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 |
|---|---|---|---|---|---|
| 551 | CERTIFIED PLANNERS, INC. | $293,928 | $185,468,350 | — | $185,468,350 |
| 552 | CERTIFIED PLANNERS, INC. | $293,928 | $185,468,350 | — | $185,468,350 |
| 553 | ALPHA FINANCIAL ADVISORS, LLC | $294,319 | $412,341,503 | — | $412,341,503 |
| 554 | NORTH RIDGE WEALTH ADVISORS, INC. | $294,518 | $130,177,138 | — | $130,177,138 |
| 555 | PANORAMIC INVESTMENT ADVISORS | $294,556 | $191,461,660 | — | $191,461,660 |
| 556 | EVERHART ADVISORS | $294,635 | $995,655,133 | $98,913,077 | $1,094,568,210 |
| 557 | HASSELL WEALTH MANAGEMENT | $294,785 | $246,735,025 | — | $246,735,025 |
| 558 | BUTTONWOOD FINANCIAL GROUP, LLC | $295,120 | $448,827,547 | $134,920,277 | $583,747,824 |
| 559 | MCCLARREN FINANCIAL ADVISORS | $295,228 | $246,962,500 | $44,427,500 | $291,390,000 |
| 560 | WALLACE HART CAPITAL MANAGEMENT | $295,390 | $215,220,000 | $27,000,000 | $242,220,000 |
| 561 | BERNARD WEALTH MANAGEMENT CORP. | $295,514 | $147,123,739 | $23,683,431 | $170,807,170 |
| 562 | CONSILIO WEALTH ADVISORS, LLC | $295,958 | $240,613,799 | — | $240,613,799 |
| 563 | BROWN WEALTH MANAGEMENT, LLC | $296,638 | $140,869,000 | $22,282,000 | $163,151,000 |
| 564 | BEAR MOUNTAIN CAPITAL INC. | $296,691 | $280,381,835 | $881,603 | $281,263,438 |
| 565 | BARRON FINANCIAL GROUP, LLP | $296,717 | $111,648,675 | $3,477,366 | $115,126,041 |
| 566 | CYPRESS CAPITAL, LLC | $296,769 | $359,387,124 | — | $359,387,124 |
| 567 | PERSPECTIVE FINANCIAL SERVICES LLC | $297,736 | $229,042,449 | $1,702,891 | $230,745,340 |
| 568 | KAIZEN FINANCIAL STRATEGIES, LLC | $297,783 | $175,382,332 | $1,203,138 | $176,585,470 |
| 569 | HIGHLAND FINANCIAL ADVISORS, LLC | $297,967 | $377,822,340 | — | $377,822,340 |
| 570 | S.E.E.D. PLANNING GROUP, LLC | $298,297 | $329,916,002 | — | $329,916,002 |
| 571 | DIASTOLE WEALTH MANAGEMENT | $299,080 | $220,959,129 | $128,665,716 | $349,624,845 |
| 572 | GRAND CENTRAL INVESTMENT GROUP, LLC | $299,180 | $96,234,126 | $28,224,779 | $124,458,905 |
| 573 | WEALTH MANAGEMENT SOLUTIONS | $299,293 | $152,096,000 | $3,237,000 | $155,333,000 |
| 574 | MACKE FINANCIAL ADVISORY GROUP | $299,537 | $128,201,895 | — | $128,201,895 |
| 575 | GREY FOX WEALTH ADVISORS, LLC | $299,563 | $119,160,002 | $31,520,342 | $150,680,344 |
| 576 | QUARRY HILL ADVISORS | $299,567 | $174,930,218 | $19,189,057 | $194,119,275 |
| 577 | MENDOTA FINANCIAL GROUP, LLC | $299,580 | $329,942,076 | $9,182,835 | $339,124,911 |
| 578 | EVERGREEN ADVISORS, LLC | $300,057 | $323,396,596 | $45,073,063 | $368,469,659 |
| 579 | IOWA WEALTH MANAGEMENT, LLC | $300,210 | $100,484,966 | $4,288,189 | $104,773,155 |
| 580 | NORTHSTAR FINANCIAL PLANNERS, INC. | $300,262 | $236,005,602 | — | $236,005,602 |
| 581 | AGILIS WEALTH MANAGEMENT,LLC | $300,771 | $101,359,732 | — | $101,359,732 |
| 582 | SQUIRE WEALTH ADVISORS | $300,849 | $302,820,505 | $4,045,708 | $306,866,213 |
| 583 | CLARK FINANCIAL ADVISORS | $300,893 | $282,237,939 | — | $282,237,939 |
| 584 | BURNS MATTESON CAPITAL MANAGEMENT, LLC | $300,943 | $326,068,170 | $4,066,215 | $330,134,385 |
| 585 | GROVE STREET FIDUCIARY, LLC | $301,224 | $345,405,527 | $13,352,208 | $358,757,735 |
| 586 | FAMILY INVESTMENT CENTER | $301,276 | $483,548,203 | — | $483,548,203 |
| 587 | PURTILL FINANCIAL LLC | $301,656 | — | $182,501,617 | $182,501,617 |
| 588 | HERITAGE WEALTH MANAGEMENT GROUP, LTD | $302,081 | $138,573,135 | $21,529,839 | $160,102,974 |
| 589 | STONEBRIDGE WEALTH MANAGEMENT | $302,085 | $162,087,659 | $9,496,742 | $171,584,401 |
| 590 | CLEARVIEW INVESTMENT PARTNERS, LLC | $302,136 | $114,509,721 | — | $114,509,721 |
| 591 | WINDWARD PRIVATE WEALTH MANAGEMENT INC. | $302,159 | $276,475,386 | — | $276,475,386 |
| 592 | FOCUS FINANCIAL ADVISORS | $302,456 | $130,055,949 | — | $130,055,949 |
| 593 | SANCHEZ & ZURES, LLC | $302,561 | $165,198,502 | — | $165,198,502 |
| 594 | HERON WEALTH | $302,751 | $321,134,708 | $133,596,688 | $454,731,396 |
| 595 | FORT VANCOUVER INVESTMENT MANAGEMENT, LLC | $302,927 | $157,825,101 | — | $157,825,101 |
| 596 | ARISTA ADVISORY GROUP, LLC | $302,998 | $206,079,038 | $10,564,793 | $216,643,831 |
| 597 | NORTHLAND CAPITAL MANAGEMENT | $303,160 | $151,883,044 | — | $151,883,044 |
| 598 | LEVEL FINANCIAL ADVISORS, INC. | $303,396 | $545,201,873 | — | $545,201,873 |
| 599 | ASCEND INVESTMENT PARTNERS | $303,437 | $493,388,105 | — | $493,388,105 |
| 600 | COPPERLEAF CAPITAL, LLC | $303,514 | $180,695,455 | $17,195,898 | $197,891,353 |
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.
