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
      2401WEALTHSTAR ADVISORS, LLC$289,128$717,616,108—$717,616,108
      2402CEDAR FINANCIAL ADVISORS, LLC$289,013$121,385,291—$121,385,291
      2403TULL FINANCIAL GROUP, INC.$288,871$262,391,506$4,813,940$267,205,446
      2404FINANCIAL SOLUTIONS ASSOCIATES$288,100$137,712,000—$137,712,000
      2405BONFIRE FINANCIAL, LLC$287,941$148,103,663$3,065,407$151,169,070
      2406HOLDER WEALTH MANAGEMENT$287,763$202,584,800—$202,584,800
      2407PORTFOLIO ADVISORS, INC.$287,062—$236,251,628$236,251,628
      2408ASPIREAN WEALTH, LLC$286,700$49,239,365$89,236,670$138,476,035
      2409JOHN T. MCCARTHY, LLC$286,497—$136,659,000$136,659,000
      2410WILLIAM ALLAN, LLC$286,272$170,618,269—$170,618,269
      2411STAKEHOLDERS CAPITAL$286,172$134,909,253$16,189,310$151,098,563
      2412COGENTBLUE$285,581$100,524,667—$100,524,667
      2413MMHP INVESTMENT ADVISORS$284,788$402,690,744—$402,690,744
      2414RFM FINANCIAL SOLUTIONS, LLC$284,411$137,676,515$39,511,767$177,188,282
      2415EARTH EQUITY ADVISORS, LLC$284,221$178,491,035—$178,491,035
      2416QUATTRO ADVISORS L.L.C.$284,068$385,978,824$17,965,752$403,944,576
      2417FOSTER VICTOR WEALTH ADVISORS$284,033$990,674,000$127,278,000$1,117,952,000
      2418DIVERGENT PLANNING$283,969$200,198,469—$200,198,469
      2419WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000—$112,412,000
      2420WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000—$112,412,000
      2421CREEKMUR ASSET MANAGEMENT, LLC$283,606$243,333,922—$243,333,922
      2422VOISARD ASSET MANAGEMENT GROUP$283,557$306,690,587$4,938,524$311,629,111
      2423CGN ADVISORS, LLC$283,362$535,632,000$15,507,500$551,139,500
      2424SUCCESSFUL MONEY STRATEGIES INC$283,232$185,800,000—$185,800,000
      2425BEACON WEALTHCARE LLC$283,085$232,941,056$2,868,836$235,809,892
      2426ADVICEONE ADVISORY SERVICES, LLC$282,928$1,299,488,224—$1,299,488,224
      2427MASCOMA WEALTH MANAGEMENT$282,920$340,578,116$40,797,566$381,375,682
      2428FLYING POINT FINANCIAL, INC.$282,794$166,000,000—$166,000,000
      2429CUSHING CAPITAL PARTNERS, LLC$281,846$184,955,525$25,301,575$210,257,100
      2430HAUSMAN ADVISORS, LLC$281,553$129,795,932—$129,795,932
      2431FORTRESS FINANCIAL GROUP, LLC$281,363$130,091,782$17,060,909$147,152,691
      2432WISDOM INDEX ADVISORS$281,301$169,343,106—$169,343,106
      2433SOLUTIONS 4 WEALTH$281,082$63,816,122$79,535,689$143,351,811
      2434PATHWAYS ADVISORY GROUP, INC.$280,494—$246,273,482$246,273,482
      2435WEALTH MANAGEMENT SOLUTIONS, LLC$280,097$107,082,222$8,037,440$115,119,662
      2436SPARTAN PLANNING GROUP$279,633$125,196,172$123,677,084$248,873,256
      2437ESSEX LLC$279,575$389,439,647$50,331,437$439,771,084
      2438SCULATI WEALTH MANAGEMENT, LLC$279,292$255,273,054—$255,273,054
      2439EVOADVISERS$279,194$184,826,380—$184,826,380
      2440WATERFRONT WEALTH INC.$279,156$675,000,000—$675,000,000
      2441WEALTH MANAGEMENT SOLUTIONS$278,969$385,535,080—$385,535,080
      2442KOTYS WEALTH PROFESSIONALS$278,792$181,493,871—$181,493,871
      2443HCO PRIVATE WEALTH$278,522$165,720,756—$165,720,756
      2444CORNERSTONE WEALTH PLANNING$278,293$179,157,593$5,907,062$185,064,655
      2445PEACE OF MIND WEALTH MANAGEMENT$278,200$132,402,912$9,200,972$141,603,884
      2446PROFOCUS INCORPORATED$278,195$103,000,000$8,000,000$111,000,000
      2447ALL SEASON FINANCIAL ADVISORS, INC.$277,308$197,165,856—$197,165,856
      2448REITZ CAPITAL ADVISORS LLC$277,021$167,874,874—$167,874,874
      2449FINANCIALLY SPEAKING INC$276,739$152,802,524$3,001,295$155,803,819
      2450GLOBAL VIEW INVESTMENT ADVISORS, LLC$276,605$400,493,555$3,626,486$404,120,041
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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.