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
      351THE PROSPERITY PEOPLE$241,343$122,504,848$1,304,310$123,809,158
      352THE PROFESSIONAL FINANCIAL COMPANY LLC$420,584$197,253,782—$197,253,782
      353THE PLANNING GROUP$392,564$193,715,950$18,661,247$212,377,197
      354THE PLANNING CENTER, INC.$316,083$825,894,130$169,767,307$995,661,437
      355THE PLANNER'S EDGE LLC$657,177$147,864,886—$147,864,886
      356THE PERSONAL WEALTH COACH$248,772$199,266,555—$199,266,555
      357THE PATTEN GROUP, INC.$448,364$511,583,841—$511,583,841
      358THE O'DONNELL GROUP$467,411$355,929,100$18,000,000$373,929,100
      359THE NALLS SHERBAKOFF GROUP, LLC$289,803$238,507,962—$238,507,962
      360THE MOSAIC FINANCIAL GROUP, LLC$1,895,259$518,034,961$590,691,519$1,108,726,480
      361THE MONITOR GROUP, INC.$245,523$140,373,948$1,292,982$141,666,930
      362THE MONEY ADVISOR GROUP, LLC$422,316$197,977,861$48,654,689$246,632,550
      363THE MILLSTONE EVANS GROUP, LLC$349,915$718,601,955$12,019,758$730,621,713
      364THE MENARD FINANCIAL GROUP, LLC$629,723$253,778,305—$253,778,305
      365THE MARTIN WORLEY GROUP$374,959$285,718,930—$285,718,930
      366THE MARSHALL FINANCIAL GROUP, INC$562,735$822,649,177$12,449,285$835,098,462
      367THE LEWIS FINANCIAL GROUP$608,928$265,492,656—$265,492,656
      368THE LEGACY FINANCIAL GROUP, INC.$311,191$318,660,000—$318,660,000
      369THE KEYSTONE FINANCIAL ALLIANCE, LLC$333,333$147,000,000$3,000,000$150,000,000
      370THE KELLY GROUP$786,854$744,363,798—$744,363,798
      371THE JUNK INVESTMENT GROUP$450,438—$490,977,691$490,977,691
      372THE JOSEPH GROUP CAPITAL MANAGEMENT$1,126,516$763,777,757—$763,777,757
      373THE J. ARNOLD WEALTH MANAGEMENT CO., LLC$136,841$244,534,453—$244,534,453
      374THE INVICTUS COLLECTIVE, LLC$1,562,717$140,568,794$151,659,250$292,228,044
      375THE HUMPHREYS GROUP$2,441,182$290,500,622—$290,500,622
      376THE HOLBEN GROUP, LLC$318,182$140,000,000—$140,000,000
      377THE HOGAN-KNOTTS FINANCIAL GROUP, INC.$474,456$304,126,578—$304,126,578
      378THE HOERNER PLANNING GROUP, LLC$1,052,091$832,819,744$361,303,735$1,194,123,479
      379THE HIGH NET WORTH ADVISORY GROUP, LLC$590,444$529,567,681$51,428,887$580,996,568
      380THE HELMSTAR GROUP, LLC$267,793$341,704,173—$341,704,173
      381THE H GROUP, INC.$271,388$891,237,188—$891,237,188
      382THE H GROUP WASHINGTON, INC.$269,024$181,860,014—$181,860,014
      383THE GOFF FINANCIAL GROUP$824,419$457,552,800—$457,552,800
      384THE FINANCIAL ADVISORY GROUP, INC.$557,177$1,200,159,117—$1,200,159,117
      385THE FINANCIAL ADVISORS, LLC$451,071$938,355,596$36,407,885$974,763,481
      386THE FAMILY FIRM, INC.$763,382$756,840,739$1,960,950$758,801,689
      387THE FAIRMAN GROUP, LLC$856,824$483,105,906$322,308,184$805,414,090
      388THE ETF STORE, INC.$206,287$167,845,372$34,109,349$201,954,721
      389THE ESTATE PLANNERS GROUP$1,149,600$283,900,000$3,500,000$287,400,000
      390THE ELLERSON GROUP INC$2,206,476$218,023,179$2,624,423$220,647,602
      391THE CLARK GROUP ASSET MANAGEMENT$403,318$198,462,799$49,174,163$247,636,962
      392THE CLARIUS GROUP, LLC$4,256,495$2,129,568,685$1,313,935,882$3,443,504,567
      393THE BURNEY COMPANY$630,921$2,625,894,633—$2,625,894,633
      394THE BOLLARD GROUP LLC$10,951,275$5,275,682,681$178,052,431$5,453,735,112
      395THE ARKANSAS FINANCIAL GROUP, INC.$536,960$743,689,169—$743,689,169
      396THE ARCHER CONSULTING GROUP, LLC$553,777$163,918,112—$163,918,112
      397THE ARANDA GROUP ADVISORS, LLC$502,598$111,980,736$88,053,413$200,034,149
      398THAMES FINANCIAL MANAGEMENT$423,938$100,938,640$102,127,502$203,066,142
      399TGS FINANCIAL ADVISORS$317,557$331,828,741$25,740,447$357,569,188
      400TFS ADVISORS, LLC$352,438—$121,591,218$121,591,218
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      Showing 351 to 400 of 2,927 entries

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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.