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 |
|---|---|---|---|---|---|
| 2051 | ASPEN PRIVATE ADVISORS, LLC | $358,383 | $145,145,021 | — | $145,145,021 |
| 2052 | ONYX FINANCIAL ADVISORS, LLC | $358,248 | $326,363,848 | — | $326,363,848 |
| 2053 | JPS FINANCIAL, LLC | $358,237 | $221,380,767 | $15,413,686 | $236,794,453 |
| 2054 | CITRINE CAPITAL | $358,119 | $192,310,021 | — | $192,310,021 |
| 2055 | GARDEY FINANCIAL ADVISORS INC | $357,966 | $180,984,110 | $36,659,258 | $217,643,368 |
| 2056 | FAMILY WEALTH ADVISORY GROUP, LLC | $357,905 | $172,715,069 | $93,208,473 | $265,923,542 |
| 2057 | ADVISORS FINANCIAL, INC. | $357,714 | $257,196,040 | — | $257,196,040 |
| 2058 | BETTERWEALTH LLC | $357,396 | $406,292,073 | $8,287,323 | $414,579,396 |
| 2059 | HEYDORN STONE CAPITAL MANAGEMENT LLC | $357,284 | $99,926,910 | $1,541,612 | $101,468,522 |
| 2060 | INVESTMENTS & FINANCIAL PLANNING, LLC | $356,827 | $223,016,793 | — | $223,016,793 |
| 2061 | BRIGHTWATER ADVISORY, LLC | $356,520 | $212,123,077 | $8,206,440 | $220,329,517 |
| 2062 | INTEGRITY FINANCIAL CORPORATION | $356,067 | $485,520,160 | $67,808,149 | $553,328,309 |
| 2063 | BCK PARTNERS, INC. | $355,978 | $191,516,171 | — | $191,516,171 |
| 2064 | DESTINY WEALTH PARTNERS, LLC | $355,733 | $944,785,686 | $2,886,276 | $947,671,962 |
| 2065 | WHITENER CAPITAL MANAGEMENT, INC | $355,210 | $339,651,229 | $48,948,771 | $388,600,000 |
| 2066 | AFFINITY WEALTH MANAGEMENT LLC | $354,908 | $611,358,912 | $45,575,015 | $656,933,927 |
| 2067 | VANTAGE WEALTH MANAGEMENT, LLC | $354,578 | $488,608,000 | — | $488,608,000 |
| 2068 | HURLOW WEALTH MANAGEMENT GROUP, INC. | $354,463 | $409,974,455 | $71,386,280 | $481,360,735 |
| 2069 | AMERICAN MONEY MANAGEMENT, LLC | $354,253 | $541,554,684 | $11,433,517 | $552,988,201 |
| 2070 | KOVALCIK & GERAGHTY WEALTH PARTNERS LLP | $353,768 | $217,952,226 | $2,799,310 | $220,751,536 |
| 2071 | SAYBROOK WEALTH GROUP, INC. | $353,183 | $10,029,215 | $126,652,526 | $136,681,741 |
| 2072 | MERIDIAN FINANCIAL PARTNERS LLC | $352,569 | $358,914,757 | — | $358,914,757 |
| 2073 | HUDSON COMPANIES | $352,477 | $100,190,827 | $23,176,053 | $123,366,880 |
| 2074 | TFS ADVISORS, LLC | $352,438 | — | $121,591,218 | $121,591,218 |
| 2075 | SIMPLEX WEALTH MANAGEMENT | $352,336 | $221,992,147 | $7,731,248 | $229,723,395 |
| 2076 | GARNER FINANCIAL MANAGEMENT | $352,261 | $122,464,061 | $2,236,275 | $124,700,336 |
| 2077 | FOUR PONDS FINANCIAL PLANNING | $352,047 | $101,208,345 | $12,854,753 | $114,063,098 |
| 2078 | OMEGA WEALTH MANAGEMENT LLC | $351,938 | $58,459,151 | $140,385,642 | $198,844,793 |
| 2079 | STERN CAPITAL MANAGEMENT, INC. | $351,925 | $222,315,851 | $100,834 | $222,416,685 |
| 2080 | CAPITAL MANAGEMENT ADVISORS INC | $351,866 | $102,780,012 | $19,317,511 | $122,097,523 |
| 2081 | HARMONY ASSET MANAGEMENT LLC | $351,497 | $116,697,087 | — | $116,697,087 |
| 2082 | FRANGO FINANCIAL | $351,485 | — | $106,500,000 | $106,500,000 |
| 2083 | BREAKWATER CAPITAL | $351,373 | $131,413,439 | — | $131,413,439 |
| 2084 | INTEGRITY WEALTH SOLUTIONS LLC | $351,307 | $176,047,943 | $3,470,131 | $179,518,074 |
| 2085 | HOEY INVESTMENTS, INC. | $350,909 | $386,000,442 | — | $386,000,442 |
| 2086 | CASCADES CAPITAL ASSET MANAGEMENT, LLC | $350,455 | $194,432,494 | $20,396,386 | $214,828,880 |
| 2087 | TOWNSEND WEALTH MANAGEMENT | $350,236 | $130,786,655 | $1,252,229 | $132,038,884 |
| 2088 | MEIRA | $350,154 | $246,858,629 | — | $246,858,629 |
| 2089 | DES MOINES INVESTMENTS, LLC | $350,000 | $140,000,000 | — | $140,000,000 |
| 2090 | FINANCIAL ARCHITECTS, LLC | $349,975 | $124,590,957 | — | $124,590,957 |
| 2091 | SCOTTSDALE WEALTH PLANNING, INC. | $349,940 | $153,273,938 | — | $153,273,938 |
| 2092 | THE MILLSTONE EVANS GROUP, LLC | $349,915 | $718,601,955 | $12,019,758 | $730,621,713 |
| 2093 | OLD MISSION INVESTMENT COMPANY, LLC | $349,682 | $426,323,116 | $155,198,064 | $581,521,180 |
| 2094 | SANFORD ADVISORY | $349,624 | $936,529,701 | $21,091,601 | $957,621,302 |
| 2095 | ADIRONDACK CAPITAL ADVISORS, LLC | $349,172 | $265,719,615 | — | $265,719,615 |
| 2096 | COTTONWOOD WEALTH STRATEGIES, LLC | $349,040 | $204,996,636 | $25,718,916 | $230,715,552 |
| 2097 | TANDEMGROWTH FINANCIAL ADVISORS, LLC | $348,841 | $224,627,833 | $723,570 | $225,351,403 |
| 2098 | DELTA FINANCIAL GROUP, INC. | $348,524 | $1,015,390,531 | $60,851,146 | $1,076,241,677 |
| 2099 | MINERVA PLANNING GROUP | $348,199 | $142,761,591 | — | $142,761,591 |
| 2100 | CAMBRIDGE CAPE COD ADVISORS, LLC | $348,107 | — | $158,388,604 | $158,388,604 |
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.
