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 |
|---|---|---|---|---|---|
| 2501 | PEACE OF MIND WEALTH MANAGEMENT | $278,200 | $132,402,912 | $9,200,972 | $141,603,884 |
| 2502 | PROFOCUS INCORPORATED | $278,195 | $103,000,000 | $8,000,000 | $111,000,000 |
| 2503 | ALL SEASON FINANCIAL ADVISORS, INC. | $277,308 | $197,165,856 | — | $197,165,856 |
| 2504 | REITZ CAPITAL ADVISORS LLC | $277,021 | $167,874,874 | — | $167,874,874 |
| 2505 | FINANCIALLY SPEAKING INC | $276,739 | $152,802,524 | $3,001,295 | $155,803,819 |
| 2506 | GLOBAL VIEW INVESTMENT ADVISORS, LLC | $276,605 | $400,493,555 | $3,626,486 | $404,120,041 |
| 2507 | MICHAEL BRADY & CO., LLC | $276,564 | $160,406,998 | — | $160,406,998 |
| 2508 | LONGVIEW FINANCIAL ADVISORS, INC. | $276,561 | $192,133,888 | $75,842 | $192,209,730 |
| 2509 | RETIREMENT BENCHMARK, LLC | $276,559 | $13,726,085 | $3,454,319,529 | $3,468,045,614 |
| 2510 | CONTINUUM WEALTH ADVISORS, LLC | $275,828 | $177,502,000 | $5,648,000 | $183,150,000 |
| 2511 | ASSET MANAGEMENT RESOURCES, LLC | $275,715 | $223,178,622 | $17,245,238 | $240,423,860 |
| 2512 | COHEN INVESTMENT ADVISORS, LLC | $275,487 | $151,793,393 | — | $151,793,393 |
| 2513 | SAVIOR WEALTH | $274,852 | $185,897,507 | $8,697,757 | $194,595,264 |
| 2514 | FFG RETIREMENT COUNSELING | $274,557 | $159,242,923 | — | $159,242,923 |
| 2515 | C-J ADVISORY, INC. | $274,421 | $250,546,454 | — | $250,546,454 |
| 2516 | WALKNER CONDON FINANCIAL ADVISORS LLC | $274,334 | $425,251,371 | $33,984,192 | $459,235,563 |
| 2517 | COMPASS WEALTH MANAGEMENT, LLC | $274,123 | $180,098,980 | — | $180,098,980 |
| 2518 | TRUENORTH WEALTH | $274,101 | — | $652,633,504 | $652,633,504 |
| 2519 | SOUTHERN CAPITAL ADVISORS, LLC | $273,772 | $369,876,245 | $2,727,872 | $372,604,117 |
| 2520 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $272,742 | $461,504,590 | $14,430,187 | $475,934,777 |
| 2521 | CAM INVESTOR SOLUTIONS | $272,383 | $216,000,000 | — | $216,000,000 |
| 2522 | AVERA CAPITAL WEALTH MANAGEMENT | $272,023 | $105,722,979 | $7,982,829 | $113,705,808 |
| 2523 | 93 FINANCIAL GROUP, LLC | $271,898 | $629,444,458 | — | $629,444,458 |
| 2524 | DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC | $271,397 | $295,551,798 | — | $295,551,798 |
| 2525 | OLIO FINANCIAL PLANNING | $271,389 | $279,052,766 | $18,389,420 | $297,442,186 |
| 2526 | NORTHAVENUE LLC | $271,389 | $118,597,040 | — | $118,597,040 |
| 2527 | THE H GROUP, INC. | $271,388 | $891,237,188 | — | $891,237,188 |
| 2528 | TED BUCHAN & COMPANY | $270,579 | $241,470,265 | $30,731,768 | $272,202,033 |
| 2529 | GRANGE CAPITAL, LLC | $270,494 | $135,688,000 | $3,887,000 | $139,575,000 |
| 2530 | M.C. BYRD WEALTH MANAGEMENT, LLC | $270,484 | $184,284,080 | $53,471,206 | $237,755,286 |
| 2531 | WEALTH TEAMS ALLIANCE | $270,295 | $246,779,538 | — | $246,779,538 |
| 2532 | BIVIN & ASSOCIATES, INC. | $269,883 | $129,003,852 | — | $129,003,852 |
| 2533 | TRUE NORTH FINANCIAL | $269,846 | $309,243,419 | — | $309,243,419 |
| 2534 | BARTLEY FINANCIAL ADVISORS, LLC | $269,808 | $105,377,103 | $9,021,617 | $114,398,720 |
| 2535 | PAYNE CAPITAL MANAGEMENT, LLC | $269,063 | $300,210,088 | $743,485,559 | $1,043,695,647 |
| 2536 | THE H GROUP WASHINGTON, INC. | $269,024 | $181,860,014 | — | $181,860,014 |
| 2537 | MILESTONES PRIVATE INVESTMENT ADVISORS LLC | $268,889 | $86,712,264 | $80,805,397 | $167,517,661 |
| 2538 | BAUER WEALTH MANAGEMENT INC. | $268,844 | $97,218,493 | $7,092,969 | $104,311,462 |
| 2539 | NORTHERN FINANCIAL ADVISORS, INC | $268,165 | $522,076,563 | $9,962,456 | $532,039,019 |
| 2540 | AMARA FINANCIAL, LLC | $268,056 | $81,620,870 | $43,829,465 | $125,450,335 |
| 2541 | THE HELMSTAR GROUP, LLC | $267,793 | $341,704,173 | — | $341,704,173 |
| 2542 | WELCH INVESTMENT GROUP, LLC | $267,736 | $208,834,055 | — | $208,834,055 |
| 2543 | CHICAGO WEALTH MANAGEMENT, INC. | $267,607 | $233,085,272 | — | $233,085,272 |
| 2544 | TRUNORTH FINANCIAL SERVICES, INC. | $267,147 | $200,100,827 | $526,471 | $200,627,298 |
| 2545 | SANDIA WEALTH MANAGEMENT, LLC | $267,117 | $129,108,300 | $22,080,100 | $151,188,400 |
| 2546 | WAYFINDING FINANCIAL, LLC | $267,073 | $260,948,676 | $515,930 | $261,464,606 |
| 2547 | FINER WEALTH MANAGEMENT, INC. | $266,892 | $163,871,463 | — | $163,871,463 |
| 2548 | SIGHTLINE WEALTH ADVISORS, LLC | $266,538 | $168,639,303 | $57,118,544 | $225,757,847 |
| 2549 | QUAD-CITIES INVESTMENT GROUP, LLC | $266,105 | $311,609,827 | $15,965,472 | $327,575,299 |
| 2550 | DAVIS & SEILEY WEALTH MANAGEMENT, INC. | $265,639 | $175,961,232 | $13,439,681 | $189,400,913 |
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.
