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 |
|---|---|---|---|---|---|
| 1401 | ONEASCENT WEALTH MANAGEMENT | $217,739 | $380,741,218 | $3,786,529 | $384,527,747 |
| 1402 | ROI FINANCIAL | $192,543 | $133,890,917 | $3,777,190 | $137,668,107 |
| 1403 | ENTASIS ASSET MANAGEMENT LLC | $333,796 | $116,070,279 | $3,762,649 | $119,832,928 |
| 1404 | PROSPERITY ROAD, LLC | $1,105,162 | $146,542,717 | $3,759,336 | $150,302,053 |
| 1405 | CWC ADVISORS, LLC | $959,119 | $148,750,000 | $3,750,000 | $152,500,000 |
| 1406 | BROWN FINANCIAL ADVISORY | $434,282 | $281,584,610 | $3,738,727 | $285,323,337 |
| 1407 | TRELLIS ADVISORS, LLC | $387,969 | $458,354,046 | $3,717,501 | $462,071,547 |
| 1408 | TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC | $453,498 | $465,226,086 | $3,690,625 | $468,916,711 |
| 1409 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC | $321,098 | $154,292,540 | $3,687,496 | $157,980,036 |
| 1410 | BBJS FINANCIAL ADVISORS, LLC | $3,600,921 | $280,795,764 | $3,677,028 | $284,472,792 |
| 1411 | COMPASS FINANCIAL ADVISORY SERVICES, LLC | $399,710 | $267,326,799 | $3,676,646 | $271,003,445 |
| 1412 | MOKOSAK ADVISORY GROUP, LLC | $252,705 | $272,530,792 | $3,675,670 | $276,206,462 |
| 1413 | HARVEST FINANCIAL PARTNERS | $316,290 | $102,322,585 | $3,634,655 | $105,957,240 |
| 1414 | GLOBAL VIEW INVESTMENT ADVISORS, LLC | $276,605 | $400,493,555 | $3,626,486 | $404,120,041 |
| 1415 | FORT HENRY CAPITAL, LLC | $534,176 | $207,915,193 | $3,618,646 | $211,533,839 |
| 1416 | CAPITOL FAMILY OFFICE, INC. | $238,974 | $146,936,677 | $3,616,745 | $150,553,422 |
| 1417 | 1620 INVESTMENT ADVISORS, INC. | $374,666 | $168,744,126 | $3,602,344 | $172,346,470 |
| 1418 | ASPEN WEALTH STRATEGIES, LLC | $220,879 | $244,889,415 | $3,599,328 | $248,488,743 |
| 1419 | HELLER WEALTH MANAGEMENT | $572,265 | $320,342,001 | $3,559,852 | $323,901,853 |
| 1420 | SOLOMON API, LP | $99,285 | $119,463,880 | $3,550,000 | $123,013,880 |
| 1421 | CAPASSO PLANNING PARTNERS LLC | $199,092 | $251,091,363 | $3,546,839 | $254,638,202 |
| 1422 | ARCADIA WEALTH MANAGEMENT | $305,126 | $241,785,327 | $3,536,277 | $245,321,604 |
| 1423 | MARIN WEALTH ADVISORS LLC | $387,981 | $307,238,380 | $3,534,100 | $310,772,480 |
| 1424 | LONG ISLAND WEALTH MANAGEMENT, INC. | $386,203 | $134,738,135 | $3,522,542 | $138,260,677 |
| 1425 | THE ESTATE PLANNERS GROUP | $1,149,600 | $283,900,000 | $3,500,000 | $287,400,000 |
| 1426 | FIELDER CAPITAL GROUP LLC | $1,295,775 | $439,676,293 | $3,478,871 | $443,155,164 |
| 1427 | BARRON FINANCIAL GROUP, LLP | $296,717 | $111,648,675 | $3,477,366 | $115,126,041 |
| 1428 | INTEGRITY WEALTH SOLUTIONS LLC | $351,307 | $176,047,943 | $3,470,131 | $179,518,074 |
| 1429 | FOCUS WEALTH ADVISORS, LLC | $614,313 | $217,083,128 | $3,455,086 | $220,538,214 |
| 1430 | WEALTH ADVISORS NW | $199,639 | $167,856,936 | $3,433,316 | $171,290,252 |
| 1431 | ONE DEGREE ADVISORS, INC. | $229,687 | $289,669,210 | $3,411,753 | $293,080,963 |
| 1432 | DOBSON ASSET MANAGEMENT | $459,972 | $171,394,927 | $3,394,404 | $174,789,331 |
| 1433 | HFM INVESTMENT ADVISORS, LLC | $187,978 | $179,898,064 | $3,380,633 | $183,278,697 |
| 1434 | DAVIS PRIVATE WEALTH, LLC | $325,843 | $112,700,000 | $3,300,000 | $116,000,000 |
| 1435 | BIG INVESTMENT SERVICES | $199,803 | $223,686,000 | $3,290,000 | $226,976,000 |
| 1436 | FRANKLIN, PARLAPIANO, TURNER & WELCH LLC | $1,849,482 | $693,968,488 | $3,286,342 | $697,254,830 |
| 1437 | BENCHMARK CAPITAL GROUP LTD. | $377,316 | $131,794,032 | $3,285,037 | $135,079,069 |
| 1438 | WEALTH MANAGEMENT SOLUTIONS | $299,293 | $152,096,000 | $3,237,000 | $155,333,000 |
| 1439 | FORTITUDE FAMILY OFFICE | $2,697,605 | $142,441,400 | $3,229,243 | $145,670,643 |
| 1440 | FONTE FINANCIAL ADVISORS | $372,034 | $112,473,949 | $3,228,659 | $115,702,608 |
| 1441 | PKS INVESTMENT ADVISORS LLC | $235,651 | $203,928,204 | $3,208,795 | $207,136,999 |
| 1442 | SBC WEALTH MANAGEMENT | $362,294 | $1,006,504,371 | $3,208,315 | $1,009,712,686 |
| 1443 | OXLER PRIVATE WEALTH | $1,749,696 | $455,214,306 | $3,205,956 | $458,420,262 |
| 1444 | BLOM & HOWELL FINANCIAL PLANNING, INC. | $139,294 | $111,857,000 | $3,200,000 | $115,057,000 |
| 1445 | NOVARE CAPITAL MANAGEMENT | $2,149,113 | $1,406,619,494 | $3,198,802 | $1,409,818,296 |
| 1446 | TREASURE COAST FINANCIAL PLANNING, INC. | $305,675 | $179,908,992 | $3,190,311 | $183,099,303 |
| 1447 | POLLOCK INVESTMENT ADVISORS, LLC | $464,677 | $289,574,908 | $3,171,678 | $292,746,586 |
| 1448 | ORIN GREEN FINANCIAL, LLC | $511,369 | $408,489,448 | $3,162,608 | $411,652,056 |
| 1449 | REZNY WEALTH MANAGEMENT, INC. | $1,292,376 | $323,812,467 | $3,158,553 | $326,971,020 |
| 1450 | SLOAN INVESTMENT MANAGEMENT, L.L.C. | $2,214,597 | $665,656,768 | $3,151,435 | $668,808,203 |
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.
