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
      1351FOCUSED ALPHA, LLC$545,328$284,115,839—$284,115,839
      1352MOLLER FINANCIAL SERVICES$544,633$545,043,200$1,223,443$546,266,643
      1353CERRO PACIFIC WEALTH ADVISORS, LLC$544,294$346,715,581—$346,715,581
      1354BLUE CHIP PARTNERS, INC.$544,220$1,090,638,705$8,141,800$1,098,780,505
      1355KMH WEALTH MANAGEMENT, LLC$544,121$639,400,430$11,368,738$650,769,168
      1356CHATHAM WEALTH MANAGEMENT$544,008$440,646,436—$440,646,436
      1357ROSECAP INVESTMENT ADVISORS, LLC$543,900$331,500,100$14,420,000$345,920,100
      1358SAGEBROADVIEW WEALTH MANAGEMENT, LLC$543,426$297,253,818—$297,253,818
      1359WINNING POINTS ADVISORS, L.L.C.$541,712$251,896,182—$251,896,182
      1360CAPITAL ASSET MANAGEMENT, INC.$541,320$144,542,105$2,155,574$146,697,679
      1361KEENE & DORCHAK$541,242$166,262,698$1,522,228$167,784,926
      1362MY WEALTH MANAGEMENT, INC$540,909$150,000,000$4,700,000$154,700,000
      1363WATTS GWILLIAM & COMPANY, LLC$540,843$429,123,742$9,500,000$438,623,742
      1364DEAN ROLAND RUSSELL, LLC$540,343$303,672,725—$303,672,725
      1365CEDAR VALLEY WEALTH ADVISORS$540,088$178,768,983—$178,768,983
      1366PEARL WEALTH LLC$539,986$127,023,089$5,273,476$132,296,565
      1367SAGE STONE WEALTH MANAGEMENT LLC$539,815$173,066,167$5,612,517$178,678,684
      1368STEPHENSON AND COMPANY, INC.$539,733$137,185,630$90,581,889$227,767,519
      1369BONTEMPO OHLY CAPITAL MANAGEMENT, LLC$539,385$332,800,454—$332,800,454
      1370CORNERSTONE INVESTMENT ADVISORS, LLC$539,365$93,603,015$46,092,448$139,695,463
      1371STOKES CAPITAL ADVISORS, LLC$539,242$373,260,218$9,601,883$382,862,101
      1372HORIZON WEALTH ADVISORS$539,150$319,913,586$45,629,911$365,543,497
      1373CASTLE WEALTH MANAGEMENT$538,984$407,038,482$16,602,863$423,641,345
      1374ROTH FINANCIAL PARTNERS LLC$538,166$359,494,846—$359,494,846
      1375SACKS & ASSOCIATES, LLC$538,136$156,000,000$34,500,000$190,500,000
      1376WESTHILL FINANCIAL ADVISORS, INC.$537,549$549,509,609$12,228,701$561,738,310
      1377THE ARKANSAS FINANCIAL GROUP, INC.$536,960$743,689,169—$743,689,169
      1378PRIVATE FINANCIAL COUNSELING$536,886$238,914,220—$238,914,220
      1379MORLING FINANCIAL ADVISORS, LLC$536,269$501,411,899—$501,411,899
      1380CARL P. SHERR & CO., LLC$535,991$347,711,578$33,378,290$381,089,868
      1381THE SUM$535,583$128,004,388—$128,004,388
      1382PARADIGM WEALTH MANAGEMENT, LLC$535,345$259,180,000$28,300,000$287,480,000
      1383STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS$535,159$969,172,113—$969,172,113
      1384STOWE FINANCIAL PLANNING, L.L.C.$534,632—$145,420,000$145,420,000
      1385PRIVATE CAPITAL MANAGEMENT, LLC$534,248$1,488,064,823$350,979$1,488,415,802
      1386FORT HENRY CAPITAL, LLC$534,176$207,915,193$3,618,646$211,533,839
      1387BIGELOW INVESTMENT ADVISORS, LLC$533,560$347,922,582$71,455,313$419,377,895
      1388SEASON INVESTMENTS, LLC$533,389$148,210,202$32,075,270$180,285,472
      1389BHJ WEALTH ADVISORS$532,903$174,259,210—$174,259,210
      1390NORTHROCK PARTNERS, LLC$532,694$3,942,287,950$245,749,385$4,188,037,335
      1391WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC$532,333$780,400,000—$780,400,000
      1392CASCADE WEALTH ADVISORS, INC$532,309$118,485,067$2,349,138$120,834,205
      1393ASSET PLANNING SERVICES INC$531,519$267,103,377$46,493,118$313,596,495
      1394PARALLEL ADVISORS, LLC$531,351$5,440,390,425$2,766,088$5,443,156,513
      1395SEVENBRIDGE FINANCIAL GROUP, LLC$531,320$475,000,000—$475,000,000
      1396SALING WEALTH ADVISORS$531,094$370,001,776$13,447,739$383,449,515
      1397THOMAS DOLL$530,625$1,323,909,507—$1,323,909,507
      1398HC FINANCIAL ADVISORS INC$530,524$534,768,166—$534,768,166
      1399LEGACY INVESTMENT PARTNERS, LLC$530,337$186,033,516$8,600,122$194,633,638
      1400SECURE FINANCIAL MANAGEMENT$530,318$164,398,425—$164,398,425
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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.