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 |
|---|---|---|---|---|---|
| 1451 | R2 WEALTH MANAGEMENT PARTNERS | $184,037 | $285,860,205 | $20,192,621 | $306,052,826 |
| 1452 | SEBOLD CAPITAL MANAGEMENT, INC | $363,809 | $270,105,973 | $35,857,686 | $305,963,659 |
| 1453 | PECAUT WEALTH MANAGEMENT | $789,286 | $281,785,623 | $23,668,002 | $305,453,625 |
| 1454 | CAPITAL SQUARE, LLC | $486,170 | $302,888,034 | $2,426,612 | $305,314,646 |
| 1455 | JDH WEALTH MANAGEMENT, LLC | $827,151 | $305,218,644 | — | $305,218,644 |
| 1456 | CAUSEY DEMGEN & MOORE P.C. | $1,063,470 | $248,105,071 | $57,110,700 | $305,215,771 |
| 1457 | MY LEGACY ADVISORS, LLC | $790,860 | $304,481,152 | — | $304,481,152 |
| 1458 | PELOTON WEALTH STRATEGISTS, INC. | $939,109 | $304,271,196 | — | $304,271,196 |
| 1459 | THE HOGAN-KNOTTS FINANCIAL GROUP, INC. | $474,456 | $304,126,578 | — | $304,126,578 |
| 1460 | WRIGHT ASSOCIATES | $2,269,329 | $304,090,020 | — | $304,090,020 |
| 1461 | DEAN ROLAND RUSSELL, LLC | $540,343 | $303,672,725 | — | $303,672,725 |
| 1462 | SAPERE WEALTH MANAGEMENT, LLC | $1,380,182 | $303,639,981 | — | $303,639,981 |
| 1463 | STEWART WEALTH MANAGEMENT, INC. | $226,123 | $254,879,911 | $48,577,690 | $303,457,601 |
| 1464 | CARMICHAEL HILL & ASSOCIATES INC | $391,904 | $303,333,592 | — | $303,333,592 |
| 1465 | ARBOR CAPITAL MANAGEMENT INC | $360,556 | $296,026,331 | $6,840,683 | $302,867,014 |
| 1466 | MALTIN WEALTH MANAGEMENT, INC. | $310,662 | $297,760,193 | $4,824,807 | $302,585,000 |
| 1467 | MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY | $514,521 | $291,149,378 | $11,388,820 | $302,538,198 |
| 1468 | CONCORD INVESTMENT COUNSEL | $561,199 | $297,046,659 | $5,439,486 | $302,486,145 |
| 1469 | G&S CAPITAL LLC | $320,590 | $301,995,338 | — | $301,995,338 |
| 1470 | JUNCTURE WEALTH STRATEGIES, LLC | $462,172 | $295,723,917 | $6,074,170 | $301,798,087 |
| 1471 | NBZ INVESTMENT ADVISORS, LLC | $747,895 | $301,401,640 | — | $301,401,640 |
| 1472 | GUARDIAN INVESTMENT MANAGEMENT | $1,643,773 | $262,558,082 | $38,252,369 | $300,810,451 |
| 1473 | FORTUNE WEALTH MANAGEMENT, LLC | $1,357,498 | $300,006,951 | — | $300,006,951 |
| 1474 | SEASCAPE CAPITAL MANAGEMENT,LLC | $514,543 | $299,978,752 | — | $299,978,752 |
| 1475 | HIXON ZUERCHER CAPITAL MANAGEMENT | $256,826 | $287,434,765 | $12,281,308 | $299,716,073 |
| 1476 | JURIKA, MILLS & KEIFER, LLC | $1,148,153 | $299,668,000 | — | $299,668,000 |
| 1477 | LEGEND FINANCIAL ADVISORS INC | $372,600 | $288,854,448 | $10,716,305 | $299,570,753 |
| 1478 | MARKET GUARD | $197,952 | $299,501,051 | — | $299,501,051 |
| 1479 | TRED AVON FAMILY WEALTH, LLC | $3,564,193 | $9,498,175 | $289,894,031 | $299,392,206 |
| 1480 | PREMIER PRIVATE WEALTH, LLC | $615,770 | $299,264,114 | — | $299,264,114 |
| 1481 | PERENNIAL ADVISORS GROUP, LLC | $392,739 | $298,874,238 | — | $298,874,238 |
| 1482 | MOSS, LUSE & WOMBLE, LLC | $202,508 | $298,700,000 | — | $298,700,000 |
| 1483 | SINGER WEALTH ADVISORS LLC | $254,809 | $298,380,789 | — | $298,380,789 |
| 1484 | NCM CAPITAL MANAGEMENT, LLC | $575,817 | $298,273,051 | — | $298,273,051 |
| 1485 | LIFESTEPS FINANCIAL | $361,452 | $249,999,325 | $48,198,666 | $298,197,991 |
| 1486 | SAGEVEST WEALTH MANAGEMENT | $742,347 | $297,681,010 | — | $297,681,010 |
| 1487 | CHARTER CAPITAL MANAGEMENT, INC | $875,353 | $292,358,912 | $5,261,153 | $297,620,065 |
| 1488 | ODER INVESTMENT MANAGEMENT, LLC | $568,728 | $280,227,742 | $17,216,952 | $297,444,694 |
| 1489 | OLIO FINANCIAL PLANNING | $271,389 | $279,052,766 | $18,389,420 | $297,442,186 |
| 1490 | TRIFECTA CAPITAL ADVISORS, LLC | $2,378,159 | $297,269,926 | — | $297,269,926 |
| 1491 | SAGEBROADVIEW WEALTH MANAGEMENT, LLC | $543,426 | $297,253,818 | — | $297,253,818 |
| 1492 | CUSTOS FAMILY OFFICE LLC | $1,279,504 | $274,774,699 | $22,070,255 | $296,844,954 |
| 1493 | MAYFAIR ADVISORY GROUP, LLC | $347,972 | $295,940,325 | $880,000 | $296,820,325 |
| 1494 | TOPEL & DISTASI WEALTH MANAGEMENT, LLC | $508,730 | $296,589,461 | — | $296,589,461 |
| 1495 | SUCCESSFUL PORTFOLIOS LLC | $319,027 | $238,917,237 | $57,458,386 | $296,375,623 |
| 1496 | ETF PORTFOLIO PARTNERS, INC. | $765,359 | $295,575,694 | $618,242 | $296,193,936 |
| 1497 | CRESCENT HILL PARTNERS LLC | $594,661 | $108,412,992 | $187,728,089 | $296,141,081 |
| 1498 | RETIREMENT CAPITAL STRATEGIES, INC. | $445,781 | $295,998,391 | — | $295,998,391 |
| 1499 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 1500 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
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.
