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 |
|---|---|---|---|---|---|
| 1351 | WEALTH DIMENSIONS GROUP, LTD. | $382,309 | $701,536,261 | $1,530,592 | $703,066,853 |
| 1352 | BUTLER FINANCIAL SERVICES | $412,034 | $118,368,959 | $1,533,024 | $119,901,983 |
| 1353 | NORTHSTAR FINANCIAL MANAGEMENT, INC. | $211,201 | $108,501,111 | $1,534,368 | $110,035,479 |
| 1354 | HEYDORN STONE CAPITAL MANAGEMENT LLC | $357,284 | $99,926,910 | $1,541,612 | $101,468,522 |
| 1355 | WISER WEALTH MANAGEMENT, INC | $255,854 | $224,372,630 | $1,546,198 | $225,918,828 |
| 1356 | DAKOTA WEALTH, LLC | $626,705 | $1,949,382,348 | $1,551,552 | $1,950,933,900 |
| 1357 | LECONTE WEALTH MANAGEMENT, LLC | $414,694 | $225,280,243 | $1,557,240 | $226,837,483 |
| 1358 | ERICKSON FINANCIAL GROUP, LLC | $199,530 | $134,307,718 | $1,572,381 | $135,880,099 |
| 1359 | CAPSTONE WEALTH MANAGEMENT CORP. | $393,790 | $146,478,615 | $1,586,407 | $148,065,022 |
| 1360 | CORINTHIAN WEALTH MANAGEMENT | $341,871 | $102,677,231 | $1,593,484 | $104,270,715 |
| 1361 | COURT PLACE ADVISORS LLC | $633,363 | $446,193,083 | $1,594,550 | $447,787,633 |
| 1362 | TAGSTONE CAPITAL, INC. | $7,418,974 | $228,380,658 | $1,607,547 | $229,988,205 |
| 1363 | INDIE ASSET PARTNERS, LLC | $940,740 | $701,113,350 | $1,619,684 | $702,733,034 |
| 1364 | JACK KEETER & ASSOCIATES, INC. | $207,188 | $193,536,034 | $1,634,682 | $195,170,716 |
| 1365 | MOS CAPITAL, INC. | $601,472 | $190,224,965 | $1,644,692 | $191,869,657 |
| 1366 | DORMAN FINANCIAL MANAGEMENT, P.A. | $193,570 | $159,588,083 | $1,655,482 | $161,243,565 |
| 1367 | NAVIGOE, LLC | $572,003 | $304,911,718 | $1,681,654 | $306,593,372 |
| 1368 | PEAK FINANCIAL ADVISORS | $569,485 | $222,119,157 | $1,688,606 | $223,807,763 |
| 1369 | SHIRA RIDGE WEALTH MANAGEMENT | $362,447 | $242,595,181 | $1,694,068 | $244,289,249 |
| 1370 | CORNERSTONE MANAGEMENT, INC. | $985,297 | $1,549,161,408 | $1,695,831 | $1,550,857,239 |
| 1371 | PERSPECTIVE FINANCIAL SERVICES LLC | $297,736 | $229,042,449 | $1,702,891 | $230,745,340 |
| 1372 | MERIDIAN CAPITAL MANAGEMENT GROUP, INC. | $215,589 | $140,795,889 | $1,708,449 | $142,504,338 |
| 1373 | PRIVATE ADVISORY GROUP LLC | $514,587 | $685,773,975 | $1,714,545 | $687,488,520 |
| 1374 | MITCHELL VAUGHT & TAYLOR INC | $1,370,695 | $310,798,996 | $1,719,570 | $312,518,566 |
| 1375 | LINCOLN CAPITAL CORPORATION | $447,539 | $342,882,955 | $1,721,964 | $344,604,919 |
| 1376 | CUSTOM PORTFOLIO GROUP | $2,028,669 | $170,697,437 | $1,739,422 | $172,436,859 |
| 1377 | PLATT WEALTH MANAGEMENT | $637,583 | $262,218,640 | $1,740,848 | $263,959,488 |
| 1378 | STEGENT EQUITY ADVISORS INC. | $571,534 | $225,147,361 | $1,751,490 | $226,898,851 |
| 1379 | NVEST WEALTH STRATEGIES, INC. | $330,876 | $151,101,819 | $1,762,867 | $152,864,686 |
| 1380 | ELLSWORTH ADVISORS, LLC | $724,474 | $709,655,393 | $1,778,044 | $711,433,437 |
| 1381 | REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. | $113,783 | $166,277,442 | $1,780,726 | $168,058,168 |
| 1382 | AEGIS WEALTH | $1,376,784 | $657,693,568 | $1,786,007 | $659,479,575 |
| 1383 | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | $449,512 | $101,147,959 | $1,790,225 | $102,938,184 |
| 1384 | YUKON WEALTH MANAGEMENT, INC. | $742,046 | $276,465,912 | $1,801,157 | $278,267,069 |
| 1385 | PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC | $189,702 | $151,658,395 | $1,810,631 | $153,469,026 |
| 1386 | FRIEDENTHAL FINANCIAL, LLC | $388,031 | $175,129,000 | $1,813,000 | $176,942,000 |
| 1387 | UP NORTH FINANCIAL, LLC | $170,435 | $132,147,665 | $1,814,380 | $133,962,045 |
| 1388 | STONECROP WEALTH ADVISORS, LLC | $427,229 | $234,429,857 | $1,827,558 | $236,257,415 |
| 1389 | SAGE PRIVATE WEALTH GROUP, LLC | $335,761 | $352,399,688 | $1,827,854 | $354,227,542 |
| 1390 | SELECTIVE WEALTH MANAGEMENT, INC. | $210,811 | $406,714,067 | $1,838,522 | $408,552,589 |
| 1391 | THE SHARP FINANCIAL GROUP | $496,487 | $145,613,404 | $1,843,238 | $147,456,642 |
| 1392 | CROSSGATE WEALTH ADVISORS, LLC | $318,458 | $214,379,135 | $1,853,858 | $216,232,993 |
| 1393 | GEORGE M. HILLER COMPANIES, LLC | $417,464 | $188,915,000 | $1,866,000 | $190,781,000 |
| 1394 | ACIMA PRIVATE WEALTH LLC | $4,874,778 | $305,244,721 | $1,866,289 | $307,111,010 |
| 1395 | INSIGHT WEALTH PARTNERS | $306,106 | $756,316,983 | $1,906,472 | $758,223,455 |
| 1396 | C.J. LAWRENCE | $1,549,891 | $554,496,277 | $1,914,456 | $556,410,733 |
| 1397 | ALDER FINANCIAL GROUP INC | $641,989 | $157,934,387 | $1,920,907 | $159,855,294 |
| 1398 | D'ORAZIO & ASSOCIATES, INC. | $694,206 | $1,193,497,098 | $1,924,988 | $1,195,422,086 |
| 1399 | WILLIAMS FINANCIAL, LLC | $218,266 | $152,366,787 | $1,947,165 | $154,313,952 |
| 1400 | EXCHANGE CAPITAL MANAGEMENT INC | $699,836 | $702,778,588 | $1,956,378 | $704,734,966 |
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.
