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 |
|---|---|---|---|---|---|
| 151 | THE CLARK GROUP ASSET MANAGEMENT | $403,318 | $198,462,799 | $49,174,163 | $247,636,962 |
| 152 | PRIVATE CAPITAL MANAGEMENT, INC. | $702,066 | $198,650,687 | $19,691,869 | $218,342,556 |
| 153 | EIGER WEALTH MANAGEMENT, LLC | $629,278 | $200,365,584 | $66,448,475 | $266,814,059 |
| 154 | VERITY WEALTH ADVISORS, LLC | $1,402,314 | $201,933,158 | — | $201,933,158 |
| 155 | ALLIANCE ADVISORY & SECURITIES, INC | $210,996 | $202,486,165 | $154,518,651 | $357,004,816 |
| 156 | KENSINGTON INVESTMENT COUNSEL | $958,635 | $203,230,691 | — | $203,230,691 |
| 157 | SPECTRUM FINANCIAL MANAGEMENT | $1,655,371 | $204,845,391 | $7,042,062 | $211,887,453 |
| 158 | ALIGN IMPACT, LLC | $6,616,102 | $205,099,167 | — | $205,099,167 |
| 159 | CANTER WEALTH | $1,016,190 | $206,286,473 | — | $206,286,473 |
| 160 | ALCOSTA CAPITAL MANAGEMENT, INC. | $1,411,931 | $206,968,972 | $584,879 | $207,553,851 |
| 161 | YODER WEALTH MANAGEMENT | $640,073 | $207,383,534 | — | $207,383,534 |
| 162 | FPC INVESTMENT ADVISORY, INC. | $427,118 | $208,860,814 | — | $208,860,814 |
| 163 | ELIOT FINKEL INVESTMENT COUNSEL, LLC | $1,018,241 | $209,757,727 | — | $209,757,727 |
| 164 | FAIRBANKS CAPITAL MANAGEMENT, INC. | $1,176,470 | $210,266,899 | $1,497,735 | $211,764,634 |
| 165 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | $466,595 | $210,901,037 | — | $210,901,037 |
| 166 | LONGVIEW FINANCIAL ADVISORS, LLC | $640,392 | $212,862,707 | $58,023,053 | $270,885,760 |
| 167 | BREEN WEALTH MANAGEMENT, LLC | $397,172 | $212,884,330 | — | $212,884,330 |
| 168 | HERITAGE WEALTH MANAGEMENT, INC. | $247,521 | $213,115,340 | — | $213,115,340 |
| 169 | MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC | $490,247 | $214,238,109 | — | $214,238,109 |
| 170 | WEINBERGER ASSET MANAGEMENT, INC | $611,831 | $214,752,613 | — | $214,752,613 |
| 171 | BENNINGFIELD FINANCIAL ADVISORS, LLC | $697,462 | $216,213,354 | — | $216,213,354 |
| 172 | IMPACT INVESTORS | $346,157 | $217,038,045 | $41,195,128 | $258,233,173 |
| 173 | 5T WEALTH, LLC | $660,785 | $217,545,210 | $513,803 | $218,059,013 |
| 174 | VICTUS CAPITAL WEALTH | $416,997 | $218,873,753 | $2,134,442 | $221,008,195 |
| 175 | JEFFREY CHARLES LLOYD WOLMAN | $318,954 | $220,396,968 | — | $220,396,968 |
| 176 | VERIPAX WEALTH MANAGEMENT, INC. | $227,907 | $220,718,552 | $579,443 | $221,297,995 |
| 177 | WARD & ASSOCIATES | $4,328,852 | $221,290,000 | $12,468,000 | $233,758,000 |
| 178 | SIMPLEX WEALTH MANAGEMENT | $352,336 | $221,992,147 | $7,731,248 | $229,723,395 |
| 179 | EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT | $320,006 | $222,083,927 | — | $222,083,927 |
| 180 | CORE FINANCIAL | $390,951 | $223,743,124 | $3,790,362 | $227,533,486 |
| 181 | ALETHEA CAPITAL MANAGEMENT, LLC | $1,727,842 | $228,075,166 | — | $228,075,166 |
| 182 | PRESIDIO CAPITAL MANAGEMENT, LLC | $364,056 | $228,575,586 | $51,308 | $228,626,894 |
| 183 | MONARCH WEALTH STRATEGIES | $475,064 | $228,615,961 | $16,992,210 | $245,608,171 |
| 184 | MAINSTREAM CAPITAL MANAGEMENT | $388,244 | $228,675,766 | — | $228,675,766 |
| 185 | SHARPER & GRANITE LLC | $598,358 | $229,769,653 | — | $229,769,653 |
| 186 | REGAL WEALTH GROUP INC. | $391,972 | $233,615,485 | — | $233,615,485 |
| 187 | SENTRY ADVISORS, LLC | $5,627,118 | $236,219,209 | $2,729,271,923 | $2,965,491,132 |
| 188 | CARTER FINANCIAL, LLC | $442,709 | $237,854,260 | $1,208,404 | $239,062,664 |
| 189 | PRIVATE FINANCIAL COUNSELING | $536,886 | $238,914,220 | — | $238,914,220 |
| 190 | TED BUCHAN & COMPANY | $270,579 | $241,470,265 | $30,731,768 | $272,202,033 |
| 191 | CLEARPATH CAPITAL PARTNERS LLC | $1,151,234 | $242,248,388 | $85,853,424 | $328,101,812 |
| 192 | SHIRA RIDGE WEALTH MANAGEMENT | $362,447 | $242,595,181 | $1,694,068 | $244,289,249 |
| 193 | LINDA A. BARLOW, CFP | $315,274 | $244,021,924 | — | $244,021,924 |
| 194 | CARLSBAD WEALTH ADVISORY GROUP, INC. | $338,359 | $244,295,531 | — | $244,295,531 |
| 195 | RIDGECREST WEALTH PARTNERS, LLC | $1,077,701 | $244,494,904 | $346,085,364 | $590,580,268 |
| 196 | O'BOYLE WEALTH MANAGEMENT, INC. | $218,170 | $244,784,575 | $25,309,333 | $270,093,908 |
| 197 | ARCHVEST WEALTH ADVISORS, INC. | $806,452 | $244,800,000 | $5,200,000 | $250,000,000 |
| 198 | PRUDENT INVESTORS NETWORK, INC. | $604,474 | $244,811,821 | — | $244,811,821 |
| 199 | CARMEL CAPITAL MANAGEMENT L.L.C. | $2,551,042 | $244,900,000 | — | $244,900,000 |
| 200 | SIMPLIFI, INC. | $456,275 | $245,019,686 | — | $245,019,686 |
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.
