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
      1751WILLOW GROVE ADVISORS, LLC$443,904$185,103,991$4,104$185,108,095
      1752BAUGH & ASSOCIATES, LLC$513,351$216,633,068$1,098$216,634,166
      1753PARK, MILLER, LLC$1,309,836$256,727,331$453$256,727,784
      1754SELKIRK WEALTH ADVISORS, LLC$1,687,306$104,612,994—$104,612,994
      1755OLD PEAK FINANCE$881,990$440,112,765—$440,112,765
      1756KENSINGTON INVESTMENT COUNSEL$958,635$203,230,691—$203,230,691
      1757REFINED WEALTH MANAGEMENT$174,905$127,505,438—$127,505,438
      1758NEWGROUND SOCIAL INVESTMENT$853,333$128,000,000—$128,000,000
      1759CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT$814,332$214,169,359—$214,169,359
      1760EDGEROCK WEALTH MANAGEMENT$256,265$231,151,051—$231,151,051
      1761OCCIDENTAL ASSET MANAGEMENT, LLC$400,411$523,737,691—$523,737,691
      1762CARTER ASSET MANAGEMENT$798,938$420,241,421—$420,241,421
      1763YOUNG RICHARD C & CO LTD$761,301$1,432,008,099—$1,432,008,099
      1764ALCHEMI WEALTH, LLC$222,407$173,477,630—$173,477,630
      1765HERITAGE WEALTH MANAGEMENT, INC.$247,521$213,115,340—$213,115,340
      1766EDGE WEALTH MANAGEMENT, LLC$1,627,215$846,151,721—$846,151,721
      1767PENSION & WEALTH MANAGEMENT ADVISORS$768,411$165,208,313—$165,208,313
      1768BOGDANOVICH WEALTH MANAGEMENT PLLC$1,605,953$256,952,554—$256,952,554
      1769MOULTON WEALTH MANAGEMENT, INC$260,456$147,157,917—$147,157,917
      1770KEYSTONE FINANCIAL SERVICES$926,468$218,646,355—$218,646,355
      1771SKY ALPHA ASSET ADVISORS LLC$558,569$248,004,800—$248,004,800
      1772HILLTOP WEALTH ADVISORS, LLC$258,930$370,270,127—$370,270,127
      1773MCDONALD CAPITAL MANAGEMENT$676,481$233,385,998—$233,385,998
      1774FRAZIER FINANCIAL CONSULTANTS, LLC$552,914$164,215,520—$164,215,520
      1775BUCKLEY WEALTH MANAGEMENT, LLC$891,453$558,049,491—$558,049,491
      177617 CAPITAL PARTNERS, LLC$1,065,070$132,068,628—$132,068,628
      1777SHADE TREE ADVISORS LLC$5,931,493$272,848,683—$272,848,683
      1778RODGERS & ASSOCIATES$423,877$1,382,262,598—$1,382,262,598
      1779BONNER & SMITH, LLC$247,137$229,343,130—$229,343,130
      1780FINANCIAL FORUM, INC.$160,609$222,764,042—$222,764,042
      1781THE WELCH GROUP, LLC$743,985$2,449,942,225—$2,449,942,225
      1782WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000—$112,412,000
      1783ADVICEONE ADVISORY SERVICES, LLC$282,928$1,299,488,224—$1,299,488,224
      1784HERITAGE FINANCIAL SERVICES, LLC$436,848$2,228,359,850—$2,228,359,850
      1785ASSET MANAGEMENT GROUP LTD$1,044,060$502,192,860—$502,192,860
      1786FINANCIAL AVENGERS, INC.$476,817$337,586,672—$337,586,672
      1787SIMPLIFI, INC.$456,275$245,019,686—$245,019,686
      1788CROWN WEALTH GROUP LLC$265,324$202,441,997—$202,441,997
      1789SANCHEZ & ZURES, LLC$302,561$165,198,502—$165,198,502
      1790MOSS, LUSE & WOMBLE, LLC$202,508$298,700,000—$298,700,000
      1791LEVEL FINANCIAL ADVISORS, INC.$303,396$545,201,873—$545,201,873
      1792ONYX FINANCIAL ADVISORS, LLC$358,248$326,363,848—$326,363,848
      1793CERTIFIED PLANNERS, INC.$293,928$185,468,350—$185,468,350
      1794TOM JOHNSON INVESTMENT MANAGEMENT, LLC$308,395$1,795,478,023—$1,795,478,023
      1795JACOBSEN CAPITAL MANAGEMENT$1,075,821$380,840,506—$380,840,506
      1796CLEAR SKY FINANCIAL, LP$387,405$116,221,613—$116,221,613
      1797CLARITY ASSET MANAGEMENT, INC.$402,983$227,282,155—$227,282,155
      1798NEWGROUND SOCIAL INVESTMENT$853,333$128,000,000—$128,000,000
      1799MISSION CREEK CAPITAL PARTNERS, INC.$486,828$493,156,933—$493,156,933
      1800MERRITHEW & THORSTEN, INC.$384,615$150,000,000—$150,000,000
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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.