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
      551HALLETT ADVISORS$186,401$125,261,396—$125,261,396
      552ENVOI LLC$2,218,486$3,121,409,851—$3,121,409,851
      553BENCHMARK INVESTMENT ADVISORS LLC$2,723,939$247,878,412—$247,878,412
      554PATHWAY FINANCIAL ADVISERS, LLC$247,845$351,939,635—$351,939,635
      555SMART INVESTOR, LLC$645,314$682,741,798—$682,741,798
      556READ & POWELL FINANCIAL SERVICES, LLC$218,763$122,726,077—$122,726,077
      557TRICORD ADVISORS, INC.$217,582$175,588,316—$175,588,316
      558AVALON CAPITAL MANAGEMENT$1,059,955$339,185,647—$339,185,647
      559PAOLINO, WILLIAM$257,635$169,008,747—$169,008,747
      560MAGNOLIA FINANCIAL PLANNING SERVICES, INC.$205,358$138,821,999—$138,821,999
      561WRIGHT ASSOCIATES$2,269,329$304,090,020—$304,090,020
      562PRIVATE CAPITAL MANAGEMENT$3,342,820$956,046,586—$956,046,586
      563CRAWFORD FINANCIAL PLANNING & CONSULTING$312,179$108,950,510—$108,950,510
      564PERENNIAL ADVISORS GROUP, LLC$392,739$298,874,238—$298,874,238
      565CARMICHAEL HILL & ASSOCIATES INC$391,904$303,333,592—$303,333,592
      566GRAGG FINANCIAL$405,760$173,665,253—$173,665,253
      567CHERRY CREEK INVESTMENT ADVISORS INC$947,494$236,873,421—$236,873,421
      568MACKE FINANCIAL ADVISORY GROUP$299,537$128,201,895—$128,201,895
      569SEASCAPE CAPITAL MANAGEMENT,LLC$514,543$299,978,752—$299,978,752
      570AGATE PASS INVESTMENT, LLC$829,835$209,948,374—$209,948,374
      571WOOD TARVER FINANCIAL$231,707$285,000,000—$285,000,000
      572BURT WEALTH ADVISORS$708,587$834,006,617—$834,006,617
      573BOSTON RESEARCH AND MANAGEMENT, INC.$1,302,400$548,310,400—$548,310,400
      574DEL MAR WEALTH MANAGEMENT INC$434,047$130,648,207—$130,648,207
      575PARTNERS IN FINANCIAL PLANNING, LLC$387,414$678,362,660—$678,362,660
      576EAGLE BLUFFS WEALTH MANAGEMENT LLC$474,310$153,202,113—$153,202,113
      577ARKOS GLOBAL ADVISORS, LLC$628,048$686,456,423—$686,456,423
      578PARCION PRIVATE WEALTH LLC$1,882,126$2,113,627,547—$2,113,627,547
      579KENDALL CAPITAL MANAGEMENT$423,253$479,545,821—$479,545,821
      580THE MARTIN WORLEY GROUP$374,959$285,718,930—$285,718,930
      581INNOVATIVE ADVISORY GROUP$165,655$136,500,000—$136,500,000
      582HTG INVESTMENT ADVISORS INC$652,343$814,776,175—$814,776,175
      583BEACON HARBOR WEALTH ADVISORS$387,953$405,410,468—$405,410,468
      584COGENT STRATEGIC WEALTH LLC$603,310$216,588,378—$216,588,378
      585LANDMARK WEALTH MANAGEMENT, LLC$391,447$241,522,541—$241,522,541
      586SENTINEL WEALTH MANAGEMENT, INC.$848,323$281,643,071—$281,643,071
      587WEALTHSTREAM ADVISORS, INC.$667,242$1,156,997,266—$1,156,997,266
      588MB, LEVIS & ASSOCIATES,LLC$601,851$345,462,211—$345,462,211
      589AGILIS WEALTH MANAGEMENT,LLC$300,771$101,359,732—$101,359,732
      590TELOS CAPITAL MANAGEMENT, INC.$627,871$1,197,350,807—$1,197,350,807
      591NCM CAPITAL MANAGEMENT, LLC$575,817$298,273,051—$298,273,051
      592ASCEND INVESTMENT PARTNERS$303,437$493,388,105—$493,388,105
      593NAVIGATE PRIVATE WEALTH, LLC$227,214$459,881,234—$459,881,234
      594WINDWARD PRIVATE WEALTH MANAGEMENT INC.$302,159$276,475,386—$276,475,386
      595PHILLIP JAMES FINANCIAL CO.$244,422$151,053,028—$151,053,028
      596SCHLINDWEIN ASSOCIATES LLC$519,892$231,351,764—$231,351,764
      597OMICRON ADVISORS, LLC$746,521$111,231,558—$111,231,558
      598BETTER MONEY DECISIONS$389,565$199,457,431—$199,457,431
      599MERIWETHER WEALTH & PLANNING, LLC$192,503$212,138,558—$212,138,558
      600JACKSON, GRANT INVESTMENT ADVISERS, INC.$5,044,881$494,398,378—$494,398,378
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      Showing 551 to 600 of 2,927 entries

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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.