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 |
|---|---|---|---|---|---|
| 1651 | ACUMEN WEALTH ADVISORS, LLC | $1,753,096 | $309,612,983 | $44,512,321 | $354,125,304 |
| 1652 | ALEXANDER RANDOLPH ADVISORY INC | $742,445 | $217,099,043 | $137,047,140 | $354,146,183 |
| 1653 | SAGE PRIVATE WEALTH GROUP, LLC | $335,761 | $352,399,688 | $1,827,854 | $354,227,542 |
| 1654 | OPTIMUM INVESTMENT ADVISORS, LLC | $608,750 | $290,629,582 | $64,271,581 | $354,901,163 |
| 1655 | G&H INVESTMENTS | $3,320,561 | $325,300,000 | $30,000,000 | $355,300,000 |
| 1656 | MORRIS FINANCIAL CONCEPTS, INC. | $437,504 | $345,638,268 | $10,052,417 | $355,690,685 |
| 1657 | CLARK FINANCIAL SERVICES GROUP, INC. | $210,063 | $323,671,116 | $32,175,125 | $355,846,241 |
| 1658 | HSC WEALTH ADVISORS | $233,632 | $356,522,643 | — | $356,522,643 |
| 1659 | DENT WEALTH ADVISORS | $2,051,075 | $356,886,978 | — | $356,886,978 |
| 1660 | NARUS FINANCIAL PARTNERS, LLC | $872,834 | $343,197,169 | $13,792,115 | $356,989,284 |
| 1661 | ALLIANCE ADVISORY & SECURITIES, INC | $210,996 | $202,486,165 | $154,518,651 | $357,004,816 |
| 1662 | SOCHA FINANCIAL GROUP, LLC | $494,978 | $357,374,320 | — | $357,374,320 |
| 1663 | TGS FINANCIAL ADVISORS | $317,557 | $331,828,741 | $25,740,447 | $357,569,188 |
| 1664 | MARBLE TRAIL ADVISORS | $401,854 | $351,290,157 | $7,163,550 | $358,453,707 |
| 1665 | GROVE STREET FIDUCIARY, LLC | $301,224 | $345,405,527 | $13,352,208 | $358,757,735 |
| 1666 | MERIDIAN FINANCIAL PARTNERS LLC | $352,569 | $358,914,757 | — | $358,914,757 |
| 1667 | FIRST WILSHIRE SECURITIES MANAGEMENT, INC. | $1,325,008 | $359,077,070 | — | $359,077,070 |
| 1668 | KNUFF & COMPANY LLC | $14,965,049 | $359,161,178 | — | $359,161,178 |
| 1669 | CYPRESS CAPITAL, LLC | $296,769 | $359,387,124 | — | $359,387,124 |
| 1670 | ROTH FINANCIAL PARTNERS LLC | $538,166 | $359,494,846 | — | $359,494,846 |
| 1671 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC | $794,022 | $359,692,008 | — | $359,692,008 |
| 1672 | ATTICUS WEALTH MANAGEMENT | $558,826 | $322,605,507 | $37,837,563 | $360,443,070 |
| 1673 | FINANCIAL LIFE ADVISORS | $500,078 | $281,565,731 | $78,990,591 | $360,556,322 |
| 1674 | TRINITY FINANCIAL ADVISORS LLC | $422,714 | $360,574,741 | — | $360,574,741 |
| 1675 | LBJ FAMILY WEALTH ADVISORS, LTD. | $4,013,143 | $361,182,830 | — | $361,182,830 |
| 1676 | MIDWEST FINANCIAL GROUP LLC | $205,532 | $355,529,371 | $6,001,696 | $361,531,067 |
| 1677 | DICKINSON INVESTMENT ADVISORS | $679,629 | $339,073,025 | $22,489,407 | $361,562,432 |
| 1678 | GRAYBILL BARTZ ASSOCIATES, LTD | $729,264 | $339,546,185 | $22,168,950 | $361,715,135 |
| 1679 | TINGEY ADVISORS INC | $910,496 | $361,263,087 | $1,114,222 | $362,377,309 |
| 1680 | HALL CAPITAL MANAGEMENT COMPANY, INC. | $796,688 | $361,079,957 | $1,413,275 | $362,493,232 |
| 1681 | TRINITY LEGACY PARTNERS, LLC | $553,329 | $325,609,741 | $37,374,141 | $362,983,882 |
| 1682 | CEDRUS LLC | $315,154 | $364,003,434 | — | $364,003,434 |
| 1683 | CARLSON FINANCIAL | $143,355 | $364,265,980 | — | $364,265,980 |
| 1684 | SEARCY FINANCIAL SERVICES, INC. | $366,847 | $356,942,604 | $7,336,553 | $364,279,157 |
| 1685 | TEALWOOD ASSET MANAGEMENT | $434,752 | $364,054,288 | $267,470 | $364,321,758 |
| 1686 | TANGLEWOOD LEGACY ADVISORS, LLC | $839,682 | $347,232,543 | $17,189,471 | $364,422,014 |
| 1687 | ENRICH FINANCIAL PARTNERS LLC | $1,124,933 | $355,453,435 | $9,024,847 | $364,478,282 |
| 1688 | AMICUS FINANCIAL ADVISORS, LLC | $292,776 | $364,506,125 | — | $364,506,125 |
| 1689 | HORIZON WEALTH ADVISORS | $539,150 | $319,913,586 | $45,629,911 | $365,543,497 |
| 1690 | WARREN FINANCIAL SERVICE | $1,007,111 | $361,095,247 | $4,486,056 | $365,581,303 |
| 1691 | CONCORDE INVESTMENT MANAGEMENT | $2,902,478 | $278,458,951 | $87,253,294 | $365,712,245 |
| 1692 | YARGER WEALTH STRATEGIES, LLC | $724,172 | $295,347,397 | $71,083,614 | $366,431,011 |
| 1693 | FREEDOM DAY SOLUTIONS, LLC | $334,687 | $345,076,732 | $21,405,688 | $366,482,420 |
| 1694 | COMPOUND FAMILY OFFICES, LLC | $1,870,085 | $366,536,667 | — | $366,536,667 |
| 1695 | TOWNSEND ASSET MANAGEMENT CORP. | $378,455 | $351,095,062 | $16,006,172 | $367,101,234 |
| 1696 | ARIES WEALTH MANAGEMENT, LLC | $1,096,903 | $367,462,622 | — | $367,462,622 |
| 1697 | STRATHMORE CAPITAL ADVISORS | $486,559 | $358,444,155 | $9,880,985 | $368,325,140 |
| 1698 | MINDFUL ASSET PLANNING | $214,153 | — | $368,342,616 | $368,342,616 |
| 1699 | EVERGREEN ADVISORS, LLC | $300,057 | $323,396,596 | $45,073,063 | $368,469,659 |
| 1700 | TFG ADVISORS | $293,886 | $368,533,485 | — | $368,533,485 |
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.
