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 |
|---|---|---|---|---|---|
| 2151 | CARLSBAD WEALTH ADVISORY GROUP, INC. | $338,359 | $244,295,531 | — | $244,295,531 |
| 2152 | ASCENT CAPITAL MANAGEMENT, LLC | $338,298 | $357,912,095 | $14,554,229 | $372,466,324 |
| 2153 | REVOLVE WEALTH PARTNERS, LLC | $338,086 | $640,335,096 | — | $640,335,096 |
| 2154 | TBH GLOBAL ASSET MANAGEMENT, LLC | $337,930 | $832,882,751 | $56,211,942 | $889,094,693 |
| 2155 | THE RUDD COMPANY, LLC | $337,873 | $152,168,295 | $23,863,788 | $176,032,083 |
| 2156 | R.P. BOGGS & CO. WEALTH MANAGEMENT | $337,374 | $230,569,439 | $8,291,610 | $238,861,049 |
| 2157 | BOULDER WEALTH ADVISORS, LLC | $336,973 | $182,639,110 | — | $182,639,110 |
| 2158 | ROSSJOHNSON & ASSOCIATES, LLC | $336,658 | $133,989,797 | — | $133,989,797 |
| 2159 | DESTINY CAPITAL CORPORATION | $336,235 | $266,676,348 | $27,529,393 | $294,205,741 |
| 2160 | SAGE PRIVATE WEALTH GROUP, LLC | $335,761 | $352,399,688 | $1,827,854 | $354,227,542 |
| 2161 | FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC | $335,757 | $125,237,537 | — | $125,237,537 |
| 2162 | RUEDI WEALTH MANAGEMENT, INC. | $335,726 | $318,804,006 | $11,549,922 | $330,353,928 |
| 2163 | CAMBRIDGE FINANCIAL GROUP, LLC | $335,639 | $411,157,806 | — | $411,157,806 |
| 2164 | CHRISTINE MESSMER, P.C. | $335,351 | $1,232,132 | $168,119,940 | $169,352,072 |
| 2165 | SHARKEY HOWES & JAVER INC | $335,297 | $903,625,913 | — | $903,625,913 |
| 2166 | SHORELINE WEALTH ADVISORS | $335,247 | $222,603,939 | — | $222,603,939 |
| 2167 | FREEDOM DAY SOLUTIONS, LLC | $334,687 | $345,076,732 | $21,405,688 | $366,482,420 |
| 2168 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | $334,243 | $1,605,415,069 | $5,299,797 | $1,610,714,866 |
| 2169 | FORTRESS WEALTH MANAGEMENT, INC. | $334,068 | $291,097,434 | $1,212,289 | $292,309,723 |
| 2170 | ENTASIS ASSET MANAGEMENT LLC | $333,796 | $116,070,279 | $3,762,649 | $119,832,928 |
| 2171 | HERITAGE FINANCIAL ADVISORS, LLC | $333,783 | — | $157,545,608 | $157,545,608 |
| 2172 | MARKLE FINANCIAL LLC | $333,524 | $138,937,453 | $10,815,024 | $149,752,477 |
| 2173 | TAYLOR FINANCIAL GROUP, INC. | $333,461 | $316,787,879 | — | $316,787,879 |
| 2174 | CORNERSTONE WEALTH ADVISORS, INC. | $333,388 | $419,376,648 | $35,364,613 | $454,741,261 |
| 2175 | THE KEYSTONE FINANCIAL ALLIANCE, LLC | $333,333 | $147,000,000 | $3,000,000 | $150,000,000 |
| 2176 | OLDFATHER FINANCIAL SERVICES LLC | $333,280 | $323,563,000 | $11,049,711 | $334,612,711 |
| 2177 | LUMINA WEALTH MANAGEMENT, LLC | $332,933 | $154,229,935 | $9,240,407 | $163,470,342 |
| 2178 | APPROACH RETIREMENT ADVISORS, LLC | $332,716 | $65,056,855 | $99,970,065 | $165,026,920 |
| 2179 | BURRUS | $332,672 | $258,153,621 | — | $258,153,621 |
| 2180 | FINANCIAL DESIGNS CORPORATION | $332,297 | $326,955,463 | $98,716,775 | $425,672,238 |
| 2181 | FINANCIAL FREEDOM FOR DENTISTS LLC | $332,000 | $116,200,000 | — | $116,200,000 |
| 2182 | OARSMAN CAPITAL, INC | $331,947 | $468,039,499 | $1,001,510 | $469,041,009 |
| 2183 | KOENIG INVESTMENT ADVISORY, LLC | $331,834 | $214,032,937 | — | $214,032,937 |
| 2184 | SACHETTA, LLC | $331,227 | $660,918,091 | $15,116,217 | $676,034,308 |
| 2185 | ABOUND WEALTH MANAGEMENT, LLC | $331,128 | $758,604,290 | $32,790,882 | $791,395,172 |
| 2186 | DAVIS CAPITAL MANAGEMENT | $331,014 | $166,200,000 | $300,000 | $166,500,000 |
| 2187 | NVEST WEALTH STRATEGIES, INC. | $330,876 | $151,101,819 | $1,762,867 | $152,864,686 |
| 2188 | SUNBURST FINANCIAL GROUP, LLC | $330,655 | $457,991,142 | $35,677,471 | $493,668,613 |
| 2189 | WILLOW | $330,606 | $150,095,020 | — | $150,095,020 |
| 2190 | COIGN CAPITAL ADVISORS LLC | $330,548 | $316,334,125 | — | $316,334,125 |
| 2191 | SAMALIN WEALTH | $330,444 | $284,269,659 | $41,217,960 | $325,487,619 |
| 2192 | SHORELINE FINANCIAL ADVISORS, LLC | $330,255 | $211,541,391 | $11,710,959 | $223,252,350 |
| 2193 | MAROTTA WEALTH MANAGEMENT, INC. | $330,193 | $550,852,298 | $18,731,278 | $569,583,576 |
| 2194 | GATEWAY ADVISORY, LLC | $329,345 | $738,721,602 | — | $738,721,602 |
| 2195 | RABE INVESTMENT CONSULTING GROUP | $329,238 | $106,427,035 | $16,378,909 | $122,805,944 |
| 2196 | PRAIRIEWOOD WEALTH MANAGEMENT | $329,056 | $151,694,613 | — | $151,694,613 |
| 2197 | GALECKI FINANCIAL MANAGEMENT INC | $328,951 | $621,059,259 | — | $621,059,259 |
| 2198 | KAHLER FINANCIAL GROUP, INC. | $328,768 | $178,850,000 | — | $178,850,000 |
| 2199 | BECKERMAN INSTITUTIONAL, LLC | $328,752 | $143,352,990 | $5,900,606 | $149,253,596 |
| 2200 | GIBSON WEALTH ADVISORS, LLC | $328,521 | $114,653,700 | — | $114,653,700 |
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.
