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 |
|---|---|---|---|---|---|
| 701 | HARBOUR CAPITAL ADVISORS, LLC | $2,064,805 | $578,145,484 | — | $578,145,484 |
| 702 | O'BRIEN WEALTH PARTNERS LLC | $506,775 | $948,175,951 | — | $948,175,951 |
| 703 | KRAEMATON INVESTMENT ADVISORS, INC | $383,980 | $193,141,913 | — | $193,141,913 |
| 704 | SPRINGBOARD ASSET MANAGEMENT LLC | $308,284 | $104,200,000 | — | $104,200,000 |
| 705 | KLCM ADVISORS, INC. | $2,010,941 | $923,021,783 | — | $923,021,783 |
| 706 | VANTAGE WEALTH MANAGEMENT, LLC | $354,578 | $488,608,000 | — | $488,608,000 |
| 707 | NEXTCAPITAL ADVISERS | $123,347 | $5,952,847,460 | — | $5,952,847,460 |
| 708 | TRINITY WEALTH MANAGEMENT LLC | $2,755,102 | $270,000,000 | — | $270,000,000 |
| 709 | OTTO & ASSOCIATES, INC. | $386,807 | $219,706,127 | — | $219,706,127 |
| 710 | J.K. FINANCIAL, INC. | $438,182 | $168,700,000 | — | $168,700,000 |
| 711 | HSC WEALTH ADVISORS | $233,632 | $356,522,643 | — | $356,522,643 |
| 712 | PIERMONT WEALTH MANAGEMENT INC. | $560,668 | $235,480,560 | — | $235,480,560 |
| 713 | MAYFIELD ADVISORS, INC. | $1,041,779 | $121,888,159 | — | $121,888,159 |
| 714 | PILLAR FINANCIAL ADVISORS, LLC | $381,740 | $263,782,220 | — | $263,782,220 |
| 715 | CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC | $345,629 | $342,172,297 | — | $342,172,297 |
| 716 | EVANS WEALTH MANAGEMENT | $250,000 | $150,000,000 | — | $150,000,000 |
| 717 | SNIDER FINANCIAL GROUP | $378,662 | $329,435,663 | — | $329,435,663 |
| 718 | RZH ADVISORS LLC | $1,253,944 | $1,516,018,156 | — | $1,516,018,156 |
| 719 | CASILIO LEITCH INVESTMENTS | $699,351 | $160,850,796 | — | $160,850,796 |
| 720 | WEALTH DIMENSIONS FAMILY OFFICE, INC | $5,213,471 | $552,627,925 | — | $552,627,925 |
| 721 | MILESTONE FINANCIAL PLANNING, LLC | $454,609 | $382,780,986 | — | $382,780,986 |
| 722 | LJI WEALTH MANAGEMENT, LLC | $215,119 | $553,716,122 | — | $553,716,122 |
| 723 | DEMMING FINANCIAL SERVICES CORP. | $231,961 | $525,856,010 | — | $525,856,010 |
| 724 | NORTHAVENUE LLC | $271,389 | $118,597,040 | — | $118,597,040 |
| 725 | CYPRESS CAPITAL, LLC | $296,769 | $359,387,124 | — | $359,387,124 |
| 726 | 93 FINANCIAL GROUP, LLC | $271,898 | $629,444,458 | — | $629,444,458 |
| 727 | ALLIANCE WEALTH ADVISORS, LLC | $226,800 | $229,975,579 | — | $229,975,579 |
| 728 | REGIMEN WEALTH, LLC | $417,851 | $277,034,911 | — | $277,034,911 |
| 729 | BRIGHTPATH WEALTH PLANNING, LLC | $482,715 | $141,435,545 | — | $141,435,545 |
| 730 | FAI WEALTH MANAGEMENT | $485,695 | $318,130,095 | — | $318,130,095 |
| 731 | YOUNG WEALTH MANAGEMENT | $1,114,507 | $117,023,216 | — | $117,023,216 |
| 732 | WERNAU ASSET MANAGEMENT | $769,313 | $167,710,325 | — | $167,710,325 |
| 733 | HOLISTIC FINANCIAL PARTNERS, LLC | $464,147 | $329,080,033 | — | $329,080,033 |
| 734 | WICK CAPITAL PARTNERS, LLC | $508,067 | $294,170,732 | — | $294,170,732 |
| 735 | RACHOR INVESTMENT ADVISORY SERVICES, LLC | $215,918 | $229,952,952 | — | $229,952,952 |
| 736 | FOREST ASSET MANAGEMENT LLC | $382,501 | $159,120,590 | — | $159,120,590 |
| 737 | LEGACY ASSET MANAGEMENT, INC. | $695,079 | $139,015,884 | — | $139,015,884 |
| 738 | AVITAS WEALTH MANAGEMENT, LLC | $1,583,728 | $1,023,088,059 | — | $1,023,088,059 |
| 739 | AEM ASSET MANAGEMENT, LLC | $3,000,125 | $147,006,120 | — | $147,006,120 |
| 740 | PENNEY FINANCIAL | $552,759 | $127,687,390 | — | $127,687,390 |
| 741 | REITZ CAPITAL ADVISORS LLC | $277,021 | $167,874,874 | — | $167,874,874 |
| 742 | ABBOT FINANCIAL MANAGEMENT, INC | $659,741 | $309,418,564 | — | $309,418,564 |
| 743 | MAINSAIL FINANCIAL GROUP | $188,737 | $102,295,575 | — | $102,295,575 |
| 744 | BLUME CAPITAL MANAGEMENT, INC. | $715,060 | $580,628,386 | — | $580,628,386 |
| 745 | KINLOCH CAPITAL, LLC | $411,176 | $202,298,364 | — | $202,298,364 |
| 746 | CND FINANCIAL | $662,687 | $133,200,000 | — | $133,200,000 |
| 747 | SUMMIT PLACE FINANCIAL ADVISORS, LLC | $868,721 | $231,948,480 | — | $231,948,480 |
| 748 | FINANCIAL FUTURES | $303,708 | $173,113,493 | — | $173,113,493 |
| 749 | NDVR | $18,100,000 | $108,600,000 | — | $108,600,000 |
| 750 | YHB WEALTH ADVISORS, LLC | $444,272 | $102,626,884 | — | $102,626,884 |
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.
