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 |
|---|---|---|---|---|---|
| 1851 | FINANCIAL DECISIONS, LLC | $666,929 | $325,405,066 | $56,177 | $325,461,243 |
| 1852 | WEALTHSTREAM ADVISORS, INC. | $667,242 | $1,156,997,266 | — | $1,156,997,266 |
| 1853 | SENECA FINANCIAL ADVISORS LLC | $667,848 | $503,823,729 | $75,868,410 | $579,692,139 |
| 1854 | KUTSCHER BENNER BARSNESS & STEVENS, INC. | $668,475 | — | $518,068,411 | $518,068,411 |
| 1855 | LENK LADNER INVESTMENT SOLUTIONS LLC | $668,770 | $196,213,909 | $37,855,707 | $234,069,616 |
| 1856 | OPEN WINDOW FINANCIAL SOLUTIONS, LTD. | $669,470 | $186,112,658 | — | $186,112,658 |
| 1857 | RS CRUM INC. | $670,031 | $603,491,386 | $13,607,245 | $617,098,631 |
| 1858 | VERUM PARTNERS LLC | $670,577 | $253,593,941 | $142,717,164 | $396,311,105 |
| 1859 | PJS INVESTMENT MANAGEMENT | $671,244 | $737,581,570 | $26,965,135 | $764,546,705 |
| 1860 | GORDIAN ADVISORS, LLC | $671,488 | $129,381,569 | $53,934,531 | $183,316,100 |
| 1861 | FORTRESS WEALTH PLANNING | $672,835 | $280,317,488 | $4,291,736 | $284,609,224 |
| 1862 | JEPPSON WEALTH MANAGEMENT, LLC | $673,173 | $463,586,458 | $98,512,705 | $562,099,163 |
| 1863 | WEALTHPLAN INVESTMENT MANAGEMENT LLC | $673,359 | $628,244,234 | — | $628,244,234 |
| 1864 | CAPTRUST FINANCIAL ADVISORS | $673,665 | $1,696,348,564 | $12,740,517 | $1,709,089,081 |
| 1865 | SIGMA INVESTMENT COUNSELORS | $674,246 | $1,669,433,210 | — | $1,669,433,210 |
| 1866 | INTEGRIS WEALTH MANAGEMENT, LLC | $674,568 | $498,436,623 | $12,885,905 | $511,322,528 |
| 1867 | CHARTER RESEARCH & INVESTMENT GROUP INC | $674,646 | $250,293,661 | — | $250,293,661 |
| 1868 | YESKE BUIE INC. | $675,425 | $841,241,957 | $11,144,498 | $852,386,455 |
| 1869 | MCDONALD CAPITAL MANAGEMENT | $676,481 | $233,385,998 | — | $233,385,998 |
| 1870 | SCHUBERT & COMPANY, INC. | $678,142 | $322,795,724 | — | $322,795,724 |
| 1871 | LIFEWAY FINANCIAL CORPORATION | $678,544 | $271,417,780 | — | $271,417,780 |
| 1872 | SILVERLEAFE CAPITAL PARTNERS, LLC | $678,625 | $309,345,865 | $39,467,490 | $348,813,355 |
| 1873 | GGM WEALTH ADVISORS | $678,727 | $430,951,820 | $27,867,314 | $458,819,134 |
| 1874 | SCHRUM PRIVATE WEALTH MANAGEMENT, LLC | $678,733 | $160,859,716 | — | $160,859,716 |
| 1875 | J.W.BURNS & COMPANY, INC. | $679,011 | $801,746,275 | $28,005,603 | $829,751,878 |
| 1876 | AUSTIN ASSET | $679,267 | $1,366,006,925 | — | $1,366,006,925 |
| 1877 | DICKINSON INVESTMENT ADVISORS | $679,629 | $339,073,025 | $22,489,407 | $361,562,432 |
| 1878 | MILLER, GESKO & COMPANY INC. | $680,069 | $135,086,606 | $30,850,177 | $165,936,783 |
| 1879 | THE MATHER GROUP, LLC | $683,047 | $7,584,242,198 | $995,516,873 | $8,579,759,071 |
| 1880 | ABACUS PLANNING GROUP, INC. | $683,235 | $1,670,508,559 | — | $1,670,508,559 |
| 1881 | RIVERPOINT WEALTH MANAGEMENT | $684,803 | $605,365,885 | — | $605,365,885 |
| 1882 | PARSEC FINANCIAL | $684,865 | $4,000,945,118 | $225,359,140 | $4,226,304,258 |
| 1883 | CLARK ASSET MANAGEMENT, LLC | $685,143 | $194,387,684 | $4,989,056 | $199,376,740 |
| 1884 | HERITAGE WEALTH ADVISORS | $687,173 | $404,057,501 | — | $404,057,501 |
| 1885 | AUXANO ADVISORS | $687,312 | $947,620,299 | $81,972,700 | $1,029,592,999 |
| 1886 | IFRAH FINANCIAL SERVICES, INC. | $687,971 | $428,605,849 | — | $428,605,849 |
| 1887 | ALTAMONT CAPITAL MANAGEMENT | $688,212 | $235,368,426 | — | $235,368,426 |
| 1888 | SHELTON WEALTH MANAGEMENT, LLC | $688,258 | $189,590,083 | $87,089,498 | $276,679,581 |
| 1889 | TAYLOR WEALTH MANAGEMENT, LLC | $688,624 | $5,401,283 | $123,371,425 | $128,772,708 |
| 1890 | HBC FINANCIAL SERVICES, PLLC | $688,981 | $448,379,817 | $19,438,559 | $467,818,376 |
| 1891 | MULLANEY KEATING & WRIGHT INC | $689,891 | $293,887,881 | $31,050,676 | $324,938,557 |
| 1892 | LESA SROUFE & COMPANY, INC. | $690,007 | $158,263,250 | $17,688,581 | $175,951,831 |
| 1893 | BGM WEALTH PARTNERS | $691,010 | $479,859,106 | $3,847,694 | $483,706,800 |
| 1894 | EQUISTAR WEALTH MANAGEMENT LLC | $691,488 | $202,862,688 | $2,509,256 | $205,371,944 |
| 1895 | WHITEROCK WEALTH MANAGEMENT CO. | $692,051 | $202,207,676 | $39,318,066 | $241,525,742 |
| 1896 | GREENHOUSE WEALTH MANAGEMENT, LLC | $692,512 | $193,637,520 | $21,041,154 | $214,678,674 |
| 1897 | CAMPION ASSET MANAGEMENT, LLC | $693,258 | $163,302,673 | $37,048,751 | $200,351,424 |
| 1898 | NORTHWEST INVESTMENT COUNSELORS | $693,439 | $599,779,000 | $1,433,000 | $601,212,000 |
| 1899 | D'ORAZIO & ASSOCIATES, INC. | $694,206 | $1,193,497,098 | $1,924,988 | $1,195,422,086 |
| 1900 | ROOF EIDAM MAYCOCK PERALTA LLC | $694,424 | $687,940,110 | $17,594,331 | $705,534,441 |
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.
