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 |
|---|---|---|---|---|---|
| 951 | PETERSON FINANCIAL GROUP, INC. | $176,743 | $159,776,027 | — | $159,776,027 |
| 952 | PERSPECTIVE WEALTH PARTNERS, LLC | $2,246,973 | — | $476,358,239 | $476,358,239 |
| 953 | PERSPECTIVE FINANCIAL SERVICES LLC | $297,736 | $229,042,449 | $1,702,891 | $230,745,340 |
| 954 | PERSONAL MONEY PLANNING, LLC | $218,655 | $120,916,461 | — | $120,916,461 |
| 955 | PERSONAL INVESTMENT MANAGEMENT INC | $407,209 | $533,851,522 | — | $533,851,522 |
| 956 | PERSONAL FINANCIAL SOLUTIONS, LLC | $380,805 | $133,281,798 | — | $133,281,798 |
| 957 | PERSONAL FINANCIAL MANAGEMENT | $1,467,548 | $392,268,421 | $169,802,486 | $562,070,907 |
| 958 | PERSONAL CHOICE FINANCIAL ADVISORS, LLC | $372,378 | $146,304,397 | $16,052,490 | $162,356,887 |
| 959 | PERMANENS CAPITAL L.P. | $101,594,818 | $2,775,642,256 | $1,694,529,754 | $4,470,172,010 |
| 960 | PERFORMANCE WEALTH | $1,644,855 | $2,685,985,594 | $69,146,652 | $2,755,132,246 |
| 961 | PERENNIAL ADVISORS GROUP, LLC | $392,739 | $298,874,238 | — | $298,874,238 |
| 962 | PERENNIAL | $908,326 | $485,306,310 | $5,189,689 | $490,495,999 |
| 963 | PEREGRINE ASSET ADVISERS, INC. | $1,144,544 | $374,212,951 | $4,630,968 | $378,843,919 |
| 964 | PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. | $2,304,125 | $204,191,792 | $217,462,997 | $421,654,789 |
| 965 | PENSION & WEALTH MANAGEMENT ADVISORS | $768,411 | $165,208,313 | — | $165,208,313 |
| 966 | PENSION & WEALTH MANAGEMENT ADVISORS | $768,411 | $165,208,313 | — | $165,208,313 |
| 967 | PENOBSCOT FINANCIAL ADVISORS | $153,827 | $281,657,713 | — | $281,657,713 |
| 968 | PENNSYLVANIA CAPITAL MANAGEMENT INC. | $761,784 | $565,748,205 | $195,274,002 | $761,022,207 |
| 969 | PENNINGTON PARTNERS & CO., LLC | $3,918,686 | $446,515,819 | $1,289,462,233 | $1,735,978,052 |
| 970 | PENNEY FINANCIAL | $552,759 | $127,687,390 | — | $127,687,390 |
| 971 | PENINSULA WEALTH, LLC | $798,289 | $558,003,681 | — | $558,003,681 |
| 972 | PELOTON WEALTH STRATEGISTS, INC. | $939,109 | $304,271,196 | — | $304,271,196 |
| 973 | PELKONEN AND ASSOCIATES LLC | $230,077 | $185,065,722 | $8,658,918 | $193,724,640 |
| 974 | PEGASUS PARTNERS | $885,318 | $1,890,495,185 | $398,935,970 | $2,289,431,155 |
| 975 | PEDDOCK CAPITAL ADVISORS, LLC | $1,390,751 | $455,511,061 | $18,734,874 | $474,245,935 |
| 976 | PECAUT WEALTH MANAGEMENT | $789,286 | $281,785,623 | $23,668,002 | $305,453,625 |
| 977 | PEARL WEALTH LLC | $539,986 | $127,023,089 | $5,273,476 | $132,296,565 |
| 978 | PEAK WEALTH MANAGEMENT LLC | $408,742 | $119,625,199 | $136,259 | $119,761,458 |
| 979 | PEAK FINANCIAL MANAGEMENT INC | $304,586 | $395,961,220 | — | $395,961,220 |
| 980 | PEAK FINANCIAL ADVISORS | $569,485 | $222,119,157 | $1,688,606 | $223,807,763 |
| 981 | PEAK ASSET MANAGEMENT, LLC | $830,298 | $722,331,548 | $29,918,809 | $752,250,357 |
| 982 | PEACE OF MIND WEALTH MANAGEMENT | $278,200 | $132,402,912 | $9,200,972 | $141,603,884 |
| 983 | PEACE OF MIND FINANCIAL PLANNING, INC | $248,456 | — | $120,749,411 | $120,749,411 |
| 984 | PDS PLANNING INC | $388,987 | $1,056,623,616 | $74,552,017 | $1,131,175,633 |
| 985 | PAYNE CAPITAL MANAGEMENT, LLC | $269,063 | $300,210,088 | $743,485,559 | $1,043,695,647 |
| 986 | PAUL COMSTOCK PARTNERS | $30,318,857 | — | $3,365,393,181 | $3,365,393,181 |
| 987 | PATRON PARTNERS, LLC | $426,227 | $244,505,837 | $8,246,816 | $252,752,653 |
| 988 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | $334,243 | $1,605,415,069 | $5,299,797 | $1,610,714,866 |
| 989 | PATRICK M. SWEENEY & ASSOCIATES, INC | $777,931 | $153,901,992 | $7,129,780 | $161,031,772 |
| 990 | PATHWAYS ADVISORY GROUP, INC. | $280,494 | — | $246,273,482 | $246,273,482 |
| 991 | PATHWAY FINANCIAL ADVISORS, LLC | $838,725 | $766,594,754 | — | $766,594,754 |
| 992 | PATHWAY FINANCIAL ADVISERS, LLC | $247,845 | $351,939,635 | — | $351,939,635 |
| 993 | PATHFINDER WEALTH ADVISORS LLC | $995,250 | $108,549,675 | $32,775,759 | $141,325,434 |
| 994 | PARTNERSHIP WEALTH MANAGEMENT | $385,697 | $168,210,000 | $4,968,000 | $173,178,000 |
| 995 | PARTNERS IN FINANCIAL PLANNING, LLC | $387,414 | $678,362,660 | — | $678,362,660 |
| 996 | PARSONS CAPITAL MANAGEMENT, LLC | $389,291 | $601,455,054 | — | $601,455,054 |
| 997 | PARSONS CAPITAL MANAGEMENT INC | $1,100,334 | $1,840,674,520 | $18,890,499 | $1,859,565,019 |
| 998 | PARSEC FINANCIAL | $684,865 | $4,000,945,118 | $225,359,140 | $4,226,304,258 |
| 999 | PARROTT WEALTH MANAGEMENT, LLC | $469,752 | $161,125,000 | — | $161,125,000 |
| 1000 | PARKWORTH WEALTH MANAGEMENT, INC. | $384,501 | $134,190,713 | — | $134,190,713 |
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.
