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 |
|---|---|---|---|---|---|
| 2051 | TRUNORTH FINANCIAL SERVICES, INC. | $267,147 | $200,100,827 | $526,471 | $200,627,298 |
| 2052 | BLACKTOWER FINANCIAL MANAGEMENT (US) LLC | $636,863 | — | $200,611,899 | $200,611,899 |
| 2053 | BRADLEY WEALTH LLC | $234,041 | $200,572,763 | — | $200,572,763 |
| 2054 | CAMPION ASSET MANAGEMENT, LLC | $693,258 | $163,302,673 | $37,048,751 | $200,351,424 |
| 2055 | DIVERGENT PLANNING | $283,969 | $200,198,469 | — | $200,198,469 |
| 2056 | THE ARANDA GROUP ADVISORS, LLC | $502,598 | $111,980,736 | $88,053,413 | $200,034,149 |
| 2057 | TUCKER FINANCIAL GROUP | $75,665 | $199,905,708 | — | $199,905,708 |
| 2058 | PREMIS ADVISORS, LLC | $1,502,865 | $24,581,000 | $175,300,000 | $199,881,000 |
| 2059 | BETTER MONEY DECISIONS | $389,565 | $199,457,431 | — | $199,457,431 |
| 2060 | CLARK ASSET MANAGEMENT, LLC | $685,143 | $194,387,684 | $4,989,056 | $199,376,740 |
| 2061 | THE PERSONAL WEALTH COACH | $248,772 | $199,266,555 | — | $199,266,555 |
| 2062 | ESTATE & TRUST ADVISORS | $1,371,624 | $174,275,722 | $24,609,722 | $198,885,444 |
| 2063 | OMEGA WEALTH MANAGEMENT LLC | $351,938 | $58,459,151 | $140,385,642 | $198,844,793 |
| 2064 | EPIC TRUST INVESTMENT ADVISORS LLC | $149,049 | $198,831,504 | — | $198,831,504 |
| 2065 | FAMILY CFO, LLC | $1,154,703 | $190,914,451 | $7,694,526 | $198,608,977 |
| 2066 | STARFOX FINANCIAL SERVICES, LLC | $323,887 | $162,381,500 | $35,513,349 | $197,894,849 |
| 2067 | COPPERLEAF CAPITAL, LLC | $303,514 | $180,695,455 | $17,195,898 | $197,891,353 |
| 2068 | PARKRIDGE|JCAM | $5,491,469 | $163,090,681 | $34,602,200 | $197,692,881 |
| 2069 | RELIANT INVESTMENT PARTNERS, LLC | $235,210 | $197,341,189 | — | $197,341,189 |
| 2070 | BIRCHCREEK WEALTH MANAGEMENT, LLC | $1,210,227 | $189,454,635 | $7,812,324 | $197,266,959 |
| 2071 | THE PROFESSIONAL FINANCIAL COMPANY LLC | $420,584 | $197,253,782 | — | $197,253,782 |
| 2072 | ALL SEASON FINANCIAL ADVISORS, INC. | $277,308 | $197,165,856 | — | $197,165,856 |
| 2073 | WALKER FINANCIAL ADVISORS INC | $1,201,055 | $171,284,252 | $25,688,789 | $196,973,041 |
| 2074 | SOUND INVESTMENT MANAGEMENT INC | $1,789,883 | — | $196,887,156 | $196,887,156 |
| 2075 | COLLEY ASSET MANAGEMENT, INC. | $448,177 | $196,749,914 | — | $196,749,914 |
| 2076 | FLOWER CITY CAPITAL LLC | $379,408 | $174,473,221 | $22,060,084 | $196,533,305 |
| 2077 | INVESTMENT PARTNERS ASSET MANAGEMENT | $514,653 | $188,880,270 | $7,202,433 | $196,082,703 |
| 2078 | BEST INVEST | $151,291 | $195,512,437 | $560,554 | $196,072,991 |
| 2079 | DIAMANT ASSET MANAGEMENT, INC. | $3,214,253 | $196,069,424 | — | $196,069,424 |
| 2080 | VALUES FIRST ADVISORS, INC. | $134,531 | $191,628,699 | $4,383,066 | $196,011,765 |
| 2081 | STERLING INVESTMENT ADVISORS,LLC | $749,800 | $195,697,798 | — | $195,697,798 |
| 2082 | PARKER FINANCIAL ADVISORS LLC | $580,966 | $194,796,490 | $408,022 | $195,204,512 |
| 2083 | JACK KEETER & ASSOCIATES, INC. | $207,188 | $193,536,034 | $1,634,682 | $195,170,716 |
| 2084 | JLFRANKLIN WEALTH PLANNING | $946,612 | $195,001,984 | — | $195,001,984 |
| 2085 | LEGACY INVESTMENT PARTNERS, LLC | $530,337 | $186,033,516 | $8,600,122 | $194,633,638 |
| 2086 | SAVIOR WEALTH | $274,852 | $185,897,507 | $8,697,757 | $194,595,264 |
| 2087 | WESTEND CAPITAL MANAGEMENT, LLC. | $731,055 | $194,460,663 | — | $194,460,663 |
| 2088 | QUARRY HILL ADVISORS | $299,567 | $174,930,218 | $19,189,057 | $194,119,275 |
| 2089 | SAGE FINANCIAL ADVISORS INC. | $666,027 | $193,813,969 | — | $193,813,969 |
| 2090 | INSTRUMENTAL WEALTH, LLC | $137,526 | $189,952,799 | $3,821,921 | $193,774,720 |
| 2091 | PELKONEN AND ASSOCIATES LLC | $230,077 | $185,065,722 | $8,658,918 | $193,724,640 |
| 2092 | IMUS WILKINSON INVESTMENT MANAGEMENT, LLC | $131,893 | $193,089,299 | $529,196 | $193,618,495 |
| 2093 | TREEHOUSE WEALTH ADVISORS | $568,424 | $185,334,789 | $7,929,529 | $193,264,318 |
| 2094 | KRAEMATON INVESTMENT ADVISORS, INC | $383,980 | $193,141,913 | — | $193,141,913 |
| 2095 | RUTHERFORD ASSET PLANNING, INC. | $576,287 | $193,056,034 | — | $193,056,034 |
| 2096 | NORTHSTAR FINANCIAL PLANNING, LLC | $511,936 | $185,600,000 | $7,400,000 | $193,000,000 |
| 2097 | ORION CAPITAL MANAGEMENT LLC | $636,132 | $192,415,335 | $332,732 | $192,748,067 |
| 2098 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | $167,691 | $192,676,571 | — | $192,676,571 |
| 2099 | PARKER ADVISORY GROUP, LLC | $430,664 | $192,506,783 | — | $192,506,783 |
| 2100 | SOUTH SHORE CAPITAL ADVISORS, LLC | $957,684 | $102,747,608 | $89,746,782 | $192,494,390 |
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.
