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 |
|---|---|---|---|---|---|
| 2151 | OPEN WINDOW FINANCIAL SOLUTIONS, LTD. | $669,470 | $186,112,658 | — | $186,112,658 |
| 2152 | ACCESS INVESTMENT ADVISORS INC | $339,596 | $186,098,524 | — | $186,098,524 |
| 2153 | WALL ADVISORS, INC. | $425,592 | $181,181,193 | $4,802,650 | $185,983,843 |
| 2154 | PLAN FINANCIAL | $246,603 | $182,124,123 | $3,814,339 | $185,938,462 |
| 2155 | SUCCESSFUL MONEY STRATEGIES INC | $283,232 | $185,800,000 | — | $185,800,000 |
| 2156 | CERTIFIED PLANNERS, INC. | $293,928 | $185,468,350 | — | $185,468,350 |
| 2157 | CERTIFIED PLANNERS, INC. | $293,928 | $185,468,350 | — | $185,468,350 |
| 2158 | RHS FINANCIAL, LLC | $312,523 | $177,718,079 | $7,608,090 | $185,326,169 |
| 2159 | CATALYST FINANCIAL PARTNERS | $1,494,486 | $185,316,206 | — | $185,316,206 |
| 2160 | PACIFICA WEALTH ADVISORS, INC. | $886,294 | $173,364,880 | $11,870,498 | $185,235,378 |
| 2161 | WILLOW GROVE ADVISORS, LLC | $443,904 | $185,103,991 | $4,104 | $185,108,095 |
| 2162 | CORNERSTONE WEALTH PLANNING | $278,293 | $179,157,593 | $5,907,062 | $185,064,655 |
| 2163 | MELONE PRIVATE WEALTH, LLC | $1,541,667 | $160,000,000 | $25,000,000 | $185,000,000 |
| 2164 | LOTUSGROUP ADVISORS | $223,078 | $91,645,040 | $93,286,909 | $184,931,949 |
| 2165 | EVOADVISERS | $279,194 | $184,826,380 | — | $184,826,380 |
| 2166 | CHANCELLOR FINANCIAL GROUP WB LP | $228,327 | $132,412,708 | $52,304,096 | $184,716,804 |
| 2167 | RCS FINANCIAL PLANNING, LLC | $362,813 | $184,672,011 | — | $184,672,011 |
| 2168 | CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC | $412,556 | $184,000,000 | — | $184,000,000 |
| 2169 | NAPLES MONEY MANAGEMENT LLC | $317,145 | $171,818,147 | $11,808,667 | $183,626,814 |
| 2170 | PRING TURNER CAPITAL GROUP | $563,213 | $183,179,163 | $428,201 | $183,607,364 |
| 2171 | PINNACLE WEALTH ADVISORS | $422,598 | $148,143,370 | $35,264,085 | $183,407,455 |
| 2172 | INTRINSIC VALUE PARTNERS, LLC | $873,256 | $183,383,721 | — | $183,383,721 |
| 2173 | BEACON FINANCIAL ADVISORS | $569,403 | $170,734,240 | $12,613,621 | $183,347,861 |
| 2174 | GORDIAN ADVISORS, LLC | $671,488 | $129,381,569 | $53,934,531 | $183,316,100 |
| 2175 | HFM INVESTMENT ADVISORS, LLC | $187,978 | $179,898,064 | $3,380,633 | $183,278,697 |
| 2176 | CONTINUUM WEALTH ADVISORS, LLC | $275,828 | $177,502,000 | $5,648,000 | $183,150,000 |
| 2177 | TREASURE COAST FINANCIAL PLANNING, INC. | $305,675 | $179,908,992 | $3,190,311 | $183,099,303 |
| 2178 | NAVIGEN WEALTH MANAGEMENT | $243,997 | $182,997,927 | — | $182,997,927 |
| 2179 | BOULDER WEALTH ADVISORS, LLC | $336,973 | $182,639,110 | — | $182,639,110 |
| 2180 | ALTAMONT WEALTH MANAGEMENT, INC. | $1,209,061 | — | $182,568,174 | $182,568,174 |
| 2181 | THE WORLEY BANKS GROUP, LLC | $163,120 | $182,530,752 | — | $182,530,752 |
| 2182 | SANTA FE ADVISORS LLC | $833,411 | $178,605,000 | $3,912,000 | $182,517,000 |
| 2183 | PURTILL FINANCIAL LLC | $301,656 | — | $182,501,617 | $182,501,617 |
| 2184 | 46 PEAKS INVESTMENT ADVISORY GROUP | $571,541 | $182,321,461 | — | $182,321,461 |
| 2185 | CONCORDIA WEALTH MANAGEMENT, LLC | $1,596,313 | $171,388,213 | $10,591,475 | $181,979,688 |
| 2186 | THE H GROUP WASHINGTON, INC. | $269,024 | $181,860,014 | — | $181,860,014 |
| 2187 | PARAGON PRIVATE WEALTH MANAGEMENT LLC | $491,311 | $181,785,194 | — | $181,785,194 |
| 2188 | ROBBINS WEALTH MANAGEMENT | $504,901 | $18,965,052 | $162,799,194 | $181,764,246 |
| 2189 | THEORY FINANCIAL | $428,675 | $181,758,228 | — | $181,758,228 |
| 2190 | FINANCIAL ADVISORY SERVICES, LLC | $231,528 | $181,749,115 | — | $181,749,115 |
| 2191 | KOTYS WEALTH PROFESSIONALS | $278,792 | $181,493,871 | — | $181,493,871 |
| 2192 | KRANE FINANCIAL SOLUTIONS | $380,301 | $106,458,281 | $74,945,390 | $181,403,671 |
| 2193 | LEDGEWOOD WEALTH ADVISORS, LLC | $1,361,277 | $181,049,884 | — | $181,049,884 |
| 2194 | CAMELOTTA ADVISORS | $741,792 | $179,972,543 | $1,024,783 | $180,997,326 |
| 2195 | WESTVIEW INVESTMENT ADVISORS | $413,612 | $175,283,108 | $5,465,154 | $180,748,262 |
| 2196 | MODEL WEALTH | $493,846 | $180,747,498 | — | $180,747,498 |
| 2197 | BRETON CO | $5,477,099 | — | $180,744,267 | $180,744,267 |
| 2198 | MACROCLIMATE LLC | $3,009,983 | $180,598,970 | — | $180,598,970 |
| 2199 | AN EXCEPTIONAL LIFE FINANCIAL, LLC | $237,789 | $172,249,319 | $8,232,812 | $180,482,131 |
| 2200 | PURPOSEFUL WEALTH | $241,723 | $174,642,171 | $5,683,220 | $180,325,391 |
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.
