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
      101DORMAN FINANCIAL MANAGEMENT, P.A.$193,570$159,588,083$1,655,482$161,243,565
      102SCHRUM PRIVATE WEALTH MANAGEMENT, LLC$678,733$160,859,716—$160,859,716
      103AMERICAN ASSET MANAGEMENT INC.$523,544$160,728,135—$160,728,135
      104BLUEKEY WEALTH ADVISORS, LLC$438,231$133,443,768$26,510,540$159,954,308
      105ANTONETTI CAPITAL MANAGEMENT, LLC$463,328$133,368,529$26,016,459$159,384,988
      106AHL INVESTMENT MANAGEMENT, INC.$485,645$157,105,369$729,161$157,834,530
      107ORCA WEALTH MANAGEMENT, LLC$380,265$155,031,030$2,398,487$157,429,517
      108ARMADA ADVISORS$194,868$151,130,720$4,178,851$155,309,571
      109ANDREW HILL INVESTMENT ADVISORS, INC.$436,800$152,880,000—$152,880,000
      110ATLAS FIDUCIARY FINANCIAL, LLC$392,216$152,179,853—$152,179,853
      111STERLING WEALTH ADVISORS, INC.$324,424$149,883,686—$149,883,686
      112FORZA WEALTH MANAGEMENT$653,536$146,703,515$2,302,796$149,006,311
      113CAPSTONE WEALTH MANAGEMENT CORP.$393,790$146,478,615$1,586,407$148,065,022
      114LXG WEALTH ADVISORY LLC$18,242,908$111,057,807$34,885,453$145,943,260
      115GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.$1,428,012$117,846,713$23,526,472$141,373,185
      116FORTUNE 360 GROUP LLC$303,986$141,353,614—$141,353,614
      117TOAMS FINANCIAL$160,367$140,000,000—$140,000,000
      118R.L.K. ADVISORY GROUP$151,221$137,611,477—$137,611,477
      119TRUSTWELL FINANCIAL ADVISORS, LLC$147,255$135,740,240$323,694$136,063,934
      120RINALDI WEALTH MANAGEMENT, INC.$186,592$133,600,000—$133,600,000
      121THE TENRET COMPANY, LLC$1,179,709$130,947,657—$130,947,657
      122UTOPIA WEALTH MANAGEMENT, LLC$1,607,402$130,199,585—$130,199,585
      123ZEHNDER WEALTH MANAGEMENT, LLC$166,290—$128,874,643$128,874,643
      124MACKE FINANCIAL ADVISORY GROUP$299,537$128,201,895—$128,201,895
      125RCW MANAGEMENT, LLC$492,469$126,072,169—$126,072,169
      126LAWRENCE FINANCIAL PLANNING, LLC$1,628,701$7,354,000$118,056,000$125,410,000
      127LIGHTHOUSE RETIREMENT$432,008$124,850,196—$124,850,196
      128GRAND CENTRAL INVESTMENT GROUP, LLC$299,180$96,234,126$28,224,779$124,458,905
      129CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC$190,184$124,000,000—$124,000,000
      130SOLOMON API, LP$99,285$119,463,880$3,550,000$123,013,880
      131LUMA CAPITAL$1,934,833$51,454,495$70,440,005$121,894,500
      132DAVIS PRIVATE WEALTH, LLC$325,843$112,700,000$3,300,000$116,000,000
      133KAIROS PRIVATE WEALTH, INC.$212,259$107,103,645$7,728,371$114,832,016
      134SEA HUNTER CAPITAL$1,709,209$109,389,391—$109,389,391
      135TOGETHER AND/OR TOGETHER PLANNING$245,003$103,114,729$521,723$103,636,452
      136RALICKI WEALTH MANAGEMENT & TRUST SERVICES$363,286$98,098,057$5,438,560$103,536,617
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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.