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 | TRUE NORTH FINANCIAL | $269,846 | $309,243,419 | — | $309,243,419 |
| 452 | BIVIN & ASSOCIATES, INC. | $269,883 | $129,003,852 | — | $129,003,852 |
| 453 | WEALTH TEAMS ALLIANCE | $270,295 | $246,779,538 | — | $246,779,538 |
| 454 | M.C. BYRD WEALTH MANAGEMENT, LLC | $270,484 | $184,284,080 | $53,471,206 | $237,755,286 |
| 455 | GRANGE CAPITAL, LLC | $270,494 | $135,688,000 | $3,887,000 | $139,575,000 |
| 456 | TED BUCHAN & COMPANY | $270,579 | $241,470,265 | $30,731,768 | $272,202,033 |
| 457 | THE H GROUP, INC. | $271,388 | $891,237,188 | — | $891,237,188 |
| 458 | OLIO FINANCIAL PLANNING | $271,389 | $279,052,766 | $18,389,420 | $297,442,186 |
| 459 | NORTHAVENUE LLC | $271,389 | $118,597,040 | — | $118,597,040 |
| 460 | DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC | $271,397 | $295,551,798 | — | $295,551,798 |
| 461 | 93 FINANCIAL GROUP, LLC | $271,898 | $629,444,458 | — | $629,444,458 |
| 462 | AVERA CAPITAL WEALTH MANAGEMENT | $272,023 | $105,722,979 | $7,982,829 | $113,705,808 |
| 463 | CAM INVESTOR SOLUTIONS | $272,383 | $216,000,000 | — | $216,000,000 |
| 464 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $272,742 | $461,504,590 | $14,430,187 | $475,934,777 |
| 465 | SOUTHERN CAPITAL ADVISORS, LLC | $273,772 | $369,876,245 | $2,727,872 | $372,604,117 |
| 466 | TRUENORTH WEALTH | $274,101 | — | $652,633,504 | $652,633,504 |
| 467 | COMPASS WEALTH MANAGEMENT, LLC | $274,123 | $180,098,980 | — | $180,098,980 |
| 468 | WALKNER CONDON FINANCIAL ADVISORS LLC | $274,334 | $425,251,371 | $33,984,192 | $459,235,563 |
| 469 | C-J ADVISORY, INC. | $274,421 | $250,546,454 | — | $250,546,454 |
| 470 | FFG RETIREMENT COUNSELING | $274,557 | $159,242,923 | — | $159,242,923 |
| 471 | SAVIOR WEALTH | $274,852 | $185,897,507 | $8,697,757 | $194,595,264 |
| 472 | COHEN INVESTMENT ADVISORS, LLC | $275,487 | $151,793,393 | — | $151,793,393 |
| 473 | ASSET MANAGEMENT RESOURCES, LLC | $275,715 | $223,178,622 | $17,245,238 | $240,423,860 |
| 474 | CONTINUUM WEALTH ADVISORS, LLC | $275,828 | $177,502,000 | $5,648,000 | $183,150,000 |
| 475 | RETIREMENT BENCHMARK, LLC | $276,559 | $13,726,085 | $3,454,319,529 | $3,468,045,614 |
| 476 | LONGVIEW FINANCIAL ADVISORS, INC. | $276,561 | $192,133,888 | $75,842 | $192,209,730 |
| 477 | MICHAEL BRADY & CO., LLC | $276,564 | $160,406,998 | — | $160,406,998 |
| 478 | GLOBAL VIEW INVESTMENT ADVISORS, LLC | $276,605 | $400,493,555 | $3,626,486 | $404,120,041 |
| 479 | FINANCIALLY SPEAKING INC | $276,739 | $152,802,524 | $3,001,295 | $155,803,819 |
| 480 | REITZ CAPITAL ADVISORS LLC | $277,021 | $167,874,874 | — | $167,874,874 |
| 481 | ALL SEASON FINANCIAL ADVISORS, INC. | $277,308 | $197,165,856 | — | $197,165,856 |
| 482 | PROFOCUS INCORPORATED | $278,195 | $103,000,000 | $8,000,000 | $111,000,000 |
| 483 | PEACE OF MIND WEALTH MANAGEMENT | $278,200 | $132,402,912 | $9,200,972 | $141,603,884 |
| 484 | CORNERSTONE WEALTH PLANNING | $278,293 | $179,157,593 | $5,907,062 | $185,064,655 |
| 485 | HCO PRIVATE WEALTH | $278,522 | $165,720,756 | — | $165,720,756 |
| 486 | KOTYS WEALTH PROFESSIONALS | $278,792 | $181,493,871 | — | $181,493,871 |
| 487 | WEALTH MANAGEMENT SOLUTIONS | $278,969 | $385,535,080 | — | $385,535,080 |
| 488 | WATERFRONT WEALTH INC. | $279,156 | $675,000,000 | — | $675,000,000 |
| 489 | EVOADVISERS | $279,194 | $184,826,380 | — | $184,826,380 |
| 490 | SCULATI WEALTH MANAGEMENT, LLC | $279,292 | $255,273,054 | — | $255,273,054 |
| 491 | ESSEX LLC | $279,575 | $389,439,647 | $50,331,437 | $439,771,084 |
| 492 | SPARTAN PLANNING GROUP | $279,633 | $125,196,172 | $123,677,084 | $248,873,256 |
| 493 | WEALTH MANAGEMENT SOLUTIONS, LLC | $280,097 | $107,082,222 | $8,037,440 | $115,119,662 |
| 494 | PATHWAYS ADVISORY GROUP, INC. | $280,494 | — | $246,273,482 | $246,273,482 |
| 495 | SOLUTIONS 4 WEALTH | $281,082 | $63,816,122 | $79,535,689 | $143,351,811 |
| 496 | WISDOM INDEX ADVISORS | $281,301 | $169,343,106 | — | $169,343,106 |
| 497 | FORTRESS FINANCIAL GROUP, LLC | $281,363 | $130,091,782 | $17,060,909 | $147,152,691 |
| 498 | HAUSMAN ADVISORS, LLC | $281,553 | $129,795,932 | — | $129,795,932 |
| 499 | CUSHING CAPITAL PARTNERS, LLC | $281,846 | $184,955,525 | $25,301,575 | $210,257,100 |
| 500 | FLYING POINT FINANCIAL, INC. | $282,794 | $166,000,000 | — | $166,000,000 |
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.
