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 |
|---|---|---|---|---|---|
| 2451 | RINALDI WEALTH MANAGEMENT, INC. | $186,592 | $133,600,000 | — | $133,600,000 |
| 2452 | BLUEKEY WEALTH ADVISORS, LLC | $438,231 | $133,443,768 | $26,510,540 | $159,954,308 |
| 2453 | GUTT FINANCIAL MANAGEMENT, LLC | $593,838 | $133,424,523 | $23,348,687 | $156,773,210 |
| 2454 | ANTONETTI CAPITAL MANAGEMENT, LLC | $463,328 | $133,368,529 | $26,016,459 | $159,384,988 |
| 2455 | PERSONAL FINANCIAL SOLUTIONS, LLC | $380,805 | $133,281,798 | — | $133,281,798 |
| 2456 | CND FINANCIAL | $662,687 | $133,200,000 | — | $133,200,000 |
| 2457 | INTERNATIONAL MANAGEMENT ADVISORS LTD. | $2,242,393 | $133,076,660 | $5,951,702 | $139,028,362 |
| 2458 | CLARITY WEALTH DEVELOPMENT, LLC | $201,455 | $132,759,112 | — | $132,759,112 |
| 2459 | LIFETIME CAPITAL MANAGEMENT | $1,396,975 | $132,712,650 | — | $132,712,650 |
| 2460 | ROSEROCK WEALTH MANAGEMENT, LLC | $483,217 | $132,500,000 | $5,700,000 | $138,200,000 |
| 2461 | CHANCELLOR FINANCIAL GROUP WB LP | $228,327 | $132,412,708 | $52,304,096 | $184,716,804 |
| 2462 | PEACE OF MIND WEALTH MANAGEMENT | $278,200 | $132,402,912 | $9,200,972 | $141,603,884 |
| 2463 | RINA WEALTH MANAGEMENT SERVICES LLC | $455,579 | $132,352,103 | $73,569,601 | $205,921,704 |
| 2464 | STONE PINE FINANCIAL PARTNERS | $264,612 | $132,306,000 | — | $132,306,000 |
| 2465 | ETRE LLC | $2,593,672 | $132,277,251 | — | $132,277,251 |
| 2466 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC | $371,525 | $132,263,000 | — | $132,263,000 |
| 2467 | WP ASSET MANAGEMENT | $390,110 | $132,159,328 | $5,159,373 | $137,318,701 |
| 2468 | UP NORTH FINANCIAL, LLC | $170,435 | $132,147,665 | $1,814,380 | $133,962,045 |
| 2469 | 17 CAPITAL PARTNERS, LLC | $1,065,070 | $132,068,628 | — | $132,068,628 |
| 2470 | BENCHMARK CAPITAL GROUP LTD. | $377,316 | $131,794,032 | $3,285,037 | $135,079,069 |
| 2471 | SUMMIT PORTFOLIO MANAGEMENT LLC | $496,222 | $131,786,910 | $5,666,531 | $137,453,441 |
| 2472 | 103 ADVISORY GROUP | $3,467,708 | $131,772,905 | — | $131,772,905 |
| 2473 | STEELE STREET PRIVATE WEALTH MANAGEMENT | $471,216 | $131,763,516 | $648,043 | $132,411,559 |
| 2474 | ALTIUS FINANCIAL, INC. | $247,792 | $131,577,506 | — | $131,577,506 |
| 2475 | PETERSON FINANCIAL SERVICES LLC | $829,370 | $131,510,090 | $359,704 | $131,869,794 |
| 2476 | DWR WEALTH MANAGEMENT, LLC | $253,940 | $131,420,313 | $5,707,437 | $137,127,750 |
| 2477 | BREAKWATER CAPITAL | $351,373 | $131,413,439 | — | $131,413,439 |
| 2478 | MAXELE ADVISORS, LLC | $243,317 | $131,148,000 | — | $131,148,000 |
| 2479 | MILLENNIUM INVESTMENT SERVICES | $631,352 | $131,144,671 | $2,702,035 | $133,846,706 |
| 2480 | SAFRAN WEALTH ADVISORS, LLC | $1,384,059 | $131,136,094 | $10,037,954 | $141,174,048 |
| 2481 | CARDEA CAPITAL GROUP, INC. | $26,426,382 | $131,053,844 | $3,119,391,107 | $3,250,444,951 |
| 2482 | BPC ADVISORS LLC | $1,101,170 | $131,039,283 | — | $131,039,283 |
| 2483 | FAMILY WEALTH PARTNERS, LLC | $231,093 | $131,029,886 | — | $131,029,886 |
| 2484 | ROBERT PRISKE, LLC | $307,512 | $131,000,000 | — | $131,000,000 |
| 2485 | THE TENRET COMPANY, LLC | $1,179,709 | $130,947,657 | — | $130,947,657 |
| 2486 | TOWNSEND WEALTH MANAGEMENT | $350,236 | $130,786,655 | $1,252,229 | $132,038,884 |
| 2487 | ENVISION FINANCIAL LLC | $1,698,263 | $130,766,254 | — | $130,766,254 |
| 2488 | GATES PASS ADVISORS, LLC | $551,647 | $130,754,945 | $2,191,988 | $132,946,933 |
| 2489 | ASSET STRATEGIES, INC. | $908,993 | $130,705,230 | $6,552,776 | $137,258,006 |
| 2490 | NORTH FORTY TWO & CO. | $580,694 | $130,656,250 | — | $130,656,250 |
| 2491 | DEL MAR WEALTH MANAGEMENT INC | $434,047 | $130,648,207 | — | $130,648,207 |
| 2492 | FINANCIAL SOLUTIONS ASSOCIATES | $864,907 | $130,600,885 | — | $130,600,885 |
| 2493 | PARIAX PRIVATE WEALTH MANAGEMENT | $1,277,381 | $130,311,000 | $3,814,000 | $134,125,000 |
| 2494 | BELLWETHER INVESTMENT GROUP, LLC | $218,820 | $130,265,130 | $9,779,870 | $140,045,000 |
| 2495 | GENEREUX INVESTMENT MANAGEMENT, INC. | $455,432 | $130,253,479 | — | $130,253,479 |
| 2496 | UTOPIA WEALTH MANAGEMENT, LLC | $1,607,402 | $130,199,585 | — | $130,199,585 |
| 2497 | NORTH RIDGE WEALTH ADVISORS, INC. | $294,518 | $130,177,138 | — | $130,177,138 |
| 2498 | FORTRESS FINANCIAL GROUP, LLC | $281,363 | $130,091,782 | $17,060,909 | $147,152,691 |
| 2499 | FOCUS FINANCIAL ADVISORS | $302,456 | $130,055,949 | — | $130,055,949 |
| 2500 | DAVID WEALTH MANAGEMENT, LLC | $456,209 | $130,019,674 | — | $130,019,674 |
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.
