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 |
|---|---|---|---|---|---|
| 2701 | BEERS KIGHT FINANCIAL ADVISORS, LLC | $503,861 | $176,351,200 | — | $176,351,200 |
| 2702 | PERSONAL INVESTMENT MANAGEMENT INC | $407,209 | $533,851,522 | — | $533,851,522 |
| 2703 | EPIC TRUST INVESTMENT ADVISORS LLC | $149,049 | $198,831,504 | — | $198,831,504 |
| 2704 | DEAN INVESTMENTS | $1,423,217 | $744,342,589 | — | $744,342,589 |
| 2705 | SILICON VALLEY CAPITAL PARTNERS, L.P. | $665,602 | $845,313,930 | — | $845,313,930 |
| 2706 | PINE GROVE FINANCIAL GROUP | $203,711 | $626,206,273 | — | $626,206,273 |
| 2707 | CLARIS ADVISORS, LLC | $695,513 | $545,978,059 | — | $545,978,059 |
| 2708 | PENOBSCOT FINANCIAL ADVISORS | $153,827 | $281,657,713 | — | $281,657,713 |
| 2709 | EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT | $320,006 | $222,083,927 | — | $222,083,927 |
| 2710 | CORE WEALTH MANAGEMENT, INC. | $424,580 | $271,306,891 | — | $271,306,891 |
| 2711 | RD LEWIS WEALTH MANAGEMENT | $259,601 | $173,413,745 | — | $173,413,745 |
| 2712 | ALIGN IMPACT, LLC | $6,616,102 | $205,099,167 | — | $205,099,167 |
| 2713 | COIGN CAPITAL ADVISORS LLC | $330,548 | $316,334,125 | — | $316,334,125 |
| 2714 | INTRINSIC VALUE PARTNERS, LLC | $873,256 | $183,383,721 | — | $183,383,721 |
| 2715 | THE HOGAN-KNOTTS FINANCIAL GROUP, INC. | $474,456 | $304,126,578 | — | $304,126,578 |
| 2716 | DEL-SETTE CAPITAL MANAGEMENT, LLC | $236,107 | $147,094,691 | — | $147,094,691 |
| 2717 | WEALTH TEAMS ALLIANCE | $270,295 | $246,779,538 | — | $246,779,538 |
| 2718 | SUCCESSFUL MONEY STRATEGIES INC | $283,232 | $185,800,000 | — | $185,800,000 |
| 2719 | COHEN INVESTMENT ADVISORS, LLC | $275,487 | $151,793,393 | — | $151,793,393 |
| 2720 | MCRAE CAPITAL MANAGEMENT INC. | $859,583 | $667,896,289 | — | $667,896,289 |
| 2721 | POWERS ADVISORY GROUP, LLC | $165,142 | $164,646,939 | — | $164,646,939 |
| 2722 | FINANCIAL CONCEPTS | $158,141 | $794,341,659 | — | $794,341,659 |
| 2723 | SECURE FINANCIAL MANAGEMENT | $530,318 | $164,398,425 | — | $164,398,425 |
| 2724 | NEUMANN CAPITAL MANAGEMENT | $949,236 | $515,435,206 | — | $515,435,206 |
| 2725 | CONSILIUM WEALTH ADVISORY, LLC | $510,762 | $247,719,618 | — | $247,719,618 |
| 2726 | TRUST INVESTMENT ADVISORS | $435,895 | $170,434,821 | — | $170,434,821 |
| 2727 | LAKE HILLS WEALTH MANAGEMENT, LLC | $231,796 | $160,866,640 | — | $160,866,640 |
| 2728 | COMPASS FINANCIAL GROUP, INC | $133,333 | $760,000,000 | — | $760,000,000 |
| 2729 | CHICAGO WEALTH MANAGEMENT, INC. | $267,607 | $233,085,272 | — | $233,085,272 |
| 2730 | IVY LEAGUE FINANCIAL ADVISORS LLC | $416,324 | $134,472,785 | — | $134,472,785 |
| 2731 | FIRST WILSHIRE SECURITIES MANAGEMENT, INC. | $1,325,008 | $359,077,070 | — | $359,077,070 |
| 2732 | MUIRFIELD WEALTH ADVISORS LLC | $494,460 | $178,500,000 | — | $178,500,000 |
| 2733 | COOPER LAPMAN FINANCIAL, LLC | $1,080,268 | $341,364,764 | — | $341,364,764 |
| 2734 | MMBG INVESTMENT ADVISORS CO. | $16,871,414 | $2,041,441,088 | — | $2,041,441,088 |
| 2735 | PEAK FINANCIAL MANAGEMENT INC | $304,586 | $395,961,220 | — | $395,961,220 |
| 2736 | LOUNTZIS ASSET MANAGEMENT, LLC | $1,696,123 | $415,550,049 | — | $415,550,049 |
| 2737 | CMH WEALTH MANAGEMENT, LLC | $1,274,773 | $616,990,175 | — | $616,990,175 |
| 2738 | RETIREMENT MANAGEMENT SYSTEMS | $456,204 | $1,612,679,618 | — | $1,612,679,618 |
| 2739 | PILE WEALTH MANAGEMENT | $631,247 | $111,730,632 | — | $111,730,632 |
| 2740 | WINNING POINTS ADVISORS, L.L.C. | $541,712 | $251,896,182 | — | $251,896,182 |
| 2741 | MAXELE ADVISORS, LLC | $243,317 | $131,148,000 | — | $131,148,000 |
| 2742 | DEFINE FINANCIAL, LLC | $475,252 | $139,723,964 | — | $139,723,964 |
| 2743 | BANTA ASSET MANAGEMENT LP | $631,950 | $156,723,525 | — | $156,723,525 |
| 2744 | EVOADVISERS | $279,194 | $184,826,380 | — | $184,826,380 |
| 2745 | CAP PARTNERS, LLC | $155,285 | $163,980,867 | — | $163,980,867 |
| 2746 | DIVERSIFIED ASSET MANAGEMENT, INC. | $1,455,837 | $117,922,794 | — | $117,922,794 |
| 2747 | INTEGRITY WEALTH PARTNERS, LLC | $320,144 | $172,877,760 | — | $172,877,760 |
| 2748 | STEVE ROBBINS, INC. | $204,847 | $112,051,230 | — | $112,051,230 |
| 2749 | REDMONT WEALTH | $1,830,677 | $170,253,000 | — | $170,253,000 |
| 2750 | TABR CAPITAL MANAGEMENT, LLC | $305,024 | $179,963,936 | — | $179,963,936 |
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.
