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 |
|---|---|---|---|---|---|
| 2201 | NICOLLET INVESTMENT MANAGEMENT, INC. | $646,260 | $447,211,747 | — | $447,211,747 |
| 2202 | SEVENBRIDGE FINANCIAL GROUP, LLC | $531,320 | $475,000,000 | — | $475,000,000 |
| 2203 | FIRSTMETRIC | $965,125 | $252,862,677 | — | $252,862,677 |
| 2204 | TIMBER CREEK CAPITAL MANAGEMENT, LLC | $12,084,008 | $519,612,353 | — | $519,612,353 |
| 2205 | LOGAN PARK WEALTH MANAGEMENT | $246,121 | $260,641,850 | — | $260,641,850 |
| 2206 | TOAMS FINANCIAL | $160,367 | $140,000,000 | — | $140,000,000 |
| 2207 | CHATHAM CAPITAL GROUP INC | $1,197,037 | $649,991,312 | — | $649,991,312 |
| 2208 | PREMIER PRIVATE WEALTH, LLC | $615,770 | $299,264,114 | — | $299,264,114 |
| 2209 | BOULDER WEALTH ADVISORS, LLC | $336,973 | $182,639,110 | — | $182,639,110 |
| 2210 | ANDREW HILL INVESTMENT ADVISORS, INC. | $436,800 | $152,880,000 | — | $152,880,000 |
| 2211 | CAUBLE & HARRE WEALTH MANAGEMENT, INC. | $587,681 | $239,774,000 | — | $239,774,000 |
| 2212 | TARBOX FAMILY OFFICE, INC. | $1,222,346 | $1,040,216,612 | — | $1,040,216,612 |
| 2213 | STONE PINE FINANCIAL PARTNERS | $264,612 | $132,306,000 | — | $132,306,000 |
| 2214 | COVENANT ASSET MANAGEMENT, LLC | $968,384 | $490,970,551 | — | $490,970,551 |
| 2215 | BRIDGEMARK WEALTH MANAGEMENT | $233,217 | $152,524,182 | — | $152,524,182 |
| 2216 | MBE WEALTH MANAGEMENT, LLC | $122,088 | $471,139,499 | — | $471,139,499 |
| 2217 | MADISON PARTNERS | $178,963 | $432,911,122 | — | $432,911,122 |
| 2218 | SAGE INVESTMENT ADVISERS LLC | $319,329 | $152,000,840 | — | $152,000,840 |
| 2219 | STRATEGIC PLANNING, INC. | $308,072 | $269,870,741 | — | $269,870,741 |
| 2220 | TRINITY FINANCIAL ADVISORS LLC | $422,714 | $360,574,741 | — | $360,574,741 |
| 2221 | AMERICAN FINANCIAL & TAX STRATEGIES, INC. | $393,081 | $228,380,286 | — | $228,380,286 |
| 2222 | ISTHMUS PARTNERS, LLC | $753,565 | $952,505,865 | — | $952,505,865 |
| 2223 | OSWEGO WEALTH ADVISORS INC. | $182,299 | $234,801,096 | — | $234,801,096 |
| 2224 | WEALTH COVENANT GROUP LLC | $888,424 | $276,300,000 | — | $276,300,000 |
| 2225 | NEW ENGLAND GUILD WEALTH ADVISORS, INC. | $553,825 | $396,538,657 | — | $396,538,657 |
| 2226 | LIGHTHOUSE WEALTH MANAGEMENT, INC. | $225,944 | $175,106,266 | — | $175,106,266 |
| 2227 | BROOKLYN FI, LLC | $186,964 | $127,509,298 | — | $127,509,298 |
| 2228 | SPRAKER WEST WEALTH MANAGEMENT, INC | $583,624 | $236,367,581 | — | $236,367,581 |
| 2229 | HERITAGE FINANCIAL PLANNING | $520,828 | $262,497,085 | — | $262,497,085 |
| 2230 | KADES & CHEIFETZ, LLC | $511,330 | $421,335,696 | — | $421,335,696 |
| 2231 | HINSDALE ASSOCIATES | $717,002 | $129,060,448 | — | $129,060,448 |
| 2232 | FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC | $335,757 | $125,237,537 | — | $125,237,537 |
| 2233 | JACKSON CREEK INVESTMENT ADVISORS LLC | $2,421,152 | $295,380,512 | — | $295,380,512 |
| 2234 | ELIOT FINKEL INVESTMENT COUNSEL, LLC | $1,018,241 | $209,757,727 | — | $209,757,727 |
| 2235 | COMPASS FINANCIAL GROUP, INC. | $936,841 | $386,915,250 | — | $386,915,250 |
| 2236 | RUTHERFORD ASSET PLANNING, INC. | $576,287 | $193,056,034 | — | $193,056,034 |
| 2237 | CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. | $583,962 | $256,359,525 | — | $256,359,525 |
| 2238 | HIGHLAND FINANCIAL ADVISORS, LLC | $297,967 | $377,822,340 | — | $377,822,340 |
| 2239 | FINANCIAL SOLUTIONS ASSOCIATES | $288,100 | $137,712,000 | — | $137,712,000 |
| 2240 | THE HUMPHREYS GROUP | $2,441,182 | $290,500,622 | — | $290,500,622 |
| 2241 | EXECUTIVE WEALTH GROUP, LLC | $1,893,411 | $420,337,336 | — | $420,337,336 |
| 2242 | INNOVATIVE ADVISER SOLUTIONS, LLC | $437,382 | $101,910,000 | — | $101,910,000 |
| 2243 | KINGFISHER CAPITAL, LLC | $867,225 | $586,243,939 | — | $586,243,939 |
| 2244 | CAPITAL FINANCIAL SERVICES LLC | $263,645 | $127,604,183 | — | $127,604,183 |
| 2245 | R.L.K. ADVISORY GROUP | $151,221 | $137,611,477 | — | $137,611,477 |
| 2246 | MADDEN ADVISORY SERVICES, INC. | $316,050 | $189,314,214 | — | $189,314,214 |
| 2247 | FINANCIAL SYNERGIES | $1,610,188 | $1,112,640,025 | — | $1,112,640,025 |
| 2248 | ASSET MANAGEMENT STRATEGIES, INC. | $96,421 | $157,456,068 | — | $157,456,068 |
| 2249 | LAFAYETTE INVESTMENTS, INC. | $1,443,531 | $783,837,272 | — | $783,837,272 |
| 2250 | MODEL WEALTH | $493,846 | $180,747,498 | — | $180,747,498 |
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.
