RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      1701MONEY MANAGEMENT SERVICES INC$291,143$334,050,702$6,004,578$340,055,280
      1702REUTER JAMES WEALTH MANAGEMENT, LLC$363,985$334,484,147$116,493,026$450,977,173
      1703PRAIRIE WEALTH ADVISORS, INC.$422,433$334,886,436$63,467,839$398,354,275
      1704VIRTUS FAMILY OFFICE$1,745,481$335,132,366—$335,132,366
      1705ENTRUST WEALTH ADVISORS, LLC$984,405$335,682,164—$335,682,164
      1706HARBOR FINANCIAL GROUP, INC.$403,274$336,765,300$4,404,700$341,170,000
      1707KEYSTONE FINANCIAL PLANNING, INC$817,649$336,871,318—$336,871,318
      1708DELTA FINANCIAL ADVISORS$862,653$337,113,488$65,745,412$402,858,900
      1709NOVI WEALTH PARTNERS$514,769$337,287,654$10,181,279$347,468,933
      1710LONG RUN WEALTH ADVISORS, LLC$224,761$337,558,030$44,085,692$381,643,722
      1711FINANCIAL AVENGERS, INC.$476,817$337,586,672—$337,586,672
      1712STERLING INVESTMENT MANAGEMENT, LLC$774,594$337,723,197—$337,723,197
      1713DICKINSON INVESTMENT ADVISORS$679,629$339,073,025$22,489,407$361,562,432
      1714CAPSTONE CAPITAL WEALTH ADVISORS$413,633$339,178,819—$339,178,819
      1715AVALON CAPITAL MANAGEMENT$1,059,955$339,185,647—$339,185,647
      1716CROWLEY WEALTH MANAGEMENT, INC.$359,503$339,371,220—$339,371,220
      1717LIFEGUIDE FINANCIAL ADVISORS, LLC$154,982$339,474,303$2,570,738$342,045,041
      1718GRAYBILL BARTZ ASSOCIATES, LTD$729,264$339,546,185$22,168,950$361,715,135
      1719EDGE FINANCIAL ADVISORS, LLC$375,994$339,601,285$9,320,977$348,922,262
      1720WHITENER CAPITAL MANAGEMENT, INC$355,210$339,651,229$48,948,771$388,600,000
      1721DISCIPLINED EQUITY MANAGEMENT, INC.$503,479$339,848,079—$339,848,079
      1722ZIMMERMAN WEALTH MANAGEMENT, LLC$524,450$339,925,821$442,221$340,368,042
      1723MASCOMA WEALTH MANAGEMENT$282,920$340,578,116$40,797,566$381,375,682
      1724MONTE FINANCIAL GROUP, LLC$1,013,321$341,060,177$2,455,810$343,515,987
      1725NET WORTH ADVISORY GROUP, LLC$242,776$341,361,910$240,328,956$581,690,866
      1726COOPER LAPMAN FINANCIAL, LLC$1,080,268$341,364,764—$341,364,764
      1727OBRIEN GREENE & CO INC$1,257,282$341,641,204$53,145,470$394,786,674
      1728THE HELMSTAR GROUP, LLC$267,793$341,704,173—$341,704,173
      1729CHANEY CAPITAL MANAGEMENT INC.$375,824$342,000,000—$342,000,000
      1730HAYES FINANCIAL, INC.$496,412$342,047,535$2,958,936$345,006,471
      1731CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC$345,629$342,172,297—$342,172,297
      1732LINCOLN CAPITAL CORPORATION$447,539$342,882,955$1,721,964$344,604,919
      1733HALTER FERGUSON FINANCIAL INC$456,226$342,928,967$153,216$343,082,183
      1734AUCTUS ADVISORS LLC$624,866$342,961,738$714,821$343,676,559
      1735BARON FINANCIAL GROUP LLC$383,045$342,973,286$4,065,320$347,038,606
      1736VICKERMAN INVESTMENT ADVISORS, INC.$420,941$343,067,000—$343,067,000
      1737NARUS FINANCIAL PARTNERS, LLC$872,834$343,197,169$13,792,115$356,989,284
      1738GUARDIAN WEALTH MANAGEMENT, INC.$324,938$343,399,658$710,038$344,109,696
      1739SANDY COVE ADVISORS, LLC$601,857$344,014,228$43,581,461$387,595,689
      1740FREEDOM DAY SOLUTIONS, LLC$334,687$345,076,732$21,405,688$366,482,420
      1741WILLS FINANCIAL GROUP$517,509$345,178,384—$345,178,384
      1742OAK FAMILY ADVISORS, LLC$660,063$345,200,000$74,600,000$419,800,000
      1743GROVE STREET FIDUCIARY, LLC$301,224$345,405,527$13,352,208$358,757,735
      1744MB, LEVIS & ASSOCIATES,LLC$601,851$345,462,211—$345,462,211
      1745MORRIS FINANCIAL CONCEPTS, INC.$437,504$345,638,268$10,052,417$355,690,685
      1746CERRO PACIFIC WEALTH ADVISORS, LLC$544,294$346,715,581—$346,715,581
      1747LANDMARK WEALTH MANAGEMENT$1,785,108$346,723,100$72,777,300$419,500,400
      1748TANGLEWOOD LEGACY ADVISORS, LLC$839,682$347,232,543$17,189,471$364,422,014
      1749CARL P. SHERR & CO., LLC$535,991$347,711,578$33,378,290$381,089,868
      1750BIGELOW INVESTMENT ADVISORS, LLC$533,560$347,922,582$71,455,313$419,377,895
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      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.