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 |
|---|---|---|---|---|---|
| 2151 | ASPYRE WEALTH PARTNERS | $426,895 | $516,970,077 | — | $516,970,077 |
| 2152 | THE MOSAIC FINANCIAL GROUP, LLC | $1,895,259 | $518,034,961 | $590,691,519 | $1,108,726,480 |
| 2153 | GREAT POINT WEALTH ADVISORS, LLC | $523,757 | $518,857,000 | $30,040,000 | $548,897,000 |
| 2154 | TIMBER CREEK CAPITAL MANAGEMENT, LLC | $12,084,008 | $519,612,353 | — | $519,612,353 |
| 2155 | ROSENBLUM SILVERMAN SUTTON SF INC | $3,047,113 | $521,056,271 | — | $521,056,271 |
| 2156 | PARAGON WEALTH STRATEGIES, LLC. | $365,550 | $521,185,658 | $8,861,662 | $530,047,320 |
| 2157 | KLAAS FINANCIAL ASSET ADVISORS, LLC. | $223,946 | $521,569,705 | — | $521,569,705 |
| 2158 | NORTHERN FINANCIAL ADVISORS, INC | $268,165 | $522,076,563 | $9,962,456 | $532,039,019 |
| 2159 | PLATTE RIVER WEALTH ADVISORS, LLC | $2,254,842 | $523,123,238 | — | $523,123,238 |
| 2160 | SICART ASSOCIATES, LLC | $2,013,453 | $523,497,849 | — | $523,497,849 |
| 2161 | OCCIDENTAL ASSET MANAGEMENT, LLC | $400,411 | $523,737,691 | — | $523,737,691 |
| 2162 | LAUTERBACH FINANCIAL ADVISORS, LLC | $556,110 | $524,558,268 | $1,521,769 | $526,080,037 |
| 2163 | HFG WEALTH MANAGEMENT, LLC | $412,712 | $525,794,823 | — | $525,794,823 |
| 2164 | DEMMING FINANCIAL SERVICES CORP. | $231,961 | $525,856,010 | — | $525,856,010 |
| 2165 | IAM ADVISORY LLC | $216,602 | $526,125,315 | — | $526,125,315 |
| 2166 | WALL CAPITAL GROUP, INC. | $1,863,066 | $526,489,192 | $1,070,158,615 | $1,596,647,807 |
| 2167 | WAYPOINT CAPITAL ADVISORS, LLC | $988,289 | $527,123,649 | $622,662 | $527,746,311 |
| 2168 | WEALTHGATE FAMILY OFFICE LLC | $6,059,494 | $527,175,941 | — | $527,175,941 |
| 2169 | WADE FINANCIAL ADVISORY, INC. | $2,167,310 | $527,627,736 | $131,234,542 | $658,862,278 |
| 2170 | KNIGHTSBRIDGE WEALTH MANAGEMENT | $628,606 | $527,841,704 | $7,101,948 | $534,943,652 |
| 2171 | RENAISSANCE INVESTMENT GROUP, LLC | $1,178,482 | $528,294,779 | $16,163,973 | $544,458,752 |
| 2172 | GSB WEALTH MANAGEMENT, LLC | $416,649 | $529,055,639 | $921,806 | $529,977,445 |
| 2173 | THE HIGH NET WORTH ADVISORY GROUP, LLC | $590,444 | $529,567,681 | $51,428,887 | $580,996,568 |
| 2174 | JENTNER WEALTH MANAGEMENT | $585,841 | $529,600,647 | — | $529,600,647 |
| 2175 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $392,277 | $530,025,582 | $47,405,578 | $577,431,160 |
| 2176 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | $617,859 | $531,571,948 | $20,175,926 | $551,747,874 |
| 2177 | HOPWOOD FINANCIAL SERVICES, INC. | $552,770 | $531,765,109 | — | $531,765,109 |
| 2178 | ELGETHUN CAPITAL MANAGEMENT | $748,872 | $532,447,906 | — | $532,447,906 |
| 2179 | MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | $323,075 | $532,750,015 | $8,078,284 | $540,828,299 |
| 2180 | FINANCIAL INSIGHTS INC | $706,797 | $533,631,424 | — | $533,631,424 |
| 2181 | FI3 FINANCIAL ADVISORS, LLC | $661,060 | $533,808,191 | $72,383,981 | $606,192,172 |
| 2182 | PERSONAL INVESTMENT MANAGEMENT INC | $407,209 | $533,851,522 | — | $533,851,522 |
| 2183 | WEBER ASSET MANAGEMENT, INC. | $761,067 | $534,269,297 | — | $534,269,297 |
| 2184 | HORST & GRABEN WEALTH MANAGEMENT, LLC | $243,673 | $534,748,821 | $70,778,066 | $605,526,887 |
| 2185 | HC FINANCIAL ADVISORS INC | $530,524 | $534,768,166 | — | $534,768,166 |
| 2186 | SJA FINANCIAL ADVISORY, LLC | $438,241 | $534,899,605 | $631,046 | $535,530,651 |
| 2187 | EMERALD ADVISORS, LLC | $1,004,213 | $534,965,163 | $2,288,595 | $537,253,758 |
| 2188 | CGN ADVISORS, LLC | $283,362 | $535,632,000 | $15,507,500 | $551,139,500 |
| 2189 | THE RELAXING RETIREMENT COACH, INC. | $485,304 | $536,260,452 | — | $536,260,452 |
| 2190 | IRONWOOD WEALTH MANAGEMENT, LLC | $259,684 | $536,373,007 | $4,807,845 | $541,180,852 |
| 2191 | RHAME & GORRELL WEALTH MANAGEMENT | $425,491 | $537,821,041 | — | $537,821,041 |
| 2192 | ABERDEEN WEALTH MANAGEMENT LLC | $1,347,069 | $541,552,114 | $29,605,165 | $571,157,279 |
| 2193 | AMERICAN MONEY MANAGEMENT, LLC | $354,253 | $541,554,684 | $11,433,517 | $552,988,201 |
| 2194 | ADVISORS MANAGEMENT GROUP INC | $133,497 | $542,768,463 | $33,272,728 | $576,041,191 |
| 2195 | MOLLER FINANCIAL SERVICES | $544,633 | $545,043,200 | $1,223,443 | $546,266,643 |
| 2196 | LEVEL FINANCIAL ADVISORS, INC. | $303,396 | $545,201,873 | — | $545,201,873 |
| 2197 | BOND & DEVICK WEALTH PARTNERS | $496,038 | $545,522,935 | $6,071,798 | $551,594,733 |
| 2198 | CLARIS ADVISORS, LLC | $695,513 | $545,978,059 | — | $545,978,059 |
| 2199 | BOSTON RESEARCH AND MANAGEMENT, INC. | $1,302,400 | $548,310,400 | — | $548,310,400 |
| 2200 | OSHER VAN DE VOORDE INVESTMENT MANAGEMENT | $1,384,699 | $548,340,619 | — | $548,340,619 |
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.
