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
      651WILLIAM ALLAN, LLC$286,272$170,618,269—$170,618,269
      652PARKSTONE WEALTH MANAGEMENT, LLC$2,056,163$170,661,553—$170,661,553
      653MSP WEALTH MANAGEMENT, LLC$441,343$169,701,420$1,098,444$170,799,864
      654BERNARD WEALTH MANAGEMENT CORP.$295,514$147,123,739$23,683,431$170,807,170
      655VISTA ADVISOR GROUP, LLC$361,867$168,201,869$2,961,236$171,163,105
      656WEALTH ADVISORS NW$199,639$167,856,936$3,433,316$171,290,252
      657FINANCIALLY IN TUNE$245,428$161,922,604$9,385,806$171,308,410
      658STONEBRIDGE WEALTH MANAGEMENT$302,085$162,087,659$9,496,742$171,584,401
      659TOTAL WEALTH ADVISORS, LLC$500,468$171,660,636—$171,660,636
      660REVIEW SERVICES INC$207,050—$172,058,559$172,058,559
      661DESERANNO WEALTH MANAGEMENT$581,358$172,081,901—$172,081,901
      662SAOS CAPITAL, LLC$146,276$151,837,298$20,329,759$172,167,057
      663MALLARD ADVISORS$397,724$172,214,651—$172,214,651
      6641620 INVESTMENT ADVISORS, INC.$374,666$168,744,126$3,602,344$172,346,470
      665CUSTOM PORTFOLIO GROUP$2,028,669$170,697,437$1,739,422$172,436,859
      666CALLAHAN CAPITAL MANAGEMENT$145,038$172,355,673$94,398$172,450,071
      667KANE COMPANY WEALTH MANAGEMENT PC$310,951$172,577,701—$172,577,701
      668BEACON WEALTH CONSULTANTS, INC.$176,835$172,590,500—$172,590,500
      669TIMBERCHASE FINANCIAL, LLC$247,724$172,663,393—$172,663,393
      670INTEGRITY WEALTH PARTNERS, LLC$320,144$172,877,760—$172,877,760
      671FINANCIAL FUTURES$303,708$173,113,493—$173,113,493
      672MILLARES ASSET MANAGEMENT, LLC$1,321,609$173,130,762—$173,130,762
      673PARTNERSHIP WEALTH MANAGEMENT$385,697$168,210,000$4,968,000$173,178,000
      674BLUE SPARK CAPITAL ADVISORS$619,225$173,382,911—$173,382,911
      675RD LEWIS WEALTH MANAGEMENT$259,601$173,413,745—$173,413,745
      676SPECTRA INVESTMENT MANAGEMENT, LLC$1,806,941$167,009,474$6,456,864$173,466,338
      677ALCHEMI WEALTH, LLC$222,407$173,477,630—$173,477,630
      678GRAGG FINANCIAL$405,760$173,665,253—$173,665,253
      679LEADING EDGE FINANCIAL PLANNING LLC$212,173$174,194,072—$174,194,072
      680KENNETH FRENKE & CO$714,149$174,252,234—$174,252,234
      681MENTOR CAPITAL MANAGEMENT INC.$176,375$143,140,194$31,118,648$174,258,842
      682BHJ WEALTH ADVISORS$532,903$174,259,210—$174,259,210
      683SOMERSET GROUP LLC$3,233,362$174,581,733$19,827$174,601,560
      684ADC WEALTH MANAGEMENT, LLC$797,781—$174,714,000$174,714,000
      685DOBSON ASSET MANAGEMENT$459,972$171,394,927$3,394,404$174,789,331
      686HIGHPASS ASSET MANAGEMENT LLC$852,667$174,796,637—$174,796,637
      687SHEPPARD WEALTH MANAGEMENT, LLC$425,687$153,786,063$21,171,098$174,957,161
      688LIGHTHOUSE WEALTH MANAGEMENT, INC.$225,944$175,106,266—$175,106,266
      689RIVERTREE ADVISORS, LLC$573,072$169,328,932$6,030,983$175,359,915
      690TRICORD ADVISORS, INC.$217,582$175,588,316—$175,588,316
      691EXCELSIOR INVESTORS$428,389$162,116,131$13,523,238$175,639,369
      692LESA SROUFE & COMPANY, INC.$690,007$158,263,250$17,688,581$175,951,831
      693KOA WEALTH MANAGEMENT, LLC$328,383$144,709,608$31,303,810$176,013,418
      694THE RUDD COMPANY, LLC$337,873$152,168,295$23,863,788$176,032,083
      695ATWATER WEALTH MANAGEMENT$620,451$172,223,306$3,984,694$176,208,000
      696BEERS KIGHT FINANCIAL ADVISORS, LLC$503,861$176,351,200—$176,351,200
      697BREWSTER FINANCIAL PLANNING LLC$321,310$176,065,178$333,875$176,399,053
      698MCNAUGHTON WEALTH MANAGEMENT, LLC$234,946$173,827,200$2,617,162$176,444,362
      699KAIZEN FINANCIAL STRATEGIES, LLC$297,783$175,382,332$1,203,138$176,585,470
      700G & O FINANCIAL SERVICES, INC.$1,522,476$139,909,953$36,697,207$176,607,160
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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.