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
      451TIMBER CREEK CAPITAL MANAGEMENT, LLC$12,084,008$519,612,353—$519,612,353
      452LOGAN PARK WEALTH MANAGEMENT$246,121$260,641,850—$260,641,850
      453TOAMS FINANCIAL$160,367$140,000,000—$140,000,000
      454CHATHAM CAPITAL GROUP INC$1,197,037$649,991,312—$649,991,312
      455PREMIER PRIVATE WEALTH, LLC$615,770$299,264,114—$299,264,114
      456BOULDER WEALTH ADVISORS, LLC$336,973$182,639,110—$182,639,110
      457ANDREW HILL INVESTMENT ADVISORS, INC.$436,800$152,880,000—$152,880,000
      458CAUBLE & HARRE WEALTH MANAGEMENT, INC.$587,681$239,774,000—$239,774,000
      459TARBOX FAMILY OFFICE, INC.$1,222,346$1,040,216,612—$1,040,216,612
      460STONE PINE FINANCIAL PARTNERS$264,612$132,306,000—$132,306,000
      461COVENANT ASSET MANAGEMENT, LLC$968,384$490,970,551—$490,970,551
      462BRIDGEMARK WEALTH MANAGEMENT$233,217$152,524,182—$152,524,182
      463MBE WEALTH MANAGEMENT, LLC$122,088$471,139,499—$471,139,499
      464MADISON PARTNERS$178,963$432,911,122—$432,911,122
      465SAGE INVESTMENT ADVISERS LLC$319,329$152,000,840—$152,000,840
      466STRATEGIC PLANNING, INC.$308,072$269,870,741—$269,870,741
      467TRINITY FINANCIAL ADVISORS LLC$422,714$360,574,741—$360,574,741
      468AMERICAN FINANCIAL & TAX STRATEGIES, INC.$393,081$228,380,286—$228,380,286
      469ISTHMUS PARTNERS, LLC$753,565$952,505,865—$952,505,865
      470OSWEGO WEALTH ADVISORS INC.$182,299$234,801,096—$234,801,096
      471WEALTH COVENANT GROUP LLC$888,424$276,300,000—$276,300,000
      472NEW ENGLAND GUILD WEALTH ADVISORS, INC.$553,825$396,538,657—$396,538,657
      473LIGHTHOUSE WEALTH MANAGEMENT, INC.$225,944$175,106,266—$175,106,266
      474BROOKLYN FI, LLC$186,964$127,509,298—$127,509,298
      475SPRAKER WEST WEALTH MANAGEMENT, INC$583,624$236,367,581—$236,367,581
      476HERITAGE FINANCIAL PLANNING$520,828$262,497,085—$262,497,085
      477KADES & CHEIFETZ, LLC$511,330$421,335,696—$421,335,696
      478HINSDALE ASSOCIATES$717,002$129,060,448—$129,060,448
      479FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC$335,757$125,237,537—$125,237,537
      480JACKSON CREEK INVESTMENT ADVISORS LLC$2,421,152$295,380,512—$295,380,512
      481ELIOT FINKEL INVESTMENT COUNSEL, LLC$1,018,241$209,757,727—$209,757,727
      482COMPASS FINANCIAL GROUP, INC.$936,841$386,915,250—$386,915,250
      483RUTHERFORD ASSET PLANNING, INC.$576,287$193,056,034—$193,056,034
      484CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.$583,962$256,359,525—$256,359,525
      485HIGHLAND FINANCIAL ADVISORS, LLC$297,967$377,822,340—$377,822,340
      486FINANCIAL SOLUTIONS ASSOCIATES$288,100$137,712,000—$137,712,000
      487THE HUMPHREYS GROUP$2,441,182$290,500,622—$290,500,622
      488EXECUTIVE WEALTH GROUP, LLC$1,893,411$420,337,336—$420,337,336
      489INNOVATIVE ADVISER SOLUTIONS, LLC$437,382$101,910,000—$101,910,000
      490KINGFISHER CAPITAL, LLC$867,225$586,243,939—$586,243,939
      491CAPITAL FINANCIAL SERVICES LLC$263,645$127,604,183—$127,604,183
      492R.L.K. ADVISORY GROUP$151,221$137,611,477—$137,611,477
      493MADDEN ADVISORY SERVICES, INC.$316,050$189,314,214—$189,314,214
      494FINANCIAL SYNERGIES$1,610,188$1,112,640,025—$1,112,640,025
      495ASSET MANAGEMENT STRATEGIES, INC.$96,421$157,456,068—$157,456,068
      496LAFAYETTE INVESTMENTS, INC.$1,443,531$783,837,272—$783,837,272
      497MODEL WEALTH$493,846$180,747,498—$180,747,498
      498WEALTHWAY FINANCIAL ADVISORS$372,065$205,380,000—$205,380,000
      499MOUNTAIN CAPITAL INVESTMENT ADVISORS INC$183,850$403,000,000—$403,000,000
      500OSHER VAN DE VOORDE INVESTMENT MANAGEMENT$1,384,699$548,340,619—$548,340,619
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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.