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 |
|---|---|---|---|---|---|
| 1251 | GS INVESTMENT INC | $1,407,583 | $237,770,304 | $7,149,105 | $244,919,409 |
| 1252 | CARTER FINANCIAL, LLC | $442,709 | $237,854,260 | $1,208,404 | $239,062,664 |
| 1253 | BREEDS HILL CAPITAL LLC | $3,863,645 | $238,070,308 | $1,693,752,020 | $1,931,822,328 |
| 1254 | SPRENG CAPITAL MANAGEMENT, INC. | $155,741 | $238,439,460 | — | $238,439,460 |
| 1255 | MENDEL MONEY MANAGEMENT INC | $1,411,072 | $238,471,128 | — | $238,471,128 |
| 1256 | TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC | $424,113 | $238,477,730 | $86,393,087 | $324,870,817 |
| 1257 | THE NALLS SHERBAKOFF GROUP, LLC | $289,803 | $238,507,962 | — | $238,507,962 |
| 1258 | RUGGAARD & ASSOCIATES | $467,921 | $238,639,739 | — | $238,639,739 |
| 1259 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. | $252,051 | $238,665,672 | $8,344,323 | $247,009,995 |
| 1260 | MILLER FINANCIAL SERVICES LLC | $166,780 | $238,752,057 | $23,426,202 | $262,178,259 |
| 1261 | LONGVIEW ASSET MANAGEMENT, LLC | $564,464 | $238,768,447 | — | $238,768,447 |
| 1262 | PRIVATE FINANCIAL COUNSELING | $536,886 | $238,914,220 | — | $238,914,220 |
| 1263 | SUCCESSFUL PORTFOLIOS LLC | $319,027 | $238,917,237 | $57,458,386 | $296,375,623 |
| 1264 | CAUBLE & HARRE WEALTH MANAGEMENT, INC. | $587,681 | $239,774,000 | — | $239,774,000 |
| 1265 | IWP WEALTH - PRIVATE CLIENT ADVISORS | $559,182 | $240,106,073 | $297,827,355 | $537,933,428 |
| 1266 | SECOND HALF FINANCIAL PARTNERS, LLC | $202,712 | $240,416,458 | — | $240,416,458 |
| 1267 | CONSILIO WEALTH ADVISORS, LLC | $295,958 | $240,613,799 | — | $240,613,799 |
| 1268 | HERON BAY CAPITAL MANAGEMENT | $1,241,373 | $240,826,424 | — | $240,826,424 |
| 1269 | TED BUCHAN & COMPANY | $270,579 | $241,470,265 | $30,731,768 | $272,202,033 |
| 1270 | LANDMARK WEALTH MANAGEMENT, LLC | $391,447 | $241,522,541 | — | $241,522,541 |
| 1271 | ARCADIA WEALTH MANAGEMENT | $305,126 | $241,785,327 | $3,536,277 | $245,321,604 |
| 1272 | BIRCHBROOK | $343,747 | $241,889,971 | $4,233,237 | $246,123,208 |
| 1273 | DARROW WEALTH MANAGEMENT | $631,645 | $241,920,094 | — | $241,920,094 |
| 1274 | CLEARPATH CAPITAL PARTNERS LLC | $1,151,234 | $242,248,388 | $85,853,424 | $328,101,812 |
| 1275 | SHIRA RIDGE WEALTH MANAGEMENT | $362,447 | $242,595,181 | $1,694,068 | $244,289,249 |
| 1276 | CREEKMUR ASSET MANAGEMENT, LLC | $283,606 | $243,333,922 | — | $243,333,922 |
| 1277 | MONEYWATCH ADVISORS, INC. | $643,437 | $243,862,619 | — | $243,862,619 |
| 1278 | SALTMARSH FINANCIAL ADVISORS, L.L.C. | $521,111 | $243,880,000 | — | $243,880,000 |
| 1279 | LINDA A. BARLOW, CFP | $315,274 | $244,021,924 | — | $244,021,924 |
| 1280 | TRAIL RIDGE INVESTMENT ADVISORS, LLC | $866,497 | $244,039,562 | $4,645,160 | $248,684,722 |
| 1281 | RM PRIVATE WEALTH MANAGEMENT INC. | $1,461,911 | $244,139,093 | — | $244,139,093 |
| 1282 | STRATEGENT FINANCIAL, LLC | $2,199,822 | $244,180,228 | — | $244,180,228 |
| 1283 | CARLSBAD WEALTH ADVISORY GROUP, INC. | $338,359 | $244,295,531 | — | $244,295,531 |
| 1284 | GLOBAL WEALTH MANAGEMENT, LLC | $958,173 | $244,369,920 | $44,040,248 | $288,410,168 |
| 1285 | RIDGECREST WEALTH PARTNERS, LLC | $1,077,701 | $244,494,904 | $346,085,364 | $590,580,268 |
| 1286 | PATRON PARTNERS, LLC | $426,227 | $244,505,837 | $8,246,816 | $252,752,653 |
| 1287 | THE J. ARNOLD WEALTH MANAGEMENT CO., LLC | $136,841 | $244,534,453 | — | $244,534,453 |
| 1288 | SILIGMUELLER & NORVID WEALTH ADVISORS LLC | $2,717,786 | $244,600,730 | — | $244,600,730 |
| 1289 | O'BOYLE WEALTH MANAGEMENT, INC. | $218,170 | $244,784,575 | $25,309,333 | $270,093,908 |
| 1290 | ARCHVEST WEALTH ADVISORS, INC. | $806,452 | $244,800,000 | $5,200,000 | $250,000,000 |
| 1291 | PRUDENT INVESTORS NETWORK, INC. | $604,474 | $244,811,821 | — | $244,811,821 |
| 1292 | ASPEN WEALTH STRATEGIES, LLC | $220,879 | $244,889,415 | $3,599,328 | $248,488,743 |
| 1293 | CARMEL CAPITAL MANAGEMENT L.L.C. | $2,551,042 | $244,900,000 | — | $244,900,000 |
| 1294 | DIBENEDETTO & ASSOCIATES LTD | $455,780 | $244,910,863 | $21,720,251 | $266,631,114 |
| 1295 | VAUGHAN AND COMPANY SECURITIES, INC. | $576,520 | $245,000,000 | $30,000,000 | $275,000,000 |
| 1296 | SIMPLIFI, INC. | $456,275 | $245,019,686 | — | $245,019,686 |
| 1297 | MARMO FINANCIAL GROUP, LLC | $158,713 | $245,369,535 | — | $245,369,535 |
| 1298 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 1299 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 1300 | BULL STREET ADVISORS | $1,545,646 | $245,757,722 | — | $245,757,722 |
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.
