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 |
|---|---|---|---|---|---|
| 2701 | PATHFINDER WEALTH ADVISORS LLC | $995,250 | $108,549,675 | $32,775,759 | $141,325,434 |
| 2702 | NORTHSTAR FINANCIAL MANAGEMENT, INC. | $211,201 | $108,501,111 | $1,534,368 | $110,035,479 |
| 2703 | CRESCENT HILL PARTNERS LLC | $594,661 | $108,412,992 | $187,728,089 | $296,141,081 |
| 2704 | GREAT RIVER FINANCIAL | $338,808 | $108,290,774 | $6,226,345 | $114,517,119 |
| 2705 | BULMAN WEALTH GROUP | $216,834 | $108,200,000 | — | $108,200,000 |
| 2706 | ARNOLD AND MOTE WEALTH MANAGEMENT | $235,424 | $108,059,446 | — | $108,059,446 |
| 2707 | BITTERROOT CAPITAL ADVISORS LLC | $70,982,293 | $107,422,885 | $1,099,276,101 | $1,206,698,986 |
| 2708 | BLONG FINANCIAL | $320,586 | $107,422,467 | $10,553,217 | $117,975,684 |
| 2709 | KAIROS PRIVATE WEALTH, INC. | $212,259 | $107,103,645 | $7,728,371 | $114,832,016 |
| 2710 | GRAND STRATEGY CAPITAL, LLC | $751,172 | $107,083,287 | $11,601,933 | $118,685,220 |
| 2711 | WEALTH MANAGEMENT SOLUTIONS, LLC | $280,097 | $107,082,222 | $8,037,440 | $115,119,662 |
| 2712 | MARATHON MISSION | $238,557 | $106,635,049 | — | $106,635,049 |
| 2713 | APEX WEALTH MANAGEMENT, LLC | $578,913 | $106,519,918 | — | $106,519,918 |
| 2714 | KRANE FINANCIAL SOLUTIONS | $380,301 | $106,458,281 | $74,945,390 | $181,403,671 |
| 2715 | RABE INVESTMENT CONSULTING GROUP | $329,238 | $106,427,035 | $16,378,909 | $122,805,944 |
| 2716 | ARCHER POINTE WEALTH MANAGEMENT, LLC | $481,440 | $105,835,785 | $20,301,370 | $126,137,155 |
| 2717 | AVERA CAPITAL WEALTH MANAGEMENT | $272,023 | $105,722,979 | $7,982,829 | $113,705,808 |
| 2718 | RESERVOIR WEALTH MANAGEMENT | $166,691 | $105,399,965 | $24,952,775 | $130,352,740 |
| 2719 | BARTLEY FINANCIAL ADVISORS, LLC | $269,808 | $105,377,103 | $9,021,617 | $114,398,720 |
| 2720 | ACCREDITED WEALTH MANAGEMENT LLC | $310,027 | $105,300,000 | $9,100,000 | $114,400,000 |
| 2721 | SELKIRK WEALTH ADVISORS, LLC | $1,687,306 | $104,612,994 | — | $104,612,994 |
| 2722 | VINEYARD FAMILY WEALTH ADVISORS | $1,340,401 | $104,551,267 | — | $104,551,267 |
| 2723 | HEISTEN FINANCIAL, LLC | $946,430 | $104,268,018 | $10,250,000 | $114,518,018 |
| 2724 | SPRINGBOARD ASSET MANAGEMENT LLC | $308,284 | $104,200,000 | — | $104,200,000 |
| 2725 | GRUPP FINANCIAL LLC | $3,714,680 | $104,011,029 | — | $104,011,029 |
| 2726 | FALCON CAPITAL MANAGEMENT INC | $1,319,454 | $103,928,194 | $4,267,057 | $108,195,251 |
| 2727 | AWM GLOBAL ADVISORS | $342,025 | $103,633,443 | — | $103,633,443 |
| 2728 | NO FATE BWWM | $546,584 | $103,581,425 | $22,679,384 | $126,260,809 |
| 2729 | WILKINSON WEALTH MANAGEMENT, LLC | $167,922 | $103,440,080 | — | $103,440,080 |
| 2730 | CREDENTIALED WEALTH ADVISORS, LLC | $145,734 | $103,423,852 | $52,365,516 | $155,789,368 |
| 2731 | SOUND FINANCIAL, LLC | $153,599 | $103,376,265 | $16,123,438 | $119,499,703 |
| 2732 | TOGETHER AND/OR TOGETHER PLANNING | $245,003 | $103,114,729 | $521,723 | $103,636,452 |
| 2733 | PROFOCUS INCORPORATED | $278,195 | $103,000,000 | $8,000,000 | $111,000,000 |
| 2734 | ACAP ASSET MANAGEMENT, INC. | $144,917 | $102,914,936 | $55,914,107 | $158,829,043 |
| 2735 | CAPITAL MANAGEMENT ADVISORS INC | $351,866 | $102,780,012 | $19,317,511 | $122,097,523 |
| 2736 | SOUTH SHORE CAPITAL ADVISORS, LLC | $957,684 | $102,747,608 | $89,746,782 | $192,494,390 |
| 2737 | DILLOW WEALTH MANAGEMENT LLC | $5,722,222 | $102,700,000 | $300,000 | $103,000,000 |
| 2738 | CORINTHIAN WEALTH MANAGEMENT | $341,871 | $102,677,231 | $1,593,484 | $104,270,715 |
| 2739 | YHB WEALTH ADVISORS, LLC | $444,272 | $102,626,884 | — | $102,626,884 |
| 2740 | AMPHORA WEALTH MANAGEMENT, LLC | $232,532 | $102,454,886 | $1,254,254 | $103,709,140 |
| 2741 | TORREY WEALTH, LLC | $660,389 | $102,360,315 | — | $102,360,315 |
| 2742 | HARVEST FINANCIAL PARTNERS | $316,290 | $102,322,585 | $3,634,655 | $105,957,240 |
| 2743 | MAINSAIL FINANCIAL GROUP | $188,737 | $102,295,575 | — | $102,295,575 |
| 2744 | CORNERSTONE WEALTH MANAGEMENT GROUP | $159,544 | $102,000,000 | $10,000,000 | $112,000,000 |
| 2745 | INNOVATIVE ADVISER SOLUTIONS, LLC | $437,382 | $101,910,000 | — | $101,910,000 |
| 2746 | COSTELLO FINANCIAL PLANNING, INC. | $360,809 | $101,842,309 | $18,307,017 | $120,149,326 |
| 2747 | WILLIAMS WEALTH MANAGEMENT, LLC | $259,109 | $101,700,025 | $2,980,000 | $104,680,025 |
| 2748 | GODFREY FINANCIAL ASSOCIATES, INC. | $181,670 | $101,553,523 | — | $101,553,523 |
| 2749 | AGILIS WEALTH MANAGEMENT,LLC | $300,771 | $101,359,732 | — | $101,359,732 |
| 2750 | FOUR PONDS FINANCIAL PLANNING | $352,047 | $101,208,345 | $12,854,753 | $114,063,098 |
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.
