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
701Aegis Wealth Management LLC$1,466,103$637,754,732$637,754,732
702The Fairman Group, LLC$690,169$354,006,939$281,638,400$635,645,339
703American Financial Advisors Inc$439,769$635,027,053$635,027,053
704Pennsylvania Capital Management Inc.$658,554$467,873,398$162,362,749$630,236,147
705Autumn Lane Advisors, LLC$1,521,181$306,560,000$323,209,000$629,769,000
706Cypress Point Wealth Management, LLC$125,380$514,111,530$115,545,082$629,656,612
707Waypoint Wealth Partners, Inc.$959,753$629,598,002$629,598,002
708Canal Capital Management, LLC$453,646$591,097,312$37,656,577$628,753,889
709Ironsides Asset Advisors, LLC$1,688,391$386,633,541$236,382,865$623,016,406
710Partners In Financial Planning, LLC$362,164$622,921,875$622,921,875
711Strategic Wealth Management Inc$8,088,135$535,599,546$87,186,865$622,786,411
712Sunesis Advisors, LLC$1,793,643$516,577,507$105,816,584$622,394,091
713King Wealth Management Group, LLC$407,953$604,325,100$16,171,640$620,496,740
714STRATFORD CONSULTING, LLC$763,533$619,224,897$619,224,897
715Websterrogers Financial Advisors, LLC$960,045$618,046,436$222,389$618,268,825
716Clayton Financial Services Inc$400,642$616,989,201$616,989,201
717Sensible Financial Planning And Management, LLC$436,590$568,369,571$48,095,195$616,464,766
718RPG Investment Advisory, LLC$737,631$615,184,613$615,184,613
719Windsor Capital Management, LLC$506,327$614,680,371$614,680,371
720Gibraltar Capital Management, Inc.$640,911$607,275,063$4,153,786$611,428,849
721Milestone Investment Advisors, LLC$519,719$522,363,649$87,786,368$610,150,017
722ISI Financial Group Inc$316,403$610,025,923$610,025,923
723Pacific Global Investment Management Co$762,609$609,324,919$609,324,919
724Absher Wealth Management, LLC$425,599$558,833,039$50,199,694$609,032,733
725Exchange Capital Management Inc$644,200$605,598,522$1,882,274$607,480,796
726Walter & Keenan Financial Consulting Co$2,651,237$467,370,029$137,111,939$604,481,968
727Greenwood Gearhart Inc.$376,788$603,614,317$603,614,317
7283D ASSET MANAGEMENT, INC.$328,088$603,025,169$603,025,169
729NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
730The Joseph Group LLC$940,788$602,104,403$602,104,403
731Altavista Wealth Management, Inc.$648,912$592,931,197$8,610,529$601,541,726
732Brickley Wealth Management$1,272,534$600,635,890$600,635,890
733Sage Rhino Capital LLC$566,954$600,403,904$600,403,904
734180 Wealth Advisors, LLC$248,653$340,000,000$260,000,000$600,000,000
735Quantitative Advantage, LLC$346,494$599,780,339$599,780,339
736Premier Financial Group Inc$542,407$455,043,361$141,604,208$596,647,569
737FPL Capital Management, LLC$603,126$370,655,104$223,424,380$594,079,484
738Black Coral Financial Advisors, LLC$364,187$458,091,000$134,805,000$592,896,000
739Live Oak Private Wealth, LLC$698,592$592,405,648$592,405,648
740Marathon Capital Management LLC$965,092$591,601,523$591,601,523
741Cyrus J. Lawrence LLC$1,426,680$590,048,036$597,446$590,645,482
742BAKER ELLIS ASSET MANAGEMENT LLC$1,091,173$590,324,664$590,324,664
743Sittner & Nelson, LLC$488,675$572,004,625$16,849,050$588,853,675
744Claro Advisors, LLC$339,494$548,092,861$40,249,686$588,342,547
745Pettyjohn, Wood & White, Inc.$704,133$587,246,691$587,246,691
746Kelly Financial Group, LLC$656,203$585,989,689$585,989,689
747The Financial Consulate, Inc$164,257$576,805,455$8,605,887$585,411,342
748Strategy Asset Managers L.L.C.$620,325$583,725,372$583,725,372
749The Ullmann Financial Group, Inc.$717,032$575,098,518$7,131,266$582,229,784
750Shulman Demeo Asset Management, LLC$710,709$515,306,328$66,764,122$582,070,450
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Showing 701 to 750 of 2,851 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.