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
      2151REITZ CAPITAL ADVISORS LLC$277,021$167,874,874—$167,874,874
      2152WEALTH ADVISORS NW$199,639$167,856,936$3,433,316$171,290,252
      2153THE ETF STORE, INC.$206,287$167,845,372$34,109,349$201,954,721
      2154WERNAU ASSET MANAGEMENT$769,313$167,710,325—$167,710,325
      2155HERITAGE WEALTH ARCHITECTS, INC.$379,612$167,561,997$43,502,047$211,064,044
      2156APRICUS WEALTH LLC$1,691,756$167,483,863—$167,483,863
      2157KAHALA FINANCIAL ADVISORS, LLC$385,135$167,148,452—$167,148,452
      2158SPECTRA INVESTMENT MANAGEMENT, LLC$1,806,941$167,009,474$6,456,864$173,466,338
      2159FORNESS FINANCIAL LLC$238,231$167,000,000—$167,000,000
      2160REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.$113,783$166,277,442$1,780,726$168,058,168
      2161KEENE & DORCHAK$541,242$166,262,698$1,522,228$167,784,926
      2162DAVIS CAPITAL MANAGEMENT$331,014$166,200,000$300,000$166,500,000
      2163FLYING POINT FINANCIAL, INC.$282,794$166,000,000—$166,000,000
      2164HCO PRIVATE WEALTH$278,522$165,720,756—$165,720,756
      2165CAPITAL MANAGEMENT ADVISOR GROUP, LLC$772,150$165,240,000—$165,240,000
      2166PENSION & WEALTH MANAGEMENT ADVISORS$768,411$165,208,313—$165,208,313
      2167PENSION & WEALTH MANAGEMENT ADVISORS$768,411$165,208,313—$165,208,313
      2168SANCHEZ & ZURES, LLC$302,561$165,198,502—$165,198,502
      2169HILEY HUNT WEALTH MANAGEMENT, INC.$233,143$164,832,127—$164,832,127
      2170MILLER GLOBAL INVESTMENTS, L.L.C.$1,017,134$164,775,737—$164,775,737
      2171POWERS ADVISORY GROUP, LLC$165,142$164,646,939—$164,646,939
      2172CAMPBELL FINANCIAL PARTNERS, LLC$342,254$164,624,048—$164,624,048
      21738TH STREET INVESTMENTS, LLC$852,653$164,533,124$28,926$164,562,050
      2174SECURE FINANCIAL MANAGEMENT$530,318$164,398,425—$164,398,425
      2175FRAZIER FINANCIAL CONSULTANTS, LLC$552,914$164,215,520—$164,215,520
      2176BARNSTONE ADVISORS LLC$1,116,735$164,160,000—$164,160,000
      2177KIKER WEALTH MANAGEMENT, LLC$95,492$164,150,783—$164,150,783
      2178CORDIS FINANCIAL, LLC$339,842$164,143,690—$164,143,690
      2179CASSIA CAPITAL PARTNERS LLC$478,495$164,123,645—$164,123,645
      2180CAP PARTNERS, LLC$155,285$163,980,867—$163,980,867
      2181THE ARCHER CONSULTING GROUP, LLC$553,777$163,918,112—$163,918,112
      2182FINER WEALTH MANAGEMENT, INC.$266,892$163,871,463—$163,871,463
      2183HUGHES WARREN, INC.$225,708$163,638,189—$163,638,189
      2184STRATEGIC FINANCIAL PLANNING, INC.$311,308$163,436,933—$163,436,933
      2185CAMPION ASSET MANAGEMENT, LLC$693,258$163,302,673$37,048,751$200,351,424
      2186HORIZONS WEALTH MANAGEMENT$322,087$163,298,018—$163,298,018
      2187PARKRIDGE|JCAM$5,491,469$163,090,681$34,602,200$197,692,881
      2188MUELLER FINANCIAL SOLUTIONS CO.$653,404$162,975,877$6,909,211$169,885,088
      2189BUSH WEALTH MANAGEMENT$178,961$162,947,200$265,235$163,212,435
      2190HIGHLAND INVESTMENT ADVISORS LLC$606,271$162,675,998$1,017,272$163,693,270
      2191JHP WEALTH MANAGEMENT, LLC$568,328$162,541,926—$162,541,926
      2192STARFOX FINANCIAL SERVICES, LLC$323,887$162,381,500$35,513,349$197,894,849
      2193B & L ASSET MANAGEMENT, LLC$788,451$162,168,662$1,040,619$163,209,281
      2194EXCELSIOR INVESTORS$428,389$162,116,131$13,523,238$175,639,369
      2195STONEBRIDGE WEALTH MANAGEMENT$302,085$162,087,659$9,496,742$171,584,401
      2196FINANCIALLY IN TUNE$245,428$161,922,604$9,385,806$171,308,410
      2197TRANQUILLI FINANCIAL ADVISOR, LLC$360,525$161,515,341—$161,515,341
      2198RPA WEALTH MANAGEMENT$205,704$161,466,590$26,547,082$188,013,672
      2199VALLEY BROOK CAPITAL GROUP$596,005$161,146,323$17,059,190$178,205,513
      2200PINNACLE WEALTH MANAGEMENT, INC.$209,363$161,136,207$1,329,164$162,465,371
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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.