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 |
|---|---|---|---|---|---|
| 1751 | TANGLEWOOD LEGACY ADVISORS, LLC | $839,682 | $347,232,543 | $17,189,471 | $364,422,014 |
| 1752 | CARL P. SHERR & CO., LLC | $535,991 | $347,711,578 | $33,378,290 | $381,089,868 |
| 1753 | BIGELOW INVESTMENT ADVISORS, LLC | $533,560 | $347,922,582 | $71,455,313 | $419,377,895 |
| 1754 | VANTAGE FINANCIAL PARTNERS, LLC | $154,767 | $348,000,000 | $1,000,000 | $349,000,000 |
| 1755 | PIEDMONT CAPITAL MANAGEMENT, LLC | $1,914,049 | $348,357,005 | — | $348,357,005 |
| 1756 | RESOURCE PLANNING GROUP, LTD. | $338,917 | $348,745,575 | — | $348,745,575 |
| 1757 | NOVAPOINT CAPITAL LLC | $514,402 | $348,767,000 | $3,084,000 | $351,851,000 |
| 1758 | REICHARD CAPITAL, LLC | $2,283,866 | $349,431,440 | — | $349,431,440 |
| 1759 | ROBINSON SMITH WEALTH ADVISORS, LLC | $463,023 | $350,589,897 | $41,590,895 | $392,180,792 |
| 1760 | TOWNSEND ASSET MANAGEMENT CORP. | $378,455 | $351,095,062 | $16,006,172 | $367,101,234 |
| 1761 | MARBLE TRAIL ADVISORS | $401,854 | $351,290,157 | $7,163,550 | $358,453,707 |
| 1762 | ARISTON SERVICES GROUP, LLC | $2,186,040 | $351,451,560 | $153,523,795 | $504,975,355 |
| 1763 | PATHWAY FINANCIAL ADVISERS, LLC | $247,845 | $351,939,635 | — | $351,939,635 |
| 1764 | WESTSHORE WEALTH | $635,658 | $352,173,547 | $38,756,212 | $390,929,759 |
| 1765 | SAGE PRIVATE WEALTH GROUP, LLC | $335,761 | $352,399,688 | $1,827,854 | $354,227,542 |
| 1766 | HAROLD DAVIDSON & ASSOCIATES INC | $802,373 | $353,044,173 | — | $353,044,173 |
| 1767 | HOTALING INVESTMENT MANAGEMENT, LLC | $652,882 | $353,209,299 | — | $353,209,299 |
| 1768 | CLAYBROOK CAPITAL, LLC | $4,361,107 | $353,249,694 | — | $353,249,694 |
| 1769 | PRIVATE WEALTH ADVISORS | $851,759 | $353,480,056 | — | $353,480,056 |
| 1770 | BCR WEALTH STRATEGIES | $343,247 | $353,544,205 | — | $353,544,205 |
| 1771 | ENRICH FINANCIAL PARTNERS LLC | $1,124,933 | $355,453,435 | $9,024,847 | $364,478,282 |
| 1772 | MIDWEST FINANCIAL GROUP LLC | $205,532 | $355,529,371 | $6,001,696 | $361,531,067 |
| 1773 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | $812,728 | $355,848,733 | $30,196,927 | $386,045,660 |
| 1774 | THE O'DONNELL GROUP | $467,411 | $355,929,100 | $18,000,000 | $373,929,100 |
| 1775 | EQ WEALTH MANAGEMENT | $338,360 | $356,022,051 | $130,877,652 | $486,899,703 |
| 1776 | HSC WEALTH ADVISORS | $233,632 | $356,522,643 | — | $356,522,643 |
| 1777 | DENT WEALTH ADVISORS | $2,051,075 | $356,886,978 | — | $356,886,978 |
| 1778 | SEARCY FINANCIAL SERVICES, INC. | $366,847 | $356,942,604 | $7,336,553 | $364,279,157 |
| 1779 | SOCHA FINANCIAL GROUP, LLC | $494,978 | $357,374,320 | — | $357,374,320 |
| 1780 | CASTLEPOINT WEALTH ADVISORS | $1,716,551 | $357,886,908 | $24,903,906 | $382,790,814 |
| 1781 | ASCENT CAPITAL MANAGEMENT, LLC | $338,298 | $357,912,095 | $14,554,229 | $372,466,324 |
| 1782 | STRATHMORE CAPITAL ADVISORS | $486,559 | $358,444,155 | $9,880,985 | $368,325,140 |
| 1783 | MERIDIAN FINANCIAL PARTNERS LLC | $352,569 | $358,914,757 | — | $358,914,757 |
| 1784 | VAN STRUM & TOWNE INC | $1,552,842 | $359,015,322 | $44,723,495 | $403,738,817 |
| 1785 | FIRST WILSHIRE SECURITIES MANAGEMENT, INC. | $1,325,008 | $359,077,070 | — | $359,077,070 |
| 1786 | KNUFF & COMPANY LLC | $14,965,049 | $359,161,178 | — | $359,161,178 |
| 1787 | CYPRESS CAPITAL, LLC | $296,769 | $359,387,124 | — | $359,387,124 |
| 1788 | ROTH FINANCIAL PARTNERS LLC | $538,166 | $359,494,846 | — | $359,494,846 |
| 1789 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC | $794,022 | $359,692,008 | — | $359,692,008 |
| 1790 | PARKSHORE WEALTH MANAGEMENT | $258,116 | $360,242,697 | $13,767,822 | $374,010,519 |
| 1791 | TRINITY FINANCIAL ADVISORS LLC | $422,714 | $360,574,741 | — | $360,574,741 |
| 1792 | HALL CAPITAL MANAGEMENT COMPANY, INC. | $796,688 | $361,079,957 | $1,413,275 | $362,493,232 |
| 1793 | WARREN FINANCIAL SERVICE | $1,007,111 | $361,095,247 | $4,486,056 | $365,581,303 |
| 1794 | LBJ FAMILY WEALTH ADVISORS, LTD. | $4,013,143 | $361,182,830 | — | $361,182,830 |
| 1795 | TINGEY ADVISORS INC | $910,496 | $361,263,087 | $1,114,222 | $362,377,309 |
| 1796 | OAKMONT CAPITAL MANAGEMENT, LLC | $616,361 | $361,295,526 | $112,070,037 | $473,365,563 |
| 1797 | PROSPERITY PLANNING | $364,876 | $363,036,381 | $7,312,605 | $370,348,986 |
| 1798 | CEDRUS LLC | $315,154 | $364,003,434 | — | $364,003,434 |
| 1799 | TEALWOOD ASSET MANAGEMENT | $434,752 | $364,054,288 | $267,470 | $364,321,758 |
| 1800 | CLEARLOGIC FINANCIAL, INC. | $452,287 | $364,244,717 | $47,788,963 | $412,033,680 |
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.
