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 |
|---|---|---|---|---|---|
| 1351 | &WEALTH PARTNERS | $1,498,309 | $151,670,997 | $182,451,992 | $334,122,989 |
| 1352 | D. SCOTT NEAL, INC. | $245,576 | $309,500,074 | $24,237,251 | $333,737,325 |
| 1353 | LITTON FINANCIAL | $368,744 | $333,713,048 | — | $333,713,048 |
| 1354 | FINANCIAL SERVICE GROUP INC | $315,067 | $333,655,444 | — | $333,655,444 |
| 1355 | WR WEALTH PLANNERS LLC | $156,809 | $287,806,755 | $45,255,483 | $333,062,238 |
| 1356 | BONTEMPO OHLY CAPITAL MANAGEMENT, LLC | $539,385 | $332,800,454 | — | $332,800,454 |
| 1357 | MUSTARD SEED WEALTH MANAGEMENT | $238,417 | $325,389,362 | $5,533,604 | $330,922,966 |
| 1358 | WFA ASSET MANAGEMENT CORP | $758,562 | $311,388,140 | $19,344,969 | $330,733,109 |
| 1359 | INDEPENDENCE FINANCIAL ADVISORS, LLC | $156,352 | $311,965,379 | $18,718,438 | $330,683,817 |
| 1360 | BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC | $718,666 | $330,586,159 | — | $330,586,159 |
| 1361 | RUEDI WEALTH MANAGEMENT, INC. | $335,726 | $318,804,006 | $11,549,922 | $330,353,928 |
| 1362 | TTP INVESTMENTS, INC. | $403,225 | $330,241,603 | — | $330,241,603 |
| 1363 | BURNS MATTESON CAPITAL MANAGEMENT, LLC | $300,943 | $326,068,170 | $4,066,215 | $330,134,385 |
| 1364 | WEALTH EFFECTS | $416,141 | $330,000,000 | — | $330,000,000 |
| 1365 | S.E.E.D. PLANNING GROUP, LLC | $298,297 | $329,916,002 | — | $329,916,002 |
| 1366 | KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP | $163,997 | $324,049,290 | $5,748,367 | $329,797,657 |
| 1367 | HOLCOMBE FINANCIAL, INC. | $529,210 | $301,585,370 | $28,112,663 | $329,698,033 |
| 1368 | CAHILL WEALTH MANAGEMENT, LLC | $382,856 | $329,639,326 | — | $329,639,326 |
| 1369 | HARRINGTON INVESTMENTS, INC. | $1,539,430 | $328,380,757 | $1,057,359 | $329,438,116 |
| 1370 | SNIDER FINANCIAL GROUP | $378,662 | $329,435,663 | — | $329,435,663 |
| 1371 | WT WEALTH MANAGEMENT, LLC | $141,575 | $312,209,134 | $16,952,043 | $329,161,177 |
| 1372 | HOLISTIC FINANCIAL PARTNERS, LLC | $464,147 | $329,080,033 | — | $329,080,033 |
| 1373 | OBJECTIVITY SQUARED WEALTH MANAGEMENT | $985,030 | $329,000,000 | — | $329,000,000 |
| 1374 | GRAY PRIVATE WEALTH, LLC | $1,535,497 | $328,103,982 | $492,339 | $328,596,321 |
| 1375 | NAUSET WEALTH MANAGEMENT, LLC | $550,821 | $328,289,141 | — | $328,289,141 |
| 1376 | SFG INVESTMENT ADVISORS, INC. | $512,772 | $328,174,026 | — | $328,174,026 |
| 1377 | CLEARPATH CAPITAL PARTNERS LLC | $1,151,234 | $242,248,388 | $85,853,424 | $328,101,812 |
| 1378 | ATEGRA CAPITAL MANAGEMENT, LLC | $1,951,235 | $294,581,398 | $33,226,132 | $327,807,530 |
| 1379 | QUAD-CITIES INVESTMENT GROUP, LLC | $266,105 | $311,609,827 | $15,965,472 | $327,575,299 |
| 1380 | DENTIST ADVISORS | $167,404 | $327,275,451 | — | $327,275,451 |
| 1381 | REZNY WEALTH MANAGEMENT, INC. | $1,292,376 | $323,812,467 | $3,158,553 | $326,971,020 |
| 1382 | ASSET PLANNING CORPORATION | $402,173 | $320,342,120 | $6,222,719 | $326,564,839 |
| 1383 | ONYX FINANCIAL ADVISORS, LLC | $358,248 | $326,363,848 | — | $326,363,848 |
| 1384 | SAMALIN WEALTH | $330,444 | $284,269,659 | $41,217,960 | $325,487,619 |
| 1385 | FINANCIAL DECISIONS, LLC | $666,929 | $325,405,066 | $56,177 | $325,461,243 |
| 1386 | ARMOR INVESTMENT ADVISORS, LLC | $617,058 | $325,189,775 | — | $325,189,775 |
| 1387 | RELEVANCE CAPITAL MANAGEMENT | $1,332,441 | $325,115,698 | — | $325,115,698 |
| 1388 | MULLANEY KEATING & WRIGHT INC | $689,891 | $293,887,881 | $31,050,676 | $324,938,557 |
| 1389 | TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC | $424,113 | $238,477,730 | $86,393,087 | $324,870,817 |
| 1390 | KIMERY WEALTH MANAGEMENT, LLC | $249,692 | $324,600,000 | — | $324,600,000 |
| 1391 | MBI LLC | $770,910 | $304,232,398 | $20,320,715 | $324,553,113 |
| 1392 | GENCAP PORTFOLIO MANAGEMENT | $696,222 | $289,628,834 | $34,810,569 | $324,439,403 |
| 1393 | HELLER WEALTH MANAGEMENT | $572,265 | $320,342,001 | $3,559,852 | $323,901,853 |
| 1394 | FIDUCIARY FINANCIAL ADVISORS | $184,760 | $323,249,000 | $450,000 | $323,699,000 |
| 1395 | BELLEVUE ASSET MANAGEMENT, LLC | $563,790 | $323,615,382 | — | $323,615,382 |
| 1396 | COUNCIL OAK WEALTH ADVISORS | $455,648 | $294,233,617 | $29,276,565 | $323,510,182 |
| 1397 | FIDUCIARY FINANCIAL GROUP | $479,957 | $320,976,607 | $2,514,102 | $323,490,709 |
| 1398 | SIERRA ASSET MANAGEMENT | $240,406 | $318,569,816 | $4,776,536 | $323,346,352 |
| 1399 | SIVIA CAPITAL PARTNERS, LLC | $1,352,018 | $323,132,199 | — | $323,132,199 |
| 1400 | SCHUBERT & COMPANY, INC. | $678,142 | $322,795,724 | — | $322,795,724 |
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.
