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 |
|---|---|---|---|---|---|
| 101 | WEALTH MANAGEMENT SOLUTIONS, LLC | $280,097 | $107,082,222 | $8,037,440 | $115,119,662 |
| 102 | BARRON FINANCIAL GROUP, LLP | $296,717 | $111,648,675 | $3,477,366 | $115,126,041 |
| 103 | GOLDEN GATE PERSONAL FINANCIAL PLANNING | $724,406 | $115,180,497 | — | $115,180,497 |
| 104 | BUCHER WEALTH ADVISORS | $588,528 | — | $115,351,474 | $115,351,474 |
| 105 | HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. | $172,434 | $115,055,457 | $475,116 | $115,530,573 |
| 106 | RGA INVESTMENT ADVISORS, LLC | $420,600 | $115,665,055 | — | $115,665,055 |
| 107 | FONTE FINANCIAL ADVISORS | $372,034 | $112,473,949 | $3,228,659 | $115,702,608 |
| 108 | NEWBRIDGE WEALTH MANAGEMENT | $133,188 | $115,740,000 | — | $115,740,000 |
| 109 | DAVIS PRIVATE WEALTH, LLC | $325,843 | $112,700,000 | $3,300,000 | $116,000,000 |
| 110 | FINANCIAL FREEDOM FOR DENTISTS LLC | $332,000 | $116,200,000 | — | $116,200,000 |
| 111 | CLEAR SKY FINANCIAL, LP | $387,405 | $116,221,613 | — | $116,221,613 |
| 112 | BULL OAK CAPITAL, LLC | $494,613 | $116,234,129 | — | $116,234,129 |
| 113 | COLORADO WEALTH GROUP LLC | $450,563 | $116,245,250 | — | $116,245,250 |
| 114 | CONVERGENT WEALTH MANAGEMENT, LLC | $490,671 | $116,289,000 | — | $116,289,000 |
| 115 | SENTARA CAPITAL | $198,296 | $116,399,753 | — | $116,399,753 |
| 116 | HOLCOMBE & MCGRATH | $417,683 | $116,533,595 | — | $116,533,595 |
| 117 | SARATOGA WEALTH ADVISORS, LLC | $403,443 | $116,082,230 | $512,747 | $116,594,977 |
| 118 | HARMONY ASSET MANAGEMENT LLC | $351,497 | $116,697,087 | — | $116,697,087 |
| 119 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $439,383 | $110,806,803 | $6,069,193 | $116,875,996 |
| 120 | ELIOT ROSE WEALTH MANAGEMENT, LLC | $374,632 | $116,885,289 | — | $116,885,289 |
| 121 | YOUNG WEALTH MANAGEMENT | $1,114,507 | $117,023,216 | — | $117,023,216 |
| 122 | INTEGRATED WEALTHCARE, LLC | $1,427,148 | $77,623,538 | $39,402,612 | $117,026,150 |
| 123 | SINECERA CAPITAL, LLC | $1,245,054 | $112,508,806 | $4,526,269 | $117,035,075 |
| 124 | REDBUD ADVISORS | $601,233 | $117,240,530 | — | $117,240,530 |
| 125 | PROSPERITY WEALTH PLANNING LLC | $250,119 | $117,305,710 | — | $117,305,710 |
| 126 | ARBOR FINANCIAL SERVICES, LLC | $216,545 | $117,367,501 | — | $117,367,501 |
| 127 | NERAD + DEPPE WEALTH MANAGEMENT | $197,562 | $115,555,932 | $1,993,614 | $117,549,546 |
| 128 | PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC | $653,889 | $117,700,055 | — | $117,700,055 |
| 129 | DEDICATED CAPITAL ADVISORS, LLC | $1,090,360 | $79,756,319 | $38,002,590 | $117,758,909 |
| 130 | DIVERSIFIED ASSET MANAGEMENT, INC. | $1,455,837 | $117,922,794 | — | $117,922,794 |
| 131 | BLONG FINANCIAL | $320,586 | $107,422,467 | $10,553,217 | $117,975,684 |
| 132 | DANIELS & ERICKSON FINANCIAL ADVISORS, LLC | $944,636 | $118,079,541 | — | $118,079,541 |
| 133 | KASTEL CAPITAL ADVISORS, LLC | $734,547 | $83,268,000 | $34,994,000 | $118,262,000 |
| 134 | MAGNOLIA WEALTH MANAGEMENT LLC | $198,682 | $118,414,724 | — | $118,414,724 |
| 135 | NORTHAVENUE LLC | $271,389 | $118,597,040 | — | $118,597,040 |
| 136 | GRAND STRATEGY CAPITAL, LLC | $751,172 | $107,083,287 | $11,601,933 | $118,685,220 |
| 137 | STEWARD ADVISORS, LLC | $418,066 | $114,850,586 | $3,880,163 | $118,730,749 |
| 138 | ARMORY CAPITAL MANAGEMENT, LLC | $412,216 | $100,185,590 | $18,944,965 | $119,130,555 |
| 139 | CAPSTONE INVESTMENT FINANCIAL GROUP, LLC | $131,708 | $114,611,957 | $4,583,890 | $119,195,847 |
| 140 | DREHER FINANCIAL PARTNERS | $244,819 | $119,226,742 | — | $119,226,742 |
| 141 | PROVIDENCE FINANCIAL AND INSURANCES, INC. | $104,895 | $119,265,165 | — | $119,265,165 |
| 142 | GW FINANCIAL | $466,478 | $96,257,891 | $23,160,514 | $119,418,405 |
| 143 | SOUND FINANCIAL, LLC | $153,599 | $103,376,265 | $16,123,438 | $119,499,703 |
| 144 | STOREHOUSE FINANCIAL LLC | $165,390 | $119,576,759 | — | $119,576,759 |
| 145 | ARLINGTON WEALTH MANAGEMENT | $231,901 | $119,660,804 | — | $119,660,804 |
| 146 | WAVERLEY WEALTH MANAGEMENT LLC | $364,885 | $117,151,044 | $2,531,323 | $119,682,367 |
| 147 | PEAK WEALTH MANAGEMENT LLC | $408,742 | $119,625,199 | $136,259 | $119,761,458 |
| 148 | ENTASIS ASSET MANAGEMENT LLC | $333,796 | $116,070,279 | $3,762,649 | $119,832,928 |
| 149 | BUTLER FINANCIAL SERVICES | $412,034 | $118,368,959 | $1,533,024 | $119,901,983 |
| 150 | LCR WEALTH MANAGEMENT LLC | $1,025,641 | $120,000,000 | — | $120,000,000 |
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.
