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 |
|---|---|---|---|---|---|
| 2101 | BERNARD WEALTH MANAGEMENT CORP. | $295,514 | $147,123,739 | $23,683,431 | $170,807,170 |
| 2102 | PROFESSIONAL FINANCIAL SOLUTIONS, LLC | $313,174 | $225,596,486 | $23,689,790 | $249,286,276 |
| 2103 | THE RUDD COMPANY, LLC | $337,873 | $152,168,295 | $23,863,788 | $176,032,083 |
| 2104 | FOREFRONT WEALTH MANAGEMENT | $517,247 | $191,251,658 | $23,923,186 | $215,174,844 |
| 2105 | MATTHIAS PRIVATE WEALTH, LLC | $413,938 | $141,641,234 | $23,933,963 | $165,575,197 |
| 2106 | BUFFINGTON MOHR MCNEAL | $607,730 | $866,774,485 | $24,157,207 | $890,931,692 |
| 2107 | D. SCOTT NEAL, INC. | $245,576 | $309,500,074 | $24,237,251 | $333,737,325 |
| 2108 | ESTATE & TRUST ADVISORS | $1,371,624 | $174,275,722 | $24,609,722 | $198,885,444 |
| 2109 | RADNOR FINANCIAL ADVISORS, LLC | $1,087,476 | $2,789,751,419 | $24,637,054 | $2,814,388,473 |
| 2110 | RVW WEALTH LLC | $498,940 | $936,252,766 | $24,705,072 | $960,957,838 |
| 2111 | SCOTT SMITH FINANCIAL | $198,741 | $120,640,744 | $24,837,883 | $145,478,627 |
| 2112 | CASTLE WEALTH PLANNING | $1,828,636 | $181,752,293 | $24,883,523 | $206,635,816 |
| 2113 | CASTLEPOINT WEALTH ADVISORS | $1,716,551 | $357,886,908 | $24,903,906 | $382,790,814 |
| 2114 | FINANCIAL PLANNING SOLUTIONS, LLC | $213,163 | $190,366,859 | $24,927,965 | $215,294,824 |
| 2115 | RESERVOIR WEALTH MANAGEMENT | $166,691 | $105,399,965 | $24,952,775 | $130,352,740 |
| 2116 | ADKINS SEALE CAPITAL MANAGEMENT LLC | $877,666 | $309,393,058 | $24,997,533 | $334,390,591 |
| 2117 | MELONE PRIVATE WEALTH, LLC | $1,541,667 | $160,000,000 | $25,000,000 | $185,000,000 |
| 2118 | MARKS WEALTH MANAGEMENT | $455,729 | $325,000,000 | $25,000,000 | $350,000,000 |
| 2119 | ENDOWMENT WEALTH MANAGEMENT, INC. | $185,261 | $269,494,195 | $25,070,530 | $294,564,725 |
| 2120 | CUSHING CAPITAL PARTNERS, LLC | $281,846 | $184,955,525 | $25,301,575 | $210,257,100 |
| 2121 | O'BOYLE WEALTH MANAGEMENT, INC. | $218,170 | $244,784,575 | $25,309,333 | $270,093,908 |
| 2122 | ELEMENT POINTE ADVISORS | $2,204,817 | $680,227,573 | $25,314,024 | $705,541,597 |
| 2123 | PINNACLE FINANCIAL GROUP LLC | $480,431 | $433,292,955 | $25,518,633 | $458,811,588 |
| 2124 | COVINGTON INVESTMENT ADVISORS, INC. | $1,429,129 | $656,140,847 | $25,553,916 | $681,694,763 |
| 2125 | WALKER FINANCIAL ADVISORS INC | $1,201,055 | $171,284,252 | $25,688,789 | $196,973,041 |
| 2126 | COTTONWOOD WEALTH STRATEGIES, LLC | $349,040 | $204,996,636 | $25,718,916 | $230,715,552 |
| 2127 | TGS FINANCIAL ADVISORS | $317,557 | $331,828,741 | $25,740,447 | $357,569,188 |
| 2128 | TRAPHAGEN FINANCIAL GROUP | $756,433 | $1,135,286,416 | $25,838,568 | $1,161,124,984 |
| 2129 | ANTONETTI CAPITAL MANAGEMENT, LLC | $463,328 | $133,368,529 | $26,016,459 | $159,384,988 |
| 2130 | FUHRMAN MANAGEMENT ASSOCIATES, INC. | $395,985 | $262,185,796 | $26,091,101 | $288,276,897 |
| 2131 | WEALTH PRESERVATION ADVISORS, LLC | $484,163 | $373,093,331 | $26,341,402 | $399,434,733 |
| 2132 | ROFFMAN MILLER ASSOCIATES INC | $1,733,325 | $2,301,428,075 | $26,426,884 | $2,327,854,959 |
| 2133 | BLUEKEY WEALTH ADVISORS, LLC | $438,231 | $133,443,768 | $26,510,540 | $159,954,308 |
| 2134 | RPA WEALTH MANAGEMENT | $205,704 | $161,466,590 | $26,547,082 | $188,013,672 |
| 2135 | SOUNDVIEW ADVISORS | $320,523 | $287,832,119 | $26,600,804 | $314,432,923 |
| 2136 | VIGILARE WEALTH MANAGEMENT LLC | $1,934,397 | $309,946,129 | $26,639,003 | $336,585,132 |
| 2137 | LVM CAPITAL MANAGEMENT LTD | $797,188 | $911,618,606 | $26,671,629 | $938,290,235 |
| 2138 | LIFEWORKS ADVISORS, LLC | $192,964 | $174,614,980 | $26,839,776 | $201,454,756 |
| 2139 | KELLY FINANCIAL SERVICES LLC | $120,087 | $364,282,219 | $26,960,277 | $391,242,496 |
| 2140 | PJS INVESTMENT MANAGEMENT | $671,244 | $737,581,570 | $26,965,135 | $764,546,705 |
| 2141 | WALLACE HART CAPITAL MANAGEMENT | $295,390 | $215,220,000 | $27,000,000 | $242,220,000 |
| 2142 | ALTFEST PERSONAL WEALTH MANAGEMENT | $484,505 | $1,527,955,353 | $27,305,515 | $1,555,260,868 |
| 2143 | DESTINY CAPITAL CORPORATION | $336,235 | $266,676,348 | $27,529,393 | $294,205,741 |
| 2144 | GGM WEALTH ADVISORS | $678,727 | $430,951,820 | $27,867,314 | $458,819,134 |
| 2145 | HC ADVISORS LLC | $565,520 | $392,818,145 | $27,928,822 | $420,746,967 |
| 2146 | J.W.BURNS & COMPANY, INC. | $679,011 | $801,746,275 | $28,005,603 | $829,751,878 |
| 2147 | BALLAST, INC. | $320,409 | $434,952,717 | $28,038,732 | $462,991,449 |
| 2148 | HOLCOMBE FINANCIAL, INC. | $529,210 | $301,585,370 | $28,112,663 | $329,698,033 |
| 2149 | QUANTUM FINANCIAL PLANNING SERVICES, INC. | $226,168 | $429,164,546 | $28,146,176 | $457,310,722 |
| 2150 | TRUE NORTH ADVISORS, LLC | $862,127 | $2,843,576,801 | $28,167,053 | $2,871,743,854 |
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.
