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 |
|---|---|---|---|---|---|
| 1501 | S.A. MASON, LLC | $868,200 | $267,118,513 | $277,243,010 | $544,361,523 |
| 1502 | ASSET PLANNING SERVICES INC | $531,519 | $267,103,377 | $46,493,118 | $313,596,495 |
| 1503 | HABER INVESTMENT COUNSEL | $1,428,324 | $267,001,599 | $7,236,694 | $274,238,293 |
| 1504 | CHESAPEAKE FINANCIAL ADVISORS | $247,407 | $266,849,084 | $4,804,011 | $271,653,095 |
| 1505 | DESTINY CAPITAL CORPORATION | $336,235 | $266,676,348 | $27,529,393 | $294,205,741 |
| 1506 | BLUE BARN WEALTH | $494,987 | $266,145,655 | $4,117,002 | $270,262,657 |
| 1507 | RED TORTOISE | $1,336,172 | $265,789,952 | $1,444,411 | $267,234,363 |
| 1508 | ADIRONDACK CAPITAL ADVISORS, LLC | $349,172 | $265,719,615 | — | $265,719,615 |
| 1509 | THE LEWIS FINANCIAL GROUP | $608,928 | $265,492,656 | — | $265,492,656 |
| 1510 | ARTEMIS FINANCIAL ADVISORS | $806,625 | $265,379,677 | — | $265,379,677 |
| 1511 | NBS FINANCIAL SERVICES, INC. | $632,573 | $265,296,408 | $2,914,361 | $268,210,769 |
| 1512 | DETTERBECK WEALTH MANAGEMENT | $379,918 | $265,270,088 | $28,786,822 | $294,056,910 |
| 1513 | UNIONVIEW WEALTH PARTNERS | $528,255 | $265,112,755 | $2,712,738 | $267,825,493 |
| 1514 | EADS & HEALD WEALTH MANAGEMENT | $877,713 | $265,069,300 | — | $265,069,300 |
| 1515 | SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. | $222,608 | $264,902,990 | — | $264,902,990 |
| 1516 | WILLIAM HOWARD & CO FINANCIAL ADVISORS, INC. | $701,054 | $264,834,342 | $8,576,719 | $273,411,061 |
| 1517 | LOVELESS WEALTH MANAGEMENT, LLC | $370,585 | $264,597,832 | — | $264,597,832 |
| 1518 | WEAVER CAPITAL MANAGEMENT, LLC | $304,979 | $264,455,988 | $6,975,354 | $271,431,342 |
| 1519 | 1 NORTH WEALTH SERVICES, LLC | $379,841 | $264,369,164 | — | $264,369,164 |
| 1520 | EARLY MCCLINTIC & MCMILLAN, LLP | $852,798 | $264,314,721 | $184,257,174 | $448,571,895 |
| 1521 | KEYSTONE ASSET MANAGEMENT, INC. | $2,207,692 | $264,000,000 | $23,000,000 | $287,000,000 |
| 1522 | PILLAR FINANCIAL ADVISORS, LLC | $381,740 | $263,782,220 | — | $263,782,220 |
| 1523 | THREE BEARINGS FIDUCIARY ADVISORS, INC. | $563,638 | $263,504,582 | $22,823,438 | $286,328,020 |
| 1524 | SLOCUM, GORDON & CO. LLP | $975,431 | $263,366,404 | — | $263,366,404 |
| 1525 | DIVERSIFI CAPITAL LLC | $456,036 | $262,667,800 | $9,100 | $262,676,900 |
| 1526 | GUARDIAN INVESTMENT MANAGEMENT | $1,643,773 | $262,558,082 | $38,252,369 | $300,810,451 |
| 1527 | HERITAGE FINANCIAL PLANNING | $520,828 | $262,497,085 | — | $262,497,085 |
| 1528 | ENZI WEALTH | $379,409 | $262,457,661 | $5,784,619 | $268,242,280 |
| 1529 | TULL FINANCIAL GROUP, INC. | $288,871 | $262,391,506 | $4,813,940 | $267,205,446 |
| 1530 | SFM, LLC | $504,416 | $262,296,071 | — | $262,296,071 |
| 1531 | PLATT WEALTH MANAGEMENT | $637,583 | $262,218,640 | $1,740,848 | $263,959,488 |
| 1532 | S. R. SCHILL & ASSOCIATES, INC. | $439,619 | $262,196,390 | $255,917 | $262,452,307 |
| 1533 | FUHRMAN MANAGEMENT ASSOCIATES, INC. | $395,985 | $262,185,796 | $26,091,101 | $288,276,897 |
| 1534 | YOUR SOURCE FINANCIAL | $517,308 | $262,054,369 | $19,361,443 | $281,415,812 |
| 1535 | BALLAST CAPITAL ADVISORS, LLC | $1,880,593 | $261,402,490 | — | $261,402,490 |
| 1536 | FLAGSTONE FINANCIAL MANAGEMENT, LLC | $310,346 | $261,311,572 | — | $261,311,572 |
| 1537 | WAYFINDING FINANCIAL, LLC | $267,073 | $260,948,676 | $515,930 | $261,464,606 |
| 1538 | HAVEN WEALTH GROUP | $403,820 | $260,867,459 | — | $260,867,459 |
| 1539 | MILLS WEALTH ADVISORS, LLC | $223,355 | $260,787,437 | $32,031,411 | $292,818,848 |
| 1540 | BEACON FINANCIAL PLANNING, INC | $338,516 | $260,657,661 | — | $260,657,661 |
| 1541 | LOGAN PARK WEALTH MANAGEMENT | $246,121 | $260,641,850 | — | $260,641,850 |
| 1542 | CAMARDA WEALTH ADVISORY GROUP | $219,596 | $260,569,880 | $2,945,079 | $263,514,959 |
| 1543 | PSI CAPITAL MANAGEMENT | $223,673 | $260,370,936 | $1,997,161 | $262,368,097 |
| 1544 | JESS S. MORGAN & COMPANY., INC. | $1,391,432 | $260,197,784 | — | $260,197,784 |
| 1545 | HMS INVESTMENT ADVISORS | $792,298 | $259,949,454 | $14,977,867 | $274,927,321 |
| 1546 | PARADIGM WEALTH MANAGEMENT, LLC | $535,345 | $259,180,000 | $28,300,000 | $287,480,000 |
| 1547 | MEASURED RISK PORTFOLIOS | $262,639 | $259,110,902 | $3,003,242 | $262,114,144 |
| 1548 | REGENCY CAPITAL MANAGEMENT INC. | $1,349,125 | $259,032,004 | — | $259,032,004 |
| 1549 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | $327,779 | $258,665,422 | $36,663,856 | $295,329,278 |
| 1550 | HFG ADVISORS, INC. | $1,119,690 | $258,339,979 | $12,624,965 | $270,964,944 |
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.
