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 |
|---|---|---|---|---|---|
| 2301 | NORTHSTAR FINANCIAL COMPANIES, INC. | $318,869 | $225,437,000 | $9,888,000 | $235,325,000 |
| 2302 | FRANK FINANCIAL ADVISORS | $318,745 | $135,804,096 | $6,674,704 | $142,478,800 |
| 2303 | CROSSGATE WEALTH ADVISORS, LLC | $318,458 | $214,379,135 | $1,853,858 | $216,232,993 |
| 2304 | THE HOLBEN GROUP, LLC | $318,182 | $140,000,000 | — | $140,000,000 |
| 2305 | BILL FEW ASSOCIATES, INC. | $318,000 | $1,251,432,853 | $451,139,339 | $1,702,572,192 |
| 2306 | TGS FINANCIAL ADVISORS | $317,557 | $331,828,741 | $25,740,447 | $357,569,188 |
| 2307 | NAPLES MONEY MANAGEMENT LLC | $317,145 | $171,818,147 | $11,808,667 | $183,626,814 |
| 2308 | BROWN | MILLER WEALTH MANAGEMENT, LLC | $316,975 | $575,711,694 | $36,049,819 | $611,761,513 |
| 2309 | HARVEST FINANCIAL PARTNERS | $316,290 | $102,322,585 | $3,634,655 | $105,957,240 |
| 2310 | THE PLANNING CENTER, INC. | $316,083 | $825,894,130 | $169,767,307 | $995,661,437 |
| 2311 | MADDEN ADVISORY SERVICES, INC. | $316,050 | $189,314,214 | — | $189,314,214 |
| 2312 | REGATTA CAPITAL GROUP, LLC | $315,653 | $753,580,531 | $153,289,381 | $906,869,912 |
| 2313 | HARDIN CAPITAL PARTNERS, LLC | $315,633 | $179,051,684 | $141,000,521 | $320,052,205 |
| 2314 | VAN DER NOORD FINANCIAL ADVISORS, INC. | $315,563 | $124,705,575 | $2,150,631 | $126,856,206 |
| 2315 | LINDA A. BARLOW, CFP | $315,274 | $244,021,924 | — | $244,021,924 |
| 2316 | CEDRUS LLC | $315,154 | $364,003,434 | — | $364,003,434 |
| 2317 | FINANCIAL SERVICE GROUP INC | $315,067 | $333,655,444 | — | $333,655,444 |
| 2318 | HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS | $314,786 | $126,600,000 | $35,200,000 | $161,800,000 |
| 2319 | CHB INVESTMENT GROUP, LLC | $314,714 | $199,721,697 | $7,360,305 | $207,082,002 |
| 2320 | FINANCIAL INDEPENDENCE, LLC | $314,675 | — | $209,888,433 | $209,888,433 |
| 2321 | VESTPOINTE WEALTH MANAGEMENT, LLC | $314,552 | $110,449,553 | $11,596,780 | $122,046,333 |
| 2322 | SAS FINANCIAL ADVISORS, LLC. | $314,286 | $40,000,000 | $70,000,000 | $110,000,000 |
| 2323 | CAHILL FINANCIAL ADVISORS, INC. | $313,554 | $995,069,425 | $205,528,293 | $1,200,597,718 |
| 2324 | PROFESSIONAL FINANCIAL SOLUTIONS, LLC | $313,174 | $225,596,486 | $23,689,790 | $249,286,276 |
| 2325 | THOR WEALTH MANAGEMENT INC | $313,127 | $414,599,721 | $294,040 | $414,893,761 |
| 2326 | BOSTON HILL ADVISORS, LLC | $313,120 | $954,719,498 | $47,577,259 | $1,002,296,757 |
| 2327 | ONE DAY IN JULY LLC | $312,980 | $549,991,618 | $19,944,692 | $569,936,310 |
| 2328 | POEHLING CAPITAL MANAGEMENT, INC. | $312,774 | $376,870,266 | $4,400,691 | $381,270,957 |
| 2329 | LOWE WEALTH ADVISORS, LLC | $312,648 | $392,290,874 | $9,773,864 | $402,064,738 |
| 2330 | LEWIS ASSET MANAGEMENT | $312,629 | $135,991,199 | $5,004,534 | $140,995,733 |
| 2331 | RHS FINANCIAL, LLC | $312,523 | $177,718,079 | $7,608,090 | $185,326,169 |
| 2332 | DEDORA CAPITAL, INC. | $312,467 | $400,115,577 | $5,465,977 | $405,581,554 |
| 2333 | DYNAMIC WEALTH ADVISORS | $312,449 | $3,157,592,844 | $147,488,799 | $3,305,081,643 |
| 2334 | CRAWFORD FINANCIAL PLANNING & CONSULTING | $312,179 | $108,950,510 | — | $108,950,510 |
| 2335 | WOODFIELD FINANCIAL ADVISORS, INC. | $311,660 | — | $148,662,000 | $148,662,000 |
| 2336 | STRATEGIC FINANCIAL PLANNING, INC. | $311,308 | $163,436,933 | — | $163,436,933 |
| 2337 | THE LEGACY FINANCIAL GROUP, INC. | $311,191 | $318,660,000 | — | $318,660,000 |
| 2338 | KANE COMPANY WEALTH MANAGEMENT PC | $310,951 | $172,577,701 | — | $172,577,701 |
| 2339 | WALLER FINANCIAL PLANNING GROUP, INC. | $310,918 | $487,684,582 | $105,546,543 | $593,231,125 |
| 2340 | FINANCIAL PARTNERS, LLC | $310,734 | $10,000,000 | $100,000,000 | $110,000,000 |
| 2341 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | $310,672 | $498,629,213 | — | $498,629,213 |
| 2342 | MALTIN WEALTH MANAGEMENT, INC. | $310,662 | $297,760,193 | $4,824,807 | $302,585,000 |
| 2343 | FLAGSTONE FINANCIAL MANAGEMENT, LLC | $310,346 | $261,311,572 | — | $261,311,572 |
| 2344 | THE RETIREMENT PLANNING GROUP, INC. | $310,215 | $1,431,334,279 | — | $1,431,334,279 |
| 2345 | ACCREDITED WEALTH MANAGEMENT LLC | $310,027 | $105,300,000 | $9,100,000 | $114,400,000 |
| 2346 | DELTA INVESTMENT MANAGEMENT, LLC | $309,760 | $513,891,606 | — | $513,891,606 |
| 2347 | MACROVIEW INVESTMENT MANAGEMENT LLC | $309,470 | $145,760,182 | — | $145,760,182 |
| 2348 | KAYDAN WEALTH MANAGEMENT, INC. | $309,325 | $654,840,570 | — | $654,840,570 |
| 2349 | MOISAND FITZGERALD TAMAYO, LLC | $309,283 | $913,608,089 | $8,364,085 | $921,972,174 |
| 2350 | DE GROOTE FINANCIAL GROUP, LLC | $309,001 | $562,690,300 | — | $562,690,300 |
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.
