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 |
|---|---|---|---|---|---|
| 1401 | JOHNSON WEALTH MANAGEMENT, LLC | $489,956 | $171,084,186 | $16,078,888 | $187,163,074 |
| 1402 | JOHNSTON & ASSOCIATES INC | $2,111,505 | $201,874,962 | $144,411,881 | $346,286,843 |
| 1403 | JONATHAN D. POND, LLC | $2,203,112 | $398,763,287 | — | $398,763,287 |
| 1404 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC | $371,525 | $132,263,000 | — | $132,263,000 |
| 1405 | JOSLIN CAPITAL ADVISORS LLC | $752,541 | $327,520,135 | $119,489,194 | $447,009,329 |
| 1406 | JOSS BROWN WEALTH ADVISORS, LLC | $235,115 | $92,850,154 | $11,775,956 | $104,626,110 |
| 1407 | JOURNEY WEALTH MANAGEMENT | $910,993 | $372,793,119 | $14,378,754 | $387,171,873 |
| 1408 | JP WEALTH MANAGEMENT, INC. | $1,008,246 | $233,913,109 | — | $233,913,109 |
| 1409 | JPS FINANCIAL, LLC | $358,237 | $221,380,767 | $15,413,686 | $236,794,453 |
| 1410 | JUNCTURE WEALTH STRATEGIES, LLC | $462,172 | $295,723,917 | $6,074,170 | $301,798,087 |
| 1411 | JUPITER WEALTH MANAGEMENT, LLC | $1,601,953 | $367,259,963 | $33,228,232 | $400,488,195 |
| 1412 | JURIKA, MILLS & KEIFER, LLC | $1,148,153 | $299,668,000 | — | $299,668,000 |
| 1413 | JVL WEALTH STRATEGIES | $896,968 | $432,117,837 | $9,190,652 | $441,308,489 |
| 1414 | KACHKOVSKY & FISHER, INC. | $178,389 | $172,264,435 | $33,596,798 | $205,861,233 |
| 1415 | KADES & CHEIFETZ, LLC | $511,330 | $421,335,696 | — | $421,335,696 |
| 1416 | KAHALA FINANCIAL ADVISORS, LLC | $385,135 | $167,148,452 | — | $167,148,452 |
| 1417 | KAHLER FINANCIAL GROUP, INC. | $328,768 | $178,850,000 | — | $178,850,000 |
| 1418 | KAILASA CAPITAL MANAGEMENT LLC | $735,612 | $217,334,116 | $56,313,685 | $273,647,801 |
| 1419 | KAIROS PRIVATE WEALTH, INC. | $212,259 | $107,103,645 | $7,728,371 | $114,832,016 |
| 1420 | KAIZEN FINANCIAL ADVISORS, LLC | $440,815 | $173,765,000 | $54,577,000 | $228,342,000 |
| 1421 | KAIZEN FINANCIAL STRATEGIES, LLC | $297,783 | $175,382,332 | $1,203,138 | $176,585,470 |
| 1422 | KAMICHU WEALTH MANAGEMENT LLC | $2,636,934 | $176,845,732 | $94,758,459 | $271,604,191 |
| 1423 | KANE COMPANY WEALTH MANAGEMENT PC | $310,951 | $172,577,701 | — | $172,577,701 |
| 1424 | KAPUSTA FINANCIAL GROUP | $159,115 | — | $144,794,956 | $144,794,956 |
| 1425 | KASTEL CAPITAL ADVISORS, LLC | $734,547 | $83,268,000 | $34,994,000 | $118,262,000 |
| 1426 | KAYDAN WEALTH MANAGEMENT, INC. | $309,325 | $654,840,570 | — | $654,840,570 |
| 1427 | KCS WEALTH ADVISORY | $416,840 | $386,827,079 | — | $386,827,079 |
| 1428 | KEB WEALTH ADVISORS | $493,467 | $756,696,115 | $85,652,683 | $842,348,798 |
| 1429 | KEEN CAPITAL, LLC | $359,188 | $109,077,075 | $2,630,475 | $111,707,550 |
| 1430 | KEENE & DORCHAK | $541,242 | $166,262,698 | $1,522,228 | $167,784,926 |
| 1431 | KEENER FINANCIAL PLANNING | $494,674 | $212,457,431 | $2,725,966 | $215,183,397 |
| 1432 | KELLY FINANCIAL SERVICES LLC | $120,087 | $364,282,219 | $26,960,277 | $391,242,496 |
| 1433 | KENDALL CAPITAL MANAGEMENT | $423,253 | $479,545,821 | — | $479,545,821 |
| 1434 | KENNETH FRENKE & CO | $714,149 | $174,252,234 | — | $174,252,234 |
| 1435 | KENSINGTON FINANCIAL ADVISORS LLC | $376,845 | $295,446,153 | — | $295,446,153 |
| 1436 | KENSINGTON INVESTMENT COUNSEL | $958,635 | $203,230,691 | — | $203,230,691 |
| 1437 | KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP | $163,997 | $324,049,290 | $5,748,367 | $329,797,657 |
| 1438 | KESSLER INVESTMENT GROUP, LLC | $202,124 | $219,651,033 | $8,345,208 | $227,996,241 |
| 1439 | KEUDELL MORRISON WEALTH MANAGEMENT, LLC | $389,358 | $502,665,358 | $168,588,210 | $671,253,568 |
| 1440 | KEVIN M. GIBNEY AND COMPANY, LLC | $397,549 | $229,343,685 | $4,017,625 | $233,361,310 |
| 1441 | KEYSTONE ASSET MANAGEMENT, INC. | $2,207,692 | $264,000,000 | $23,000,000 | $287,000,000 |
| 1442 | KEYSTONE FINANCIAL GROUP, INC. | $339,413 | $141,969,116 | $244,761 | $142,213,877 |
| 1443 | KEYSTONE FINANCIAL PLANNING, INC | $817,649 | $336,871,318 | — | $336,871,318 |
| 1444 | KEYSTONE FINANCIAL SERVICES | $926,468 | $218,646,355 | — | $218,646,355 |
| 1445 | KEYSTONE GLOBAL PARTNERS LLC | $608,872 | $136,281,762 | $6,803,148 | $143,084,910 |
| 1446 | KEYSTONE WEALTH ADVISORS, INCORPORATED | $1,429,443 | — | $100,061,000 | $100,061,000 |
| 1447 | KEYSTONE WEALTH PARTNERS LLC | $189,104 | $644,276,054 | — | $644,276,054 |
| 1448 | KIKER WEALTH MANAGEMENT, LLC | $95,492 | $164,150,783 | — | $164,150,783 |
| 1449 | KILTERHOWLING LLC | $360,938 | $171,414,500 | $29,266,931 | $200,681,431 |
| 1450 | KIMERY WEALTH MANAGEMENT, LLC | $249,692 | $324,600,000 | — | $324,600,000 |
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.
