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
      1151WJ FINANCIAL ADVISORS, LLC$292,574$145,116,902—$145,116,902
      1152TITLETOWN WEALTH MANAGEMENT, LLC$122,940$110,400,000—$110,400,000
      1153IRON GATE GLOBAL ADVISORS$141,095$615,031,491—$615,031,491
      1154LEJEUNE PUETZ INVESTMENT COUNSEL$4,726,831$392,327,000—$392,327,000
      1155TRIFECTA CAPITAL ADVISORS, LLC$2,378,159$297,269,926—$297,269,926
      1156CHARTER RESEARCH & INVESTMENT GROUP INC$674,646$250,293,661—$250,293,661
      1157BIVIN & ASSOCIATES, INC.$269,883$129,003,852—$129,003,852
      1158TRIUMPH CAPITAL MANAGEMENT$120,264$411,903,849—$411,903,849
      1159PARSONS CAPITAL MANAGEMENT, LLC$389,291$601,455,054—$601,455,054
      1160BROOKER WEALTH MANAGEMENT$967,124$566,734,883—$566,734,883
      1161CREEKMUR ASSET MANAGEMENT, LLC$283,606$243,333,922—$243,333,922
      11623EDGE ASSET MANAGEMENT, LP$695,104$1,365,183,580—$1,365,183,580
      1163THE RELAXING RETIREMENT COACH, INC.$485,304$536,260,452—$536,260,452
      1164WILLOW$330,606$150,095,020—$150,095,020
      1165LIGHTHOUSE FINANCIAL MANAGEMENT, LLC$379,638$176,911,423—$176,911,423
      1166MEIRA$350,154$246,858,629—$246,858,629
      1167ALETHEA CAPITAL MANAGEMENT, LLC$1,727,842$228,075,166—$228,075,166
      1168MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC$2,676,572$2,010,105,437—$2,010,105,437
      1169RAPPAPORT REICHES CAPITAL MANAGEMENT,$595,656$745,165,255—$745,165,255
      1170SAGE RHINO CAPITAL LLC$573,996$746,769,280—$746,769,280
      1171TFG ADVISORS$293,886$368,533,485—$368,533,485
      1172INFINITI WEALTH MANAGEMENT$291,731$155,492,849—$155,492,849
      1173CULTIVAR CAPITAL, INC.$400,895$319,112,724—$319,112,724
      1174THEORY FINANCIAL$428,675$181,758,228—$181,758,228
      1175PARK, MILLER, LLC$1,309,836$256,727,331$453$256,727,784
      1176BAUGH & ASSOCIATES, LLC$513,351$216,633,068$1,098$216,634,166
      1177WILLOW GROVE ADVISORS, LLC$443,904$185,103,991$4,104$185,108,095
      1178FINANCIAL ADVISORY CORPORATION$792,516$854,325,351$6,786$854,332,137
      1179DIVERSIFI CAPITAL LLC$456,036$262,667,800$9,100$262,676,900
      1180ARISTA WEALTH ADVISORS, LTD$504,262$292,964,769$11,588$292,976,357
      1181SOMERSET GROUP LLC$3,233,362$174,581,733$19,827$174,601,560
      1182NORTHSTAR ADVISORY GROUP, LLC$383,383$225,400,749$28,217$225,428,966
      11838TH STREET INVESTMENTS, LLC$852,653$164,533,124$28,926$164,562,050
      1184MAPLE CAPITAL MANAGEMENT, INC.$735,318$1,594,130,334$38,432$1,594,168,766
      1185PRESIDIO CAPITAL MANAGEMENT, LLC$364,056$228,575,586$51,308$228,626,894
      1186FINANCIAL DECISIONS, LLC$666,929$325,405,066$56,177$325,461,243
      1187LOCKER FINANCIAL SERVICES, LLC$420,889$147,254,503$56,738$147,311,241
      1188AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC$114,893$148,834,260$67,165$148,901,425
      1189LONGVIEW FINANCIAL ADVISORS, INC.$276,561$192,133,888$75,842$192,209,730
      1190SHAKER INVESTMENTS$1,156,429$255,492,445$78,453$255,570,898
      1191VELA INVESTMENT MANAGEMENT, LLC$1,384,955$256,127,081$89,673$256,216,754
      1192CALLAHAN CAPITAL MANAGEMENT$145,038$172,355,673$94,398$172,450,071
      1193STERN CAPITAL MANAGEMENT, INC.$351,925$222,315,851$100,834$222,416,685
      1194WOODSIDE WEALTH MANAGEMENT$468,082$190,866,796$110,649$190,977,445
      1195WINTHROP CAPITAL MANAGEMENT$5,795,894$4,474,317,892$112,287$4,474,430,179
      1196PEAK WEALTH MANAGEMENT LLC$408,742$119,625,199$136,259$119,761,458
      1197CORE WEALTH ADVISORS, INC.$580,086$410,561,029$139,678$410,700,707
      1198HALTER FERGUSON FINANCIAL INC$456,226$342,928,967$153,216$343,082,183
      119944 WEALTH MANAGEMENT LLC$377,172$426,422,402$159,582$426,581,984
      1200O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC$318,886$112,384,386$182,521$112,566,907
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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.