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 | BEAR MOUNTAIN CAPITAL INC. | $296,691 | $280,381,835 | $881,603 | $281,263,438 |
| 1652 | MAYFAIR ADVISORY GROUP, LLC | $347,972 | $295,940,325 | $880,000 | $296,820,325 |
| 1653 | SURIENCE PRIVATE WEALTH LLC | $340,927 | $134,469,209 | $878,718 | $135,347,927 |
| 1654 | DELOS WEALTH ADVISORS | $513,924 | $129,660,011 | $876,800 | $130,536,811 |
| 1655 | WESTFIELD FINANCIAL PLANNING | $366,774 | $188,407,013 | $848,268 | $189,255,281 |
| 1656 | PREVAIL WEALTH MANAGEMENT | $249,497 | $127,393,313 | $848,100 | $128,241,413 |
| 1657 | SMART PORTFOLIOS, LLC | $529,161 | $213,465,564 | $844,797 | $214,310,361 |
| 1658 | SHERWOOD FINANCIAL PARTNERS, LLC | $1,122,528 | $126,031,526 | $814,149 | $126,845,675 |
| 1659 | BERNHARDT WEALTH MANAGEMENT, INC. | $641,725 | $666,598,443 | $795,037 | $667,393,480 |
| 1660 | BAY POINT WEALTH | $547,194 | $697,982,418 | $784,908 | $698,767,326 |
| 1661 | CURTIS ADVISORY GROUP, LLC | $1,110,753 | $370,208,958 | $782,400 | $370,991,358 |
| 1662 | AHL INVESTMENT MANAGEMENT, INC. | $485,645 | $157,105,369 | $729,161 | $157,834,530 |
| 1663 | TANDEMGROWTH FINANCIAL ADVISORS, LLC | $348,841 | $224,627,833 | $723,570 | $225,351,403 |
| 1664 | SMITH, SALLEY & ASSOCIATES, LLC | $1,431,560 | $2,716,382,638 | $717,571 | $2,717,100,209 |
| 1665 | AUCTUS ADVISORS LLC | $624,866 | $342,961,738 | $714,821 | $343,676,559 |
| 1666 | GUARDIAN WEALTH MANAGEMENT, INC. | $324,938 | $343,399,658 | $710,038 | $344,109,696 |
| 1667 | JARVIS FINANCIAL | $383,532 | $226,375,000 | $676,000 | $227,051,000 |
| 1668 | MULLOOLY ASSET MANAGEMENT, INC. | $228,686 | $373,920,986 | $666,955 | $374,587,941 |
| 1669 | IRONBRIDGE PRIVATE WEALTH, LLC | $649,004 | $231,677,647 | $665,901 | $232,343,548 |
| 1670 | BRADLEY FOSTER & SARGENT INC | $1,682,597 | $6,124,003,379 | $648,936 | $6,124,652,315 |
| 1671 | STEELE STREET PRIVATE WEALTH MANAGEMENT | $471,216 | $131,763,516 | $648,043 | $132,411,559 |
| 1672 | CEDAR POINT CAPITAL PARTNERS, LLC | $152,310 | $135,831,074 | $639,085 | $136,470,159 |
| 1673 | SJA FINANCIAL ADVISORY, LLC | $438,241 | $534,899,605 | $631,046 | $535,530,651 |
| 1674 | WAYPOINT CAPITAL ADVISORS, LLC | $988,289 | $527,123,649 | $622,662 | $527,746,311 |
| 1675 | ETF PORTFOLIO PARTNERS, INC. | $765,359 | $295,575,694 | $618,242 | $296,193,936 |
| 1676 | HIGH PINES WEALTH MANAGEMENT LLC | $949,708 | $222,592,608 | $588,855 | $223,181,463 |
| 1677 | ALCOSTA CAPITAL MANAGEMENT, INC. | $1,411,931 | $206,968,972 | $584,879 | $207,553,851 |
| 1678 | LIFE PLANNING PARTNERS, INC. | $491,926 | $255,712,388 | $581,218 | $256,293,606 |
| 1679 | ASSETGRADE, LLC | $338,954 | $201,096,694 | $581,186 | $201,677,880 |
| 1680 | VERIPAX WEALTH MANAGEMENT, INC. | $227,907 | $220,718,552 | $579,443 | $221,297,995 |
| 1681 | FULCRUM EQUITY MANAGEMENT, LLC | $186,415 | $374,686,086 | $567,601 | $375,253,687 |
| 1682 | BEST INVEST | $151,291 | $195,512,437 | $560,554 | $196,072,991 |
| 1683 | STRICKLAND DAVIS ADVISORS LLC | $652,431 | $120,801,763 | $550,467 | $121,352,230 |
| 1684 | IMUS WILKINSON INVESTMENT MANAGEMENT, LLC | $131,893 | $193,089,299 | $529,196 | $193,618,495 |
| 1685 | TRUNORTH FINANCIAL SERVICES, INC. | $267,147 | $200,100,827 | $526,471 | $200,627,298 |
| 1686 | TOGETHER AND/OR TOGETHER PLANNING | $245,003 | $103,114,729 | $521,723 | $103,636,452 |
| 1687 | LIBERTY FINANCIAL GROUP, INC. | $618,277 | $113,862,390 | $518,870 | $114,381,260 |
| 1688 | WAYFINDING FINANCIAL, LLC | $267,073 | $260,948,676 | $515,930 | $261,464,606 |
| 1689 | 5T WEALTH, LLC | $660,785 | $217,545,210 | $513,803 | $218,059,013 |
| 1690 | SARATOGA WEALTH ADVISORS, LLC | $403,443 | $116,082,230 | $512,747 | $116,594,977 |
| 1691 | GRAY PRIVATE WEALTH, LLC | $1,535,497 | $328,103,982 | $492,339 | $328,596,321 |
| 1692 | PLANNED SOLUTIONS, INC. | $227,311 | $422,549,209 | $477,398 | $423,026,607 |
| 1693 | HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. | $172,434 | $115,055,457 | $475,116 | $115,530,573 |
| 1694 | AVIANCE CAPITAL PARTNERS LLC | $916,477 | $652,067,741 | $464,205 | $652,531,946 |
| 1695 | FIDUCIARY FINANCIAL ADVISORS | $184,760 | $323,249,000 | $450,000 | $323,699,000 |
| 1696 | FINANCIAL HARVEST WEALTH ADVISORS | $321,659 | $268,459,357 | $447,483 | $268,906,840 |
| 1697 | ZIMMERMAN WEALTH MANAGEMENT, LLC | $524,450 | $339,925,821 | $442,221 | $340,368,042 |
| 1698 | PRING TURNER CAPITAL GROUP | $563,213 | $183,179,163 | $428,201 | $183,607,364 |
| 1699 | MEZZASALMA ADVISORS | $389,822 | $216,315,124 | $426,108 | $216,741,232 |
| 1700 | ADAMS ASHBY FINANCIAL ADVISORS | $1,704,335 | $187,062,076 | $414,792 | $187,476,868 |
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.
