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 | WALLER FINANCIAL PLANNING GROUP, INC. | $310,918 | $487,684,582 | $105,546,543 | $593,231,125 |
| 2752 | WALLINGTON ASSET MANAGEMENT | $1,295,160 | $1,027,061,512 | — | $1,027,061,512 |
| 2753 | WALTER KEENAN WEALTH MANAGEMENT | $2,596,682 | $590,220,353 | $180,994,068 | $771,214,421 |
| 2754 | WAMBOLT & ASSOCIATES, LLC | $308,726 | $438,871,053 | $14,956,574 | $453,827,627 |
| 2755 | WARBURTON CAPITAL MANAGEMENT, LLC | $478,984 | $490,839,502 | $1,076,719 | $491,916,221 |
| 2756 | WARD & ASSOCIATES | $4,328,852 | $221,290,000 | $12,468,000 | $233,758,000 |
| 2757 | WARNER FINANCIAL, INC | $911,991 | $589,504,979 | $13,321,173 | $602,826,152 |
| 2758 | WARREN FINANCIAL SERVICE | $1,007,111 | $361,095,247 | $4,486,056 | $365,581,303 |
| 2759 | WASHINGTON AVENUE ADVISORS | $201,670 | $33,362,290 | $153,787,236 | $187,149,526 |
| 2760 | WASHINGTON WEALTH ADVISORS, LLC | $170,728 | $226,691,105 | $22,059,457 | $248,750,562 |
| 2761 | WATERFRONT WEALTH INC. | $279,156 | $675,000,000 | — | $675,000,000 |
| 2762 | WATERS, PARKERSON & CO., LLC | $1,469,324 | $2,450,423,122 | $142,933,871 | $2,593,356,993 |
| 2763 | WATERWAY WEALTH MANAGEMENT, L.L.C. | $440,587 | $498,744,808 | — | $498,744,808 |
| 2764 | WATTS GWILLIAM & COMPANY, LLC | $540,843 | $429,123,742 | $9,500,000 | $438,623,742 |
| 2765 | WAVERLEY WEALTH MANAGEMENT LLC | $364,885 | $117,151,044 | $2,531,323 | $119,682,367 |
| 2766 | WAYCROSS INVESTMENT MANAGEMENT CO | $506,313 | $158,476,095 | — | $158,476,095 |
| 2767 | WAYFINDING FINANCIAL, LLC | $267,073 | $260,948,676 | $515,930 | $261,464,606 |
| 2768 | WAYPOINT CAPITAL ADVISORS, LLC | $988,289 | $527,123,649 | $622,662 | $527,746,311 |
| 2769 | WAYPOINT WEALTH COUNSEL LLC | $1,379,963 | $673,526,235 | $270,368,282 | $943,894,517 |
| 2770 | WAYPOINT WEALTH MANAGEMENT | $376,548 | $191,286,596 | — | $191,286,596 |
| 2771 | WAYPOINT WEALTH PARTNERS | $1,185,670 | $896,366,542 | — | $896,366,542 |
| 2772 | WBH ADVISORY, INC. | $639,354 | $1,295,331,000 | — | $1,295,331,000 |
| 2773 | WEALTH ADVISORS GROUP | $344,053 | $754,999,486 | $29,786,508 | $784,785,994 |
| 2774 | WEALTH ADVISORS NW | $199,639 | $167,856,936 | $3,433,316 | $171,290,252 |
| 2775 | WEALTH ANALYTICS PARTNERS, LLC | $619,426 | $250,248,174 | — | $250,248,174 |
| 2776 | WEALTH ARCHITECTS, LLC | $699,870 | $1,525,413,579 | $126,979,111 | $1,652,392,690 |
| 2777 | WEALTH CMT | $245,163 | $290,762,729 | — | $290,762,729 |
| 2778 | WEALTH COVENANT GROUP LLC | $888,424 | $276,300,000 | — | $276,300,000 |
| 2779 | WEALTH DIMENSIONS FAMILY OFFICE, INC | $5,213,471 | $552,627,925 | — | $552,627,925 |
| 2780 | WEALTH DIMENSIONS GROUP, LTD. | $382,309 | $701,536,261 | $1,530,592 | $703,066,853 |
| 2781 | WEALTH EFFECTS | $416,141 | $330,000,000 | — | $330,000,000 |
| 2782 | WEALTH ENGINEERING, LLC | $620,840 | $152,105,784 | — | $152,105,784 |
| 2783 | WEALTH FORWARD, LLC | $178,404 | $150,825,032 | $19,194,128 | $170,019,160 |
| 2784 | WEALTH LEGACY INSTITUTE, INC. | $399,405 | $190,116,711 | — | $190,116,711 |
| 2785 | WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC | $1,619,611 | $235,910,275 | $58,858,987 | $294,769,262 |
| 2786 | WEALTH MANAGEMENT GROUP | $402,285 | $320,620,868 | — | $320,620,868 |
| 2787 | WEALTH MANAGEMENT SOLUTIONS | $278,969 | $385,535,080 | — | $385,535,080 |
| 2788 | WEALTH MANAGEMENT SOLUTIONS | $299,293 | $152,096,000 | $3,237,000 | $155,333,000 |
| 2789 | WEALTH MANAGEMENT SOLUTIONS, LLC | $280,097 | $107,082,222 | $8,037,440 | $115,119,662 |
| 2790 | WEALTH PLANNING CORP | $1,121,491 | $429,253,000 | $15,979,000 | $445,232,000 |
| 2791 | WEALTH PRESERVATION ADVISORS, LLC | $484,163 | $373,093,331 | $26,341,402 | $399,434,733 |
| 2792 | WEALTH TEAMS ALLIANCE | $270,295 | $246,779,538 | — | $246,779,538 |
| 2793 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | $310,672 | $498,629,213 | — | $498,629,213 |
| 2794 | WEALTHCOLLAB | $436,808 | $109,202,080 | — | $109,202,080 |
| 2795 | WEALTHGATE FAMILY OFFICE LLC | $6,059,494 | $527,175,941 | — | $527,175,941 |
| 2796 | WEALTHPLAN INVESTMENT MANAGEMENT LLC | $673,359 | $628,244,234 | — | $628,244,234 |
| 2797 | WEALTHPLANS, LLC | $454,392 | $138,766,405 | $28,449,695 | $167,216,100 |
| 2798 | WEALTHPOINT ADVISORS LLC | $490,120 | $293,091,491 | — | $293,091,491 |
| 2799 | WEALTHQUEST CORPORATION | $377,110 | $1,669,857,002 | $4,132,792 | $1,673,989,794 |
| 2800 | WEALTHSPAN PARTNERS, LLC | $213,575 | $218,366,163 | $6,955,532 | $225,321,695 |
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.
