RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      1351FORTUNE WEALTH MANAGEMENT, LLC$1,357,498$300,006,951—$300,006,951
      1352SEASCAPE CAPITAL MANAGEMENT,LLC$514,543$299,978,752—$299,978,752
      1353SAXON FINANCIAL GROUP$324,536$299,705,318$149,128,428$448,833,746
      1354JURIKA, MILLS & KEIFER, LLC$1,148,153$299,668,000—$299,668,000
      1355OFM WEALTH$387,061$299,666,467$14,240,053$313,906,520
      1356MARKET GUARD$197,952$299,501,051—$299,501,051
      1357PREMIER PRIVATE WEALTH, LLC$615,770$299,264,114—$299,264,114
      1358PERENNIAL ADVISORS GROUP, LLC$392,739$298,874,238—$298,874,238
      1359MOSS, LUSE & WOMBLE, LLC$202,508$298,700,000—$298,700,000
      1360SINGER WEALTH ADVISORS LLC$254,809$298,380,789—$298,380,789
      1361HILTON HEAD FINANCIAL ADVISORS, INC.$580,103$298,357,979$13,157,583$311,515,562
      1362NCM CAPITAL MANAGEMENT, LLC$575,817$298,273,051—$298,273,051
      1363ARGOS CAPITAL PARTNERS, LLC$1,671,345$297,967,976$1,050,807,487$1,348,775,463
      1364MALTIN WEALTH MANAGEMENT, INC.$310,662$297,760,193$4,824,807$302,585,000
      1365SAGEVEST WEALTH MANAGEMENT$742,347$297,681,010—$297,681,010
      1366TRIFECTA CAPITAL ADVISORS, LLC$2,378,159$297,269,926—$297,269,926
      1367SAGEBROADVIEW WEALTH MANAGEMENT, LLC$543,426$297,253,818—$297,253,818
      1368CONCORD INVESTMENT COUNSEL$561,199$297,046,659$5,439,486$302,486,145
      1369TOPEL & DISTASI WEALTH MANAGEMENT, LLC$508,730$296,589,461—$296,589,461
      1370ARBOR CAPITAL MANAGEMENT INC$360,556$296,026,331$6,840,683$302,867,014
      1371RETIREMENT CAPITAL STRATEGIES, INC.$445,781$295,998,391—$295,998,391
      1372MAYFAIR ADVISORY GROUP, LLC$347,972$295,940,325$880,000$296,820,325
      1373JUNCTURE WEALTH STRATEGIES, LLC$462,172$295,723,917$6,074,170$301,798,087
      1374KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC$262,447$295,649,683$22,960,393$318,610,076
      1375ETF PORTFOLIO PARTNERS, INC.$765,359$295,575,694$618,242$296,193,936
      1376DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC$271,397$295,551,798—$295,551,798
      1377KENSINGTON FINANCIAL ADVISORS LLC$376,845$295,446,153—$295,446,153
      1378CURRAN FINANCIAL PARTNERS, LLC$129,399$295,416,902—$295,416,902
      1379JACKSON CREEK INVESTMENT ADVISORS LLC$2,421,152$295,380,512—$295,380,512
      1380YARGER WEALTH STRATEGIES, LLC$724,172$295,347,397$71,083,614$366,431,011
      1381SOVEREIGN WEALTH ADVISORS, INC.$393,285$295,032,409$43,585,786$338,618,195
      1382GKFO, LLC$2,754,407$294,989,266$330,261,182$625,250,448
      1383ATEGRA CAPITAL MANAGEMENT, LLC$1,951,235$294,581,398$33,226,132$327,807,530
      1384PARATUS FINANCIAL, INC.$1,168,327$294,430,035$199,772,313$494,202,348
      1385COUNCIL OAK WEALTH ADVISORS$455,648$294,233,617$29,276,565$323,510,182
      1386WICK CAPITAL PARTNERS, LLC$508,067$294,170,732—$294,170,732
      1387MULLANEY KEATING & WRIGHT INC$689,891$293,887,881$31,050,676$324,938,557
      1388PROCTOR FINANCIAL$1,332,991$293,258,116—$293,258,116
      1389EXCHANGE PLACE ADVISORS, LLC$453,096$293,153,209—$293,153,209
      1390WEALTHPOINT ADVISORS LLC$490,120$293,091,491—$293,091,491
      1391ARISTA WEALTH ADVISORS, LTD$504,262$292,964,769$11,588$292,976,357
      1392HOLLOW BROOK WEALTH MANAGEMENT LLC$3,130,589$292,526,568$605,952,610$898,479,178
      1393OLIVER WEALTH MANAGEMENT$229,506$292,390,829—$292,390,829
      1394BLUE WATER WEALTH$293,560$292,385,972—$292,385,972
      1395CHARTER CAPITAL MANAGEMENT, INC$875,353$292,358,912$5,261,153$297,620,065
      1396MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY$514,521$291,149,378$11,388,820$302,538,198
      1397FORTRESS WEALTH MANAGEMENT, INC.$334,068$291,097,434$1,212,289$292,309,723
      1398CAPITAL TRUST ADVISORS$555,320$290,987,632—$290,987,632
      1399CYPRESS CAPITAL ADVISORS, LLC$261,997$290,816,864—$290,816,864
      1400WEALTH CMT$245,163$290,762,729—$290,762,729
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      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.