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
      301TRANSITUS WEALTH PARTNERS LLC$703,517$230,057,272$2,806,974$232,864,246
      302TRANSITIONS WEALTH MANAGEMENT, LLC$1,120,132$423,410,048—$423,410,048
      303TRANQUILLI FINANCIAL ADVISOR, LLC$360,525$161,515,341—$161,515,341
      304TRANQUILITY PARTNERS, LLC$779,251$420,294,656$37,905,056$458,199,712
      305TRAIL RIDGE INVESTMENT ADVISORS, LLC$866,497$244,039,562$4,645,160$248,684,722
      306TRADEWINDS, LLC$361,313$267,371,971—$267,371,971
      307TRADEWINDS CAPITAL MANAGEMENT, LLC$213,106$492,913,967—$492,913,967
      308TOWNSEND WEALTH MANAGEMENT$350,236$130,786,655$1,252,229$132,038,884
      309TOWNSEND ASSET MANAGEMENT CORP.$378,455$351,095,062$16,006,172$367,101,234
      310TOWNELEY CAPITAL MANAGEMENT, INC.$2,530,581$954,028,878—$954,028,878
      311TOWERCREST CAPITAL MANAGEMENT, LLC$488,937$606,770,591—$606,770,591
      312TOTAL WEALTH PLANNING, LLC$422,430$752,209,289$63,503,116$815,712,405
      313TOTAL WEALTH ADVISORS, LLC$500,468$171,660,636—$171,660,636
      314TORTOISE INVESTMENT MANAGEMENT, LLC$559,640$1,334,136,352$12,916,465$1,347,052,817
      315TORREY WEALTH, LLC$660,389$102,360,315—$102,360,315
      316TOPEL & DISTASI WEALTH MANAGEMENT, LLC$508,730$296,589,461—$296,589,461
      317TOM JOHNSON INVESTMENT MANAGEMENT, LLC$308,395$1,795,478,023—$1,795,478,023
      318TOGETHER AND/OR TOGETHER PLANNING$245,003$103,114,729$521,723$103,636,452
      319TOBIAS FINANCIAL ADVISORS$420,712$628,000,000$22,000,000$650,000,000
      320TOAMS FINANCIAL$160,367$140,000,000—$140,000,000
      321TL PRIVATE WEALTH$490,692$282,638,789—$282,638,789
      322TITLETOWN WEALTH MANAGEMENT, LLC$122,940$110,400,000—$110,400,000
      323TITANIUM ADVISORS, LLC$614,041$139,387,284—$139,387,284
      324TINGEY ADVISORS INC$910,496$361,263,087$1,114,222$362,377,309
      325TIMONIER$605,993$307,916,449$101,128,983$409,045,432
      326TIMBERCHASE FINANCIAL, LLC$247,724$172,663,393—$172,663,393
      327TIMBER CREEK CAPITAL MANAGEMENT, LLC$12,084,008$519,612,353—$519,612,353
      328TIM LOONEY INVESTMENTS, LLC$307,848—$338,324,498$338,324,498
      329TILSON FINANCIAL GROUP INC$375,735$331,225,692$236,510,419$567,736,111
      330TILLMAN HARTLEY LLC$2,468,943$604,891,000—$604,891,000
      331THRIVE WEALTH MANAGEMENT, LLC$426,082$730,163,962$43,174,296$773,338,258
      332THREE POINTS FINANCIAL, INC.$888,831$6,800,864$105,191,811$111,992,675
      333THREE BEARINGS FIDUCIARY ADVISORS, INC.$563,638$263,504,582$22,823,438$286,328,020
      334THOR WEALTH MANAGEMENT INC$313,127$414,599,721$294,040$414,893,761
      335THOMAS WRIGHT ASSET MANAGEMENT, INC.$4,798,132$278,291,634—$278,291,634
      336THOMAS DOLL$530,625$1,323,909,507—$1,323,909,507
      337THEORY FINANCIAL$428,675$181,758,228—$181,758,228
      338THE WORLEY BANKS GROUP, LLC$163,120$182,530,752—$182,530,752
      339THE WELCH GROUP, LLC$743,985$2,449,942,225—$2,449,942,225
      340THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES$235,006$417,300,000$4,300,000$421,600,000
      341THE WEALTH CONSERVANCY, INC.$738,804$91,426,987$65,938,199$157,365,186
      342THE WEALTH COLLABORATIVE, INC.$1,587,590$751,244,741$9,210,942$760,455,683
      343THE WATCHMAN GROUP, INC.$2,081,726$505,859,384—$505,859,384
      344THE TENRET COMPANY, LLC$1,179,709$130,947,657—$130,947,657
      345THE SUM$535,583$128,004,388—$128,004,388
      346THE SHARP FINANCIAL GROUP$496,487$145,613,404$1,843,238$147,456,642
      347THE RUDD COMPANY, LLC$337,873$152,168,295$23,863,788$176,032,083
      348THE RICE PARTNERSHIP, LLC$815,730$507,120,553$41,865,566$548,986,119
      349THE RETIREMENT PLANNING GROUP, INC.$310,215$1,431,334,279—$1,431,334,279
      350THE RELAXING RETIREMENT COACH, INC.$485,304$536,260,452—$536,260,452
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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.