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
      401ROYAL OAK FINANCIAL GROUP$714,286$115,000,000—$115,000,000
      402DONALDSON CAPITAL MANAGEMENT LLC$739,409$2,616,028,278—$2,616,028,278
      403NBZ INVESTMENT ADVISORS, LLC$747,895$301,401,640—$301,401,640
      404CERRO PACIFIC WEALTH ADVISORS, LLC$544,294$346,715,581—$346,715,581
      405SCOTTSDALE WEALTH PLANNING, INC.$349,940$153,273,938—$153,273,938
      406INVESTORS ASSET MANAGEMENT OF GEORGIA INC$794,022$359,692,008—$359,692,008
      407JM2 CAPITAL INC.$990,208$122,785,796—$122,785,796
      408VILLAGE WEALTH ADVISORS$444,825$126,330,421—$126,330,421
      409JOHN E. SESTINA AND COMPANY$246,984$550,774,332—$550,774,332
      410FINER WEALTH MANAGEMENT, INC.$266,892$163,871,463—$163,871,463
      411CEDRUS LLC$315,154$364,003,434—$364,003,434
      412LOKKEN INVESTMENT GROUP, LLC$247,403$254,330,072—$254,330,072
      413PANORAMIC INVESTMENT ADVISORS$294,556$191,461,660—$191,461,660
      414MAINSTREAM CAPITAL MANAGEMENT$388,244$228,675,766—$228,675,766
      415STOKES FAMILY OFFICE LLC$1,064,920$1,644,236,484—$1,644,236,484
      416SHERRILL & HUTCHINS FINANCIAL ADVISORY INC$427,165$571,546,813—$571,546,813
      417PELOTON WEALTH STRATEGISTS, INC.$939,109$304,271,196—$304,271,196
      418FINANCIAL SERVICES ADVISORY$395,726$842,896,540—$842,896,540
      419DANIELS & ERICKSON FINANCIAL ADVISORS, LLC$944,636$118,079,541—$118,079,541
      420CATHY PARETO AND ASSOCIATES$379,209$188,467,006—$188,467,006
      421COGNIZANT WEALTH ADVISORS$764,210$110,046,250—$110,046,250
      422MAREST CAPITAL, LLC$1,582,399$159,822,341—$159,822,341
      423STEWARDSHIP ADVISORS, LLC$239,647$321,606,300—$321,606,300
      424CENTRAL WEALTH MANAGEMENT LLC$199,879$126,123,797—$126,123,797
      425LIBRA WEALTH LLC$794,224$373,285,321—$373,285,321
      426BENNINGFIELD FINANCIAL ADVISORS, LLC$697,462$216,213,354—$216,213,354
      427PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1,072,980$2,075,143,444—$2,075,143,444
      428AMI INVESTMENT MANAGEMENT INC$2,590,645$730,561,763—$730,561,763
      429PITZL FINANCIAL$218,856$278,384,301—$278,384,301
      430LIFEPLAN GROUP$217,505$135,505,585—$135,505,585
      431SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.$222,608$264,902,990—$264,902,990
      432CATALYST FINANCIAL PARTNERS$1,494,486$185,316,206—$185,316,206
      433ADAMS WEALTH ADVISORS$325,042$473,261,221—$473,261,221
      434SENSIBLE MONEY, LLC$441,427$405,671,398—$405,671,398
      435WELCH INVESTMENT GROUP, LLC$267,736$208,834,055—$208,834,055
      436MILLER EQUITY CAPITAL ADVISORS$606,875$138,367,494—$138,367,494
      437ALLIED PORTFOLIO MANAGEMENT, INC.$507,737$179,231,161—$179,231,161
      438DENT WEALTH ADVISORS$2,051,075$356,886,978—$356,886,978
      439DIAMANT ASSET MANAGEMENT, INC.$3,214,253$196,069,424—$196,069,424
      440BURRUS$332,672$258,153,621—$258,153,621
      441GENERATIONS WEALTH, LLC$944,005$271,873,313—$271,873,313
      442AMERICAN ASSET MANAGEMENT INC.$523,544$160,728,135—$160,728,135
      443TOWNELEY CAPITAL MANAGEMENT, INC.$2,530,581$954,028,878—$954,028,878
      444ELWOOD & GOETZ$213,397$558,460,716—$558,460,716
      445MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC$261,658$462,873,543—$462,873,543
      446BRISTLECONE ADVISORS LLC$1,719,366$1,805,334,294—$1,805,334,294
      447IRONRIDGE WEALTH MANAGEMENT, LLC$326,492$112,313,224—$112,313,224
      448NICOLLET INVESTMENT MANAGEMENT, INC.$646,260$447,211,747—$447,211,747
      449SEVENBRIDGE FINANCIAL GROUP, LLC$531,320$475,000,000—$475,000,000
      450FIRSTMETRIC$965,125$252,862,677—$252,862,677
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      Showing 401 to 450 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.