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 |
|---|---|---|---|---|---|
| 1601 | RIVER GLEN WEALTH COUNSELORS | $529,772 | $275,639,608 | $5,139,546 | $280,779,154 |
| 1602 | WP ASSET MANAGEMENT | $390,110 | $132,159,328 | $5,159,373 | $137,318,701 |
| 1603 | BMSS WESSON WEALTH SOLUTIONS | $731,701 | $273,600,354 | $5,177,683 | $278,778,037 |
| 1604 | WILLIAM MACK & ASSOCIATES INC | $891,501 | $721,393,000 | $5,180,000 | $726,573,000 |
| 1605 | PERENNIAL | $908,326 | $485,306,310 | $5,189,689 | $490,495,999 |
| 1606 | ALTSCHULER FINANCIAL SERVICES | $1,326,719 | $204,424,750 | $5,196,788 | $209,621,538 |
| 1607 | ARCHVEST WEALTH ADVISORS, INC. | $806,452 | $244,800,000 | $5,200,000 | $250,000,000 |
| 1608 | ECHO45 ADVISORS LLC | $384,042 | $158,009,310 | $5,208,726 | $163,218,036 |
| 1609 | NEW WORLD ADVISORS LLC | $1,461,903 | $430,409,719 | $5,237,239 | $435,646,958 |
| 1610 | MFA WEALTH ADVISORS, LLC | $221,470 | $393,830,692 | $5,257,824 | $399,088,516 |
| 1611 | ATLANTIC PRIVATE WEALTH, LLC | $604,340 | $645,613,191 | $5,260,509 | $650,873,700 |
| 1612 | CHARTER CAPITAL MANAGEMENT, INC | $875,353 | $292,358,912 | $5,261,153 | $297,620,065 |
| 1613 | PEARL WEALTH LLC | $539,986 | $127,023,089 | $5,273,476 | $132,296,565 |
| 1614 | DARDEN WEALTH GROUP | $933,844 | $160,947,192 | $5,277,074 | $166,224,266 |
| 1615 | WHITNEY & COMPANY | $663,750 | $872,856,646 | $5,284,560 | $878,141,206 |
| 1616 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | $334,243 | $1,605,415,069 | $5,299,797 | $1,610,714,866 |
| 1617 | VENTURI PRIVATE WEALTH | $944,517 | $2,277,586,606 | $5,309,956 | $2,282,896,562 |
| 1618 | APPLIED CAPITAL LLC | $173,879 | $375,461,259 | $5,332,759 | $380,794,018 |
| 1619 | CORDANT, INC. | $325,159 | $254,109,897 | $5,366,974 | $259,476,871 |
| 1620 | BRIAUD FINANCIAL ADVISORS | $364,235 | $677,932,875 | $5,372,455 | $683,305,330 |
| 1621 | SWM ADVISORS | $9,540,657 | $633,829,518 | $5,394,469 | $639,223,987 |
| 1622 | RALICKI WEALTH MANAGEMENT & TRUST SERVICES | $363,286 | $98,098,057 | $5,438,560 | $103,536,617 |
| 1623 | CONCORD INVESTMENT COUNSEL | $561,199 | $297,046,659 | $5,439,486 | $302,486,145 |
| 1624 | WILLIAMS FINANCIAL GROUP | $228,611 | $249,676,604 | $5,452,765 | $255,129,369 |
| 1625 | WESTVIEW INVESTMENT ADVISORS | $413,612 | $175,283,108 | $5,465,154 | $180,748,262 |
| 1626 | DEDORA CAPITAL, INC. | $312,467 | $400,115,577 | $5,465,977 | $405,581,554 |
| 1627 | VOYAGER CAPITAL MANAGEMENT, LLC | $343,355 | $208,746,194 | $5,507,323 | $214,253,517 |
| 1628 | MONTVUE CAPITAL MANAGEMENT, INC. | $481,236 | $196,599,735 | $5,519,582 | $202,119,317 |
| 1629 | MUSTARD SEED WEALTH MANAGEMENT | $238,417 | $325,389,362 | $5,533,604 | $330,922,966 |
| 1630 | SAGE STONE WEALTH MANAGEMENT LLC | $539,815 | $173,066,167 | $5,612,517 | $178,678,684 |
| 1631 | CONTINUUM WEALTH ADVISORS, LLC | $275,828 | $177,502,000 | $5,648,000 | $183,150,000 |
| 1632 | SUMMIT PORTFOLIO MANAGEMENT LLC | $496,222 | $131,786,910 | $5,666,531 | $137,453,441 |
| 1633 | PURPOSEFUL WEALTH | $241,723 | $174,642,171 | $5,683,220 | $180,325,391 |
| 1634 | PARK RIDGE ASSET MANAGEMENT | $369,865 | $185,155,796 | $5,694,789 | $190,850,585 |
| 1635 | ROSEROCK WEALTH MANAGEMENT, LLC | $483,217 | $132,500,000 | $5,700,000 | $138,200,000 |
| 1636 | DWR WEALTH MANAGEMENT, LLC | $253,940 | $131,420,313 | $5,707,437 | $137,127,750 |
| 1637 | KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP | $163,997 | $324,049,290 | $5,748,367 | $329,797,657 |
| 1638 | RMR WEALTH ADVISORS LLC | $813,847 | $376,730,775 | $5,777,359 | $382,508,134 |
| 1639 | ENZI WEALTH | $379,409 | $262,457,661 | $5,784,619 | $268,242,280 |
| 1640 | VANTAGE FINANCIAL PARTNERS LIMITED | $616,783 | $591,199,664 | $5,846,213 | $597,045,877 |
| 1641 | ALLIED INVESTMENT ADVISORS LLC | $446,676 | $661,036,586 | $5,850,305 | $666,886,891 |
| 1642 | BECKERMAN INSTITUTIONAL, LLC | $328,752 | $143,352,990 | $5,900,606 | $149,253,596 |
| 1643 | MINOT WEALTH MANAGEMENT LLC | $1,745,517 | $1,109,481,266 | $5,904,370 | $1,115,385,636 |
| 1644 | CORNERSTONE WEALTH PLANNING | $278,293 | $179,157,593 | $5,907,062 | $185,064,655 |
| 1645 | CENTENNIAL ADVISORS, LLC | $112,353 | $115,069,042 | $5,935,518 | $121,004,560 |
| 1646 | INTERNATIONAL MANAGEMENT ADVISORS LTD. | $2,242,393 | $133,076,660 | $5,951,702 | $139,028,362 |
| 1647 | MIDWEST FINANCIAL GROUP LLC | $205,532 | $355,529,371 | $6,001,696 | $361,531,067 |
| 1648 | MONEY MANAGEMENT SERVICES INC | $291,143 | $334,050,702 | $6,004,578 | $340,055,280 |
| 1649 | RIVERTREE ADVISORS, LLC | $573,072 | $169,328,932 | $6,030,983 | $175,359,915 |
| 1650 | BASEPOINT WEALTH, LLC | $190,867 | $511,972,848 | $6,039,277 | $518,012,125 |
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.
