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 |
|---|---|---|---|---|---|
| 1201 | OBRIEN GREENE & CO INC | $1,257,282 | $341,641,204 | $53,145,470 | $394,786,674 |
| 1202 | COOPER LAPMAN FINANCIAL, LLC | $1,080,268 | $341,364,764 | — | $341,364,764 |
| 1203 | NET WORTH ADVISORY GROUP, LLC | $242,776 | $341,361,910 | $240,328,956 | $581,690,866 |
| 1204 | MONTE FINANCIAL GROUP, LLC | $1,013,321 | $341,060,177 | $2,455,810 | $343,515,987 |
| 1205 | MASCOMA WEALTH MANAGEMENT | $282,920 | $340,578,116 | $40,797,566 | $381,375,682 |
| 1206 | ZIMMERMAN WEALTH MANAGEMENT, LLC | $524,450 | $339,925,821 | $442,221 | $340,368,042 |
| 1207 | DISCIPLINED EQUITY MANAGEMENT, INC. | $503,479 | $339,848,079 | — | $339,848,079 |
| 1208 | WHITENER CAPITAL MANAGEMENT, INC | $355,210 | $339,651,229 | $48,948,771 | $388,600,000 |
| 1209 | EDGE FINANCIAL ADVISORS, LLC | $375,994 | $339,601,285 | $9,320,977 | $348,922,262 |
| 1210 | GRAYBILL BARTZ ASSOCIATES, LTD | $729,264 | $339,546,185 | $22,168,950 | $361,715,135 |
| 1211 | LIFEGUIDE FINANCIAL ADVISORS, LLC | $154,982 | $339,474,303 | $2,570,738 | $342,045,041 |
| 1212 | CROWLEY WEALTH MANAGEMENT, INC. | $359,503 | $339,371,220 | — | $339,371,220 |
| 1213 | AVALON CAPITAL MANAGEMENT | $1,059,955 | $339,185,647 | — | $339,185,647 |
| 1214 | CAPSTONE CAPITAL WEALTH ADVISORS | $413,633 | $339,178,819 | — | $339,178,819 |
| 1215 | DICKINSON INVESTMENT ADVISORS | $679,629 | $339,073,025 | $22,489,407 | $361,562,432 |
| 1216 | STERLING INVESTMENT MANAGEMENT, LLC | $774,594 | $337,723,197 | — | $337,723,197 |
| 1217 | FINANCIAL AVENGERS, INC. | $476,817 | $337,586,672 | — | $337,586,672 |
| 1218 | LONG RUN WEALTH ADVISORS, LLC | $224,761 | $337,558,030 | $44,085,692 | $381,643,722 |
| 1219 | NOVI WEALTH PARTNERS | $514,769 | $337,287,654 | $10,181,279 | $347,468,933 |
| 1220 | DELTA FINANCIAL ADVISORS | $862,653 | $337,113,488 | $65,745,412 | $402,858,900 |
| 1221 | KEYSTONE FINANCIAL PLANNING, INC | $817,649 | $336,871,318 | — | $336,871,318 |
| 1222 | HARBOR FINANCIAL GROUP, INC. | $403,274 | $336,765,300 | $4,404,700 | $341,170,000 |
| 1223 | ENTRUST WEALTH ADVISORS, LLC | $984,405 | $335,682,164 | — | $335,682,164 |
| 1224 | VIRTUS FAMILY OFFICE | $1,745,481 | $335,132,366 | — | $335,132,366 |
| 1225 | PRAIRIE WEALTH ADVISORS, INC. | $422,433 | $334,886,436 | $63,467,839 | $398,354,275 |
| 1226 | REUTER JAMES WEALTH MANAGEMENT, LLC | $363,985 | $334,484,147 | $116,493,026 | $450,977,173 |
| 1227 | MONEY MANAGEMENT SERVICES INC | $291,143 | $334,050,702 | $6,004,578 | $340,055,280 |
| 1228 | GALAPAGOS WEALTH MANAGEMENT, LLC | $28,945,572 | $333,945,185 | $534,421,984 | $868,367,169 |
| 1229 | LITTON FINANCIAL | $368,744 | $333,713,048 | — | $333,713,048 |
| 1230 | FINANCIAL SERVICE GROUP INC | $315,067 | $333,655,444 | — | $333,655,444 |
| 1231 | BONTEMPO OHLY CAPITAL MANAGEMENT, LLC | $539,385 | $332,800,454 | — | $332,800,454 |
| 1232 | TGS FINANCIAL ADVISORS | $317,557 | $331,828,741 | $25,740,447 | $357,569,188 |
| 1233 | ROSECAP INVESTMENT ADVISORS, LLC | $543,900 | $331,500,100 | $14,420,000 | $345,920,100 |
| 1234 | TILSON FINANCIAL GROUP INC | $375,735 | $331,225,692 | $236,510,419 | $567,736,111 |
| 1235 | LESJAK PLANNING, LLC | $904,826 | $330,700,000 | $6,800,000 | $337,500,000 |
| 1236 | BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC | $718,666 | $330,586,159 | — | $330,586,159 |
| 1237 | TTP INVESTMENTS, INC. | $403,225 | $330,241,603 | — | $330,241,603 |
| 1238 | WEALTH EFFECTS | $416,141 | $330,000,000 | — | $330,000,000 |
| 1239 | MENDOTA FINANCIAL GROUP, LLC | $299,580 | $329,942,076 | $9,182,835 | $339,124,911 |
| 1240 | S.E.E.D. PLANNING GROUP, LLC | $298,297 | $329,916,002 | — | $329,916,002 |
| 1241 | CAHILL WEALTH MANAGEMENT, LLC | $382,856 | $329,639,326 | — | $329,639,326 |
| 1242 | SNIDER FINANCIAL GROUP | $378,662 | $329,435,663 | — | $329,435,663 |
| 1243 | LAUREL WEALTH PLANNING | $437,627 | $329,277,851 | $12,508,683 | $341,786,534 |
| 1244 | HOLISTIC FINANCIAL PARTNERS, LLC | $464,147 | $329,080,033 | — | $329,080,033 |
| 1245 | OBJECTIVITY SQUARED WEALTH MANAGEMENT | $985,030 | $329,000,000 | — | $329,000,000 |
| 1246 | INLIGHT WEALTH | $432,139 | $328,712,173 | $16,566,603 | $345,278,776 |
| 1247 | HARRINGTON INVESTMENTS, INC. | $1,539,430 | $328,380,757 | $1,057,359 | $329,438,116 |
| 1248 | NAUSET WEALTH MANAGEMENT, LLC | $550,821 | $328,289,141 | — | $328,289,141 |
| 1249 | SFG INVESTMENT ADVISORS, INC. | $512,772 | $328,174,026 | — | $328,174,026 |
| 1250 | GRAY PRIVATE WEALTH, LLC | $1,535,497 | $328,103,982 | $492,339 | $328,596,321 |
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.
