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 |
|---|---|---|---|---|---|
| 101 | SAYBROOK WEALTH GROUP, INC. | $353,183 | $10,029,215 | $126,652,526 | $136,681,741 |
| 102 | RETIREMENT BENCHMARK, LLC | $276,559 | $13,726,085 | $3,454,319,529 | $3,468,045,614 |
| 103 | MAQRO ADVISORS LLC | $213,899 | $18,185,813 | $123,201,377 | $141,387,190 |
| 104 | EQUITY ADVISORS OF KENTUCKY INC | $174,156 | $18,253,812 | $113,059,445 | $131,313,257 |
| 105 | ROBBINS WEALTH MANAGEMENT | $504,901 | $18,965,052 | $162,799,194 | $181,764,246 |
| 106 | PITTSBURGH FINANCIAL PLANNERS, INC. | $291,329 | $20,499,647 | $93,992,596 | $114,492,243 |
| 107 | EWA, LLC | $157,517 | $22,541,794 | $210,111,545 | $232,653,339 |
| 108 | PREMIS ADVISORS, LLC | $1,502,865 | $24,581,000 | $175,300,000 | $199,881,000 |
| 109 | JACKSON FINANCIAL SERVICES, LLC | $321,864 | $26,523,535 | $258,970,038 | $285,493,573 |
| 110 | BERKSON ASSET MANAGEMENT, INC. | $1,294,104 | $27,027,453 | $194,264,253 | $221,291,706 |
| 111 | CERDA MUNOZ ADVISORS, INC | $200,548 | $30,764,126 | $123,056,506 | $153,820,632 |
| 112 | HEMSLEY ADVISORS, LTD. | $735,119 | $32,854,950 | $422,183,501 | $455,038,451 |
| 113 | WASHINGTON AVENUE ADVISORS | $201,670 | $33,362,290 | $153,787,236 | $187,149,526 |
| 114 | FAIRFIELD FINANCIAL ADVISORS | $703,351 | $35,564,614 | $274,612,963 | $310,177,577 |
| 115 | OLIVER CAPITAL MANAGEMENT | $217,643 | $37,080,875 | $297,653,396 | $334,734,271 |
| 116 | SAS FINANCIAL ADVISORS, LLC. | $314,286 | $40,000,000 | $70,000,000 | $110,000,000 |
| 117 | RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. | $1,122,046 | $40,696,608 | $63,653,669 | $104,350,277 |
| 118 | TRINITY FIDUCIARY PARTNERS, LLC | $719,314 | $42,179,444 | $62,840,444 | $105,019,888 |
| 119 | ASPIREAN WEALTH, LLC | $286,700 | $49,239,365 | $89,236,670 | $138,476,035 |
| 120 | LUMA CAPITAL | $1,934,833 | $51,454,495 | $70,440,005 | $121,894,500 |
| 121 | MARQUIS WEALTH MANAGEMENT GROUP | $383,775 | $57,118,481 | $291,732,868 | $348,851,349 |
| 122 | CLAYTON FINANCIAL GROUP, LLC | $481,218 | $57,826,954 | $1,324,712,810 | $1,382,539,764 |
| 123 | OMEGA WEALTH MANAGEMENT LLC | $351,938 | $58,459,151 | $140,385,642 | $198,844,793 |
| 124 | AEGIS WEALTH MANAGEMENT, LLC | $444,420 | $59,055,072 | $110,713,179 | $169,768,251 |
| 125 | HELMSMAN FINANCIAL GROUP, LLC | $615,732 | $63,055,270 | $101,345,304 | $164,400,574 |
| 126 | SOLUTIONS 4 WEALTH | $281,082 | $63,816,122 | $79,535,689 | $143,351,811 |
| 127 | HALBERSTADT FINANCIAL CONSULTANTS INC | $796,913 | $64,067,526 | $71,407,662 | $135,475,188 |
| 128 | APPROACH RETIREMENT ADVISORS, LLC | $332,716 | $65,056,855 | $99,970,065 | $165,026,920 |
| 129 | RAMSEY & ASSOCIATES INC | $763,544 | $65,429,827 | $197,992,711 | $263,422,538 |
| 130 | MELIORA CAPITAL | $343,746 | $66,161,910 | $37,305,713 | $103,467,623 |
| 131 | BALANCED FINANCIAL PLANNING, INC. | $1,781,941 | $69,401,940 | $73,153,343 | $142,555,283 |
| 132 | INTEGRATED WEALTHCARE, LLC | $1,427,148 | $77,623,538 | $39,402,612 | $117,026,150 |
| 133 | DEDICATED CAPITAL ADVISORS, LLC | $1,090,360 | $79,756,319 | $38,002,590 | $117,758,909 |
| 134 | AMARA FINANCIAL, LLC | $268,056 | $81,620,870 | $43,829,465 | $125,450,335 |
| 135 | KASTEL CAPITAL ADVISORS, LLC | $734,547 | $83,268,000 | $34,994,000 | $118,262,000 |
| 136 | MARRICK WEALTH | $481,287 | $83,829,547 | $30,235,573 | $114,065,120 |
| 137 | EAST GUILFORD FINANCIAL SERVICES LLC | $218,020 | $83,916,072 | $60,413,193 | $144,329,265 |
| 138 | LAUGHLIN FINANCIAL LLC | $392,955 | $85,190,769 | $42,912,400 | $128,103,169 |
| 139 | MILESTONES PRIVATE INVESTMENT ADVISORS LLC | $268,889 | $86,712,264 | $80,805,397 | $167,517,661 |
| 140 | SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC | $2,529,540 | $88,654,253 | $53,000,000 | $141,654,253 |
| 141 | A.G. CAMPBELL ADVISORY, LLC | $6,252,587 | $90,268,792 | $328,654,505 | $418,923,297 |
| 142 | BALLAST FINANCIAL ADVISORS, LLC | $213,989 | $90,896,370 | $142,993,760 | $233,890,130 |
| 143 | LIGHTHOUSE FINANCIAL ADVISORS, INC. | $342,808 | $91,303,899 | $523,350,596 | $614,654,495 |
| 144 | THE WEALTH CONSERVANCY, INC. | $738,804 | $91,426,987 | $65,938,199 | $157,365,186 |
| 145 | LOTUSGROUP ADVISORS | $223,078 | $91,645,040 | $93,286,909 | $184,931,949 |
| 146 | INVEST INC. | $205,319 | $92,732,072 | $10,543,291 | $103,275,363 |
| 147 | JOSS BROWN WEALTH ADVISORS, LLC | $235,115 | $92,850,154 | $11,775,956 | $104,626,110 |
| 148 | LUCIEN STIRLING & GRAY ADVISORY GROUP INC | $208,402 | $93,099,607 | $37,151,393 | $130,251,000 |
| 149 | ACCRUENT WEALTH ADVISORS | $236,106 | $93,148,635 | $48,986,959 | $142,135,594 |
| 150 | CORNERSTONE INVESTMENT ADVISORS, LLC | $539,365 | $93,603,015 | $46,092,448 | $139,695,463 |
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.
