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 |
|---|---|---|---|---|---|
| 2751 | KAIROS PRIVATE WEALTH, INC. | $212,259 | $107,103,645 | $7,728,371 | $114,832,016 |
| 2752 | LEADING EDGE FINANCIAL PLANNING LLC | $212,173 | $174,194,072 | — | $174,194,072 |
| 2753 | FINANCIAL SYMMETRY INC. | $211,740 | $380,772,149 | $431,885,203 | $812,657,352 |
| 2754 | NORTHSTAR FINANCIAL MANAGEMENT, INC. | $211,201 | $108,501,111 | $1,534,368 | $110,035,479 |
| 2755 | ALLIANCE ADVISORY & SECURITIES, INC | $210,996 | $202,486,165 | $154,518,651 | $357,004,816 |
| 2756 | APEIRON | $210,948 | $563,000,000 | $42,000,000 | $605,000,000 |
| 2757 | SELECTIVE WEALTH MANAGEMENT, INC. | $210,811 | $406,714,067 | $1,838,522 | $408,552,589 |
| 2758 | BRAUN-BOSTICH & ASSOCIATES INC. | $210,785 | $209,072,856 | $2,976,401 | $212,049,257 |
| 2759 | CLARK FINANCIAL SERVICES GROUP, INC. | $210,063 | $323,671,116 | $32,175,125 | $355,846,241 |
| 2760 | EASLEY INVESTMENT CONSULTANTS, INC. | $209,450 | $143,030,285 | $23,273,174 | $166,303,459 |
| 2761 | PINNACLE WEALTH MANAGEMENT, INC. | $209,363 | $161,136,207 | $1,329,164 | $162,465,371 |
| 2762 | EQUITA FINANCIAL NETWORK, INC. | $209,024 | $150,860,308 | $5,071,951 | $155,932,259 |
| 2763 | ARKFELD WEALTH STRATEGIES, L.L.C. | $208,602 | $257,626,800 | $51,729,700 | $309,356,500 |
| 2764 | Q3 ASSET MANAGEMENT CORPORATION | $208,554 | $478,277,401 | $315,894,577 | $794,171,978 |
| 2765 | LUCIEN STIRLING & GRAY ADVISORY GROUP INC | $208,402 | $93,099,607 | $37,151,393 | $130,251,000 |
| 2766 | COLLIE FINANCIAL PLANNING, INC. | $207,819 | $126,562,000 | — | $126,562,000 |
| 2767 | JACK KEETER & ASSOCIATES, INC. | $207,188 | $193,536,034 | $1,634,682 | $195,170,716 |
| 2768 | ST. JOHN & ASSOCIATES, INC. | $207,125 | $114,162,807 | $13,012,117 | $127,174,924 |
| 2769 | REVIEW SERVICES INC | $207,050 | — | $172,058,559 | $172,058,559 |
| 2770 | TEAM FINANCIAL STRATEGIES | $207,043 | $176,697,136 | $9,641,664 | $186,338,800 |
| 2771 | THE ETF STORE, INC. | $206,287 | $167,845,372 | $34,109,349 | $201,954,721 |
| 2772 | NEW MILLENNIUM GROUP | $206,096 | $158,487,570 | — | $158,487,570 |
| 2773 | STRAIGHTLINE | $205,936 | $1,122,421,714 | $56,766,362 | $1,179,188,076 |
| 2774 | RPA WEALTH MANAGEMENT | $205,704 | $161,466,590 | $26,547,082 | $188,013,672 |
| 2775 | MIDWEST FINANCIAL GROUP LLC | $205,532 | $355,529,371 | $6,001,696 | $361,531,067 |
| 2776 | MRA ADVISORY GROUP | $205,431 | $214,059,213 | — | $214,059,213 |
| 2777 | MAGNOLIA FINANCIAL PLANNING SERVICES, INC. | $205,358 | $138,821,999 | — | $138,821,999 |
| 2778 | INVEST INC. | $205,319 | $92,732,072 | $10,543,291 | $103,275,363 |
| 2779 | FORTUNE 45, LLC. | $204,899 | $137,663,479 | $233,632 | $137,897,111 |
| 2780 | STEVE ROBBINS, INC. | $204,847 | $112,051,230 | — | $112,051,230 |
| 2781 | GREAT OAK CAPITAL PARTNERS, LLC | $204,755 | $255,000,000 | $12,000,000 | $267,000,000 |
| 2782 | AVERY WEALTH, INC. | $204,603 | $179,973,604 | $281,689 | $180,255,293 |
| 2783 | PINE GROVE FINANCIAL GROUP | $203,711 | $626,206,273 | — | $626,206,273 |
| 2784 | SECOND HALF FINANCIAL PARTNERS, LLC | $202,712 | $240,416,458 | — | $240,416,458 |
| 2785 | MOSS, LUSE & WOMBLE, LLC | $202,508 | $298,700,000 | — | $298,700,000 |
| 2786 | KESSLER INVESTMENT GROUP, LLC | $202,124 | $219,651,033 | $8,345,208 | $227,996,241 |
| 2787 | WISDOM WEALTH STRATEGIES | $201,706 | $120,418,670 | — | $120,418,670 |
| 2788 | WASHINGTON AVENUE ADVISORS | $201,670 | $33,362,290 | $153,787,236 | $187,149,526 |
| 2789 | CLARITY WEALTH DEVELOPMENT, LLC | $201,455 | $132,759,112 | — | $132,759,112 |
| 2790 | QUINN STAUFFER FINANCIAL, LLC | $201,327 | $322,525,351 | — | $322,525,351 |
| 2791 | MONACO CAPITAL MANAGEMENT, LLC | $201,225 | $203,709,201 | $1,138,199 | $204,847,400 |
| 2792 | ADVANTAGE INVESTMENT MANAGEMENT | $200,707 | $133,988,869 | $15,537,734 | $149,526,603 |
| 2793 | CERDA MUNOZ ADVISORS, INC | $200,548 | $30,764,126 | $123,056,506 | $153,820,632 |
| 2794 | HERITAGE FINANCIAL LLC | $200,082 | $209,627,579 | $30,670,900 | $240,298,479 |
| 2795 | CENTRAL WEALTH MANAGEMENT LLC | $199,879 | $126,123,797 | — | $126,123,797 |
| 2796 | BIG INVESTMENT SERVICES | $199,803 | $223,686,000 | $3,290,000 | $226,976,000 |
| 2797 | WEALTH ADVISORS NW | $199,639 | $167,856,936 | $3,433,316 | $171,290,252 |
| 2798 | CLEARVIEW WEALTH ADVISORS, LLC | $199,608 | $214,910,000 | $2,663,000 | $217,573,000 |
| 2799 | ERICKSON FINANCIAL GROUP, LLC | $199,530 | $134,307,718 | $1,572,381 | $135,880,099 |
| 2800 | CAPASSO PLANNING PARTNERS LLC | $199,092 | $251,091,363 | $3,546,839 | $254,638,202 |
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.
