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 |
|---|---|---|---|---|---|
| 1551 | BURRUS | $332,672 | $258,153,621 | — | $258,153,621 |
| 1552 | NAPA WEALTH MANAGEMENT | $479,254 | $257,838,672 | — | $257,838,672 |
| 1553 | ARKFELD WEALTH STRATEGIES, L.L.C. | $208,602 | $257,626,800 | $51,729,700 | $309,356,500 |
| 1554 | LUCAS GROUP FINANCIAL PLANNERS, INC. | $379,312 | $257,202,331 | $33,350,931 | $290,553,262 |
| 1555 | ADVISORS FINANCIAL, INC. | $357,714 | $257,196,040 | — | $257,196,040 |
| 1556 | BOGDANOVICH WEALTH MANAGEMENT PLLC | $1,605,953 | $256,952,554 | — | $256,952,554 |
| 1557 | BLUESTEM FINANCIAL ADVISORS, LLC | $1,795,893 | $256,812,704 | — | $256,812,704 |
| 1558 | PARK, MILLER, LLC | $1,309,836 | $256,727,331 | $453 | $256,727,784 |
| 1559 | INTEGRITY ADVISORY, LLC | $291,872 | $256,617,882 | $21,827,925 | $278,445,807 |
| 1560 | CHECKS & BALANCES, INC. | $6,752,411 | $256,591,606 | — | $256,591,606 |
| 1561 | CORNERSTONE FINANCIAL PLANNING, LLC | $325,094 | $256,532,126 | $10,045,067 | $266,577,193 |
| 1562 | TWO POINT CAPITAL MANAGEMENT, INC. | $2,786,920 | $256,396,647 | — | $256,396,647 |
| 1563 | CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. | $583,962 | $256,359,525 | — | $256,359,525 |
| 1564 | SLAYTON LEWIS INC | $752,620 | $256,266,536 | $7,902,927 | $264,169,463 |
| 1565 | VELA INVESTMENT MANAGEMENT, LLC | $1,384,955 | $256,127,081 | $89,673 | $256,216,754 |
| 1566 | LIFE PLANNING PARTNERS, INC. | $491,926 | $255,712,388 | $581,218 | $256,293,606 |
| 1567 | ALL TERRAIN FINANCIAL ADVISORS | $507,602 | $255,635,947 | $10,347,667 | $265,983,614 |
| 1568 | SHAKER INVESTMENTS | $1,156,429 | $255,492,445 | $78,453 | $255,570,898 |
| 1569 | SCULATI WEALTH MANAGEMENT, LLC | $279,292 | $255,273,054 | — | $255,273,054 |
| 1570 | GREAT OAK CAPITAL PARTNERS, LLC | $204,755 | $255,000,000 | $12,000,000 | $267,000,000 |
| 1571 | STEWART WEALTH MANAGEMENT, INC. | $226,123 | $254,879,911 | $48,577,690 | $303,457,601 |
| 1572 | WESTERN FINANCIAL CORPORATION | $701,001 | $254,463,487 | — | $254,463,487 |
| 1573 | LOKKEN INVESTMENT GROUP, LLC | $247,403 | $254,330,072 | — | $254,330,072 |
| 1574 | TAYLOR & MORGAN ASSET MANAGEMENT, LLC | $291,120 | $254,147,833 | — | $254,147,833 |
| 1575 | CORDANT, INC. | $325,159 | $254,109,897 | $5,366,974 | $259,476,871 |
| 1576 | CLAY NORTHAM WEALTH MANAGEMENT | $247,134 | $254,053,459 | — | $254,053,459 |
| 1577 | VESTURA, LLC | $1,085,118 | $253,917,600 | — | $253,917,600 |
| 1578 | THE MENARD FINANCIAL GROUP, LLC | $629,723 | $253,778,305 | — | $253,778,305 |
| 1579 | VERUM PARTNERS LLC | $670,577 | $253,593,941 | $142,717,164 | $396,311,105 |
| 1580 | ELMWOOD WEALTH MANAGEMENT | $470,011 | $253,535,523 | $12,490,790 | $266,026,313 |
| 1581 | STERNECK CAPITAL MANAGEMENT LLC | $454,322 | $253,125,343 | $22,648,173 | $275,773,516 |
| 1582 | DELAP WEALTH ADVISORY, LLC | $884,929 | $253,089,719 | — | $253,089,719 |
| 1583 | CHERRYDALE WEALTH MANAGEMENT, LLC | $1,041,043 | $253,061,238 | $953,139 | $254,014,377 |
| 1584 | NOBLE FAMILY WEALTH | $2,480,392 | $253,000,000 | — | $253,000,000 |
| 1585 | FIRSTMETRIC | $965,125 | $252,862,677 | — | $252,862,677 |
| 1586 | WEALTHVIEW CAPITAL, LLC | $490,851 | $252,816,969 | $11,260,764 | $264,077,733 |
| 1587 | GOALVEST ADVISORY LLC | $458,463 | $252,154,542 | — | $252,154,542 |
| 1588 | SILVER OAK ADVISORY GROUP | $524,912 | $252,079,800 | $90,687,426 | $342,767,226 |
| 1589 | TRUE FINANCIAL GROUP | $141,972 | $252,000,000 | — | $252,000,000 |
| 1590 | WINNING POINTS ADVISORS, L.L.C. | $541,712 | $251,896,182 | — | $251,896,182 |
| 1591 | MORTON BROWN FAMILY WEALTH LLC | $467,762 | $251,655,802 | — | $251,655,802 |
| 1592 | FAMILY ASSET MANAGEMENT, LLC | $1,759,638 | $251,481,800 | $56,454,873 | $307,936,673 |
| 1593 | ALTUS WEALTH MANAGEMENT, LLC | $619,342 | $251,452,874 | — | $251,452,874 |
| 1594 | CTB FINANCIAL SERVICES, LTD. | $239,727 | $251,233,943 | — | $251,233,943 |
| 1595 | CAPASSO PLANNING PARTNERS LLC | $199,092 | $251,091,363 | $3,546,839 | $254,638,202 |
| 1596 | C-J ADVISORY, INC. | $274,421 | $250,546,454 | — | $250,546,454 |
| 1597 | CLELLAND & COMPANY INC | $1,663,002 | $250,465,788 | $142,002,572 | $392,468,360 |
| 1598 | ACCRETIVE WEALTH PARTNERS, LLC | $566,888 | $250,452,942 | $15,984,562 | $266,437,504 |
| 1599 | GOEPPER BURKHARDT LLC | $528,763 | $250,403,857 | $4,459,835 | $254,863,692 |
| 1600 | CHARTER RESEARCH & INVESTMENT GROUP INC | $674,646 | $250,293,661 | — | $250,293,661 |
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.
