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 |
|---|---|---|---|---|---|
| 1501 | HOULIHAN FINANCIAL RESOURCE GROUP, LTD. | $571,721 | $313,303,141 | — | $313,303,141 |
| 1502 | ASSET PLANNING SERVICES INC | $531,519 | $267,103,377 | $46,493,118 | $313,596,495 |
| 1503 | GETTINGS REED FINANCIAL | $231,348 | $272,033,935 | $41,673,542 | $313,707,477 |
| 1504 | LOWERY THOMAS, LLC | $522,262 | $171,005,183 | $142,874,376 | $313,879,559 |
| 1505 | OFM WEALTH | $387,061 | $299,666,467 | $14,240,053 | $313,906,520 |
| 1506 | SOUNDVIEW ADVISORS | $320,523 | $287,832,119 | $26,600,804 | $314,432,923 |
| 1507 | HYPERION PARTNERS, LLC | $400,414 | $308,472,449 | $7,454,127 | $315,926,576 |
| 1508 | COIGN CAPITAL ADVISORS LLC | $330,548 | $316,334,125 | — | $316,334,125 |
| 1509 | TRINITY PORTFOLIO ADVISORS, LLC | $384,425 | $228,708,199 | $87,673,620 | $316,381,819 |
| 1510 | TAYLOR FINANCIAL GROUP, INC. | $333,461 | $316,787,879 | — | $316,787,879 |
| 1511 | FINANCIAL LIFE FOCUS, LLC | $572,326 | — | $317,068,506 | $317,068,506 |
| 1512 | FAI WEALTH MANAGEMENT | $485,695 | $318,130,095 | — | $318,130,095 |
| 1513 | SWS PARTNERS, LLC | $598,427 | $318,363,265 | — | $318,363,265 |
| 1514 | KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | $262,447 | $295,649,683 | $22,960,393 | $318,610,076 |
| 1515 | THE LEGACY FINANCIAL GROUP, INC. | $311,191 | $318,660,000 | — | $318,660,000 |
| 1516 | BROADLAKE FINANCIAL MANAGEMENT | $253,661 | $319,106,092 | — | $319,106,092 |
| 1517 | CULTIVAR CAPITAL, INC. | $400,895 | $319,112,724 | — | $319,112,724 |
| 1518 | BEACON FINANCIAL ADVISORS LTD | $553,682 | $313,152,905 | $6,875,274 | $320,028,179 |
| 1519 | HARDIN CAPITAL PARTNERS, LLC | $315,633 | $179,051,684 | $141,000,521 | $320,052,205 |
| 1520 | VON BERGE WEALTH MANAGEMENT GROUP, LLC | $374,830 | $290,177,343 | $30,302,197 | $320,479,540 |
| 1521 | WEALTH MANAGEMENT GROUP | $402,285 | $320,620,868 | — | $320,620,868 |
| 1522 | EPIQ PARTNERS, LLC | $969,367 | $304,674,510 | $16,185,843 | $320,860,353 |
| 1523 | QUANTUM FINANCIAL SERVICES INC. | $3,090,388 | — | $321,400,309 | $321,400,309 |
| 1524 | ALLGEN FINANCIAL ADVISORS, INC. | $142,580 | $321,518,894 | — | $321,518,894 |
| 1525 | STEWARDSHIP ADVISORS, LLC | $239,647 | $321,606,300 | — | $321,606,300 |
| 1526 | QUINN STAUFFER FINANCIAL, LLC | $201,327 | $322,525,351 | — | $322,525,351 |
| 1527 | CUTLER CAPITAL MANAGEMENT | $1,734,056 | $322,534,365 | — | $322,534,365 |
| 1528 | SCHUBERT & COMPANY, INC. | $678,142 | $322,795,724 | — | $322,795,724 |
| 1529 | SIVIA CAPITAL PARTNERS, LLC | $1,352,018 | $323,132,199 | — | $323,132,199 |
| 1530 | SIERRA ASSET MANAGEMENT | $240,406 | $318,569,816 | $4,776,536 | $323,346,352 |
| 1531 | FIDUCIARY FINANCIAL GROUP | $479,957 | $320,976,607 | $2,514,102 | $323,490,709 |
| 1532 | COUNCIL OAK WEALTH ADVISORS | $455,648 | $294,233,617 | $29,276,565 | $323,510,182 |
| 1533 | BELLEVUE ASSET MANAGEMENT, LLC | $563,790 | $323,615,382 | — | $323,615,382 |
| 1534 | FIDUCIARY FINANCIAL ADVISORS | $184,760 | $323,249,000 | $450,000 | $323,699,000 |
| 1535 | HELLER WEALTH MANAGEMENT | $572,265 | $320,342,001 | $3,559,852 | $323,901,853 |
| 1536 | GENCAP PORTFOLIO MANAGEMENT | $696,222 | $289,628,834 | $34,810,569 | $324,439,403 |
| 1537 | MBI LLC | $770,910 | $304,232,398 | $20,320,715 | $324,553,113 |
| 1538 | KIMERY WEALTH MANAGEMENT, LLC | $249,692 | $324,600,000 | — | $324,600,000 |
| 1539 | TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC | $424,113 | $238,477,730 | $86,393,087 | $324,870,817 |
| 1540 | MULLANEY KEATING & WRIGHT INC | $689,891 | $293,887,881 | $31,050,676 | $324,938,557 |
| 1541 | RELEVANCE CAPITAL MANAGEMENT | $1,332,441 | $325,115,698 | — | $325,115,698 |
| 1542 | ARMOR INVESTMENT ADVISORS, LLC | $617,058 | $325,189,775 | — | $325,189,775 |
| 1543 | FINANCIAL DECISIONS, LLC | $666,929 | $325,405,066 | $56,177 | $325,461,243 |
| 1544 | SAMALIN WEALTH | $330,444 | $284,269,659 | $41,217,960 | $325,487,619 |
| 1545 | ONYX FINANCIAL ADVISORS, LLC | $358,248 | $326,363,848 | — | $326,363,848 |
| 1546 | ASSET PLANNING CORPORATION | $402,173 | $320,342,120 | $6,222,719 | $326,564,839 |
| 1547 | REZNY WEALTH MANAGEMENT, INC. | $1,292,376 | $323,812,467 | $3,158,553 | $326,971,020 |
| 1548 | DENTIST ADVISORS | $167,404 | $327,275,451 | — | $327,275,451 |
| 1549 | QUAD-CITIES INVESTMENT GROUP, LLC | $266,105 | $311,609,827 | $15,965,472 | $327,575,299 |
| 1550 | ATEGRA CAPITAL MANAGEMENT, LLC | $1,951,235 | $294,581,398 | $33,226,132 | $327,807,530 |
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.
