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
601Financial Advisory Corporation$745,427$731,136,411$127,481$731,263,892
602Peak Asset Management, LLC$659,782$700,893,407$28,165,240$729,058,647
603Lodestar Private Asset Management LLC$520,019$718,964,834$8,022,210$726,987,044
604Financial Services Advisory Inc$351,676$726,914,646$726,914,646
605Diesslin Group, Inc.$526,727$597,114,028$129,769,812$726,883,840
606Northstar Asset Management Inc$1,513,366$717,219,069$9,196,388$726,415,457
607Wpwealth LLP$381,912$568,479,191$157,534,723$726,013,914
608Traynor Capital Management, Inc.$373,271$608,240,360$117,772,448$726,012,808
609St. Clair Advisors, LLC$1,411,665$725,595,610$725,595,610
610HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
611Blankinship & Foster, LLC$741,506$722,226,368$722,226,368
612Yeske Buie Inc.$562,389$711,352,340$10,754,636$722,106,976
613Keb Asset Management, LLC$410,202$635,446,103$86,510,193$721,956,296
614Willis Johnson & Associates, Inc.$582,211$703,153,628$18,787,751$721,941,379
615Hollow Brook Wealth Management LLC$2,595,017$254,599,853$466,814,804$721,414,657
616SHINE WEALTH PARTNERS$462,480$712,850,449$7,693,209$720,543,658
617Strategies Wealth Advisors, LLC$494,505$627,000,000$93,000,000$720,000,000
618Stage Harbor Financial, LLC$792,714$718,199,138$718,199,138
619HTG Investment Advisors Inc$596,980$716,973,394$716,973,394
620Ern Financial, LLC$377,194$653,934,724$62,357,493$716,292,217
621Westside Investment Management, Inc.$875,563$716,210,706$716,210,706
622Deerfield Financial Advisors, Inc.$779,709$610,371,468$105,401,694$715,773,162
623Atlas Capital Advisors LLC$1,807,595$707,000,000$7,000,000$714,000,000
624LVM Capital Management Ltd$632,694$690,643,664$22,403,006$713,046,670
625Financial Plan, Inc.$245,530$713,018,175$713,018,175
626The H Group, Inc.$311,866$712,614,862$712,614,862
627Sequent Asset Management, LLC$1,568,407$343,092,637$368,964,176$712,056,813
628Spectrum Management Group, LLC.$691,941$691,937,835$19,377,786$711,315,621
629L & S Advisors, Inc$535,696$704,543,929$6,324,828$710,868,757
630Brand Asset Management Group, Inc.$605,303$668,472,563$39,126,673$707,599,236
631Columbia Asset Management, L.L.C.$785,459$706,825,577$87,775$706,913,352
632Baxter Brothers Inc.$1,863,512$706,270,884$706,270,884
633Edge Wealth Management, LLC$1,447,324$704,846,902$704,846,902
634ARS Wealth Advisors, LLC$445,219$696,081,081$8,255,451$704,336,532
635BROOKFIELD INVESTMENT PARTNERS, LLC$18,529,526$704,121,979$704,121,979
636Werba Rubin Papier Wealth Management, LLC$497,451$703,893,000$703,893,000
637Avestar Capital, LLC$803,975$703,478,380$703,478,380
638Burt Associates, Incorporated$645,359$702,796,467$702,796,467
639W.G.Shaheen & Associates,Ltd.$590,939$630,418,456$71,617,663$702,036,119
640Darrell & King, LLC$4,057,052$701,870,055$701,870,055
641Bourgeon Capital Management LLC$1,978,249$649,300,000$51,000,000$700,300,000
642Monterey Private Wealth, Inc.$429,851$671,865,099$27,931,534$699,796,633
643Granite Investment Advisors, LLC$950,981$668,415,767$27,702,340$696,118,107
644Fulcrum Capital, LLC$1,852,750$647,424,375$47,356,754$694,781,129
645Berkshire Money Management, Inc.$393,747$694,175,826$694,175,826
646Worthpointe, LLC$521,612$692,701,264$692,701,264
647Derby And Company Inc$779,361$690,134,420$1,159,058$691,293,478
648Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
649Prowell Financial Management, LLC$3,537,768$686,326,980$686,326,980
650Gateway Advisory, LLC$318,050$684,442,727$684,442,727
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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.