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
      1101DECKER WEALTH MANAGEMENT, LLC$647,918$400,947,260$11,776,398$412,723,658
      1102SCHOLTZ & CO$1,121,275$405,160,255$7,468,792$412,629,047
      1103ROBINSWOOD FINANCIAL$419,319$409,523,469$3,086,619$412,610,088
      1104DAY & ENNIS, LLC$495,178$411,467,423$1,015,505$412,482,928
      1105CLARE MARKET INVESTMENTS, LLC$624,856$412,405,000—$412,405,000
      1106ALPHA FINANCIAL ADVISORS, LLC$294,319$412,341,503—$412,341,503
      1107ARQ WEALTH ADVISORS, LLC$379,417$410,074,287$1,972,342$412,046,629
      1108CLEARLOGIC FINANCIAL, INC.$452,287$364,244,717$47,788,963$412,033,680
      1109SOUNDMARK WEALTH MANAGEMENT, LLC$482,365$411,939,374—$411,939,374
      1110TRIUMPH CAPITAL MANAGEMENT$120,264$411,903,849—$411,903,849
      1111ORIN GREEN FINANCIAL, LLC$511,369$408,489,448$3,162,608$411,652,056
      1112MARK SHEPTOFF FINANCIAL PLANNING LLC$507,935$411,427,392—$411,427,392
      1113CAMBRIDGE FINANCIAL GROUP, LLC$335,639$411,157,806—$411,157,806
      1114WESTOVER CAPITAL ADVISORS, LLC$732,879$411,144,992—$411,144,992
      1115CORE WEALTH ADVISORS, INC.$580,086$410,561,029$139,678$410,700,707
      1116BETA WEALTH GROUP, INC$1,043,003$409,900,000—$409,900,000
      1117WOLFF FINANCIAL MANAGEMENT LLC$410,865$403,533,488$6,098,435$409,631,923
      1118TIMONIER$605,993$307,916,449$101,128,983$409,045,432
      1119WOLF GROUP CAPITAL ADVISORS$598,294$400,368,797$8,266,304$408,635,101
      1120SELECTIVE WEALTH MANAGEMENT, INC.$210,811$406,714,067$1,838,522$408,552,589
      1121IFG ADVISORS, LLC$228,828$391,000,000$17,000,000$408,000,000
      1122HARBOUR INVESTMENT MANAGEMENT L.L.C.$840,625$406,862,546—$406,862,546
      1123SENSIBLE MONEY, LLC$441,427$405,671,398—$405,671,398
      1124DEDORA CAPITAL, INC.$312,467$400,115,577$5,465,977$405,581,554
      1125BEACON HARBOR WEALTH ADVISORS$387,953$405,410,468—$405,410,468
      1126ATWATER MALICK$475,797$405,379,058—$405,379,058
      1127WIMMER ASSOCIATES LLC$2,846,296$374,071,000$30,103,000$404,174,000
      1128GLOBAL VIEW INVESTMENT ADVISORS, LLC$276,605$400,493,555$3,626,486$404,120,041
      1129HERITAGE WEALTH ADVISORS$687,173$404,057,501—$404,057,501
      1130QUATTRO ADVISORS L.L.C.$284,068$385,978,824$17,965,752$403,944,576
      1131VAN STRUM & TOWNE INC$1,552,842$359,015,322$44,723,495$403,738,817
      1132ARJUNA CAPITAL, LLC$962,731$403,384,379—$403,384,379
      1133ALPHAMARK ADVISORS, LLC$409,156$403,018,605—$403,018,605
      1134MOUNTAIN CAPITAL INVESTMENT ADVISORS INC$183,850$403,000,000—$403,000,000
      1135DELTA FINANCIAL ADVISORS$862,653$337,113,488$65,745,412$402,858,900
      1136MMHP INVESTMENT ADVISORS$284,788$402,690,744—$402,690,744
      1137ALLRED CAPITAL MANAGEMENT, LLC$441,490$367,458,220$35,180,922$402,639,142
      1138LOWE WEALTH ADVISORS, LLC$312,648$392,290,874$9,773,864$402,064,738
      1139MCCARTHY GRITTINGER FINANCIAL GROUP, LLC$525,735$392,155,561$8,980,353$401,135,914
      1140HARVEST FINANCIAL ADVISORS, LLC$407,641$380,094,735$21,023,901$401,118,636
      1141JUPITER WEALTH MANAGEMENT, LLC$1,601,953$367,259,963$33,228,232$400,488,195
      1142WHITE PINE INVESTMENT CO$467,820$399,986,095—$399,986,095
      1143ANDESA FINANCIAL MANAGEMENT, INC.$522,508$370,069,650$29,648,894$399,718,544
      1144WEALTH PRESERVATION ADVISORS, LLC$484,163$373,093,331$26,341,402$399,434,733
      1145ASSET ADVISORY GROUP INC$450,613$378,328,312$20,914,682$399,242,994
      1146BLUE ZONE WEALTH ADVISORS, LLC$1,344,127$399,205,735—$399,205,735
      1147MFA WEALTH ADVISORS, LLC$221,470$393,830,692$5,257,824$399,088,516
      1148UAS WEALTH ADVISORS$500,396$390,899,665$7,915,577$398,815,242
      1149JONATHAN D. POND, LLC$2,203,112$398,763,287—$398,763,287
      1150PRAIRIE WEALTH ADVISORS, INC.$422,433$334,886,436$63,467,839$398,354,275
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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.