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 |
|---|---|---|---|---|---|
| 2101 | INTEGRITY WEALTH PARTNERS, LLC | $320,144 | $172,877,760 | — | $172,877,760 |
| 2102 | FAMILY WEALTH ADVISORY GROUP, LLC | $357,905 | $172,715,069 | $93,208,473 | $265,923,542 |
| 2103 | TIMBERCHASE FINANCIAL, LLC | $247,724 | $172,663,393 | — | $172,663,393 |
| 2104 | BEACON WEALTH CONSULTANTS, INC. | $176,835 | $172,590,500 | — | $172,590,500 |
| 2105 | KANE COMPANY WEALTH MANAGEMENT PC | $310,951 | $172,577,701 | — | $172,577,701 |
| 2106 | UNITED FINANCIAL PLANNING GROUP LLC | $338,505 | $172,431,995 | $4,605,881 | $177,037,876 |
| 2107 | CALLAHAN CAPITAL MANAGEMENT | $145,038 | $172,355,673 | $94,398 | $172,450,071 |
| 2108 | KACHKOVSKY & FISHER, INC. | $178,389 | $172,264,435 | $33,596,798 | $205,861,233 |
| 2109 | AN EXCEPTIONAL LIFE FINANCIAL, LLC | $237,789 | $172,249,319 | $8,232,812 | $180,482,131 |
| 2110 | ATWATER WEALTH MANAGEMENT | $620,451 | $172,223,306 | $3,984,694 | $176,208,000 |
| 2111 | MALLARD ADVISORS | $397,724 | $172,214,651 | — | $172,214,651 |
| 2112 | DESERANNO WEALTH MANAGEMENT | $581,358 | $172,081,901 | — | $172,081,901 |
| 2113 | CANNON CAPITAL MANAGEMENT, INC. | $585,027 | $172,045,491 | $110,522,377 | $282,567,868 |
| 2114 | NAPLES MONEY MANAGEMENT LLC | $317,145 | $171,818,147 | $11,808,667 | $183,626,814 |
| 2115 | TOTAL WEALTH ADVISORS, LLC | $500,468 | $171,660,636 | — | $171,660,636 |
| 2116 | KILTERHOWLING LLC | $360,938 | $171,414,500 | $29,266,931 | $200,681,431 |
| 2117 | DOBSON ASSET MANAGEMENT | $459,972 | $171,394,927 | $3,394,404 | $174,789,331 |
| 2118 | CONCORDIA WEALTH MANAGEMENT, LLC | $1,596,313 | $171,388,213 | $10,591,475 | $181,979,688 |
| 2119 | WALKER FINANCIAL ADVISORS INC | $1,201,055 | $171,284,252 | $25,688,789 | $196,973,041 |
| 2120 | JOHNSON WEALTH MANAGEMENT, LLC | $489,956 | $171,084,186 | $16,078,888 | $187,163,074 |
| 2121 | LOWERY THOMAS, LLC | $522,262 | $171,005,183 | $142,874,376 | $313,879,559 |
| 2122 | PARAGON FINANCIAL PARTNERS | $550,846 | $170,883,374 | $92,971,645 | $263,855,019 |
| 2123 | SOUND STEWARDSHIP, LLC | $239,446 | $170,759,265 | $34,445,611 | $205,204,876 |
| 2124 | BEACON FINANCIAL ADVISORS | $569,403 | $170,734,240 | $12,613,621 | $183,347,861 |
| 2125 | CUSTOM PORTFOLIO GROUP | $2,028,669 | $170,697,437 | $1,739,422 | $172,436,859 |
| 2126 | PARKSTONE WEALTH MANAGEMENT, LLC | $2,056,163 | $170,661,553 | — | $170,661,553 |
| 2127 | EXPERIENTIAL WEALTH, INC. | $8,327,739 | $170,656,000 | $20,882,000 | $191,538,000 |
| 2128 | WILLIAM ALLAN, LLC | $286,272 | $170,618,269 | — | $170,618,269 |
| 2129 | TRUST INVESTMENT ADVISORS | $435,895 | $170,434,821 | — | $170,434,821 |
| 2130 | CAPITAL WEST PARTNERS, LLC | $503,093 | $170,255,229 | $36,012,742 | $206,267,971 |
| 2131 | REDMONT WEALTH | $1,830,677 | $170,253,000 | — | $170,253,000 |
| 2132 | MSP WEALTH MANAGEMENT, LLC | $441,343 | $169,701,420 | $1,098,444 | $170,799,864 |
| 2133 | WISDOM INDEX ADVISORS | $281,301 | $169,343,106 | — | $169,343,106 |
| 2134 | RIVERTREE ADVISORS, LLC | $573,072 | $169,328,932 | $6,030,983 | $175,359,915 |
| 2135 | VIENNA ASSET MANAGEMENT LLC | $1,988,386 | $169,012,832 | — | $169,012,832 |
| 2136 | PAOLINO, WILLIAM | $257,635 | $169,008,747 | — | $169,008,747 |
| 2137 | STONE ISLAND FINANCIAL PLANNING | $610,040 | $168,981,136 | — | $168,981,136 |
| 2138 | PETROVIC FINANCIAL SERVICES | $321,018 | $168,888,876 | $10,239,257 | $179,128,133 |
| 2139 | 1620 INVESTMENT ADVISORS, INC. | $374,666 | $168,744,126 | $3,602,344 | $172,346,470 |
| 2140 | BLUE SUMMIT WEALTH MANAGEMENT | $289,440 | $168,743,694 | — | $168,743,694 |
| 2141 | MARTIN CAPITAL ADVISORS, LLP | $1,382,583 | $168,737,906 | $1,319,833 | $170,057,739 |
| 2142 | J.K. FINANCIAL, INC. | $438,182 | $168,700,000 | — | $168,700,000 |
| 2143 | SIGHTLINE WEALTH ADVISORS, LLC | $266,538 | $168,639,303 | $57,118,544 | $225,757,847 |
| 2144 | WINDWARD WEALTH STRATEGIES, INC. | $436,802 | $168,605,663 | — | $168,605,663 |
| 2145 | COCO ENTERPRISES, LLC | $146,901 | $168,495,774 | — | $168,495,774 |
| 2146 | EXECUTIVE WEALTH COUNSELORS, LLC | $371,595 | $168,450,501 | $8,800,366 | $177,250,867 |
| 2147 | PARTNERSHIP WEALTH MANAGEMENT | $385,697 | $168,210,000 | $4,968,000 | $173,178,000 |
| 2148 | VISTA ADVISOR GROUP, LLC | $361,867 | $168,201,869 | $2,961,236 | $171,163,105 |
| 2149 | TRINITY WEALTH MANAGEMENT, LLC | $426,939 | $168,190,878 | $34,605,151 | $202,796,029 |
| 2150 | ATLAS WEALTH PARTNERS LLC | $227,228 | $168,148,951 | — | $168,148,951 |
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.
