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 |
|---|---|---|---|---|---|
| 1451 | SHADE TREE ADVISORS LLC | $5,931,493 | $272,848,683 | — | $272,848,683 |
| 1452 | HAMRICK INVESTMENT COUNSEL, LLC | $1,054,522 | $272,985,201 | $1,190,543 | $274,175,744 |
| 1453 | RICHMOND BROTHERS, INC. | $107,316 | $273,548,051 | — | $273,548,051 |
| 1454 | BMSS WESSON WEALTH SOLUTIONS | $731,701 | $273,600,354 | $5,177,683 | $278,778,037 |
| 1455 | S&A FINANCIAL SERVICES, INC. | $196,324 | $273,704,431 | $19,799,598 | $293,504,029 |
| 1456 | COORDINATED FINANCIAL PLANNING CORP | $173,732 | $274,039,599 | $14,007,993 | $288,047,592 |
| 1457 | PIERSHALE FINANCIAL GROUP, INC. | $218,358 | $274,065,018 | $21,810,317 | $295,875,335 |
| 1458 | BOUVEL INVESTMENT PARTNERS, LLC | $413,204 | $274,365,921 | $4,133,612 | $278,499,533 |
| 1459 | BOUVEL INVESTMENT PARTNERS, LLC | $413,204 | $274,365,921 | $4,133,612 | $278,499,533 |
| 1460 | CUSTOS FAMILY OFFICE LLC | $1,279,504 | $274,774,699 | $22,070,255 | $296,844,954 |
| 1461 | KURE ADVISORY, LLC | $161,981 | $275,367,057 | — | $275,367,057 |
| 1462 | RIVER GLEN WEALTH COUNSELORS | $529,772 | $275,639,608 | $5,139,546 | $280,779,154 |
| 1463 | SGH WEALTH MANAGEMENT | $1,002,358 | $275,648,339 | — | $275,648,339 |
| 1464 | FURE FINANCIAL CORPORATION | $263,356 | $275,997,269 | — | $275,997,269 |
| 1465 | WEALTH COVENANT GROUP LLC | $888,424 | $276,300,000 | — | $276,300,000 |
| 1466 | CAMDEN WEALTH ADVISORS LLC | $576,093 | $276,307,715 | $4,249,393 | $280,557,108 |
| 1467 | YUKON WEALTH MANAGEMENT, INC. | $742,046 | $276,465,912 | $1,801,157 | $278,267,069 |
| 1468 | WINDWARD PRIVATE WEALTH MANAGEMENT INC. | $302,159 | $276,475,386 | — | $276,475,386 |
| 1469 | PACES FERRY WEALTH ADVISORS, LLC | $616,977 | $276,646,696 | $69,477,449 | $346,124,145 |
| 1470 | T. ANTON INVESTMENT HOUSE, INC. | $293,753 | $277,009,514 | — | $277,009,514 |
| 1471 | REGIMEN WEALTH, LLC | $417,851 | $277,034,911 | — | $277,034,911 |
| 1472 | OXFORD FINANCIAL PARTNERS | $529,281 | $277,872,677 | — | $277,872,677 |
| 1473 | RIDGEWOOD INVESTMENTS | $641,877 | $278,074,208 | $62,762,303 | $340,836,511 |
| 1474 | NIKULSKI FINANCIAL, INC. | $251,081 | $278,101,838 | $10,641,065 | $288,742,903 |
| 1475 | THOMAS WRIGHT ASSET MANAGEMENT, INC. | $4,798,132 | $278,291,634 | — | $278,291,634 |
| 1476 | ANTARES WEALTH MANAGEMENT, LLC | $1,411,417 | $278,376,504 | $9,552,523 | $287,929,027 |
| 1477 | PITZL FINANCIAL | $218,856 | $278,384,301 | — | $278,384,301 |
| 1478 | CONCORDE INVESTMENT MANAGEMENT | $2,902,478 | $278,458,951 | $87,253,294 | $365,712,245 |
| 1479 | OLIO FINANCIAL PLANNING | $271,389 | $279,052,766 | $18,389,420 | $297,442,186 |
| 1480 | ODER INVESTMENT MANAGEMENT, LLC | $568,728 | $280,227,742 | $17,216,952 | $297,444,694 |
| 1481 | FORTRESS WEALTH PLANNING | $672,835 | $280,317,488 | $4,291,736 | $284,609,224 |
| 1482 | BEAR MOUNTAIN CAPITAL INC. | $296,691 | $280,381,835 | $881,603 | $281,263,438 |
| 1483 | FIRST FINANCIAL ADVISORS INC | $177,016 | $280,570,431 | — | $280,570,431 |
| 1484 | 1776 WEALTH LLC | $837,537 | $280,574,787 | — | $280,574,787 |
| 1485 | BBJS FINANCIAL ADVISORS, LLC | $3,600,921 | $280,795,764 | $3,677,028 | $284,472,792 |
| 1486 | GODSHALK WELSH CAPITAL MANAGEMENT, INC. | $1,110,973 | $281,076,292 | — | $281,076,292 |
| 1487 | ALDEBARAN FINANCIAL INC | $396,772 | $281,311,346 | — | $281,311,346 |
| 1488 | FINANCIAL LIFE ADVISORS | $500,078 | $281,565,731 | $78,990,591 | $360,556,322 |
| 1489 | BROWN FINANCIAL ADVISORY | $434,282 | $281,584,610 | $3,738,727 | $285,323,337 |
| 1490 | SENTINEL WEALTH MANAGEMENT, INC. | $848,323 | $281,643,071 | — | $281,643,071 |
| 1491 | PENOBSCOT FINANCIAL ADVISORS | $153,827 | $281,657,713 | — | $281,657,713 |
| 1492 | PECAUT WEALTH MANAGEMENT | $789,286 | $281,785,623 | $23,668,002 | $305,453,625 |
| 1493 | MEADOW CREEK WEALTH ADVISORS, LLC | $1,170,252 | $282,213,222 | $244,400,350 | $526,613,572 |
| 1494 | CLARK FINANCIAL ADVISORS | $300,893 | $282,237,939 | — | $282,237,939 |
| 1495 | TL PRIVATE WEALTH | $490,692 | $282,638,789 | — | $282,638,789 |
| 1496 | ZRC WEALTH MANAGEMENT, LLC | $479,419 | $282,861,747 | $1,433,434 | $284,295,181 |
| 1497 | THE ESTATE PLANNERS GROUP | $1,149,600 | $283,900,000 | $3,500,000 | $287,400,000 |
| 1498 | AZA CAPITAL MANAGEMENT | $402,050 | $283,957,431 | $6,322,751 | $290,280,182 |
| 1499 | FOCUSED ALPHA, LLC | $545,328 | $284,115,839 | — | $284,115,839 |
| 1500 | SAMALIN WEALTH | $330,444 | $284,269,659 | $41,217,960 | $325,487,619 |
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.
