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 |
|---|---|---|---|---|---|
| 2051 | WEST FINANCIAL ADVISORS, L.L.C. | $338,560 | $463,900,000 | $11,100,000 | $475,000,000 |
| 2052 | J.W. COONS ADVISORS, LLC | $1,531,385 | $464,264,765 | $50,280,607 | $514,545,372 |
| 2053 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $347,884 | $464,816,430 | $69,184,860 | $534,001,290 |
| 2054 | TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC | $453,498 | $465,226,086 | $3,690,625 | $468,916,711 |
| 2055 | FOUNDATION WEALTH MANAGEMENT, LLC | $381,139 | $466,005,521 | $63,396,054 | $529,401,575 |
| 2056 | SINGLE POINT PARTNERS | $460,803 | $466,381,578 | $9,627,948 | $476,009,526 |
| 2057 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | $477,917 | $466,446,674 | — | $466,446,674 |
| 2058 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $1,174,091 | $466,889,684 | $82,584,755 | $549,474,439 |
| 2059 | SILICON VALLEY WEALTH ADVISORS, LLC | $438,206 | $467,055,632 | $12,341,354 | $479,396,986 |
| 2060 | FCA CORP | $885,621 | $467,872,061 | $53,758,978 | $521,631,039 |
| 2061 | OARSMAN CAPITAL, INC | $331,947 | $468,039,499 | $1,001,510 | $469,041,009 |
| 2062 | EPSILON FINANCIAL GROUP, INC. | $904,051 | $468,298,226 | — | $468,298,226 |
| 2063 | KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. | $260,361 | $469,150,367 | $19,026,212 | $488,176,579 |
| 2064 | MBE WEALTH MANAGEMENT, LLC | $122,088 | $471,139,499 | — | $471,139,499 |
| 2065 | HAMEL ASSOCIATES,INC. | $2,201,036 | $471,392,458 | $37,046,844 | $508,439,302 |
| 2066 | SKYOAK WEALTH | $418,308 | $471,851,536 | — | $471,851,536 |
| 2067 | HARPSWELL CAPITAL ADVISORS, LLC | $4,067,738 | $471,857,659 | — | $471,857,659 |
| 2068 | ADAMS WEALTH ADVISORS | $325,042 | $473,261,221 | — | $473,261,221 |
| 2069 | B&C FINANCIAL ADVISORS | $435,132 | $474,855,852 | $7,705,872 | $482,561,724 |
| 2070 | CADENT CAPITAL ADVISORS, LLC | $461,303 | $474,993,977 | $77,646,801 | $552,640,778 |
| 2071 | SEVENBRIDGE FINANCIAL GROUP, LLC | $531,320 | $475,000,000 | — | $475,000,000 |
| 2072 | CAPITAL ADVISORS WEALTH MANAGEMENT | $368,445 | $476,356,339 | $137,473,836 | $613,830,175 |
| 2073 | Q3 ASSET MANAGEMENT CORPORATION | $208,554 | $478,277,401 | $315,894,577 | $794,171,978 |
| 2074 | KREITLER FINANCIAL LLC | $596,219 | $478,440,032 | $5,093,352 | $483,533,384 |
| 2075 | SOURCE FINANCIAL ADVISORS, LLC | $1,418,370 | $478,449,065 | $81,807,076 | $560,256,141 |
| 2076 | VON BORSTEL & ASSOCIATES | $253,762 | $478,849,136 | — | $478,849,136 |
| 2077 | KENDALL CAPITAL MANAGEMENT | $423,253 | $479,545,821 | — | $479,545,821 |
| 2078 | WILSEY ASSET MANAGEMENT INCORPORATED | $348,077 | $479,650,469 | — | $479,650,469 |
| 2079 | BGM WEALTH PARTNERS | $691,010 | $479,859,106 | $3,847,694 | $483,706,800 |
| 2080 | COPPER HARBOR INVESTMENT ADVISORS, LLC | $2,262,222 | $480,140,000 | $8,500,000 | $488,640,000 |
| 2081 | CHEQUERS FINANCIAL MANAGEMENT LLC | $711,419 | $480,422,902 | $110,055,045 | $590,477,947 |
| 2082 | BLACK DIAMOND FINANCIAL, LLC | $949,190 | $481,004,570 | $70,474,985 | $551,479,555 |
| 2083 | COLUMBIA RIVER ADVISORS | $487,266 | $483,104,437 | $12,932,297 | $496,036,734 |
| 2084 | THE FAIRMAN GROUP, LLC | $856,824 | $483,105,906 | $322,308,184 | $805,414,090 |
| 2085 | FAMILY INVESTMENT CENTER | $301,276 | $483,548,203 | — | $483,548,203 |
| 2086 | SMITH & HOWARD WEALTH MANAGEMENT, LLC | $830,314 | $484,073,078 | — | $484,073,078 |
| 2087 | PERENNIAL | $908,326 | $485,306,310 | $5,189,689 | $490,495,999 |
| 2088 | INTEGRITY FINANCIAL CORPORATION | $356,067 | $485,520,160 | $67,808,149 | $553,328,309 |
| 2089 | OGOREK WEALTH MANAGEMENT, LLC | $2,707,953 | $487,431,467 | — | $487,431,467 |
| 2090 | STUDIO INVESTMENT MANAGEMENT | $1,169,160 | $487,539,608 | — | $487,539,608 |
| 2091 | WALLER FINANCIAL PLANNING GROUP, INC. | $310,918 | $487,684,582 | $105,546,543 | $593,231,125 |
| 2092 | BRAY CAPITAL ADVISORS, LLC | $1,913,007 | $487,816,737 | — | $487,816,737 |
| 2093 | JAMES R. MARTIN CONSULTING, INC | $703,083 | $487,939,464 | — | $487,939,464 |
| 2094 | VANTAGE WEALTH MANAGEMENT, LLC | $354,578 | $488,608,000 | — | $488,608,000 |
| 2095 | WEDMONT PRIVATE CAPITAL | $937,062 | $488,911,422 | $12,416,752 | $501,328,174 |
| 2096 | REQUISITE CAPITAL MANAGEMENT LLC | $2,199,514 | $489,190,675 | $559,977,584 | $1,049,168,259 |
| 2097 | HARRELL INVESTMENT PARTNERS, LLC | $704,629 | $489,499,622 | $16,423,762 | $505,923,384 |
| 2098 | MONARCH CAPITAL MANAGEMENT INC | $1,842,282 | $490,046,937 | — | $490,046,937 |
| 2099 | NAVALIGN, LLC | $306,731 | $490,462,316 | — | $490,462,316 |
| 2100 | WARBURTON CAPITAL MANAGEMENT, LLC | $478,984 | $490,839,502 | $1,076,719 | $491,916,221 |
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.
