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 |
|---|---|---|---|---|---|
| 2801 | SCHWALLIER WEALTH MANAGEMENT | $176,712 | $124,390,689 | $13,444,883 | $137,835,572 |
| 2802 | MENTOR CAPITAL MANAGEMENT INC. | $176,375 | $143,140,194 | $31,118,648 | $174,258,842 |
| 2803 | FARTHER FINANCE ADVISORS, LLC | $175,982 | $142,897,678 | — | $142,897,678 |
| 2804 | REFINED WEALTH MANAGEMENT | $174,905 | $127,505,438 | — | $127,505,438 |
| 2805 | EQUITY ADVISORS OF KENTUCKY INC | $174,156 | $18,253,812 | $113,059,445 | $131,313,257 |
| 2806 | BELLINGHAM CAPITAL | $174,027 | $113,590,541 | $919,327 | $114,509,868 |
| 2807 | APPLIED CAPITAL LLC | $173,879 | $375,461,259 | $5,332,759 | $380,794,018 |
| 2808 | COORDINATED FINANCIAL PLANNING CORP | $173,732 | $274,039,599 | $14,007,993 | $288,047,592 |
| 2809 | HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. | $172,434 | $115,055,457 | $475,116 | $115,530,573 |
| 2810 | FALCON WEALTH PLANNING, INC. | $172,377 | $454,147,901 | $2,306,713 | $456,454,614 |
| 2811 | WASHINGTON WEALTH ADVISORS, LLC | $170,728 | $226,691,105 | $22,059,457 | $248,750,562 |
| 2812 | UP NORTH FINANCIAL, LLC | $170,435 | $132,147,665 | $1,814,380 | $133,962,045 |
| 2813 | MICHAEL TRAXLER WEALTH MANAGEMENT, LLC | $169,852 | $128,748,000 | — | $128,748,000 |
| 2814 | STANGIER WEALTH MANAGEMENT | $168,740 | $217,000,000 | — | $217,000,000 |
| 2815 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | $167,982 | $1,054,738,189 | $42,689,901 | $1,097,428,090 |
| 2816 | WILKINSON WEALTH MANAGEMENT, LLC | $167,922 | $103,440,080 | — | $103,440,080 |
| 2817 | SICA WEALTH MANAGEMENT, LLC | $167,716 | $101,104,217 | $8,749,601 | $109,853,818 |
| 2818 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | $167,691 | $192,676,571 | — | $192,676,571 |
| 2819 | M WEALTH MANAGEMENT, LLC | $167,590 | $158,875,573 | — | $158,875,573 |
| 2820 | DENTIST ADVISORS | $167,404 | $327,275,451 | — | $327,275,451 |
| 2821 | REBEL FINANCIAL, LLC | $167,014 | $215,673,345 | $6,287,990 | $221,961,335 |
| 2822 | MILLER FINANCIAL SERVICES LLC | $166,780 | $238,752,057 | $23,426,202 | $262,178,259 |
| 2823 | RESERVOIR WEALTH MANAGEMENT | $166,691 | $105,399,965 | $24,952,775 | $130,352,740 |
| 2824 | ZEHNDER WEALTH MANAGEMENT, LLC | $166,290 | — | $128,874,643 | $128,874,643 |
| 2825 | FARRIS CAPITAL MANAGEMENT INC. | $166,261 | $112,656,548 | $2,396,227 | $115,052,775 |
| 2826 | MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. | $166,040 | $138,185,843 | $4,276,276 | $142,462,119 |
| 2827 | BECK BODE LLC | $165,755 | $433,780,344 | — | $433,780,344 |
| 2828 | INNOVATIVE ADVISORY GROUP | $165,655 | $136,500,000 | — | $136,500,000 |
| 2829 | STOREHOUSE FINANCIAL LLC | $165,390 | $119,576,759 | — | $119,576,759 |
| 2830 | POWERS ADVISORY GROUP, LLC | $165,142 | $164,646,939 | — | $164,646,939 |
| 2831 | GOODWIN INVESTMENT ADVISORY | $164,233 | $203,977,292 | — | $203,977,292 |
| 2832 | KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP | $163,997 | $324,049,290 | $5,748,367 | $329,797,657 |
| 2833 | WISDOM FINANCIAL SERVICES, L.L.C. | $163,409 | $507,235,751 | $1,456,763 | $508,692,514 |
| 2834 | THE WORLEY BANKS GROUP, LLC | $163,120 | $182,530,752 | — | $182,530,752 |
| 2835 | KURE ADVISORY, LLC | $161,981 | $275,367,057 | — | $275,367,057 |
| 2836 | FINANCIAL FORUM, INC. | $160,609 | $222,764,042 | — | $222,764,042 |
| 2837 | TRUE WEALTH & COMPANY | $160,380 | $120,030,000 | $2,500,000 | $122,530,000 |
| 2838 | TOAMS FINANCIAL | $160,367 | $140,000,000 | — | $140,000,000 |
| 2839 | CORNERSTONE WEALTH MANAGEMENT GROUP | $159,544 | $102,000,000 | $10,000,000 | $112,000,000 |
| 2840 | KAPUSTA FINANCIAL GROUP | $159,115 | — | $144,794,956 | $144,794,956 |
| 2841 | LOCKSHIELD PARTNERS, INC. | $159,066 | — | $189,924,314 | $189,924,314 |
| 2842 | MARMO FINANCIAL GROUP, LLC | $158,713 | $245,369,535 | — | $245,369,535 |
| 2843 | TSG ADVICE PARTNERS, LLC | $158,297 | $501,326,423 | — | $501,326,423 |
| 2844 | FINANCIAL CONCEPTS | $158,141 | $794,341,659 | — | $794,341,659 |
| 2845 | EWA, LLC | $157,517 | $22,541,794 | $210,111,545 | $232,653,339 |
| 2846 | LIFECYCLE FINANCIAL PLANNERS INC. | $157,344 | $436,635,959 | $154,191,213 | $590,827,172 |
| 2847 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | $156,850 | $2,028,386,000 | — | $2,028,386,000 |
| 2848 | WR WEALTH PLANNERS LLC | $156,809 | $287,806,755 | $45,255,483 | $333,062,238 |
| 2849 | INDEPENDENCE FINANCIAL ADVISORS, LLC | $156,352 | $311,965,379 | $18,718,438 | $330,683,817 |
| 2850 | SPRENG CAPITAL MANAGEMENT, INC. | $155,741 | $238,439,460 | — | $238,439,460 |
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.
