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 |
|---|---|---|---|---|---|
| 2201 | JOHN E. SESTINA AND COMPANY | $246,984 | $550,774,332 | — | $550,774,332 |
| 2202 | MAROTTA WEALTH MANAGEMENT, INC. | $330,193 | $550,852,298 | $18,731,278 | $569,583,576 |
| 2203 | IRONSIDES ASSET ADVISORS, LLC | $1,808,450 | $552,570,026 | $313,677,617 | $866,247,643 |
| 2204 | WEALTH DIMENSIONS FAMILY OFFICE, INC | $5,213,471 | $552,627,925 | — | $552,627,925 |
| 2205 | PARAGON FINANCIAL ADVISORS | $339,079 | $553,377,657 | — | $553,377,657 |
| 2206 | ROCK POINT ADVISORS, LLC | $931,962 | $553,585,275 | — | $553,585,275 |
| 2207 | LJI WEALTH MANAGEMENT, LLC | $215,119 | $553,716,122 | — | $553,716,122 |
| 2208 | C.J. LAWRENCE | $1,549,891 | $554,496,277 | $1,914,456 | $556,410,733 |
| 2209 | NORTH BERKELEY WEALTH MANAGEMENT, LLC | $463,973 | $555,284,496 | $20,970,266 | $576,254,762 |
| 2210 | BARON WEALTH MANAGEMENT, LLC | $1,067,206 | $557,323,968 | $12,564,262 | $569,888,230 |
| 2211 | PENINSULA WEALTH, LLC | $798,289 | $558,003,681 | — | $558,003,681 |
| 2212 | BUCKLEY WEALTH MANAGEMENT, LLC | $891,453 | $558,049,491 | — | $558,049,491 |
| 2213 | ELWOOD & GOETZ | $213,397 | $558,460,716 | — | $558,460,716 |
| 2214 | MERITAS WEALTH MANAGEMENT, LLC | $614,663 | $560,572,253 | — | $560,572,253 |
| 2215 | CONCENTRIC WEALTH MANAGEMENT LLC | $630,272 | $561,572,340 | — | $561,572,340 |
| 2216 | BIRCHWOOD FINANCIAL PARTNERS, INC. | $397,421 | $561,947,001 | $21,863,997 | $583,810,998 |
| 2217 | EXCALIBUR MANAGEMENT CORP | $698,395 | $562,348,023 | $9,637,530 | $571,985,553 |
| 2218 | DE GROOTE FINANCIAL GROUP, LLC | $309,001 | $562,690,300 | — | $562,690,300 |
| 2219 | APEIRON | $210,948 | $563,000,000 | $42,000,000 | $605,000,000 |
| 2220 | BALDRIGE ASSET MANAGEMENT | $707,101 | $564,707,901 | $47,641,646 | $612,349,547 |
| 2221 | SYVERSON STREGE | $372,645 | $564,763,277 | $135,808,537 | $700,571,814 |
| 2222 | MRAZ, AMERINE & ASSOCIATES, INC. | $387,335 | $565,509,753 | — | $565,509,753 |
| 2223 | PENNSYLVANIA CAPITAL MANAGEMENT INC. | $761,784 | $565,748,205 | $195,274,002 | $761,022,207 |
| 2224 | PARAGON ADVISORS, INC. | $17,557,895 | $566,600,000 | $434,200,000 | $1,000,800,000 |
| 2225 | BROOKER WEALTH MANAGEMENT | $967,124 | $566,734,883 | — | $566,734,883 |
| 2226 | BLUE OCEAN CAPITAL | $1,242,864 | $567,988,832 | — | $567,988,832 |
| 2227 | MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | $398,707 | $568,040,347 | $2,907,445 | $570,947,792 |
| 2228 | CAPITAL PLANNING LLC | $419,683 | $569,283,815 | $1,484,640 | $570,768,455 |
| 2229 | SHERRILL & HUTCHINS FINANCIAL ADVISORY INC | $427,165 | $571,546,813 | — | $571,546,813 |
| 2230 | JFG WEALTH MANAGEMENT, LLC | $1,427,359 | $572,763,355 | $13,881,019 | $586,644,374 |
| 2231 | GRAND WEALTH MANAGEMENT, LLC | $846,405 | $573,221,352 | $9,105,448 | $582,326,800 |
| 2232 | CFM WEALTH PARTNERS LLC | $954,169 | $575,182,632 | $1,135,425 | $576,318,057 |
| 2233 | BROWN | MILLER WEALTH MANAGEMENT, LLC | $316,975 | $575,711,694 | $36,049,819 | $611,761,513 |
| 2234 | HARBOUR CAPITAL ADVISORS, LLC | $2,064,805 | $578,145,484 | — | $578,145,484 |
| 2235 | DIVIDEND ASSETS CAPITAL, LLC | $711,329 | $578,914,606 | $6,509,479 | $585,424,085 |
| 2236 | AFFILIATED PRIVATE INVESTORS LLC | $6,378,208 | $580,416,933 | — | $580,416,933 |
| 2237 | BLUME CAPITAL MANAGEMENT, INC. | $715,060 | $580,628,386 | — | $580,628,386 |
| 2238 | HARFST AND ASSOCIATES, INC. | $422,036 | $582,667,131 | $1,008,625 | $583,675,756 |
| 2239 | ROWLING & ASSOCIATES LLC | $519,419 | $583,078,452 | $32,433,227 | $615,511,679 |
| 2240 | ASHFORD ADVISORS, LLC | $3,364,588 | $583,621,587 | $176,775,397 | $760,396,984 |
| 2241 | BASON ASSET MANAGEMENT | $796,744 | $584,082,000 | $6,305,000 | $590,387,000 |
| 2242 | CAMBRIDGE ADVISORS INC | $750,701 | $585,541,141 | $36,039,228 | $621,580,369 |
| 2243 | KINGFISHER CAPITAL, LLC | $867,225 | $586,243,939 | — | $586,243,939 |
| 2244 | SPENCE ASSET MANAGEMENT | $404,868 | $586,266,776 | $6,865,017 | $593,131,793 |
| 2245 | FIRST FIDUCIARY INVESTMENT COUNSEL INC | $1,265,252 | $587,076,897 | — | $587,076,897 |
| 2246 | PARKSIDE ADVISORS LLC | $736,675 | $587,130,325 | — | $587,130,325 |
| 2247 | GRANT STREET ASSET MANAGEMENT INC | $605,358 | $587,617,819 | $8,054,423 | $595,672,242 |
| 2248 | YOUNGS ADVISORY GROUP, INC. | $609,704 | $587,755,086 | — | $587,755,086 |
| 2249 | MCNAMARA FINANCIAL SERVICES, INC. | $230,865 | $589,168,381 | — | $589,168,381 |
| 2250 | WARNER FINANCIAL, INC | $911,991 | $589,504,979 | $13,321,173 | $602,826,152 |
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.
