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
      2251NAPLES MONEY MANAGEMENT LLC$317,145$171,818,147$11,808,667$183,626,814
      2252BROWN | MILLER WEALTH MANAGEMENT, LLC$316,975$575,711,694$36,049,819$611,761,513
      2253HARVEST FINANCIAL PARTNERS$316,290$102,322,585$3,634,655$105,957,240
      2254THE PLANNING CENTER, INC.$316,083$825,894,130$169,767,307$995,661,437
      2255MADDEN ADVISORY SERVICES, INC.$316,050$189,314,214—$189,314,214
      2256REGATTA CAPITAL GROUP, LLC$315,653$753,580,531$153,289,381$906,869,912
      2257HARDIN CAPITAL PARTNERS, LLC$315,633$179,051,684$141,000,521$320,052,205
      2258VAN DER NOORD FINANCIAL ADVISORS, INC.$315,563$124,705,575$2,150,631$126,856,206
      2259LINDA A. BARLOW, CFP$315,274$244,021,924—$244,021,924
      2260CEDRUS LLC$315,154$364,003,434—$364,003,434
      2261FINANCIAL SERVICE GROUP INC$315,067$333,655,444—$333,655,444
      2262HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS$314,786$126,600,000$35,200,000$161,800,000
      2263CHB INVESTMENT GROUP, LLC$314,714$199,721,697$7,360,305$207,082,002
      2264FINANCIAL INDEPENDENCE, LLC$314,675—$209,888,433$209,888,433
      2265VESTPOINTE WEALTH MANAGEMENT, LLC$314,552$110,449,553$11,596,780$122,046,333
      2266SAS FINANCIAL ADVISORS, LLC.$314,286$40,000,000$70,000,000$110,000,000
      2267CAHILL FINANCIAL ADVISORS, INC.$313,554$995,069,425$205,528,293$1,200,597,718
      2268PROFESSIONAL FINANCIAL SOLUTIONS, LLC$313,174$225,596,486$23,689,790$249,286,276
      2269THOR WEALTH MANAGEMENT INC$313,127$414,599,721$294,040$414,893,761
      2270BOSTON HILL ADVISORS, LLC$313,120$954,719,498$47,577,259$1,002,296,757
      2271ONE DAY IN JULY LLC$312,980$549,991,618$19,944,692$569,936,310
      2272POEHLING CAPITAL MANAGEMENT, INC.$312,774$376,870,266$4,400,691$381,270,957
      2273LOWE WEALTH ADVISORS, LLC$312,648$392,290,874$9,773,864$402,064,738
      2274LEWIS ASSET MANAGEMENT$312,629$135,991,199$5,004,534$140,995,733
      2275RHS FINANCIAL, LLC$312,523$177,718,079$7,608,090$185,326,169
      2276DEDORA CAPITAL, INC.$312,467$400,115,577$5,465,977$405,581,554
      2277DYNAMIC WEALTH ADVISORS$312,449$3,157,592,844$147,488,799$3,305,081,643
      2278CRAWFORD FINANCIAL PLANNING & CONSULTING$312,179$108,950,510—$108,950,510
      2279WOODFIELD FINANCIAL ADVISORS, INC.$311,660—$148,662,000$148,662,000
      2280STRATEGIC FINANCIAL PLANNING, INC.$311,308$163,436,933—$163,436,933
      2281THE LEGACY FINANCIAL GROUP, INC.$311,191$318,660,000—$318,660,000
      2282KANE COMPANY WEALTH MANAGEMENT PC$310,951$172,577,701—$172,577,701
      2283WALLER FINANCIAL PLANNING GROUP, INC.$310,918$487,684,582$105,546,543$593,231,125
      2284FINANCIAL PARTNERS, LLC$310,734$10,000,000$100,000,000$110,000,000
      2285WEALTHBRIDGE CAPITAL MANAGEMENT, LLC$310,672$498,629,213—$498,629,213
      2286MALTIN WEALTH MANAGEMENT, INC.$310,662$297,760,193$4,824,807$302,585,000
      2287FLAGSTONE FINANCIAL MANAGEMENT, LLC$310,346$261,311,572—$261,311,572
      2288THE RETIREMENT PLANNING GROUP, INC.$310,215$1,431,334,279—$1,431,334,279
      2289ACCREDITED WEALTH MANAGEMENT LLC$310,027$105,300,000$9,100,000$114,400,000
      2290DELTA INVESTMENT MANAGEMENT, LLC$309,760$513,891,606—$513,891,606
      2291MACROVIEW INVESTMENT MANAGEMENT LLC$309,470$145,760,182—$145,760,182
      2292KAYDAN WEALTH MANAGEMENT, INC.$309,325$654,840,570—$654,840,570
      2293MOISAND FITZGERALD TAMAYO, LLC$309,283$913,608,089$8,364,085$921,972,174
      2294DE GROOTE FINANCIAL GROUP, LLC$309,001$562,690,300—$562,690,300
      2295TCWP LLC$309,001$694,606,216$32,164,247$726,770,463
      2296WAMBOLT & ASSOCIATES, LLC$308,726$438,871,053$14,956,574$453,827,627
      2297TOM JOHNSON INVESTMENT MANAGEMENT, LLC$308,395$1,795,478,023—$1,795,478,023
      2298SPRINGBOARD ASSET MANAGEMENT LLC$308,284$104,200,000—$104,200,000
      2299STEPHENS CONSULTING, LLC$308,131$666,498,211$94,276,133$760,774,344
      2300STRATEGIC PLANNING, INC.$308,072$269,870,741—$269,870,741
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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.