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
      2301GLOBAL FINANCIAL ADVISORY SERVICES, INC.$308,009—$154,312,473$154,312,473
      2302LEGACY FINANCIAL STRATEGIES, LLC$307,896$408,392,807$119,032,230$527,425,037
      2303TIM LOONEY INVESTMENTS, LLC$307,848—$338,324,498$338,324,498
      2304IRONWOOD WEALTH MANAGEMENT, INC.$307,766$213,589,404—$213,589,404
      2305RICHWOOD INVESTMENT ADVISORS, LLC$307,704$120,312,261—$120,312,261
      2306BURKETT FINANCIAL SERVICES, LLC$307,519$402,437,981$14,250,000$416,687,981
      2307ROBERT PRISKE, LLC$307,512$131,000,000—$131,000,000
      2308SCHERER FINANCIAL ADVISORY SERVICES, LLC$307,434$112,301,175$10,057,632$122,358,807
      2309INDEPENDENT WEALTH MANAGEMENT, LLC$307,421$143,735,175$9,360,347$153,095,522
      2310PALADINI FINANCIAL ADVISORS, LLC$307,417—$162,008,884$162,008,884
      2311NAVALIGN, LLC$306,731$490,462,316—$490,462,316
      2312CALLAHAN FINANCIAL PLANNING$306,673$245,876,384$2,835,492$248,711,876
      2313WEST BRANCH CAPITAL LLC$306,459$493,151,183$16,489,400$509,640,583
      2314INSIGHT WEALTH PARTNERS$306,106$756,316,983$1,906,472$758,223,455
      2315PRESTON WEALTH ADVISORS, LLC.$305,728$215,450,717$15,679,637$231,130,354
      2316TREASURE COAST FINANCIAL PLANNING, INC.$305,675$179,908,992$3,190,311$183,099,303
      2317ARCADIA WEALTH MANAGEMENT$305,126$241,785,327$3,536,277$245,321,604
      2318TABR CAPITAL MANAGEMENT, LLC$305,024$179,963,936—$179,963,936
      2319WEAVER CAPITAL MANAGEMENT, LLC$304,979$264,455,988$6,975,354$271,431,342
      2320PROFESSIONAL FINANCIAL SERVICES, INC.$304,717$190,448,052—$190,448,052
      2321PEAK FINANCIAL MANAGEMENT INC$304,586$395,961,220—$395,961,220
      2322CLEARVIEW WEALTH MANAGEMENT$304,348$140,000,000—$140,000,000
      2323FORTUNE 360 GROUP LLC$303,986$141,353,614—$141,353,614
      2324RESOLUTE FINANCIAL, LLC$303,956$404,628,472$39,147,150$443,775,622
      2325STRATEGIC INCOME GROUP LLC$303,953$267,748,449$12,800,121$280,548,570
      2326FINANCIAL FUTURES$303,708$173,113,493—$173,113,493
      2327FIRST FINANCIAL GROUP$303,595$217,000,000$11,000,000$228,000,000
      2328COPPERLEAF CAPITAL, LLC$303,514$180,695,455$17,195,898$197,891,353
      2329ASCEND INVESTMENT PARTNERS$303,437$493,388,105—$493,388,105
      2330LEVEL FINANCIAL ADVISORS, INC.$303,396$545,201,873—$545,201,873
      2331NORTHLAND CAPITAL MANAGEMENT$303,160$151,883,044—$151,883,044
      2332ARISTA ADVISORY GROUP, LLC$302,998$206,079,038$10,564,793$216,643,831
      2333FORT VANCOUVER INVESTMENT MANAGEMENT, LLC$302,927$157,825,101—$157,825,101
      2334HERON WEALTH$302,751$321,134,708$133,596,688$454,731,396
      2335SANCHEZ & ZURES, LLC$302,561$165,198,502—$165,198,502
      2336FOCUS FINANCIAL ADVISORS$302,456$130,055,949—$130,055,949
      2337WINDWARD PRIVATE WEALTH MANAGEMENT INC.$302,159$276,475,386—$276,475,386
      2338CLEARVIEW INVESTMENT PARTNERS, LLC$302,136$114,509,721—$114,509,721
      2339STONEBRIDGE WEALTH MANAGEMENT$302,085$162,087,659$9,496,742$171,584,401
      2340HERITAGE WEALTH MANAGEMENT GROUP, LTD$302,081$138,573,135$21,529,839$160,102,974
      2341PURTILL FINANCIAL LLC$301,656—$182,501,617$182,501,617
      2342FAMILY INVESTMENT CENTER$301,276$483,548,203—$483,548,203
      2343GROVE STREET FIDUCIARY, LLC$301,224$345,405,527$13,352,208$358,757,735
      2344BURNS MATTESON CAPITAL MANAGEMENT, LLC$300,943$326,068,170$4,066,215$330,134,385
      2345CLARK FINANCIAL ADVISORS$300,893$282,237,939—$282,237,939
      2346SQUIRE WEALTH ADVISORS$300,849$302,820,505$4,045,708$306,866,213
      2347AGILIS WEALTH MANAGEMENT,LLC$300,771$101,359,732—$101,359,732
      2348NORTHSTAR FINANCIAL PLANNERS, INC.$300,262$236,005,602—$236,005,602
      2349IOWA WEALTH MANAGEMENT, LLC$300,210$100,484,966$4,288,189$104,773,155
      2350EVERGREEN ADVISORS, LLC$300,057$323,396,596$45,073,063$368,469,659
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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.