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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
451PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
452Strategic Family Wealth Counselors, L.L.C.$314,381$813,000,000$127,000,000$940,000,000
453Roundview Capital, LLC$694,782$924,121,623$13,833,540$937,955,163
454Cabot Wealth Management$538,492$933,206,426$933,206,426
455Urban Financial Advisory Corp$1,276,736$815,351,819$112,834,900$928,186,719
456Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
457Bridgecreek Investment Management, LLC$14,919,355$925,000,000$925,000,000
458Mastrapasqua Asset Management, Inc.$1,640,696$898,874,068$24,837,690$923,711,758
459Traphagen Investment Advisors LLC$647,661$900,878,346$21,391,410$922,269,756
460Oakwood Capital Management LLC$1,108,123$921,958,587$921,958,587
461Eclectic Associates, Inc.$334,664$774,972,448$146,021,897$920,994,345
462Clear Harbor Asset Management, LLC$918,693$919,451,526$1,079,018$920,530,544
463Boston Hill Advisors, LLC$279,306$885,829,540$34,483,041$920,312,581
464Lehman & Derafelo Financial Resources LLC$438,551$919,640,410$919,640,410
465Lowery Asset Consulting, LLC$1,763,465$917,001,771$917,001,771
466Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
467Green Square Capital Advisors, LLC$1,065,299$768,770,204$144,190,835$912,961,039
468Delta Financial Group, Inc.$290,656$854,988,022$56,508,868$911,496,890
469Allegiant Private Advisors, LLC$666,980$905,737,620$5,357,469$911,095,089
470GREENLINE PARTNERS$22,775,000$616,000,000$295,000,000$911,000,000
471Wallington Asset Management, LLC$1,152,132$909,031,852$909,031,852
472Auxano Advisors, LLC$628,301$768,343,200$139,551,200$907,894,400
473CRA Financial Services, L.L.C.$365,187$501,246,307$405,878,539$907,124,846
474Hudson Valley Investment Advisors, Inc.$567,697$680,616,618$224,293,175$904,909,793
475Northstar Investment Advisors LLC$947,034$903,470,642$903,470,642
476Segment Wealth Management, LLC$1,128,542$902,833,585$902,833,585
477Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
478Avitas Wealth Management, LLC$1,502,576$897,037,916$897,037,916
479Personal Financial Planning, Inc.$1,419,280$896,985,000$896,985,000
480Ascent Wealth Partners, LLC$597,800$853,248,091$42,854,559$896,102,650
481Fundx Investment Group, LLC$1,450,282$893,373,944$893,373,944
482The Weil Company$680,254$868,281,296$24,212,087$892,493,383
483Capital Advantage, Inc.$449,844$891,590,122$891,590,122
484Arthur M. Cohen & Associates LLC$1,134,323$891,578,096$891,578,096
485Agili, P.C.$510,732$884,588,280$884,588,280
486Delegate Advisors, LLC$1,277,820$146,560,527$736,413,163$882,973,690
487Payne Capital Management, LLC$241,755$260,662,403$621,502,942$882,165,345
488Private Asset Management Inc$645,735$880,782,665$880,782,665
489Landsberg, Bennett, & Dubbaneh LLC$381,480$760,022,048$117,381,359$877,403,407
490Marquette Asset Management, LLC$2,026,187$877,339,000$877,339,000
491Apriem Advisors$433,841$870,743,718$5,181,319$875,925,037
492Financial Planning And Information Services, Inc.$854,727$874,385,377$874,385,377
493Meridian Wealth Advisors, LLC$719,557$839,743,048$33,799,718$873,542,766
494Burton Enright Welch$622,859$757,068,453$112,442,181$869,510,634
495Schoolcraft Capital LLC$5,681,426$798,605,836$70,652,372$869,258,208
496Northern Oak Wealth Management, Inc.$1,973,063$865,501,403$2,646,355$868,147,758
497Vision Capital Management, Inc.$663,941$864,451,314$864,451,314
498SBK Financial, Inc.$733,741$803,111,543$61,235,553$864,347,096
499Blue Chip Partners, Inc.$539,444$856,209,261$5,822,689$862,031,950
500Clear Creek Financial Management, LLC$162,329$834,996,069$23,888,493$858,884,562
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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.