RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      351FARROW FINANCIAL INC$403,508$206,999,408—$206,999,408
      352MICHAEL A. DUBIS FINANCIAL PLANNING, LLC$807,495$215,601,271—$215,601,271
      353MACROVIEW INVESTMENT MANAGEMENT LLC$309,470$145,760,182—$145,760,182
      354BHJ WEALTH ADVISORS$532,903$174,259,210—$174,259,210
      355TRADEWINDS CAPITAL MANAGEMENT, LLC$213,106$492,913,967—$492,913,967
      356WESTSIDE INVESTMENT MANAGEMENT, LLC$875,563$716,210,706—$716,210,706
      357TSG ADVICE PARTNERS, LLC$158,297$501,326,423—$501,326,423
      358DE GROOTE FINANCIAL GROUP, LLC$309,001$562,690,300—$562,690,300
      359FOCUS FINANCIAL ADVISORS$302,456$130,055,949—$130,055,949
      360WBH ADVISORY, INC.$639,354$1,295,331,000—$1,295,331,000
      361CAHABA WEALTH MANAGEMENT, INC.$1,697,785$1,151,097,897—$1,151,097,897
      362PETRA FINANCIAL ADVISORS INC$385,398$248,967,083—$248,967,083
      363HORRELL CAPITAL MANAGEMENT, INC.$2,683,782$432,088,885—$432,088,885
      364DES MOINES INVESTMENTS, LLC$350,000$140,000,000—$140,000,000
      365WATERWAY WEALTH MANAGEMENT, L.L.C.$440,587$498,744,808—$498,744,808
      366SILIGMUELLER & NORVID WEALTH ADVISORS LLC$2,717,786$244,600,730—$244,600,730
      367WILLS FINANCIAL GROUP$517,509$345,178,384—$345,178,384
      368J. L. BAINBRIDGE & CO., INC.$1,227,703$956,380,954—$956,380,954
      369BALASA DINVERNO FOLTZ LLC$875,925$5,917,746,495—$5,917,746,495
      370NAVIGEN WEALTH MANAGEMENT$243,997$182,997,927—$182,997,927
      371BUCKLEY INVESTMENT GROUP, LLC$346,395$114,656,791—$114,656,791
      372FINANCIAL SOLUTIONS ADVISORY GROUP$2,044,118$695,000,000—$695,000,000
      373MASON & ASSOCIATES, LLC$230,905$306,873,063—$306,873,063
      374HENRY + HORNE WEALTH MANAGEMENT$2,146,392$738,358,755—$738,358,755
      37546 PEAKS INVESTMENT ADVISORY GROUP$571,541$182,321,461—$182,321,461
      376ARBOR FINANCIAL SERVICES, LLC$216,545$117,367,501—$117,367,501
      377SOUNDPATH INVESTMENT ADVISORS, LLC$1,696,735$904,359,756—$904,359,756
      378BRADLEY WEALTH LLC$234,041$200,572,763—$200,572,763
      379TOWERCREST CAPITAL MANAGEMENT, LLC$488,937$606,770,591—$606,770,591
      380SITRIN CAPITAL MANAGEMENT, LLC$591,279$376,053,268—$376,053,268
      381GODFREY FINANCIAL ASSOCIATES, INC.$181,670$101,553,523—$101,553,523
      382MCNAMARA FINANCIAL SERVICES, INC.$230,865$589,168,381—$589,168,381
      383CAPITAL FINANCIAL PLANNERS$391,376$222,692,721—$222,692,721
      384CAPITAL MANAGEMENT ADVISOR GROUP, LLC$772,150$165,240,000—$165,240,000
      385KANE COMPANY WEALTH MANAGEMENT PC$310,951$172,577,701—$172,577,701
      386RESOURCE CONSULTING GROUP$1,006,759$2,642,742,586—$2,642,742,586
      387ALDEBARAN FINANCIAL INC$396,772$281,311,346—$281,311,346
      388BLUE WATER WEALTH$293,560$292,385,972—$292,385,972
      389PRUDENT MANAGEMENT ASSOCIATES$1,983,619$1,221,909,235—$1,221,909,235
      390HAVEN WEALTH GROUP$403,820$260,867,459—$260,867,459
      391FINANCIAL PLANNING AND INFORMATION SERVICES, INC.$924,329$1,007,518,203—$1,007,518,203
      392AILSA CAPITAL, INC.$224,640$210,262,892—$210,262,892
      393PARAGON CAPITAL MANAGEMENT LLC$741,552$441,223,380—$441,223,380
      394PROFESSIONAL FINANCIAL SERVICES, INC.$304,717$190,448,052—$190,448,052
      395KEYSTONE WEALTH PARTNERS LLC$189,104$644,276,054—$644,276,054
      396CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC$551,555$510,188,103—$510,188,103
      397HOLLINGSWORTH AVENT AVERRE & PURVIS, PA$862,580$142,325,738—$142,325,738
      398ADELL HARRIMAN & CARPENTER$653,316$1,259,593,077—$1,259,593,077
      399DUDLEY CAPITAL MANAGEMENT LLC$647,831$160,014,200—$160,014,200
      400IAM ADVISORY LLC$216,602$526,125,315—$526,125,315
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      Showing 351 to 400 of 2,927 entries

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      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.