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 |
|---|---|---|---|---|---|
| 351 | MARK BELL ADVISORY SERVICES, INC. | $1,075,543 | $139,820,585 | — | $139,820,585 |
| 352 | JE WILSON ADVISORS, LLC | $592,694 | $139,875,774 | — | $139,875,774 |
| 353 | CLEARVIEW WEALTH MANAGEMENT | $304,348 | $140,000,000 | — | $140,000,000 |
| 354 | HANSEATIC MANAGEMENT SERVICES INC | $927,152 | $140,000,000 | — | $140,000,000 |
| 355 | THE HOLBEN GROUP, LLC | $318,182 | $140,000,000 | — | $140,000,000 |
| 356 | DES MOINES INVESTMENTS, LLC | $350,000 | $140,000,000 | — | $140,000,000 |
| 357 | TOAMS FINANCIAL | $160,367 | $140,000,000 | — | $140,000,000 |
| 358 | BELLWETHER INVESTMENT GROUP, LLC | $218,820 | $130,265,130 | $9,779,870 | $140,045,000 |
| 359 | BARKER WEALTH MANAGEMENT, LLC | $703,309 | $140,661,740 | — | $140,661,740 |
| 360 | SUMMA GLOBAL ADVISORS, LLC | $409,092 | $124,812,087 | $15,915,583 | $140,727,670 |
| 361 | MCCARTNEY WEALTH MANAGEMENT LLC | $403,787 | $140,921,825 | — | $140,921,825 |
| 362 | IMPERIUM WEALTH MANAGEMENT, LLC | $227,026 | $139,616,014 | $1,367,214 | $140,983,228 |
| 363 | LEWIS ASSET MANAGEMENT | $312,629 | $135,991,199 | $5,004,534 | $140,995,733 |
| 364 | FILIGREE WEALTH ADVISORS, LLC | $1,166,570 | $141,155,000 | — | $141,155,000 |
| 365 | SAFRAN WEALTH ADVISORS, LLC | $1,384,059 | $131,136,094 | $10,037,954 | $141,174,048 |
| 366 | BKA WEALTH CONSULTING, INC. | $222,070 | $141,236,732 | — | $141,236,732 |
| 367 | PATHFINDER WEALTH ADVISORS LLC | $995,250 | $108,549,675 | $32,775,759 | $141,325,434 |
| 368 | FORTUNE 360 GROUP LLC | $303,986 | $141,353,614 | — | $141,353,614 |
| 369 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $1,428,012 | $117,846,713 | $23,526,472 | $141,373,185 |
| 370 | MAQRO ADVISORS LLC | $213,899 | $18,185,813 | $123,201,377 | $141,387,190 |
| 371 | BRIGHTPATH WEALTH PLANNING, LLC | $482,715 | $141,435,545 | — | $141,435,545 |
| 372 | DENTAL WEALTH ADVISORS, LLC | $395,100 | $141,445,781 | — | $141,445,781 |
| 373 | PEACE OF MIND WEALTH MANAGEMENT | $278,200 | $132,402,912 | $9,200,972 | $141,603,884 |
| 374 | SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC | $2,529,540 | $88,654,253 | $53,000,000 | $141,654,253 |
| 375 | THE MONITOR GROUP, INC. | $245,523 | $140,373,948 | $1,292,982 | $141,666,930 |
| 376 | DIAMOND WEALTH MANAGEMENT, LLC | $345,236 | $125,946,748 | $15,945,261 | $141,892,009 |
| 377 | CATALYST FINANCIAL NW CORPORATION | $128,974 | $125,800,000 | $16,200,000 | $142,000,000 |
| 378 | SOUTH BAY FINANCIAL PARTNERS | $840,313 | — | $142,012,947 | $142,012,947 |
| 379 | CORPS CAPITAL ADVISORS, LLC | $4,897,966 | $113,838,000 | $28,203,000 | $142,041,000 |
| 380 | ACCRUENT WEALTH ADVISORS | $236,106 | $93,148,635 | $48,986,959 | $142,135,594 |
| 381 | KEYSTONE FINANCIAL GROUP, INC. | $339,413 | $141,969,116 | $244,761 | $142,213,877 |
| 382 | HOLLINGSWORTH AVENT AVERRE & PURVIS, PA | $862,580 | $142,325,738 | — | $142,325,738 |
| 383 | EXCOMP ASSET MANAGEMENT LTD | $368,809 | $142,360,199 | — | $142,360,199 |
| 384 | MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. | $166,040 | $138,185,843 | $4,276,276 | $142,462,119 |
| 385 | FRANK FINANCIAL ADVISORS | $318,745 | $135,804,096 | $6,674,704 | $142,478,800 |
| 386 | MERIDIAN CAPITAL MANAGEMENT GROUP, INC. | $215,589 | $140,795,889 | $1,708,449 | $142,504,338 |
| 387 | BALANCED FINANCIAL PLANNING, INC. | $1,781,941 | $69,401,940 | $73,153,343 | $142,555,283 |
| 388 | SMB FINANCIAL SERVICES, INC. | $185,686 | $134,550,739 | $8,055,825 | $142,606,564 |
| 389 | CEDARSTONE ADVISORS | $801,946 | $141,731,644 | $1,014,746 | $142,746,390 |
| 390 | MINERVA PLANNING GROUP | $348,199 | $142,761,591 | — | $142,761,591 |
| 391 | ADDIS & HILL, INCORPORATED | $402,241 | $142,795,441 | — | $142,795,441 |
| 392 | FLORIAN FINANCIAL GROUP LLC | $196,969 | $142,802,713 | — | $142,802,713 |
| 393 | FARTHER FINANCE ADVISORS, LLC | $175,982 | $142,897,678 | — | $142,897,678 |
| 394 | FIGURE 8 INVESTMENT STRATEGIES LLC | $456,891 | $143,006,868 | — | $143,006,868 |
| 395 | REDWOOD COAST FINANCIAL PARTNERS | $343,822 | — | $143,030,000 | $143,030,000 |
| 396 | KEYSTONE GLOBAL PARTNERS LLC | $608,872 | $136,281,762 | $6,803,148 | $143,084,910 |
| 397 | EVEREST MANAGEMENT CORP. | $555,598 | $125,549,094 | $17,795,063 | $143,344,157 |
| 398 | SOLUTIONS 4 WEALTH | $281,082 | $63,816,122 | $79,535,689 | $143,351,811 |
| 399 | COPPER LEAF FINANCIAL, LLC | $319,041 | $143,887,713 | — | $143,887,713 |
| 400 | T.T.G. FINANCIAL, INC. | $774,194 | $144,000,000 | — | $144,000,000 |
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.
