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 |
|---|---|---|---|---|---|
| 51 | CROWN WEALTH GROUP LLC | $265,324 | $202,441,997 | — | $202,441,997 |
| 52 | RELIANT INVESTMENT PARTNERS, LLC | $235,210 | $197,341,189 | — | $197,341,189 |
| 53 | CASCADES CAPITAL ASSET MANAGEMENT, LLC | $350,455 | $194,432,494 | $20,396,386 | $214,828,880 |
| 54 | TANNIN CAPITAL, LLC | $552,542 | $193,185,964 | $14,017,371 | $207,203,335 |
| 55 | BRC WEALTH MANAGEMENT, LLC | $508,968 | $187,809,294 | — | $187,809,294 |
| 56 | POWELL WEALTH | $662,162 | $187,391,778 | — | $187,391,778 |
| 57 | PARK RIDGE ASSET MANAGEMENT | $369,865 | $185,155,796 | $5,694,789 | $190,850,585 |
| 58 | COPPERLEAF CAPITAL, LLC | $303,514 | $180,695,455 | $17,195,898 | $197,891,353 |
| 59 | CORNERSTONE WEALTH PLANNING | $278,293 | $179,157,593 | $5,907,062 | $185,064,655 |
| 60 | MUIRFIELD WEALTH ADVISORS LLC | $494,460 | $178,500,000 | — | $178,500,000 |
| 61 | EARTH EQUITY ADVISORS, LLC | $284,221 | $178,491,035 | — | $178,491,035 |
| 62 | DELEGATE ADVISORS, LLC | $1,221,555 | $177,769,439 | $768,935,789 | $946,705,228 |
| 63 | SJBENEN ADVISORY, LLC | $839,997 | $177,239,391 | — | $177,239,391 |
| 64 | KENNETH FRENKE & CO | $714,149 | $174,252,234 | — | $174,252,234 |
| 65 | GRAGG FINANCIAL | $405,760 | $173,665,253 | — | $173,665,253 |
| 66 | FRAZIER FINANCIAL CONSULTANTS, LLC | $552,914 | $164,215,520 | — | $164,215,520 |
| 67 | CASSIA CAPITAL PARTNERS LLC | $478,495 | $164,123,645 | — | $164,123,645 |
| 68 | HORIZONS WEALTH MANAGEMENT | $322,087 | $163,298,018 | — | $163,298,018 |
| 69 | LUMINA WEALTH MANAGEMENT, LLC | $332,933 | $154,229,935 | $9,240,407 | $163,470,342 |
| 70 | SMITH PARTNERS WEALTH MANAGEMENT, LLC | $980,632 | $151,997,960 | — | $151,997,960 |
| 71 | TASSEL CAPITAL MANAGEMENT, INC | $232,658 | $151,846,450 | $13,108,221 | $164,954,671 |
| 72 | PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC | $189,702 | $151,658,395 | $1,810,631 | $153,469,026 |
| 73 | HOLLINGSWORTH AVENT AVERRE & PURVIS, PA | $862,580 | $142,325,738 | — | $142,325,738 |
| 74 | CLEARVIEW WEALTH MANAGEMENT | $304,348 | $140,000,000 | — | $140,000,000 |
| 75 | LIFEPLAN GROUP | $217,505 | $135,505,585 | — | $135,505,585 |
| 76 | PEACE OF MIND WEALTH MANAGEMENT | $278,200 | $132,402,912 | $9,200,972 | $141,603,884 |
| 77 | FAMILY WEALTH PARTNERS, LLC | $231,093 | $131,029,886 | — | $131,029,886 |
| 78 | COLLIE FINANCIAL PLANNING, INC. | $207,819 | $126,562,000 | — | $126,562,000 |
| 79 | SPARTAN PLANNING GROUP | $279,633 | $125,196,172 | $123,677,084 | $248,873,256 |
| 80 | HAYDEN HARPER WEALTH ADVISORY, LLC | $545,954 | $124,477,430 | — | $124,477,430 |
| 81 | DREHER FINANCIAL PARTNERS | $244,819 | $119,226,742 | — | $119,226,742 |
| 82 | PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC | $653,889 | $117,700,055 | — | $117,700,055 |
| 83 | HOLCOMBE & MCGRATH | $417,683 | $116,533,595 | — | $116,533,595 |
| 84 | AMPHORA WEALTH MANAGEMENT, LLC | $232,532 | $102,454,886 | $1,254,254 | $103,709,140 |
| 85 | ACCRUENT WEALTH ADVISORS | $236,106 | $93,148,635 | $48,986,959 | $142,135,594 |
| 86 | INTEGRATED WEALTHCARE, LLC | $1,427,148 | $77,623,538 | $39,402,612 | $117,026,150 |
| 87 | DAVIS FINANCIAL PLANNING | $442,929 | — | $104,974,126 | $104,974,126 |
| 88 | INVESTOR ADVISORY GROUP | $362,781 | — | $154,544,746 | $154,544,746 |
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.
