043 | STRATEGIC PLANNING GROUP, INC. | $291,391 | $202,735,534 | $10,853,982 | $213,589,516 |
1044 | PALADIN WEALTH PARTNERS | $852,370 | $202,782,298 | $4,343,524 | $207,125,822 |
1045 | EQUISTAR WEALTH MANAGEMENT LLC | $691,488 | $202,862,688 | $2,509,256 | $205,371,944 |
1046 | KENSINGTON INVESTMENT COUNSEL | $958,635 | $203,230,691 | — | $203,230,691 |
1047 | KINGS PATH PARTNERS LLC | $2,519,936 | $203,264,535 | $542,636,634 | $745,901,169 |
1048 | MONACO CAPITAL MANAGEMENT, LLC | $201,225 | $203,709,201 | $1,138,199 | $204,847,400 |
1049 | MERIT FINANCIAL PARTNERS LLC | $473,140 | $203,923,433 | — | $203,923,433 |
1050 | PKS INVESTMENT ADVISORS LLC | $235,651 | $203,928,204 | $3,208,795 | $207,136,999 |
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.