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
      2351BETTER MONEY DECISIONS$389,565$199,457,431—$199,457,431
      2352MERIWETHER WEALTH & PLANNING, LLC$192,503$212,138,558—$212,138,558
      2353JACKSON, GRANT INVESTMENT ADVISERS, INC.$5,044,881$494,398,378—$494,398,378
      2354CONSERVEST CAPITAL ADVISORS INC$6,183,034$1,589,039,759—$1,589,039,759
      2355TRANSITIONS WEALTH MANAGEMENT, LLC$1,120,132$423,410,048—$423,410,048
      2356OPTIMIZE FINANCIAL INC.$223,014$100,579,312—$100,579,312
      2357PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC$290,067$384,048,054—$384,048,054
      2358ARCHETYPE ADVISORS, LLC$346,512$120,586,288—$120,586,288
      2359WEALTHPOINT ADVISORS LLC$490,120$293,091,491—$293,091,491
      2360THE BURNEY COMPANY$630,921$2,625,894,633—$2,625,894,633
      2361GALECKI FINANCIAL MANAGEMENT INC$328,951$621,059,259—$621,059,259
      2362PACIFIC SAGE PARTNERS, LLC$319,891$696,082,978—$696,082,978
      2363ETRE LLC$2,593,672$132,277,251—$132,277,251
      2364KAHLER FINANCIAL GROUP, INC.$328,768$178,850,000—$178,850,000
      2365RETIREMENT RESOURCES, LLC$137,783$146,187,745—$146,187,745
      2366JHP WEALTH MANAGEMENT, LLC$568,328$162,541,926—$162,541,926
      2367ALESCO ADVISORS LLC$3,152,467$4,403,996,823—$4,403,996,823
      2368EDGEMOOR INVESTMENT ADVISORS, INC.$1,595,161$1,150,111,173—$1,150,111,173
      2369TRUE MEASURE WEALTH MANAGEMENT$716,338$226,362,761—$226,362,761
      2370BRIGGS ADVISORY GROUP, INC.$481,766$433,107,395—$433,107,395
      2371CARLSBAD WEALTH ADVISORY GROUP, INC.$338,359$244,295,531—$244,295,531
      2372FINANCIAL INSIGHTS INC$706,797$533,631,424—$533,631,424
      2373S.E.E.D. PLANNING GROUP, LLC$298,297$329,916,002—$329,916,002
      2374STRATEGIC FINANCIAL PLANNING, INC.$311,308$163,436,933—$163,436,933
      2375EMERSON WEALTH, LLC$881,560$634,723,340—$634,723,340
      2376THE J. ARNOLD WEALTH MANAGEMENT CO., LLC$136,841$244,534,453—$244,534,453
      2377MACROCLIMATE LLC$3,009,983$180,598,970—$180,598,970
      2378BULL OAK CAPITAL, LLC$494,613$116,234,129—$116,234,129
      2379CADINHA & CO LLC$754,326$1,042,478,797—$1,042,478,797
      2380SENTARA CAPITAL$198,296$116,399,753—$116,399,753
      2381CARSWELL INVESTMENTS, LLC$501,932$246,950,449—$246,950,449
      2382KOTYS WEALTH PROFESSIONALS$278,792$181,493,871—$181,493,871
      2383J.E. SIMMONS & CO., P.C.$429,592$153,794,049—$153,794,049
      2384ASHFIELD CAPITAL PARTNERS$2,908,020$1,861,132,845—$1,861,132,845
      2385NORTH FORTY TWO & CO.$580,694$130,656,250—$130,656,250
      2386EADS & HEALD WEALTH MANAGEMENT$877,713$265,069,300—$265,069,300
      2387RM PRIVATE WEALTH MANAGEMENT INC.$1,461,911$244,139,093—$244,139,093
      2388LAUER WEALTH MANAGEMENT$177,934$121,350,850—$121,350,850
      2389THE PLANNER'S EDGE LLC$657,177$147,864,886—$147,864,886
      2390MICHAEL BRADY & CO., LLC$276,564$160,406,998—$160,406,998
      2391KENSINGTON FINANCIAL ADVISORS LLC$376,845$295,446,153—$295,446,153
      2392MENDEL MONEY MANAGEMENT INC$1,411,072$238,471,128—$238,471,128
      2393CAPITAL ADVANTAGE, INC.$386,094$981,065,395—$981,065,395
      2394BRAY CAPITAL ADVISORS, LLC$1,913,007$487,816,737—$487,816,737
      2395COLE WEALTH MANAGEMENT, LLC$508,772$145,000,000—$145,000,000
      2396CHRONOS WEALTH MANAGEMENT, L.L.C.$415,986$209,657,000—$209,657,000
      2397DECKER RETIREMENT PLANNING INC.$137,380$121,443,824—$121,443,824
      2398KAYDAN WEALTH MANAGEMENT, INC.$309,325$654,840,570—$654,840,570
      2399SAGEBROADVIEW WEALTH MANAGEMENT, LLC$543,426$297,253,818—$297,253,818
      2400SPRENG CAPITAL MANAGEMENT, INC.$155,741$238,439,460—$238,439,460
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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.