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
      301GRIFFIN BLACK, INC.$359,228$188,953,738—$188,953,738
      302TEMPUS WEALTH PLANNING, LLC$262,660$188,442,986$59,508,312$247,951,298
      303INTEGRAL WEALTH MANAGEMENT$423,646$187,579,870$43,730,867$231,310,737
      304ADAMS ASHBY FINANCIAL ADVISORS$1,704,335$187,062,076$414,792$187,476,868
      305COMPOUND ADVISERS, INC.$493,568$185,983,834$16,872,595$202,856,429
      306CERTIFIED PLANNERS, INC.$293,928$185,468,350—$185,468,350
      307CERTIFIED PLANNERS, INC.$293,928$185,468,350—$185,468,350
      308TREEHOUSE WEALTH ADVISORS$568,424$185,334,789$7,929,529$193,264,318
      309WILLOW GROVE ADVISORS, LLC$443,904$185,103,991$4,104$185,108,095
      310SYMPHONY FINANCIAL PLANNING LLC$369,132$184,320,827$2,459,719$186,780,546
      311PRING TURNER CAPITAL GROUP$563,213$183,179,163$428,201$183,607,364
      312PLAN FINANCIAL$246,603$182,124,123$3,814,339$185,938,462
      313CASTLE WEALTH PLANNING$1,828,636$181,752,293$24,883,523$206,635,816
      314MACROCLIMATE LLC$3,009,983$180,598,970—$180,598,970
      315INVESTOR'S CAPITAL MANAGEMENT, LLC$453,621$180,254,833$10,719,639$190,974,472
      316CAMELOTTA ADVISORS$741,792$179,972,543$1,024,783$180,997,326
      317TABR CAPITAL MANAGEMENT, LLC$305,024$179,963,936—$179,963,936
      318FISCHER INVESTMENT STRATEGIES, LLC$223,638$179,581,475—$179,581,475
      319HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.$738,748$178,777,014—$178,777,014
      320RHS FINANCIAL, LLC$312,523$177,718,079$7,608,090$185,326,169
      321DAVIS & SEILEY WEALTH MANAGEMENT, INC.$265,639$175,961,232$13,439,681$189,400,913
      322TRICORD ADVISORS, INC.$217,582$175,588,316—$175,588,316
      323KAIZEN FINANCIAL STRATEGIES, LLC$297,783$175,382,332$1,203,138$176,585,470
      324MCNAUGHTON WEALTH MANAGEMENT, LLC$234,946$173,827,200$2,617,162$176,444,362
      325GRECU CAPITAL MANAGEMENT, INC.$558,557$173,639,120$17,946,012$191,585,132
      326PACIFICA WEALTH ADVISORS, INC.$886,294$173,364,880$11,870,498$185,235,378
      327SAGE STONE WEALTH MANAGEMENT LLC$539,815$173,066,167$5,612,517$178,678,684
      328INTEGRITY WEALTH PARTNERS, LLC$320,144$172,877,760—$172,877,760
      329KACHKOVSKY & FISHER, INC.$178,389$172,264,435$33,596,798$205,861,233
      330DOBSON ASSET MANAGEMENT$459,972$171,394,927$3,394,404$174,789,331
      331WALKER FINANCIAL ADVISORS INC$1,201,055$171,284,252$25,688,789$196,973,041
      332LOWERY THOMAS, LLC$522,262$171,005,183$142,874,376$313,879,559
      333PARAGON FINANCIAL PARTNERS$550,846$170,883,374$92,971,645$263,855,019
      334WILLIAM ALLAN, LLC$286,272$170,618,269—$170,618,269
      335VIENNA ASSET MANAGEMENT LLC$1,988,386$169,012,832—$169,012,832
      336BLUE SUMMIT WEALTH MANAGEMENT$289,440$168,743,694—$168,743,694
      337VISTA ADVISOR GROUP, LLC$361,867$168,201,869$2,961,236$171,163,105
      338CAPITAL MANAGEMENT ADVISOR GROUP, LLC$772,150$165,240,000—$165,240,000
      339RPA WEALTH MANAGEMENT$205,704$161,466,590$26,547,082$188,013,672
      340CASILIO LEITCH INVESTMENTS$699,351$160,850,796—$160,850,796
      341HOLBROOK GLOBAL STRATEGIES$4,571,429$160,000,000—$160,000,000
      342MAREST CAPITAL, LLC$1,582,399$159,822,341—$159,822,341
      343M WEALTH MANAGEMENT, LLC$167,590$158,875,573—$158,875,573
      344ECHO45 ADVISORS LLC$384,042$158,009,310$5,208,726$163,218,036
      345BANTA ASSET MANAGEMENT LP$631,950$156,723,525—$156,723,525
      346CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC$321,098$154,292,540$3,687,496$157,980,036
      347CANNON BEACH FINANCIAL ADVISORS$340,720$153,852,060$75,112,030$228,964,090
      348DAVID S REINDERS$230,560$151,938,744—$151,938,744
      349MERRITHEW & THORSTEN, INC.$384,615$150,000,000—$150,000,000
      350PAINTED PORCH ADVISORS LLC$508,103$147,349,880—$147,349,880
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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.