RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      151TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.$1,128,736$1,406,404,904—$1,406,404,904
      152TEAM FINANCIAL STRATEGIES$207,043$176,697,136$9,641,664$186,338,800
      153TEAMWORK FINANCIAL ADVISORS, LLC$328,014$606,169,667—$606,169,667
      154THE FINANCIAL ADVISORY GROUP, INC.$557,177$1,200,159,117—$1,200,159,117
      155THE GOFF FINANCIAL GROUP$824,419$457,552,800—$457,552,800
      156THE MENARD FINANCIAL GROUP, LLC$629,723$253,778,305—$253,778,305
      157THE PERSONAL WEALTH COACH$248,772$199,266,555—$199,266,555
      158THE RUDD COMPANY, LLC$337,873$152,168,295$23,863,788$176,032,083
      159THE SUM$535,583$128,004,388—$128,004,388
      160THE WATCHMAN GROUP, INC.$2,081,726$505,859,384—$505,859,384
      161TL PRIVATE WEALTH$490,692$282,638,789—$282,638,789
      162TRINITY FIDUCIARY PARTNERS, LLC$719,314$42,179,444$62,840,444$105,019,888
      163TRINITY LEGACY PARTNERS, LLC$553,329$325,609,741$37,374,141$362,983,882
      164TRINITY PORTFOLIO ADVISORS, LLC$384,425$228,708,199$87,673,620$316,381,819
      165TRISPERITY ADVISORS, LLC$341,028$236,472,231$2,247,464$238,719,695
      166TRUE FINANCIAL GROUP$141,972$252,000,000—$252,000,000
      167TRUE NORTH ADVISORS, LLC$862,127$2,843,576,801$28,167,053$2,871,743,854
      168VANNOY ADVISORY GROUP, INC.$471,231$126,289,783—$126,289,783
      169VAQUERO PRIVATE WEALTH, LTD.$853,045$314,119,385$28,804,661$342,924,046
      170VENTURI PRIVATE WEALTH$944,517$2,277,586,606$5,309,956$2,282,896,562
      171VINEYARD FAMILY WEALTH ADVISORS$1,340,401$104,551,267—$104,551,267
      172VIRTUS FAMILY OFFICE$1,745,481$335,132,366—$335,132,366
      173WATERWAY WEALTH MANAGEMENT, L.L.C.$440,587$498,744,808—$498,744,808
      174WEALTH COVENANT GROUP LLC$888,424$276,300,000—$276,300,000
      175WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC$1,619,611$235,910,275$58,858,987$294,769,262
      176WEALTHSTAR ADVISORS, LLC$289,128$717,616,108—$717,616,108
      177WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000—$112,412,000
      178WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000—$112,412,000
      179WHITEROCK WEALTH MANAGEMENT CO.$692,051$202,207,676$39,318,066$241,525,742
      180WILLIS JOHNSON & ASSOCIATES, INC.$635,766$877,175,805$37,691,773$914,867,578
      181WISDOM INDEX ADVISORS$281,301$169,343,106—$169,343,106
      182WJ INTERESTS, LLC$592,841$455,302,000—$455,302,000
      183WPA FAMILY OFFICE, LLC$1,259,036$135,975,850—$135,975,850
      184WPWEALTH LLP$404,317$645,821,639$268,742,490$914,564,129
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      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.