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 |
|---|---|---|---|---|---|
| 1 | ROYAL OAK FINANCIAL GROUP | $714,286 | $115,000,000 | — | $115,000,000 |
| 2 | NORTHAVENUE LLC | $271,389 | $118,597,040 | — | $118,597,040 |
| 3 | RICHWOOD INVESTMENT ADVISORS, LLC | $307,704 | $120,312,261 | — | $120,312,261 |
| 4 | RABE INVESTMENT CONSULTING GROUP | $329,238 | $106,427,035 | $16,378,909 | $122,805,944 |
| 5 | MONETARY SOLUTIONS, LTD. | $914,384 | $128,013,802 | — | $128,013,802 |
| 6 | RESERVOIR WEALTH MANAGEMENT | $166,691 | $105,399,965 | $24,952,775 | $130,352,740 |
| 7 | CHAPMAN & CHAPMAN ADVISORS LLC | $342,234 | — | $131,760,244 | $131,760,244 |
| 8 | FIRST MASON FINANCIAL, LLC | $233,794 | $134,665,528 | — | $134,665,528 |
| 9 | INTERNATIONAL MANAGEMENT ADVISORS LTD. | $2,242,393 | $133,076,660 | $5,951,702 | $139,028,362 |
| 10 | PATHFINDER WEALTH ADVISORS LLC | $995,250 | $108,549,675 | $32,775,759 | $141,325,434 |
| 11 | MERIDIAN CAPITAL MANAGEMENT GROUP, INC. | $215,589 | $140,795,889 | $1,708,449 | $142,504,338 |
| 12 | T.T.G. FINANCIAL, INC. | $774,194 | $144,000,000 | — | $144,000,000 |
| 13 | CAPITAL ASSET MANAGEMENT, INC. | $541,320 | $144,542,105 | $2,155,574 | $146,697,679 |
| 14 | EVANS WEALTH MANAGEMENT | $250,000 | $150,000,000 | — | $150,000,000 |
| 15 | MEYER CAPITAL MANAGEMENT LLC. | $1,324,100 | $150,947,437 | — | $150,947,437 |
| 16 | NVEST WEALTH STRATEGIES, INC. | $330,876 | $151,101,819 | $1,762,867 | $152,864,686 |
| 17 | HERITAGE FINANCIAL ADVISORS, LLC | $333,783 | — | $157,545,608 | $157,545,608 |
| 18 | ENDEAVOR WEALTH ADVISORS, LLC | $422,136 | $156,658,466 | $2,064,692 | $158,723,158 |
| 19 | MICHAEL BRADY & CO., LLC | $276,564 | $160,406,998 | — | $160,406,998 |
| 20 | PERSONAL CHOICE FINANCIAL ADVISORS, LLC | $372,378 | $146,304,397 | $16,052,490 | $162,356,887 |
| 21 | LIGHTHOUSE WEALTH MANAGEMENT, INC. | $225,944 | $175,106,266 | — | $175,106,266 |
| 22 | PURTILL FINANCIAL LLC | $301,656 | — | $182,501,617 | $182,501,617 |
| 23 | LINDAHL & MANSAGER INC | $253,232 | $189,164,586 | — | $189,164,586 |
| 24 | PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. | $494,592 | $188,193,869 | $2,224,195 | $190,418,064 |
| 25 | BIRCHCREEK WEALTH MANAGEMENT, LLC | $1,210,227 | $189,454,635 | $7,812,324 | $197,266,959 |
| 26 | VAWTER FINANCIAL LTD | $327,473 | $215,477,134 | — | $215,477,134 |
| 27 | ARTIFEX FINANCIAL GROUP, LLC | $232,922 | $216,850,411 | — | $216,850,411 |
| 28 | KOVALCIK & GERAGHTY WEALTH PARTNERS LLP | $353,768 | $217,952,226 | $2,799,310 | $220,751,536 |
| 29 | REBEL FINANCIAL, LLC | $167,014 | $215,673,345 | $6,287,990 | $221,961,335 |
| 30 | KLEINFELDER CAPITAL, INC. | $263,011 | $216,139,200 | $6,367,789 | $222,506,989 |
| 31 | RAY|THEIL WEALTH MANAGEMENT, LLC | $974,408 | $234,832,258 | — | $234,832,258 |
| 32 | FULLEN FINANCIAL GROUP, INC. | $1,124,203 | $236,082,578 | — | $236,082,578 |
| 33 | JPS FINANCIAL, LLC | $358,237 | $221,380,767 | $15,413,686 | $236,794,453 |
| 34 | SPRENG CAPITAL MANAGEMENT, INC. | $155,741 | $238,439,460 | — | $238,439,460 |
| 35 | RUGGAARD & ASSOCIATES | $467,921 | $238,639,739 | — | $238,639,739 |
| 36 | LANDING POINT FINANCIAL GROUP, LLC | $177,755 | $187,471,897 | $54,986,469 | $242,458,366 |
| 37 | THE J. ARNOLD WEALTH MANAGEMENT CO., LLC | $136,841 | $244,534,453 | — | $244,534,453 |
| 38 | SHAKER INVESTMENTS | $1,156,429 | $255,492,445 | $78,453 | $255,570,898 |
| 39 | WALDEN WEALTH PARTNERS LLC | $514,447 | $247,668,688 | $8,011,384 | $255,680,072 |
| 40 | VELA INVESTMENT MANAGEMENT, LLC | $1,384,955 | $256,127,081 | $89,673 | $256,216,754 |
| 41 | FAMILY WEALTH ADVISORY GROUP, LLC | $357,905 | $172,715,069 | $93,208,473 | $265,923,542 |
| 42 | STRATEGIC PLANNING, INC. | $308,072 | $269,870,741 | — | $269,870,741 |
| 43 | TRINITY WEALTH MANAGEMENT LLC | $2,755,102 | $270,000,000 | — | $270,000,000 |
| 44 | GENERATIONS WEALTH, LLC | $944,005 | $271,873,313 | — | $271,873,313 |
| 45 | OXFORD FINANCIAL PARTNERS | $529,281 | $277,872,677 | — | $277,872,677 |
| 46 | HACKMAN FINANCIAL GROUP | $574,703 | $248,156,420 | $30,000,000 | $278,156,420 |
| 47 | WHITCOMB & HESS, INC. | $122,060 | $250,195,542 | $32,495,650 | $282,691,192 |
| 48 | PARADIGM WEALTH MANAGEMENT, LLC | $535,345 | $259,180,000 | $28,300,000 | $287,480,000 |
| 49 | COORDINATED FINANCIAL PLANNING CORP | $173,732 | $274,039,599 | $14,007,993 | $288,047,592 |
| 50 | HIXON ZUERCHER CAPITAL MANAGEMENT | $256,826 | $287,434,765 | $12,281,308 | $299,716,073 |
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.
