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 |
|---|---|---|---|---|---|
| 1301 | MOTIVE WEALTH ADVISORS, LLC | $1,003,656 | $246,810,796 | $1,092,165 | $247,902,961 |
| 1302 | MSP WEALTH MANAGEMENT, LLC | $441,343 | $169,701,420 | $1,098,444 | $170,799,864 |
| 1303 | TINGEY ADVISORS INC | $910,496 | $361,263,087 | $1,114,222 | $362,377,309 |
| 1304 | CFM WEALTH PARTNERS LLC | $954,169 | $575,182,632 | $1,135,425 | $576,318,057 |
| 1305 | MONACO CAPITAL MANAGEMENT, LLC | $201,225 | $203,709,201 | $1,138,199 | $204,847,400 |
| 1306 | AGILI, P.C. | $549,195 | $1,065,388,598 | $1,148,790 | $1,066,537,388 |
| 1307 | VITAL INVESTMENT MANAGEMENT LLC | $327,760 | $155,171,226 | $1,170,499 | $156,341,725 |
| 1308 | ASSET PLANNING, INC | $1,194,374 | $445,513,644 | $1,182,163 | $446,695,807 |
| 1309 | INTEGRATED WEALTH ADVISORS, LLC | $396,472 | $123,700,352 | $1,188,359 | $124,888,711 |
| 1310 | HAMRICK INVESTMENT COUNSEL, LLC | $1,054,522 | $272,985,201 | $1,190,543 | $274,175,744 |
| 1311 | WEDGEWOOD INVESTORS INC | $750,843 | $215,040,887 | $1,201,790 | $216,242,677 |
| 1312 | KAIZEN FINANCIAL STRATEGIES, LLC | $297,783 | $175,382,332 | $1,203,138 | $176,585,470 |
| 1313 | CARTER FINANCIAL, LLC | $442,709 | $237,854,260 | $1,208,404 | $239,062,664 |
| 1314 | FORTRESS WEALTH MANAGEMENT, INC. | $334,068 | $291,097,434 | $1,212,289 | $292,309,723 |
| 1315 | MOLLER FINANCIAL SERVICES | $544,633 | $545,043,200 | $1,223,443 | $546,266,643 |
| 1316 | TOWNSEND WEALTH MANAGEMENT | $350,236 | $130,786,655 | $1,252,229 | $132,038,884 |
| 1317 | AMPHORA WEALTH MANAGEMENT, LLC | $232,532 | $102,454,886 | $1,254,254 | $103,709,140 |
| 1318 | RETIREMENT ADVISORS, INC. | $439,441 | $153,421,822 | $1,261,317 | $154,683,139 |
| 1319 | BARKER FINANCIAL GROUP, INC. | $366,534 | $225,254,978 | $1,263,072 | $226,518,050 |
| 1320 | FINANCIAL SECURITY MANAGEMENT, INC | $186,355 | $415,044,292 | $1,272,348 | $416,316,640 |
| 1321 | THE MONITOR GROUP, INC. | $245,523 | $140,373,948 | $1,292,982 | $141,666,930 |
| 1322 | DEFENDER CAPITAL | $787,368 | $372,700,000 | $1,300,000 | $374,000,000 |
| 1323 | OAK ADVISORS, LLC | $506,592 | $206,401,845 | $1,300,988 | $207,702,833 |
| 1324 | THE PROSPERITY PEOPLE | $241,343 | $122,504,848 | $1,304,310 | $123,809,158 |
| 1325 | ROCKHILL ADVISORS LLC | $1,071,469 | $121,899,633 | $1,319,281 | $123,218,914 |
| 1326 | MARTIN CAPITAL ADVISORS, LLP | $1,382,583 | $168,737,906 | $1,319,833 | $170,057,739 |
| 1327 | PINNACLE WEALTH MANAGEMENT, INC. | $209,363 | $161,136,207 | $1,329,164 | $162,465,371 |
| 1328 | IMPERIUM WEALTH MANAGEMENT, LLC | $227,026 | $139,616,014 | $1,367,214 | $140,983,228 |
| 1329 | GRIFFITH & WERNER, INC. | $412,951 | $135,298,897 | $1,387,965 | $136,686,862 |
| 1330 | CAPITAL MANAGEMENT CONSULTANTS, INC. | $364,398 | $99,168,152 | $1,405,655 | $100,573,807 |
| 1331 | BOURKE WEALTH MANAGEMENT | $516,562 | $118,950,870 | $1,407,966 | $120,358,836 |
| 1332 | HALL CAPITAL MANAGEMENT COMPANY, INC. | $796,688 | $361,079,957 | $1,413,275 | $362,493,232 |
| 1333 | NORTHWEST INVESTMENT COUNSELORS | $693,439 | $599,779,000 | $1,433,000 | $601,212,000 |
| 1334 | ZRC WEALTH MANAGEMENT, LLC | $479,419 | $282,861,747 | $1,433,434 | $284,295,181 |
| 1335 | RED TORTOISE | $1,336,172 | $265,789,952 | $1,444,411 | $267,234,363 |
| 1336 | WISDOM FINANCIAL SERVICES, L.L.C. | $163,409 | $507,235,751 | $1,456,763 | $508,692,514 |
| 1337 | CAPITAL PLANNING LLC | $419,683 | $569,283,815 | $1,484,640 | $570,768,455 |
| 1338 | FAIRBANKS CAPITAL MANAGEMENT, INC. | $1,176,470 | $210,266,899 | $1,497,735 | $211,764,634 |
| 1339 | BLEDSOE ASSET MANAGEMENT, LLC | $225,453 | $133,756,389 | $1,515,503 | $135,271,892 |
| 1340 | LAUTERBACH FINANCIAL ADVISORS, LLC | $556,110 | $524,558,268 | $1,521,769 | $526,080,037 |
| 1341 | KEENE & DORCHAK | $541,242 | $166,262,698 | $1,522,228 | $167,784,926 |
| 1342 | WEALTH DIMENSIONS GROUP, LTD. | $382,309 | $701,536,261 | $1,530,592 | $703,066,853 |
| 1343 | BUTLER FINANCIAL SERVICES | $412,034 | $118,368,959 | $1,533,024 | $119,901,983 |
| 1344 | NORTHSTAR FINANCIAL MANAGEMENT, INC. | $211,201 | $108,501,111 | $1,534,368 | $110,035,479 |
| 1345 | HEYDORN STONE CAPITAL MANAGEMENT LLC | $357,284 | $99,926,910 | $1,541,612 | $101,468,522 |
| 1346 | WISER WEALTH MANAGEMENT, INC | $255,854 | $224,372,630 | $1,546,198 | $225,918,828 |
| 1347 | DAKOTA WEALTH, LLC | $626,705 | $1,949,382,348 | $1,551,552 | $1,950,933,900 |
| 1348 | LECONTE WEALTH MANAGEMENT, LLC | $414,694 | $225,280,243 | $1,557,240 | $226,837,483 |
| 1349 | ERICKSON FINANCIAL GROUP, LLC | $199,530 | $134,307,718 | $1,572,381 | $135,880,099 |
| 1350 | CAPSTONE WEALTH MANAGEMENT CORP. | $393,790 | $146,478,615 | $1,586,407 | $148,065,022 |
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.
