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
      1101BRAGG FINANCIAL ADVISORS INC$2,225,296$3,070,907,908—$3,070,907,908
      1102PROWELL FINANCIAL MANAGEMENT, LLC$4,712,996$1,102,840,949—$1,102,840,949
      1103SGH WEALTH MANAGEMENT$1,002,358$275,648,339—$275,648,339
      1104WEBER ASSET MANAGEMENT, INC.$761,067$534,269,297—$534,269,297
      1105CAMBRIDGE FINANCIAL GROUP, LLC$335,639$411,157,806—$411,157,806
      1106CHEVIOT VALUE MANAGEMENT, LLC$720,711$622,693,979—$622,693,979
      1107FIRST FINANCIAL ADVISORS INC$177,016$280,570,431—$280,570,431
      1108RAIN CAPITAL MANAGEMENT$639,151$437,179,560—$437,179,560
      1109COCO ENTERPRISES, LLC$146,901$168,495,774—$168,495,774
      1110SCULATI WEALTH MANAGEMENT, LLC$279,292$255,273,054—$255,273,054
      1111MARCO INVESTMENT MANAGEMENT LLC$2,425,692$1,360,813,330—$1,360,813,330
      1112ROTH FINANCIAL PARTNERS LLC$538,166$359,494,846—$359,494,846
      1113STRATEGENT FINANCIAL, LLC$2,199,822$244,180,228—$244,180,228
      1114MALLARD FINANCIAL PARTNERS INC$366,639$233,182,146—$233,182,146
      1115HAYDEN HARPER WEALTH ADVISORY, LLC$545,954$124,477,430—$124,477,430
      1116THE TENRET COMPANY, LLC$1,179,709$130,947,657—$130,947,657
      1117J2 CAPITAL MANAGEMENT, INC.$135,467$154,161,667—$154,161,667
      1118EIDELMAN VIRANT CAPITAL$2,162,259$307,040,802—$307,040,802
      1119STUDIO INVESTMENT MANAGEMENT$1,169,160$487,539,608—$487,539,608
      1120J.J. BURNS & COMPANY$492,503$724,964,726—$724,964,726
      1121FRAZEE INVESTMENT CONSULTING, INC.$607,060$176,654,343—$176,654,343
      1122MICHAEL J. CREW, INVESTMENT ADVISOR$1,107,765$153,979,300—$153,979,300
      1123CAPITA FINANCIAL NETWORK, LLC$344,908$1,248,566,752—$1,248,566,752
      1124MEYER CAPITAL MANAGEMENT LLC.$1,324,100$150,947,437—$150,947,437
      1125TELLONE MANAGEMENT GROUP INC$1,020,762$505,277,042—$505,277,042
      1126RIVER WEALTH ADVISORS LLC$527,987$1,040,134,975—$1,040,134,975
      1127MICHAEL TRAXLER WEALTH MANAGEMENT, LLC$169,852$128,748,000—$128,748,000
      1128FLAGSHIP CAPITAL MANAGEMENT INC$1,002,800$145,406,000—$145,406,000
      1129NORTHSTAR FINANCIAL PLANNERS, INC.$300,262$236,005,602—$236,005,602
      1130WEALTHVALUES, LLC$2,350,591$420,755,858—$420,755,858
      1131STERLING INVESTMENT MANAGEMENT, LLC$774,594$337,723,197—$337,723,197
      1132WEALTHBRIDGE CAPITAL MANAGEMENT, LLC$310,672$498,629,213—$498,629,213
      1133NAUSET WEALTH MANAGEMENT, LLC$550,821$328,289,141—$328,289,141
      1134PARAGON FINANCIAL ADVISORS$339,079$553,377,657—$553,377,657
      1135SCHRUM PRIVATE WEALTH MANAGEMENT, LLC$678,733$160,859,716—$160,859,716
      1136HWA FINANCIAL GROUP$520,351$222,710,159—$222,710,159
      1137VINTAGE FINANCIAL SERVICES LLC$1,742,283$923,410,000—$923,410,000
      1138MINERVA PLANNING GROUP$348,199$142,761,591—$142,761,591
      1139ARNOLD AND MOTE WEALTH MANAGEMENT$235,424$108,059,446—$108,059,446
      1140TELARRAY, LLC$1,700,877$1,117,476,183—$1,117,476,183
      1141MALLARD ADVISORS$397,724$172,214,651—$172,214,651
      1142KOWALSKI FINANCIAL INC.$240,385$150,000,000—$150,000,000
      1143MONEYWATCH ADVISORS, INC.$643,437$243,862,619—$243,862,619
      1144SAPERE WEALTH MANAGEMENT, LLC$1,380,182$303,639,981—$303,639,981
      1145TAYLOR FINANCIAL GROUP, INC.$333,461$316,787,879—$316,787,879
      1146INTEGRITY CAPITAL MANAGEMENT$321,026$128,731,453—$128,731,453
      1147HEADINVEST$862,536$883,236,624—$883,236,624
      1148MONSON WEALTH MANAGEMENT, INC.$126,841$109,717,842—$109,717,842
      1149KUHN ADVISORS, INC.$527,123$708,980,344—$708,980,344
      1150GREENWOOD GEARHART INC.$444,297$844,164,509—$844,164,509
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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.