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 | WAYCROSS INVESTMENT MANAGEMENT CO | $506,313 | $158,476,095 | — | $158,476,095 |
| 1452 | OAK ADVISORS, LLC | $506,592 | $206,401,845 | $1,300,988 | $207,702,833 |
| 1453 | O'BRIEN WEALTH PARTNERS LLC | $506,775 | $948,175,951 | — | $948,175,951 |
| 1454 | COURAGE MILLER PARTNERS, LLC | $507,152 | $375,034,239 | $42,351,496 | $417,385,735 |
| 1455 | ALL TERRAIN FINANCIAL ADVISORS | $507,602 | $255,635,947 | $10,347,667 | $265,983,614 |
| 1456 | ALLIED PORTFOLIO MANAGEMENT, INC. | $507,737 | $179,231,161 | — | $179,231,161 |
| 1457 | MARK SHEPTOFF FINANCIAL PLANNING LLC | $507,935 | $411,427,392 | — | $411,427,392 |
| 1458 | WICK CAPITAL PARTNERS, LLC | $508,067 | $294,170,732 | — | $294,170,732 |
| 1459 | PAINTED PORCH ADVISORS LLC | $508,103 | $147,349,880 | — | $147,349,880 |
| 1460 | GUARDIAN WEALTH MANAGEMENT | $508,544 | $120,016,319 | — | $120,016,319 |
| 1461 | TOPEL & DISTASI WEALTH MANAGEMENT, LLC | $508,730 | $296,589,461 | — | $296,589,461 |
| 1462 | FIFTH SET PRIVATE WEALTH MANAGEMENT LLC | $508,739 | $111,132,418 | $28,262,102 | $139,394,520 |
| 1463 | COLE WEALTH MANAGEMENT, LLC | $508,772 | $145,000,000 | — | $145,000,000 |
| 1464 | BRC WEALTH MANAGEMENT, LLC | $508,968 | $187,809,294 | — | $187,809,294 |
| 1465 | BARRY INVESTMENT ADVISORS, LLC | $509,875 | $599,892,469 | $150,133,720 | $750,026,189 |
| 1466 | CLEAR RIDGE WEALTH MANAGEMENT, LLC | $510,106 | $147,153,971 | $3,837,466 | $150,991,437 |
| 1467 | BARNETT & CO INC | $510,468 | $157,224,136 | — | $157,224,136 |
| 1468 | CONSILIUM WEALTH ADVISORY, LLC | $510,762 | $247,719,618 | — | $247,719,618 |
| 1469 | SHOREPOINT CAPITAL PARTNERS LLC | $510,830 | $441,989,588 | $28,995,973 | $470,985,561 |
| 1470 | KADES & CHEIFETZ, LLC | $511,330 | $421,335,696 | — | $421,335,696 |
| 1471 | ORIN GREEN FINANCIAL, LLC | $511,369 | $408,489,448 | $3,162,608 | $411,652,056 |
| 1472 | MCM WEALTH | $511,635 | $137,629,793 | — | $137,629,793 |
| 1473 | NORTHSTAR FINANCIAL PLANNING, LLC | $511,936 | $185,600,000 | $7,400,000 | $193,000,000 |
| 1474 | JACOBSON & SCHMITT ADVISORS, LLC | $512,102 | $456,282,437 | — | $456,282,437 |
| 1475 | SFG INVESTMENT ADVISORS, INC. | $512,772 | $328,174,026 | — | $328,174,026 |
| 1476 | BAUGH & ASSOCIATES, LLC | $513,351 | $216,633,068 | $1,098 | $216,634,166 |
| 1477 | DELOS WEALTH ADVISORS | $513,924 | $129,660,011 | $876,800 | $130,536,811 |
| 1478 | NOVAPOINT CAPITAL LLC | $514,402 | $348,767,000 | $3,084,000 | $351,851,000 |
| 1479 | WALDEN WEALTH PARTNERS LLC | $514,447 | $247,668,688 | $8,011,384 | $255,680,072 |
| 1480 | MCCARTHY ASSET MANAGEMENT, INC. | $514,482 | $374,028,444 | — | $374,028,444 |
| 1481 | MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY | $514,521 | $291,149,378 | $11,388,820 | $302,538,198 |
| 1482 | SEASCAPE CAPITAL MANAGEMENT,LLC | $514,543 | $299,978,752 | — | $299,978,752 |
| 1483 | PRIVATE ADVISORY GROUP LLC | $514,587 | $685,773,975 | $1,714,545 | $687,488,520 |
| 1484 | INVESTMENT PARTNERS ASSET MANAGEMENT | $514,653 | $188,880,270 | $7,202,433 | $196,082,703 |
| 1485 | NOVI WEALTH PARTNERS | $514,769 | $337,287,654 | $10,181,279 | $347,468,933 |
| 1486 | BOURKE WEALTH MANAGEMENT | $516,562 | $118,950,870 | $1,407,966 | $120,358,836 |
| 1487 | FOREFRONT WEALTH MANAGEMENT | $517,247 | $191,251,658 | $23,923,186 | $215,174,844 |
| 1488 | YOUR SOURCE FINANCIAL | $517,308 | $262,054,369 | $19,361,443 | $281,415,812 |
| 1489 | WILLS FINANCIAL GROUP | $517,509 | $345,178,384 | — | $345,178,384 |
| 1490 | WINDSOR CAPITAL MANAGEMENT, LLC | $518,519 | $626,371,000 | — | $626,371,000 |
| 1491 | ABBEY STREET | $518,906 | $207,562,522 | — | $207,562,522 |
| 1492 | TUMWATER WEALTH MANAGEMENT, LLC | $519,133 | $245,856,392 | $45,377,357 | $291,233,749 |
| 1493 | ROWLING & ASSOCIATES LLC | $519,419 | $583,078,452 | $32,433,227 | $615,511,679 |
| 1494 | INTERVEST LTD | $519,809 | $108,914,125 | $57,424,649 | $166,338,774 |
| 1495 | SCHLINDWEIN ASSOCIATES LLC | $519,892 | $231,351,764 | — | $231,351,764 |
| 1496 | HWA FINANCIAL GROUP | $520,351 | $222,710,159 | — | $222,710,159 |
| 1497 | HERITAGE FINANCIAL PLANNING | $520,828 | $262,497,085 | — | $262,497,085 |
| 1498 | SALTMARSH FINANCIAL ADVISORS, L.L.C. | $521,111 | $243,880,000 | — | $243,880,000 |
| 1499 | CWS FINANCIAL ADVISORS LLC | $521,332 | $1,085,415,998 | $20,849,659 | $1,106,265,657 |
| 1500 | LOWERY THOMAS, LLC | $522,262 | $171,005,183 | $142,874,376 | $313,879,559 |
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.
