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 |
|---|---|---|---|---|---|
| 1651 | L. K. BENSON & COMPANY, P.C. | $2,922,257 | $230,663,451 | $6,039,381 | $236,702,832 |
| 1652 | BEACON FINANCIAL STRATEGIES CORP. | $454,615 | $234,442,840 | $6,048,641 | $240,491,481 |
| 1653 | WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. | $555,181 | $446,417,912 | $6,054,921 | $452,472,833 |
| 1654 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $439,383 | $110,806,803 | $6,069,193 | $116,875,996 |
| 1655 | FIRESTONE CAPITAL MANAGEMENT INC | $584,355 | $639,641,539 | $6,070,365 | $645,711,904 |
| 1656 | BOND & DEVICK WEALTH PARTNERS | $496,038 | $545,522,935 | $6,071,798 | $551,594,733 |
| 1657 | JUNCTURE WEALTH STRATEGIES, LLC | $462,172 | $295,723,917 | $6,074,170 | $301,798,087 |
| 1658 | WOLFF FINANCIAL MANAGEMENT LLC | $410,865 | $403,533,488 | $6,098,435 | $409,631,923 |
| 1659 | ASSET PLANNING CORPORATION | $402,173 | $320,342,120 | $6,222,719 | $326,564,839 |
| 1660 | GREAT RIVER FINANCIAL | $338,808 | $108,290,774 | $6,226,345 | $114,517,119 |
| 1661 | REBEL FINANCIAL, LLC | $167,014 | $215,673,345 | $6,287,990 | $221,961,335 |
| 1662 | BASON ASSET MANAGEMENT | $796,744 | $584,082,000 | $6,305,000 | $590,387,000 |
| 1663 | AZA CAPITAL MANAGEMENT | $402,050 | $283,957,431 | $6,322,751 | $290,280,182 |
| 1664 | KLEINFELDER CAPITAL, INC. | $263,011 | $216,139,200 | $6,367,789 | $222,506,989 |
| 1665 | SPECTRA INVESTMENT MANAGEMENT, LLC | $1,806,941 | $167,009,474 | $6,456,864 | $173,466,338 |
| 1666 | DIVIDEND ASSETS CAPITAL, LLC | $711,329 | $578,914,606 | $6,509,479 | $585,424,085 |
| 1667 | ZEVIN ASSET MANAGEMENT, LLC | $1,275,204 | $776,456,560 | $6,518,904 | $782,975,464 |
| 1668 | ASSET STRATEGIES, INC. | $908,993 | $130,705,230 | $6,552,776 | $137,258,006 |
| 1669 | COLUMBIA RIVER FINANCIAL GROUP | $262,521 | $123,857,622 | $6,615,115 | $130,472,737 |
| 1670 | CANDACE SHIRA ASSOCIATES, LLC | $402,572 | $381,847,702 | $6,634,568 | $388,482,270 |
| 1671 | FRANK FINANCIAL ADVISORS | $318,745 | $135,804,096 | $6,674,704 | $142,478,800 |
| 1672 | PRAIRIEVIEW PARTNERS, LLC | $2,218,483 | $885,138,568 | $6,691,397 | $891,829,965 |
| 1673 | DEW POINT CAPITAL | $254,965 | $140,610,000 | $6,760,000 | $147,370,000 |
| 1674 | MONUMENT GROUP WEALTH ADVISORS, LLC | $998,613 | $449,602,228 | $6,764,000 | $456,366,228 |
| 1675 | CI DOYLE PRIVATE WEALTH, LLC | $640,012 | $1,615,012,524 | $6,778,954 | $1,621,791,478 |
| 1676 | LESJAK PLANNING, LLC | $904,826 | $330,700,000 | $6,800,000 | $337,500,000 |
| 1677 | KEYSTONE GLOBAL PARTNERS LLC | $608,872 | $136,281,762 | $6,803,148 | $143,084,910 |
| 1678 | BEDEL FINANCIAL CONSULTING INC | $440,066 | $1,885,007,422 | $6,836,100 | $1,891,843,522 |
| 1679 | ARBOR CAPITAL MANAGEMENT INC | $360,556 | $296,026,331 | $6,840,683 | $302,867,014 |
| 1680 | SPENCE ASSET MANAGEMENT | $404,868 | $586,266,776 | $6,865,017 | $593,131,793 |
| 1681 | SANDIFER WEALTH MANAGEMENT, INC. | $390,981 | $214,420,542 | $6,874,591 | $221,295,133 |
| 1682 | BEACON FINANCIAL ADVISORS LTD | $553,682 | $313,152,905 | $6,875,274 | $320,028,179 |
| 1683 | MARYLAND CAPITAL MANAGEMENT, LLC | $915,702 | $2,446,287,418 | $6,879,283 | $2,453,166,701 |
| 1684 | COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT | $237,043 | $123,950,483 | $6,897,004 | $130,847,487 |
| 1685 | MUELLER FINANCIAL SOLUTIONS CO. | $653,404 | $162,975,877 | $6,909,211 | $169,885,088 |
| 1686 | WEALTHSPAN PARTNERS, LLC | $213,575 | $218,366,163 | $6,955,532 | $225,321,695 |
| 1687 | WEAVER CAPITAL MANAGEMENT, LLC | $304,979 | $264,455,988 | $6,975,354 | $271,431,342 |
| 1688 | BIRD ROCK ASSET MANAGEMENT, LP | $365,350 | $137,652,464 | $7,026,141 | $144,678,605 |
| 1689 | SPECTRUM FINANCIAL MANAGEMENT | $1,655,371 | $204,845,391 | $7,042,062 | $211,887,453 |
| 1690 | JOHNSON LYMAN WEALTH ADVISORS | $2,928,845 | $139,398,784 | $7,043,454 | $146,442,238 |
| 1691 | WP ADVISORS, LLC | $461,401 | $380,979,058 | $7,059,411 | $388,038,469 |
| 1692 | CAPSTONE FINANCIAL ADVISORS INC | $772,246 | $2,091,903,894 | $7,059,803 | $2,098,963,697 |
| 1693 | BAUER WEALTH MANAGEMENT INC. | $268,844 | $97,218,493 | $7,092,969 | $104,311,462 |
| 1694 | KNIGHTSBRIDGE WEALTH MANAGEMENT | $628,606 | $527,841,704 | $7,101,948 | $534,943,652 |
| 1695 | PATRICK M. SWEENEY & ASSOCIATES, INC | $777,931 | $153,901,992 | $7,129,780 | $161,031,772 |
| 1696 | GS INVESTMENT INC | $1,407,583 | $237,770,304 | $7,149,105 | $244,919,409 |
| 1697 | CHARLESTON FINANCIAL ADVISORS, LLC | $369,568 | $209,411,404 | $7,155,370 | $216,566,774 |
| 1698 | CHIRON CAPITAL MANAGEMENT, LLC | $258,336 | $236,706,951 | $7,162,339 | $243,869,290 |
| 1699 | MARBLE TRAIL ADVISORS | $401,854 | $351,290,157 | $7,163,550 | $358,453,707 |
| 1700 | INVESTMENT PARTNERS ASSET MANAGEMENT | $514,653 | $188,880,270 | $7,202,433 | $196,082,703 |
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.
