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 |
|---|---|---|---|---|---|
| 1401 | MCCLARREN FINANCIAL ADVISORS | $295,228 | $246,962,500 | $44,427,500 | $291,390,000 |
| 1402 | ASPEN WEALTH MANAGEMENT | $429,725 | $284,369,696 | $7,843,247 | $292,212,943 |
| 1403 | THE INVICTUS COLLECTIVE, LLC | $1,562,717 | $140,568,794 | $151,659,250 | $292,228,044 |
| 1404 | FORTRESS WEALTH MANAGEMENT, INC. | $334,068 | $291,097,434 | $1,212,289 | $292,309,723 |
| 1405 | BLUE WATER WEALTH | $293,560 | $292,385,972 | — | $292,385,972 |
| 1406 | OLIVER WEALTH MANAGEMENT | $229,506 | $292,390,829 | — | $292,390,829 |
| 1407 | ETESIAN WEALTH ADVISORS, INC. | $724,475 | $288,230,398 | $4,457,602 | $292,688,000 |
| 1408 | POLLOCK INVESTMENT ADVISORS, LLC | $464,677 | $289,574,908 | $3,171,678 | $292,746,586 |
| 1409 | MILLS WEALTH ADVISORS, LLC | $223,355 | $260,787,437 | $32,031,411 | $292,818,848 |
| 1410 | ARISTA WEALTH ADVISORS, LTD | $504,262 | $292,964,769 | $11,588 | $292,976,357 |
| 1411 | ONE DEGREE ADVISORS, INC. | $229,687 | $289,669,210 | $3,411,753 | $293,080,963 |
| 1412 | WEALTHPOINT ADVISORS LLC | $490,120 | $293,091,491 | — | $293,091,491 |
| 1413 | EXCHANGE PLACE ADVISORS, LLC | $453,096 | $293,153,209 | — | $293,153,209 |
| 1414 | PROCTOR FINANCIAL | $1,332,991 | $293,258,116 | — | $293,258,116 |
| 1415 | S&A FINANCIAL SERVICES, INC. | $196,324 | $273,704,431 | $19,799,598 | $293,504,029 |
| 1416 | DETTERBECK WEALTH MANAGEMENT | $379,918 | $265,270,088 | $28,786,822 | $294,056,910 |
| 1417 | WICK CAPITAL PARTNERS, LLC | $508,067 | $294,170,732 | — | $294,170,732 |
| 1418 | DESTINY CAPITAL CORPORATION | $336,235 | $266,676,348 | $27,529,393 | $294,205,741 |
| 1419 | ENDOWMENT WEALTH MANAGEMENT, INC. | $185,261 | $269,494,195 | $25,070,530 | $294,564,725 |
| 1420 | WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC | $1,619,611 | $235,910,275 | $58,858,987 | $294,769,262 |
| 1421 | CAIRN INVESTMENT GROUP | $367,064 | $250,001,035 | $45,118,136 | $295,119,171 |
| 1422 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | $327,779 | $258,665,422 | $36,663,856 | $295,329,278 |
| 1423 | JACKSON CREEK INVESTMENT ADVISORS LLC | $2,421,152 | $295,380,512 | — | $295,380,512 |
| 1424 | CURRAN FINANCIAL PARTNERS, LLC | $129,399 | $295,416,902 | — | $295,416,902 |
| 1425 | KENSINGTON FINANCIAL ADVISORS LLC | $376,845 | $295,446,153 | — | $295,446,153 |
| 1426 | DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC | $271,397 | $295,551,798 | — | $295,551,798 |
| 1427 | PIERSHALE FINANCIAL GROUP, INC. | $218,358 | $274,065,018 | $21,810,317 | $295,875,335 |
| 1428 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 1429 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 1430 | RETIREMENT CAPITAL STRATEGIES, INC. | $445,781 | $295,998,391 | — | $295,998,391 |
| 1431 | CRESCENT HILL PARTNERS LLC | $594,661 | $108,412,992 | $187,728,089 | $296,141,081 |
| 1432 | ETF PORTFOLIO PARTNERS, INC. | $765,359 | $295,575,694 | $618,242 | $296,193,936 |
| 1433 | SUCCESSFUL PORTFOLIOS LLC | $319,027 | $238,917,237 | $57,458,386 | $296,375,623 |
| 1434 | TOPEL & DISTASI WEALTH MANAGEMENT, LLC | $508,730 | $296,589,461 | — | $296,589,461 |
| 1435 | MAYFAIR ADVISORY GROUP, LLC | $347,972 | $295,940,325 | $880,000 | $296,820,325 |
| 1436 | CUSTOS FAMILY OFFICE LLC | $1,279,504 | $274,774,699 | $22,070,255 | $296,844,954 |
| 1437 | SAGEBROADVIEW WEALTH MANAGEMENT, LLC | $543,426 | $297,253,818 | — | $297,253,818 |
| 1438 | TRIFECTA CAPITAL ADVISORS, LLC | $2,378,159 | $297,269,926 | — | $297,269,926 |
| 1439 | OLIO FINANCIAL PLANNING | $271,389 | $279,052,766 | $18,389,420 | $297,442,186 |
| 1440 | ODER INVESTMENT MANAGEMENT, LLC | $568,728 | $280,227,742 | $17,216,952 | $297,444,694 |
| 1441 | CHARTER CAPITAL MANAGEMENT, INC | $875,353 | $292,358,912 | $5,261,153 | $297,620,065 |
| 1442 | SAGEVEST WEALTH MANAGEMENT | $742,347 | $297,681,010 | — | $297,681,010 |
| 1443 | LIFESTEPS FINANCIAL | $361,452 | $249,999,325 | $48,198,666 | $298,197,991 |
| 1444 | NCM CAPITAL MANAGEMENT, LLC | $575,817 | $298,273,051 | — | $298,273,051 |
| 1445 | SINGER WEALTH ADVISORS LLC | $254,809 | $298,380,789 | — | $298,380,789 |
| 1446 | MOSS, LUSE & WOMBLE, LLC | $202,508 | $298,700,000 | — | $298,700,000 |
| 1447 | PERENNIAL ADVISORS GROUP, LLC | $392,739 | $298,874,238 | — | $298,874,238 |
| 1448 | PREMIER PRIVATE WEALTH, LLC | $615,770 | $299,264,114 | — | $299,264,114 |
| 1449 | TRED AVON FAMILY WEALTH, LLC | $3,564,193 | $9,498,175 | $289,894,031 | $299,392,206 |
| 1450 | MARKET GUARD | $197,952 | $299,501,051 | — | $299,501,051 |
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.
