RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      1051FINANCIAL CONNECTIONS GROUP, INC.$370,240$434,291,990—$434,291,990
      1052HIGH NOTE WEALTH, LLC$442,107$433,933,998$214,749$434,148,747
      1053BECK BODE LLC$165,755$433,780,344—$433,780,344
      1054SK WEALTH MANAGEMENT, LLC$429,282$423,504,499$9,640,685$433,145,184
      1055BRIGGS ADVISORY GROUP, INC.$481,766$433,107,395—$433,107,395
      1056MADISON PARTNERS$178,963$432,911,122—$432,911,122
      1057BROMFIELD SNEIDER WEALTH ADVISORS, INC.$1,476,335$432,566,267—$432,566,267
      1058HORRELL CAPITAL MANAGEMENT, INC.$2,683,782$432,088,885—$432,088,885
      1059REDMOND ASSET MANAGEMENT, LLC$1,104,857$399,570,118$30,219,256$429,789,374
      1060PARADIEM, LLC$1,487,095$428,859,650$910,869$429,770,519
      1061IFRAH FINANCIAL SERVICES, INC.$687,971$428,605,849—$428,605,849
      1062INVESTMENT ADVISORY SERVICES, INC$490,158$427,908,045—$427,908,045
      106344 WEALTH MANAGEMENT LLC$377,172$426,422,402$159,582$426,581,984
      1064ALJIAN CAPITAL MANAGEMENT$465,537$419,195,628$7,235,889$426,431,517
      1065DUNNAVAN & CO.$783,634$426,296,663—$426,296,663
      1066ALLIUM FINANCIAL ADVISORS, LLC$730,638$413,442,461$12,519,295$425,961,756
      1067FINANCIAL DESIGNS CORPORATION$332,297$326,955,463$98,716,775$425,672,238
      1068VISTA PRIVATE WEALTH PARTNERS LLC$591,838$421,836,142$3,103,850$424,939,992
      1069MONUMENT WEALTH MANAGEMENT$495,205$407,676,199$17,209,938$424,886,137
      1070LIGHTHOUSE FINANCIAL SERVICES INC$403,894$424,088,899—$424,088,899
      1071CASTLE WEALTH MANAGEMENT$538,984$407,038,482$16,602,863$423,641,345
      1072TRANSITIONS WEALTH MANAGEMENT, LLC$1,120,132$423,410,048—$423,410,048
      1073PLANNED SOLUTIONS, INC.$227,311$422,549,209$477,398$423,026,607
      1074PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.$2,304,125$204,191,792$217,462,997$421,654,789
      1075THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES$235,006$417,300,000$4,300,000$421,600,000
      1076SEABRIDGE INVESTMENT ADVISORS LLC$1,395,714$421,505,588—$421,505,588
      1077KADES & CHEIFETZ, LLC$511,330$421,335,696—$421,335,696
      1078WEALTHVALUES, LLC$2,350,591$420,755,858—$420,755,858
      1079HC ADVISORS LLC$565,520$392,818,145$27,928,822$420,746,967
      1080RED HOOK MANAGEMENT$1,518,770$420,699,422—$420,699,422
      1081EXECUTIVE WEALTH GROUP, LLC$1,893,411$420,337,336—$420,337,336
      1082CARTER ASSET MANAGEMENT$798,938$420,241,421—$420,241,421
      1083NOVA R WEALTH, INC.$436,788$406,037,157$14,153,250$420,190,407
      1084GLOBAL TRUST$640,483$408,210,327$11,946,515$420,156,842
      1085OAK FAMILY ADVISORS, LLC$660,063$345,200,000$74,600,000$419,800,000
      1086LANDMARK WEALTH MANAGEMENT$1,785,108$346,723,100$72,777,300$419,500,400
      1087BIGELOW INVESTMENT ADVISORS, LLC$533,560$347,922,582$71,455,313$419,377,895
      1088TAYLOR FRIGON CAPITAL MANAGEMENT LLC$3,150,793$419,055,483—$419,055,483
      1089A.G. CAMPBELL ADVISORY, LLC$6,252,587$90,268,792$328,654,505$418,923,297
      1090PRISM ADVISORS, INC.$624,161$409,261,174$8,926,906$418,188,080
      1091COURAGE MILLER PARTNERS, LLC$507,152$375,034,239$42,351,496$417,385,735
      1092TRUE WEALTH DESIGN, LLC$389,604$416,875,913—$416,875,913
      1093BURKETT FINANCIAL SERVICES, LLC$307,519$402,437,981$14,250,000$416,687,981
      1094FINANCIAL SECURITY MANAGEMENT, INC$186,355$415,044,292$1,272,348$416,316,640
      1095REGENCY WEALTH MANAGEMENT$406,105$382,923,993$33,333,529$416,257,522
      1096LOUNTZIS ASSET MANAGEMENT, LLC$1,696,123$415,550,049—$415,550,049
      1097THOR WEALTH MANAGEMENT INC$313,127$414,599,721$294,040$414,893,761
      1098BETTERWEALTH LLC$357,396$406,292,073$8,287,323$414,579,396
      1099GEM ASSET MANAGEMENT, LLC$431,332$414,078,422—$414,078,422
      1100BRIGHT FINANCIAL ADVISORS, INC.$128,077$412,919,402—$412,919,402
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      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.