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
      2201PARROTT WEALTH MANAGEMENT, LLC$469,752$161,125,000—$161,125,000
      2202DARDEN WEALTH GROUP$933,844$160,947,192$5,277,074$166,224,266
      2203LAKE HILLS WEALTH MANAGEMENT, LLC$231,796$160,866,640—$160,866,640
      2204SCHRUM PRIVATE WEALTH MANAGEMENT, LLC$678,733$160,859,716—$160,859,716
      2205CASILIO LEITCH INVESTMENTS$699,351$160,850,796—$160,850,796
      2206AMERICAN ASSET MANAGEMENT INC.$523,544$160,728,135—$160,728,135
      2207MICHAEL BRADY & CO., LLC$276,564$160,406,998—$160,406,998
      2208HODGE FINANCIAL SERVICES, LLC$2,713,038$160,069,220—$160,069,220
      2209DUDLEY CAPITAL MANAGEMENT LLC$647,831$160,014,200—$160,014,200
      2210MELONE PRIVATE WEALTH, LLC$1,541,667$160,000,000$25,000,000$185,000,000
      2211HOLBROOK GLOBAL STRATEGIES$4,571,429$160,000,000—$160,000,000
      2212MAREST CAPITAL, LLC$1,582,399$159,822,341—$159,822,341
      2213PETERSON FINANCIAL GROUP, INC.$176,743$159,776,027—$159,776,027
      2214DORMAN FINANCIAL MANAGEMENT, P.A.$193,570$159,588,083$1,655,482$161,243,565
      2215FFG RETIREMENT COUNSELING$274,557$159,242,923—$159,242,923
      2216FOREST ASSET MANAGEMENT LLC$382,501$159,120,590—$159,120,590
      2217M WEALTH MANAGEMENT, LLC$167,590$158,875,573—$158,875,573
      2218NEW MILLENNIUM GROUP$206,096$158,487,570—$158,487,570
      2219WAYCROSS INVESTMENT MANAGEMENT CO$506,313$158,476,095—$158,476,095
      2220STONEPOINT CAPITAL, LLC$6,889,446$158,457,267—$158,457,267
      2221LESA SROUFE & COMPANY, INC.$690,007$158,263,250$17,688,581$175,951,831
      2222SAGE HILL CAPITAL$575,282$158,202,436—$158,202,436
      2223ECHO45 ADVISORS LLC$384,042$158,009,310$5,208,726$163,218,036
      2224ALDER FINANCIAL GROUP INC$641,989$157,934,387$1,920,907$159,855,294
      2225FORT VANCOUVER INVESTMENT MANAGEMENT, LLC$302,927$157,825,101—$157,825,101
      2226ALPHA ADVISORS, LLC$471,013$157,789,370—$157,789,370
      2227ENSPYRE WEALTH ADVISORS, INC.$563,308$157,726,332—$157,726,332
      2228MATTER FAMILY OFFICE$16,200,890$157,594,916$3,244,591,923$3,402,186,839
      2229ASSET MANAGEMENT STRATEGIES, INC.$96,421$157,456,068—$157,456,068
      2230VESTA WEALTH MANAGEMENT, LLC$907,935$157,365,564$132,265,825$289,631,389
      2231ECHO WEALTH MANAGEMENT, LLC$424,072$157,237,705$4,757,708$161,995,413
      2232BARNETT & CO INC$510,468$157,224,136—$157,224,136
      2233AHL INVESTMENT MANAGEMENT, INC.$485,645$157,105,369$729,161$157,834,530
      2234MGM LLC$648,830$157,016,785—$157,016,785
      2235BUTTONWOOD FINANCIAL ADVISORS, INC.$255,692$156,891,518$12,376,770$169,268,288
      2236ALPHA FIDUCIARY$580,160$156,825,600$397,779$157,223,379
      2237BANTA ASSET MANAGEMENT LP$631,950$156,723,525—$156,723,525
      2238ENDEAVOR WEALTH ADVISORS, LLC$422,136$156,658,466$2,064,692$158,723,158
      2239VIRGINIA WEALTH MANAGEMENT GROUP, INC.$833,543$156,543,800$98,520,302$255,064,102
      2240SACKS & ASSOCIATES, LLC$538,136$156,000,000$34,500,000$190,500,000
      2241EQUITAS CAPITAL ADVISORS,LLC$8,350,845$155,931,123$303,365,353$459,296,476
      2242OLISTICO WEALTH, LLC$843,516$155,619,107$8,866,428$164,485,535
      2243INFINITI WEALTH MANAGEMENT$291,731$155,492,849—$155,492,849
      2244HORIZON FAMILY WEALTH, INC.$483,689$155,264,045—$155,264,045
      2245GUIDESTREAM FINANCIAL, INC.$113,458$155,218,065$7,254,129$162,472,194
      2246VITAL INVESTMENT MANAGEMENT LLC$327,760$155,171,226$1,170,499$156,341,725
      2247FORTERIS WEALTH MANAGEMENT, INC.$366,276$155,084,200$949,500$156,033,700
      2248ORCA WEALTH MANAGEMENT, LLC$380,265$155,031,030$2,398,487$157,429,517
      2249BOYLE CAPITAL$138,937$154,832,184$83,861,972$238,694,156
      2250CALVARY WEALTH, LLC$391,043$154,462,030—$154,462,030
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      Showing 2,201 to 2,250 of 2,927 entries

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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.