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.
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 451 | STERLING WEALTH ADVISORS, INC. | $324,424 | $149,883,686 | — | $149,883,686 |
| 452 | MERRITHEW & THORSTEN, INC. | $384,615 | $150,000,000 | — | $150,000,000 |
| 453 | THE KEYSTONE FINANCIAL ALLIANCE, LLC | $333,333 | $147,000,000 | $3,000,000 | $150,000,000 |
| 454 | EVANS WEALTH MANAGEMENT | $250,000 | $150,000,000 | — | $150,000,000 |
| 455 | KOWALSKI FINANCIAL INC. | $240,385 | $150,000,000 | — | $150,000,000 |
| 456 | WILLOW | $330,606 | $150,095,020 | — | $150,095,020 |
| 457 | PROSPERITY ROAD, LLC | $1,105,162 | $146,542,717 | $3,759,336 | $150,302,053 |
| 458 | AIO FINANCIAL, LLC | $231,553 | — | $150,509,163 | $150,509,163 |
| 459 | CAPITOL FAMILY OFFICE, INC. | $238,974 | $146,936,677 | $3,616,745 | $150,553,422 |
| 460 | PRIME INVESTMENT ADVISORS | $1,731,034 | $138,200,000 | $12,400,000 | $150,600,000 |
| 461 | GREY FOX WEALTH ADVISORS, LLC | $299,563 | $119,160,002 | $31,520,342 | $150,680,344 |
| 462 | MEREDITH WEALTH PLANNING | $292,926 | $150,857,094 | — | $150,857,094 |
| 463 | MEYER CAPITAL MANAGEMENT LLC. | $1,324,100 | $150,947,437 | — | $150,947,437 |
| 464 | CLEAR RIDGE WEALTH MANAGEMENT, LLC | $510,106 | $147,153,971 | $3,837,466 | $150,991,437 |
| 465 | PHILLIP JAMES FINANCIAL CO. | $244,422 | $151,053,028 | — | $151,053,028 |
| 466 | STAKEHOLDERS CAPITAL | $286,172 | $134,909,253 | $16,189,310 | $151,098,563 |
| 467 | BONFIRE FINANCIAL, LLC | $287,941 | $148,103,663 | $3,065,407 | $151,169,070 |
| 468 | SANDIA WEALTH MANAGEMENT, LLC | $267,117 | $129,108,300 | $22,080,100 | $151,188,400 |
| 469 | PRAIRIEWOOD WEALTH MANAGEMENT | $329,056 | $151,694,613 | — | $151,694,613 |
| 470 | GASBER FINANCIAL ADVISORS, INC | $1,068,697 | $144,130,125 | $7,624,873 | $151,754,998 |
| 471 | COHEN INVESTMENT ADVISORS, LLC | $275,487 | $151,793,393 | — | $151,793,393 |
| 472 | NORTHLAND CAPITAL MANAGEMENT | $303,160 | $151,883,044 | — | $151,883,044 |
| 473 | DAVID S REINDERS | $230,560 | $151,938,744 | — | $151,938,744 |
| 474 | SMITH PARTNERS WEALTH MANAGEMENT, LLC | $980,632 | $151,997,960 | — | $151,997,960 |
| 475 | SAGE INVESTMENT ADVISERS LLC | $319,329 | $152,000,840 | — | $152,000,840 |
| 476 | GREEN RIDGE WEALTH PLANNING LLC | $812,904 | $143,500,000 | $8,513,000 | $152,013,000 |
| 477 | NORTH SHORE INVESTMENT CONSULTING LLC | $399,076 | — | $152,047,907 | $152,047,907 |
| 478 | WEALTH ENGINEERING, LLC | $620,840 | $152,105,784 | — | $152,105,784 |
| 479 | WINTHROP PARTNERS - WNY, LLC | $587,456 | $149,238,516 | $2,912,544 | $152,151,060 |
| 480 | ATLAS FIDUCIARY FINANCIAL, LLC | $392,216 | $152,179,853 | — | $152,179,853 |
| 481 | CANTY FINANCIAL MANAGEMENT, INC. | $385,381 | $138,149,263 | $14,076,171 | $152,225,434 |
| 482 | MD FINANCIAL / VESTMENT FINANCIAL | $62,276 | $152,390,327 | — | $152,390,327 |
| 483 | CWC ADVISORS, LLC | $959,119 | $148,750,000 | $3,750,000 | $152,500,000 |
| 484 | BRIDGEMARK WEALTH MANAGEMENT | $233,217 | $152,524,182 | — | $152,524,182 |
| 485 | FINARC INVESTMENTS, INC. | $400,441 | $152,567,923 | — | $152,567,923 |
| 486 | STRATEGIC ADVISORY SERVICES, L.L.C. | $404,380 | $152,855,585 | — | $152,855,585 |
| 487 | NVEST WEALTH STRATEGIES, INC. | $330,876 | $151,101,819 | $1,762,867 | $152,864,686 |
| 488 | ANDREW HILL INVESTMENT ADVISORS, INC. | $436,800 | $152,880,000 | — | $152,880,000 |
| 489 | ROOTED WEALTH ADVISORS | $132,073 | $152,115,900 | $956,897 | $153,072,797 |
| 490 | INDEPENDENT WEALTH MANAGEMENT, LLC | $307,421 | $143,735,175 | $9,360,347 | $153,095,522 |
| 491 | EAGLE BLUFFS WEALTH MANAGEMENT LLC | $474,310 | $153,202,113 | — | $153,202,113 |
| 492 | S.F. EHRLICH ASSOCIATES, INC. | $444,100 | $153,214,338 | — | $153,214,338 |
| 493 | SCOTTSDALE WEALTH PLANNING, INC. | $349,940 | $153,273,938 | — | $153,273,938 |
| 494 | PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC | $189,702 | $151,658,395 | $1,810,631 | $153,469,026 |
| 495 | ECON WEALTH MANAGEMENT | $238,764 | $142,804,460 | $10,720,758 | $153,525,218 |
| 496 | HENDERSHOTT WEALTH MANAGEMENT, LLC | $342,888 | — | $153,613,622 | $153,613,622 |
| 497 | RETIREMENT PLANNING SERVICES | $372,280 | $153,751,610 | — | $153,751,610 |
| 498 | J.E. SIMMONS & CO., P.C. | $429,592 | $153,794,049 | — | $153,794,049 |
| 499 | CERDA MUNOZ ADVISORS, INC | $200,548 | $30,764,126 | $123,056,506 | $153,820,632 |
| 500 | MICHAEL J. CREW, INVESTMENT ADVISOR | $1,107,765 | $153,979,300 | — | $153,979,300 |
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.
