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 |
|---|---|---|---|---|---|
| 2551 | CROWN WEALTH GROUP LLC | $265,324 | $202,441,997 | — | $202,441,997 |
| 2552 | CROWN WEALTH GROUP LLC | $265,324 | $202,441,997 | — | $202,441,997 |
| 2553 | STONE PINE FINANCIAL PARTNERS | $264,612 | $132,306,000 | — | $132,306,000 |
| 2554 | ELEVAGE PARTNERS, LLC | $263,999 | $134,111,589 | — | $134,111,589 |
| 2555 | CAPITAL FINANCIAL SERVICES LLC | $263,645 | $127,604,183 | — | $127,604,183 |
| 2556 | FURE FINANCIAL CORPORATION | $263,356 | $275,997,269 | — | $275,997,269 |
| 2557 | KLEINFELDER CAPITAL, INC. | $263,011 | $216,139,200 | $6,367,789 | $222,506,989 |
| 2558 | TEMPUS WEALTH PLANNING, LLC | $262,660 | $188,442,986 | $59,508,312 | $247,951,298 |
| 2559 | MEASURED RISK PORTFOLIOS | $262,639 | $259,110,902 | $3,003,242 | $262,114,144 |
| 2560 | ENTRUST FINANCIAL LLC | $262,535 | $219,953,025 | $15,803,591 | $235,756,616 |
| 2561 | COLUMBIA RIVER FINANCIAL GROUP | $262,521 | $123,857,622 | $6,615,115 | $130,472,737 |
| 2562 | AOG WEALTH MANAGEMENT | $262,489 | $267,313,772 | $3,050,184 | $270,363,956 |
| 2563 | KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | $262,447 | $295,649,683 | $22,960,393 | $318,610,076 |
| 2564 | BYRNE & COMPANY WEALTH MANAGEMENT, LLC | $262,281 | $98,782,144 | $7,441,537 | $106,223,681 |
| 2565 | CYPRESS CAPITAL ADVISORS, LLC | $261,997 | $290,816,864 | — | $290,816,864 |
| 2566 | MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC | $261,658 | $462,873,543 | — | $462,873,543 |
| 2567 | MOULTON WEALTH MANAGEMENT, INC | $260,456 | $147,157,917 | — | $147,157,917 |
| 2568 | KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. | $260,361 | $469,150,367 | $19,026,212 | $488,176,579 |
| 2569 | LIFE PLAN FINANCIAL ADVISORY GROUP, LLC | $259,908 | $147,368,000 | — | $147,368,000 |
| 2570 | IRONWOOD WEALTH MANAGEMENT, LLC | $259,684 | $536,373,007 | $4,807,845 | $541,180,852 |
| 2571 | RD LEWIS WEALTH MANAGEMENT | $259,601 | $173,413,745 | — | $173,413,745 |
| 2572 | WILLIAMS WEALTH MANAGEMENT, LLC | $259,109 | $101,700,025 | $2,980,000 | $104,680,025 |
| 2573 | HILLTOP WEALTH ADVISORS, LLC | $258,930 | $370,270,127 | — | $370,270,127 |
| 2574 | CHIRON CAPITAL MANAGEMENT, LLC | $258,336 | $236,706,951 | $7,162,339 | $243,869,290 |
| 2575 | PARKSHORE WEALTH MANAGEMENT | $258,116 | $360,242,697 | $13,767,822 | $374,010,519 |
| 2576 | PAOLINO, WILLIAM | $257,635 | $169,008,747 | — | $169,008,747 |
| 2577 | LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | $257,428 | $662,188,226 | $22,054,445 | $684,242,671 |
| 2578 | HIXON ZUERCHER CAPITAL MANAGEMENT | $256,826 | $287,434,765 | $12,281,308 | $299,716,073 |
| 2579 | EDGEROCK WEALTH MANAGEMENT | $256,265 | $231,151,051 | — | $231,151,051 |
| 2580 | EDGEROCK WEALTH MANAGEMENT | $256,265 | $231,151,051 | — | $231,151,051 |
| 2581 | EAGLE FINANCIAL STRATEGIES | $256,164 | $127,569,848 | — | $127,569,848 |
| 2582 | WISER WEALTH MANAGEMENT, INC | $255,854 | $224,372,630 | $1,546,198 | $225,918,828 |
| 2583 | BUTTONWOOD FINANCIAL ADVISORS, INC. | $255,692 | $156,891,518 | $12,376,770 | $169,268,288 |
| 2584 | DEW POINT CAPITAL | $254,965 | $140,610,000 | $6,760,000 | $147,370,000 |
| 2585 | SINGER WEALTH ADVISORS LLC | $254,809 | $298,380,789 | — | $298,380,789 |
| 2586 | DWR WEALTH MANAGEMENT, LLC | $253,940 | $131,420,313 | $5,707,437 | $137,127,750 |
| 2587 | VON BORSTEL & ASSOCIATES | $253,762 | $478,849,136 | — | $478,849,136 |
| 2588 | BROADLAKE FINANCIAL MANAGEMENT | $253,661 | $319,106,092 | — | $319,106,092 |
| 2589 | LINDAHL & MANSAGER INC | $253,232 | $189,164,586 | — | $189,164,586 |
| 2590 | MOKOSAK ADVISORY GROUP, LLC | $252,705 | $272,530,792 | $3,675,670 | $276,206,462 |
| 2591 | STONEHEARTH CAPITAL MANAGEMENT | $252,554 | $310,641,843 | — | $310,641,843 |
| 2592 | BOSTON STANDARD WEALTH MANAGEMENT, LLC | $252,310 | $374,932,485 | — | $374,932,485 |
| 2593 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. | $252,051 | $238,665,672 | $8,344,323 | $247,009,995 |
| 2594 | NIKULSKI FINANCIAL, INC. | $251,081 | $278,101,838 | $10,641,065 | $288,742,903 |
| 2595 | PROSPERITY WEALTH PLANNING LLC | $250,119 | $117,305,710 | — | $117,305,710 |
| 2596 | EVANS WEALTH MANAGEMENT | $250,000 | $150,000,000 | — | $150,000,000 |
| 2597 | KIMERY WEALTH MANAGEMENT, LLC | $249,692 | $324,600,000 | — | $324,600,000 |
| 2598 | PREVAIL WEALTH MANAGEMENT | $249,497 | $127,393,313 | $848,100 | $128,241,413 |
| 2599 | MCILRATH & ECK, LLC | $249,373 | $645,376,243 | — | $645,376,243 |
| 2600 | THE PERSONAL WEALTH COACH | $248,772 | $199,266,555 | — | $199,266,555 |
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.
