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
      2251ALCHEMI WEALTH, LLC$222,407$173,477,630—$173,477,630
      2252SPECTRA INVESTMENT MANAGEMENT, LLC$1,806,941$167,009,474$6,456,864$173,466,338
      2253RD LEWIS WEALTH MANAGEMENT$259,601$173,413,745—$173,413,745
      2254BLUE SPARK CAPITAL ADVISORS$619,225$173,382,911—$173,382,911
      2255PARTNERSHIP WEALTH MANAGEMENT$385,697$168,210,000$4,968,000$173,178,000
      2256MILLARES ASSET MANAGEMENT, LLC$1,321,609$173,130,762—$173,130,762
      2257FINANCIAL FUTURES$303,708$173,113,493—$173,113,493
      2258INTEGRITY WEALTH PARTNERS, LLC$320,144$172,877,760—$172,877,760
      2259TIMBERCHASE FINANCIAL, LLC$247,724$172,663,393—$172,663,393
      2260BEACON WEALTH CONSULTANTS, INC.$176,835$172,590,500—$172,590,500
      2261KANE COMPANY WEALTH MANAGEMENT PC$310,951$172,577,701—$172,577,701
      2262CALLAHAN CAPITAL MANAGEMENT$145,038$172,355,673$94,398$172,450,071
      2263CUSTOM PORTFOLIO GROUP$2,028,669$170,697,437$1,739,422$172,436,859
      22641620 INVESTMENT ADVISORS, INC.$374,666$168,744,126$3,602,344$172,346,470
      2265MALLARD ADVISORS$397,724$172,214,651—$172,214,651
      2266SAOS CAPITAL, LLC$146,276$151,837,298$20,329,759$172,167,057
      2267DESERANNO WEALTH MANAGEMENT$581,358$172,081,901—$172,081,901
      2268REVIEW SERVICES INC$207,050—$172,058,559$172,058,559
      2269TOTAL WEALTH ADVISORS, LLC$500,468$171,660,636—$171,660,636
      2270STONEBRIDGE WEALTH MANAGEMENT$302,085$162,087,659$9,496,742$171,584,401
      2271FINANCIALLY IN TUNE$245,428$161,922,604$9,385,806$171,308,410
      2272WEALTH ADVISORS NW$199,639$167,856,936$3,433,316$171,290,252
      2273VISTA ADVISOR GROUP, LLC$361,867$168,201,869$2,961,236$171,163,105
      2274BERNARD WEALTH MANAGEMENT CORP.$295,514$147,123,739$23,683,431$170,807,170
      2275MSP WEALTH MANAGEMENT, LLC$441,343$169,701,420$1,098,444$170,799,864
      2276PARKSTONE WEALTH MANAGEMENT, LLC$2,056,163$170,661,553—$170,661,553
      2277WILLIAM ALLAN, LLC$286,272$170,618,269—$170,618,269
      2278TRUST INVESTMENT ADVISORS$435,895$170,434,821—$170,434,821
      2279REDMONT WEALTH$1,830,677$170,253,000—$170,253,000
      2280MARTIN CAPITAL ADVISORS, LLP$1,382,583$168,737,906$1,319,833$170,057,739
      2281WEALTH FORWARD, LLC$178,404$150,825,032$19,194,128$170,019,160
      2282SECHREST FINANCIAL SERVICES$488,521—$170,005,422$170,005,422
      2283MUELLER FINANCIAL SOLUTIONS CO.$653,404$162,975,877$6,909,211$169,885,088
      2284AEGIS WEALTH MANAGEMENT, LLC$444,420$59,055,072$110,713,179$169,768,251
      2285STOLZ & ASSOCIATES, PS$401,954$149,581,047$20,043,373$169,624,420
      2286CHRISTINE MESSMER, P.C.$335,351$1,232,132$168,119,940$169,352,072
      2287WISDOM INDEX ADVISORS$281,301$169,343,106—$169,343,106
      2288BUTTONWOOD FINANCIAL ADVISORS, INC.$255,692$156,891,518$12,376,770$169,268,288
      2289DRUM HILL CAPITAL, LLC$858,764$150,791,845$18,384,573$169,176,418
      2290VIENNA ASSET MANAGEMENT LLC$1,988,386$169,012,832—$169,012,832
      2291PAOLINO, WILLIAM$257,635$169,008,747—$169,008,747
      2292STONE ISLAND FINANCIAL PLANNING$610,040$168,981,136—$168,981,136
      2293BLUE SUMMIT WEALTH MANAGEMENT$289,440$168,743,694—$168,743,694
      2294J.K. FINANCIAL, INC.$438,182$168,700,000—$168,700,000
      2295WINDWARD WEALTH STRATEGIES, INC.$436,802$168,605,663—$168,605,663
      2296HERITAGE FINANCIAL COUNSELORS, LLC$448,266—$168,548,081$168,548,081
      2297COCO ENTERPRISES, LLC$146,901$168,495,774—$168,495,774
      2298ATLAS WEALTH PARTNERS LLC$227,228$168,148,951—$168,148,951
      2299REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.$113,783$166,277,442$1,780,726$168,058,168
      2300REITZ CAPITAL ADVISORS LLC$277,021$167,874,874—$167,874,874
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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.