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
      151PALADINI FINANCIAL ADVISORS, LLC$307,417—$162,008,884$162,008,884
      152INSIGHT WEALTH PARTNERS$306,106$756,316,983$1,906,472$758,223,455
      153AMICUS FINANCIAL ADVISORS, LLC$292,776$364,506,125—$364,506,125
      154WEALTHSTAR ADVISORS, LLC$289,128$717,616,108—$717,616,108
      155WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000—$112,412,000
      156WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000—$112,412,000
      157WISDOM INDEX ADVISORS$281,301$169,343,106—$169,343,106
      158SOLUTIONS 4 WEALTH$281,082$63,816,122$79,535,689$143,351,811
      159M.C. BYRD WEALTH MANAGEMENT, LLC$270,484$184,284,080$53,471,206$237,755,286
      160MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC$261,658$462,873,543—$462,873,543
      161THE PERSONAL WEALTH COACH$248,772$199,266,555—$199,266,555
      162EUBANK, HUTSON & ASSOCIATES, LLC$247,887$137,329,198—$137,329,198
      163BONNER & SMITH, LLC$247,137$229,343,130—$229,343,130
      164LAKE HILLS WEALTH MANAGEMENT, LLC$231,796$160,866,640—$160,866,640
      165IMPERIUM WEALTH MANAGEMENT, LLC$227,026$139,616,014$1,367,214$140,983,228
      166MILLS WEALTH ADVISORS, LLC$223,355$260,787,437$32,031,411$292,818,848
      167BKA WEALTH CONSULTING, INC.$222,070$141,236,732—$141,236,732
      168PERSONAL MONEY PLANNING, LLC$218,655$120,916,461—$120,916,461
      169AUSTIN PRIVATE WEALTH, LLC$215,678$839,064,975$14,588,740$853,653,715
      170MAQRO ADVISORS LLC$213,899$18,185,813$123,201,377$141,387,190
      171APEIRON$210,948$563,000,000$42,000,000$605,000,000
      172LUCIEN STIRLING & GRAY ADVISORY GROUP INC$208,402$93,099,607$37,151,393$130,251,000
      173TEAM FINANCIAL STRATEGIES$207,043$176,697,136$9,641,664$186,338,800
      174MOSS, LUSE & WOMBLE, LLC$202,508$298,700,000—$298,700,000
      175CHRISTIAN FINANCIAL ADVISORS$188,731$149,475,097—$149,475,097
      176FULCRUM EQUITY MANAGEMENT, LLC$186,415$374,686,086$567,601$375,253,687
      177FINANCIAL GRAVITY ASSET MANAGEMENT, INC.$167,691$192,676,571—$192,676,571
      178FARRIS CAPITAL MANAGEMENT INC.$166,261$112,656,548$2,396,227$115,052,775
      179STOREHOUSE FINANCIAL LLC$165,390$119,576,759—$119,576,759
      180PIONEER WEALTH MANAGEMENT GROUP, INC$154,229$154,000,000$1,000,000$155,000,000
      181BEST INVEST$151,291$195,512,437$560,554$196,072,991
      182TRUE FINANCIAL GROUP$141,972$252,000,000—$252,000,000
      183SIZEMORE CAPITAL MANAGEMENT, LLC$123,570$109,483,441—$109,483,441
      184CENTENNIAL ADVISORS, LLC$112,353$115,069,042$5,935,518$121,004,560
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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.