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 |
|---|---|---|---|---|---|
| 701 | FRAZEE INVESTMENT CONSULTING, INC. | $607,060 | $176,654,343 | — | $176,654,343 |
| 702 | LIGHTHOUSE FINANCIAL MANAGEMENT, LLC | $379,638 | $176,911,423 | — | $176,911,423 |
| 703 | FRIEDENTHAL FINANCIAL, LLC | $388,031 | $175,129,000 | $1,813,000 | $176,942,000 |
| 704 | UNITED FINANCIAL PLANNING GROUP LLC | $338,505 | $172,431,995 | $4,605,881 | $177,037,876 |
| 705 | RFM FINANCIAL SOLUTIONS, LLC | $284,411 | $137,676,515 | $39,511,767 | $177,188,282 |
| 706 | BAZIS PRIVATE WEALTH, LLC | $344,790 | $173,270,211 | $3,952,041 | $177,222,252 |
| 707 | SJBENEN ADVISORY, LLC | $839,997 | $177,239,391 | — | $177,239,391 |
| 708 | EXECUTIVE WEALTH COUNSELORS, LLC | $371,595 | $168,450,501 | $8,800,366 | $177,250,867 |
| 709 | BIRKS FINANCIAL CORP. | $523,770 | — | $177,558,000 | $177,558,000 |
| 710 | VALLEY BROOK CAPITAL GROUP | $596,005 | $161,146,323 | $17,059,190 | $178,205,513 |
| 711 | CONVERGENT FINANCIAL STRATEGIES LLC | $463,518 | — | $178,454,534 | $178,454,534 |
| 712 | SUSTAINABLE ADVISORS ALLIANCE LLC | $187,277 | $178,475,095 | — | $178,475,095 |
| 713 | EARTH EQUITY ADVISORS, LLC | $284,221 | $178,491,035 | — | $178,491,035 |
| 714 | MUIRFIELD WEALTH ADVISORS LLC | $494,460 | $178,500,000 | — | $178,500,000 |
| 715 | SAGE STONE WEALTH MANAGEMENT LLC | $539,815 | $173,066,167 | $5,612,517 | $178,678,684 |
| 716 | CEDAR VALLEY WEALTH ADVISORS | $540,088 | $178,768,983 | — | $178,768,983 |
| 717 | HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. | $738,748 | $178,777,014 | — | $178,777,014 |
| 718 | KAHLER FINANCIAL GROUP, INC. | $328,768 | $178,850,000 | — | $178,850,000 |
| 719 | PETROVIC FINANCIAL SERVICES | $321,018 | $168,888,876 | $10,239,257 | $179,128,133 |
| 720 | ALLIED PORTFOLIO MANAGEMENT, INC. | $507,737 | $179,231,161 | — | $179,231,161 |
| 721 | INTEGRITY WEALTH SOLUTIONS LLC | $351,307 | $176,047,943 | $3,470,131 | $179,518,074 |
| 722 | FISCHER INVESTMENT STRATEGIES, LLC | $223,638 | $179,581,475 | — | $179,581,475 |
| 723 | TABR CAPITAL MANAGEMENT, LLC | $305,024 | $179,963,936 | — | $179,963,936 |
| 724 | COMPASS WEALTH MANAGEMENT, LLC | $274,123 | $180,098,980 | — | $180,098,980 |
| 725 | AVERY WEALTH, INC. | $204,603 | $179,973,604 | $281,689 | $180,255,293 |
| 726 | SEASON INVESTMENTS, LLC | $533,389 | $148,210,202 | $32,075,270 | $180,285,472 |
| 727 | ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC | $223,710 | $180,310,154 | — | $180,310,154 |
| 728 | PURPOSEFUL WEALTH | $241,723 | $174,642,171 | $5,683,220 | $180,325,391 |
| 729 | AN EXCEPTIONAL LIFE FINANCIAL, LLC | $237,789 | $172,249,319 | $8,232,812 | $180,482,131 |
| 730 | MACROCLIMATE LLC | $3,009,983 | $180,598,970 | — | $180,598,970 |
| 731 | BRETON CO | $5,477,099 | — | $180,744,267 | $180,744,267 |
| 732 | MODEL WEALTH | $493,846 | $180,747,498 | — | $180,747,498 |
| 733 | WESTVIEW INVESTMENT ADVISORS | $413,612 | $175,283,108 | $5,465,154 | $180,748,262 |
| 734 | CAMELOTTA ADVISORS | $741,792 | $179,972,543 | $1,024,783 | $180,997,326 |
| 735 | LEDGEWOOD WEALTH ADVISORS, LLC | $1,361,277 | $181,049,884 | — | $181,049,884 |
| 736 | KRANE FINANCIAL SOLUTIONS | $380,301 | $106,458,281 | $74,945,390 | $181,403,671 |
| 737 | KOTYS WEALTH PROFESSIONALS | $278,792 | $181,493,871 | — | $181,493,871 |
| 738 | FINANCIAL ADVISORY SERVICES, LLC | $231,528 | $181,749,115 | — | $181,749,115 |
| 739 | THEORY FINANCIAL | $428,675 | $181,758,228 | — | $181,758,228 |
| 740 | ROBBINS WEALTH MANAGEMENT | $504,901 | $18,965,052 | $162,799,194 | $181,764,246 |
| 741 | PARAGON PRIVATE WEALTH MANAGEMENT LLC | $491,311 | $181,785,194 | — | $181,785,194 |
| 742 | THE H GROUP WASHINGTON, INC. | $269,024 | $181,860,014 | — | $181,860,014 |
| 743 | CONCORDIA WEALTH MANAGEMENT, LLC | $1,596,313 | $171,388,213 | $10,591,475 | $181,979,688 |
| 744 | 46 PEAKS INVESTMENT ADVISORY GROUP | $571,541 | $182,321,461 | — | $182,321,461 |
| 745 | PURTILL FINANCIAL LLC | $301,656 | — | $182,501,617 | $182,501,617 |
| 746 | SANTA FE ADVISORS LLC | $833,411 | $178,605,000 | $3,912,000 | $182,517,000 |
| 747 | THE WORLEY BANKS GROUP, LLC | $163,120 | $182,530,752 | — | $182,530,752 |
| 748 | ALTAMONT WEALTH MANAGEMENT, INC. | $1,209,061 | — | $182,568,174 | $182,568,174 |
| 749 | BOULDER WEALTH ADVISORS, LLC | $336,973 | $182,639,110 | — | $182,639,110 |
| 750 | NAVIGEN WEALTH MANAGEMENT | $243,997 | $182,997,927 | — | $182,997,927 |
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.
