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 |
|---|---|---|---|---|---|
| 1801 | GPM GROWTH INVESTORS, INC. | $1,209,268 | $216,866,046 | $2,011,523 | $218,877,569 |
| 1802 | ARTIFEX FINANCIAL GROUP, LLC | $232,922 | $216,850,411 | — | $216,850,411 |
| 1803 | ELEVATION CAPITAL ADVISORY | $189,974 | $216,702,508 | $10,316,979 | $227,019,487 |
| 1804 | BAUGH & ASSOCIATES, LLC | $513,351 | $216,633,068 | $1,098 | $216,634,166 |
| 1805 | COGENT STRATEGIC WEALTH LLC | $603,310 | $216,588,378 | — | $216,588,378 |
| 1806 | MEZZASALMA ADVISORS | $389,822 | $216,315,124 | $426,108 | $216,741,232 |
| 1807 | BENNINGFIELD FINANCIAL ADVISORS, LLC | $697,462 | $216,213,354 | — | $216,213,354 |
| 1808 | KLEINFELDER CAPITAL, INC. | $263,011 | $216,139,200 | $6,367,789 | $222,506,989 |
| 1809 | OWEN LARUE FINANCIAL GROUP | $345,572 | $216,123,118 | $54,805,577 | $270,928,695 |
| 1810 | CAM INVESTOR SOLUTIONS | $272,383 | $216,000,000 | — | $216,000,000 |
| 1811 | CALLAHAN WEALTH ADVISORY | $432,026 | $215,718,117 | $19,735,796 | $235,453,913 |
| 1812 | REBEL FINANCIAL, LLC | $167,014 | $215,673,345 | $6,287,990 | $221,961,335 |
| 1813 | MICHAEL A. DUBIS FINANCIAL PLANNING, LLC | $807,495 | $215,601,271 | — | $215,601,271 |
| 1814 | VAWTER FINANCIAL LTD | $327,473 | $215,477,134 | — | $215,477,134 |
| 1815 | PRESTON WEALTH ADVISORS, LLC. | $305,728 | $215,450,717 | $15,679,637 | $231,130,354 |
| 1816 | WALLACE HART CAPITAL MANAGEMENT | $295,390 | $215,220,000 | $27,000,000 | $242,220,000 |
| 1817 | AURORA INVESTMENT COUNSEL | $3,651,593 | $215,179,441 | $3,916,116 | $219,095,557 |
| 1818 | WPG FINANCIAL GROUP, LLC | $321,244 | $215,089,281 | $54,434,701 | $269,523,982 |
| 1819 | WEDGEWOOD INVESTORS INC | $750,843 | $215,040,887 | $1,201,790 | $216,242,677 |
| 1820 | CLEARVIEW WEALTH ADVISORS, LLC | $199,608 | $214,910,000 | $2,663,000 | $217,573,000 |
| 1821 | WEINBERGER ASSET MANAGEMENT, INC | $611,831 | $214,752,613 | — | $214,752,613 |
| 1822 | SANDIFER WEALTH MANAGEMENT, INC. | $390,981 | $214,420,542 | $6,874,591 | $221,295,133 |
| 1823 | CROSSGATE WEALTH ADVISORS, LLC | $318,458 | $214,379,135 | $1,853,858 | $216,232,993 |
| 1824 | MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC | $490,247 | $214,238,109 | — | $214,238,109 |
| 1825 | CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT | $814,332 | $214,169,359 | — | $214,169,359 |
| 1826 | MRA ADVISORY GROUP | $205,431 | $214,059,213 | — | $214,059,213 |
| 1827 | KOENIG INVESTMENT ADVISORY, LLC | $331,834 | $214,032,937 | — | $214,032,937 |
| 1828 | ALHAMBRA INVESTMENT MANAGEMENT LLC | $594,949 | $213,781,419 | $43,831,336 | $257,612,755 |
| 1829 | IRONWOOD WEALTH MANAGEMENT, INC. | $307,766 | $213,589,404 | — | $213,589,404 |
| 1830 | SMART PORTFOLIOS, LLC | $529,161 | $213,465,564 | $844,797 | $214,310,361 |
| 1831 | HERITAGE WEALTH MANAGEMENT, INC. | $247,521 | $213,115,340 | — | $213,115,340 |
| 1832 | BREEN WEALTH MANAGEMENT, LLC | $397,172 | $212,884,330 | — | $212,884,330 |
| 1833 | LONGVIEW FINANCIAL ADVISORS, LLC | $640,392 | $212,862,707 | $58,023,053 | $270,885,760 |
| 1834 | KEENER FINANCIAL PLANNING | $494,674 | $212,457,431 | $2,725,966 | $215,183,397 |
| 1835 | MERIWETHER WEALTH & PLANNING, LLC | $192,503 | $212,138,558 | — | $212,138,558 |
| 1836 | BRIGHTWATER ADVISORY, LLC | $356,520 | $212,123,077 | $8,206,440 | $220,329,517 |
| 1837 | SHORELINE FINANCIAL ADVISORS, LLC | $330,255 | $211,541,391 | $11,710,959 | $223,252,350 |
| 1838 | WESTBOURNE INVESTMENTS, INC. | $394,599 | $211,505,231 | — | $211,505,231 |
| 1839 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | $466,595 | $210,901,037 | — | $210,901,037 |
| 1840 | GENESIS WEALTH ADVISORS, LLC | $325,354 | $210,829,362 | — | $210,829,362 |
| 1841 | FAIRBANKS CAPITAL MANAGEMENT, INC. | $1,176,470 | $210,266,899 | $1,497,735 | $211,764,634 |
| 1842 | AILSA CAPITAL, INC. | $224,640 | $210,262,892 | — | $210,262,892 |
| 1843 | AP WEALTH MANAGEMENT | $319,171 | $210,242,639 | $3,920,769 | $214,163,408 |
| 1844 | ASPIRE WEALTH ARCHITECTS | $529,018 | $210,196,850 | $22,571,211 | $232,768,061 |
| 1845 | AGATE PASS INVESTMENT, LLC | $829,835 | $209,948,374 | — | $209,948,374 |
| 1846 | ELIOT FINKEL INVESTMENT COUNSEL, LLC | $1,018,241 | $209,757,727 | — | $209,757,727 |
| 1847 | CHRONOS WEALTH MANAGEMENT, L.L.C. | $415,986 | $209,657,000 | — | $209,657,000 |
| 1848 | HERITAGE FINANCIAL LLC | $200,082 | $209,627,579 | $30,670,900 | $240,298,479 |
| 1849 | TRANSPARENT WEALTH PARTNERS LLC | $393,210 | $209,619,726 | $4,679,739 | $214,299,465 |
| 1850 | CHARLESTON FINANCIAL ADVISORS, LLC | $369,568 | $209,411,404 | $7,155,370 | $216,566,774 |
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.
