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
      2301MERRITHEW & THORSTEN, INC.$384,615$150,000,000—$150,000,000
      2302MY WEALTH MANAGEMENT, INC$540,909$150,000,000$4,700,000$154,700,000
      2303EVANS WEALTH MANAGEMENT$250,000$150,000,000—$150,000,000
      2304KOWALSKI FINANCIAL INC.$240,385$150,000,000—$150,000,000
      2305STERLING WEALTH ADVISORS, INC.$324,424$149,883,686—$149,883,686
      2306STOLZ & ASSOCIATES, PS$401,954$149,581,047$20,043,373$169,624,420
      2307CHRISTIAN FINANCIAL ADVISORS$188,731$149,475,097—$149,475,097
      2308WINTHROP PARTNERS - WNY, LLC$587,456$149,238,516$2,912,544$152,151,060
      2309CAERUS INVESTMENT ADVISORS, LLC$561,612$149,010,444$55,416,430$204,426,874
      2310AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC$114,893$148,834,260$67,165$148,901,425
      2311CWC ADVISORS, LLC$959,119$148,750,000$3,750,000$152,500,000
      2312TRAUB CAPITAL MANAGEMENT$1,581,289$148,641,154—$148,641,154
      2313SEASON INVESTMENTS, LLC$533,389$148,210,202$32,075,270$180,285,472
      2314PINNACLE WEALTH ADVISORS$422,598$148,143,370$35,264,085$183,407,455
      2315CAPITAL ENDURANCE GROUP, INC$387,727$148,111,818—$148,111,818
      2316BONFIRE FINANCIAL, LLC$287,941$148,103,663$3,065,407$151,169,070
      2317ELDERADO FINANCIAL, INC$179,337$147,953,170—$147,953,170
      2318THE PLANNER'S EDGE LLC$657,177$147,864,886—$147,864,886
      2319CYPRESS FINANCIAL PLANNING$183,085$147,852,323$101,875,582$249,727,905
      2320LIFE PLAN FINANCIAL ADVISORY GROUP, LLC$259,908$147,368,000—$147,368,000
      2321PAINTED PORCH ADVISORS LLC$508,103$147,349,880—$147,349,880
      2322LOCKER FINANCIAL SERVICES, LLC$420,889$147,254,503$56,738$147,311,241
      2323MOULTON WEALTH MANAGEMENT, INC$260,456$147,157,917—$147,157,917
      2324CLEAR RIDGE WEALTH MANAGEMENT, LLC$510,106$147,153,971$3,837,466$150,991,437
      2325BERNARD WEALTH MANAGEMENT CORP.$295,514$147,123,739$23,683,431$170,807,170
      2326DEL-SETTE CAPITAL MANAGEMENT, LLC$236,107$147,094,691—$147,094,691
      2327FMA WEALTH MANAGEMENT, LLC$360,841$147,060,868$9,544,202$156,605,070
      2328AEM ASSET MANAGEMENT, LLC$3,000,125$147,006,120—$147,006,120
      2329THE KEYSTONE FINANCIAL ALLIANCE, LLC$333,333$147,000,000$3,000,000$150,000,000
      2330CAPITOL FAMILY OFFICE, INC.$238,974$146,936,677$3,616,745$150,553,422
      2331FORZA WEALTH MANAGEMENT$653,536$146,703,515$2,302,796$149,006,311
      2332PROSPERITY ROAD, LLC$1,105,162$146,542,717$3,759,336$150,302,053
      2333CAPSTONE WEALTH MANAGEMENT CORP.$393,790$146,478,615$1,586,407$148,065,022
      2334PERSONAL CHOICE FINANCIAL ADVISORS, LLC$372,378$146,304,397$16,052,490$162,356,887
      2335IMPACTFOLIO LLC$434,116$146,297,039—$146,297,039
      2336RETIREMENT RESOURCES, LLC$137,783$146,187,745—$146,187,745
      2337SPRINGWATER WEALTH MANAGEMENT, LLC$376,537$146,149,632$44,754,559$190,904,191
      2338D'ARCY CAPITAL MANAGEMENT, LLC$649,394$146,113,613—$146,113,613
      2339EVEREST WEALTH MANAGEMENT$1,920,512$145,958,903—$145,958,903
      2340MACROVIEW INVESTMENT MANAGEMENT LLC$309,470$145,760,182—$145,760,182
      2341THE SHARP FINANCIAL GROUP$496,487$145,613,404$1,843,238$147,456,642
      2342FLAGSHIP CAPITAL MANAGEMENT INC$1,002,800$145,406,000—$145,406,000
      2343PACIFIC FINANCIAL STRATEGIES, INC$183,881$145,265,781—$145,265,781
      2344ASPEN PRIVATE ADVISORS, LLC$358,383$145,145,021—$145,145,021
      2345WJ FINANCIAL ADVISORS, LLC$292,574$145,116,902—$145,116,902
      2346W.H. CORNERSTONE INVESTMENTS INC.$429,536$145,052,903$4,425,507$149,478,410
      2347COLE WEALTH MANAGEMENT, LLC$508,772$145,000,000—$145,000,000
      2348PARAGON WEALTH MANAGEMENT$376,343$144,859,240$4,549,062$149,408,302
      2349KOA WEALTH MANAGEMENT, LLC$328,383$144,709,608$31,303,810$176,013,418
      2350ALETHEIAN WEALTH ADVISORS LLC$393,720$144,650,000$18,350,000$163,000,000
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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.