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 |
|---|---|---|---|---|---|
| 1901 | TRUE WEALTH DESIGN, LLC | $389,604 | $416,875,913 | — | $416,875,913 |
| 1902 | BETTER MONEY DECISIONS | $389,565 | $199,457,431 | — | $199,457,431 |
| 1903 | KEUDELL MORRISON WEALTH MANAGEMENT, LLC | $389,358 | $502,665,358 | $168,588,210 | $671,253,568 |
| 1904 | PARSONS CAPITAL MANAGEMENT, LLC | $389,291 | $601,455,054 | — | $601,455,054 |
| 1905 | PDS PLANNING INC | $388,987 | $1,056,623,616 | $74,552,017 | $1,131,175,633 |
| 1906 | DLK INVESTMENT MANAGEMENT | $388,979 | $320,174,796 | $30,684,436 | $350,859,232 |
| 1907 | SUNDVOLD FINANCIAL | $388,372 | — | $167,000,000 | $167,000,000 |
| 1908 | MAINSTREAM CAPITAL MANAGEMENT | $388,244 | $228,675,766 | — | $228,675,766 |
| 1909 | FRIEDENTHAL FINANCIAL, LLC | $388,031 | $175,129,000 | $1,813,000 | $176,942,000 |
| 1910 | MARIN WEALTH ADVISORS LLC | $387,981 | $307,238,380 | $3,534,100 | $310,772,480 |
| 1911 | TRELLIS ADVISORS, LLC | $387,969 | $458,354,046 | $3,717,501 | $462,071,547 |
| 1912 | BEACON HARBOR WEALTH ADVISORS | $387,953 | $405,410,468 | — | $405,410,468 |
| 1913 | ASSET DEDICATION, LLC | $387,767 | $2,015,222,595 | — | $2,015,222,595 |
| 1914 | CAPITAL ENDURANCE GROUP, INC | $387,727 | $148,111,818 | — | $148,111,818 |
| 1915 | PARTNERS IN FINANCIAL PLANNING, LLC | $387,414 | $678,362,660 | — | $678,362,660 |
| 1916 | CLEAR SKY FINANCIAL, LP | $387,405 | $116,221,613 | — | $116,221,613 |
| 1917 | MRAZ, AMERINE & ASSOCIATES, INC. | $387,335 | $565,509,753 | — | $565,509,753 |
| 1918 | OFM WEALTH | $387,061 | $299,666,467 | $14,240,053 | $313,906,520 |
| 1919 | OTTO & ASSOCIATES, INC. | $386,807 | $219,706,127 | — | $219,706,127 |
| 1920 | FJY FINANCIAL | $386,682 | $711,695,915 | $45,427,399 | $757,123,314 |
| 1921 | LONG ISLAND WEALTH MANAGEMENT, INC. | $386,203 | $134,738,135 | $3,522,542 | $138,260,677 |
| 1922 | WMS WEALTH PLANNERS | $386,182 | $236,343,377 | — | $236,343,377 |
| 1923 | CAPITAL ADVANTAGE, INC. | $386,094 | $981,065,395 | — | $981,065,395 |
| 1924 | STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | $385,987 | $1,206,181,900 | $135,121,600 | $1,341,303,500 |
| 1925 | WOODWARD DIVERSIFIED CAPITAL, LLC | $385,955 | $390,586,460 | — | $390,586,460 |
| 1926 | PARTNERSHIP WEALTH MANAGEMENT | $385,697 | $168,210,000 | $4,968,000 | $173,178,000 |
| 1927 | CANVAS WEALTH ADVISORS, LLC | $385,568 | $491,985,186 | — | $491,985,186 |
| 1928 | PETRA FINANCIAL ADVISORS INC | $385,398 | $248,967,083 | — | $248,967,083 |
| 1929 | CANTY FINANCIAL MANAGEMENT, INC. | $385,381 | $138,149,263 | $14,076,171 | $152,225,434 |
| 1930 | KAHALA FINANCIAL ADVISORS, LLC | $385,135 | $167,148,452 | — | $167,148,452 |
| 1931 | MERRITHEW & THORSTEN, INC. | $384,615 | $150,000,000 | — | $150,000,000 |
| 1932 | PARKWORTH WEALTH MANAGEMENT, INC. | $384,501 | $134,190,713 | — | $134,190,713 |
| 1933 | TRINITY PORTFOLIO ADVISORS, LLC | $384,425 | $228,708,199 | $87,673,620 | $316,381,819 |
| 1934 | INTRINSIC WEALTH COUNSEL, INC. | $384,187 | $233,063,418 | $2,058,827 | $235,122,245 |
| 1935 | ECHO45 ADVISORS LLC | $384,042 | $158,009,310 | $5,208,726 | $163,218,036 |
| 1936 | KRAEMATON INVESTMENT ADVISORS, INC | $383,980 | $193,141,913 | — | $193,141,913 |
| 1937 | MARQUIS WEALTH MANAGEMENT GROUP | $383,775 | $57,118,481 | $291,732,868 | $348,851,349 |
| 1938 | JARVIS FINANCIAL | $383,532 | $226,375,000 | $676,000 | $227,051,000 |
| 1939 | NORTHSTAR ADVISORY GROUP, LLC | $383,383 | $225,400,749 | $28,217 | $225,428,966 |
| 1940 | MARIACA WEALTH MANAGEMENT, LLC | $383,240 | $193,280,614 | $42,412,285 | $235,692,899 |
| 1941 | BARON FINANCIAL GROUP LLC | $383,045 | $342,973,286 | $4,065,320 | $347,038,606 |
| 1942 | MATTERN WEALTH MANAGEMENT LLC | $382,868 | $452,233,329 | $11,037,364 | $463,270,693 |
| 1943 | CAHILL WEALTH MANAGEMENT, LLC | $382,856 | $329,639,326 | — | $329,639,326 |
| 1944 | FOREST ASSET MANAGEMENT LLC | $382,501 | $159,120,590 | — | $159,120,590 |
| 1945 | WEALTH DIMENSIONS GROUP, LTD. | $382,309 | $701,536,261 | $1,530,592 | $703,066,853 |
| 1946 | PILLAR FINANCIAL ADVISORS, LLC | $381,740 | $263,782,220 | — | $263,782,220 |
| 1947 | MISSION TRAILS FINANCIAL | $381,715 | $108,887,870 | $11,733,957 | $120,621,827 |
| 1948 | ENSO WEALTH MANAGEMENT, LLC | $381,505 | $1,511,908,418 | $291,082,297 | $1,802,990,715 |
| 1949 | AVIER WEALTH ADVISORS | $381,182 | $501,712,617 | $169,548,846 | $671,261,463 |
| 1950 | FOUNDATION WEALTH MANAGEMENT, LLC | $381,139 | $466,005,521 | $63,396,054 | $529,401,575 |
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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.
