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 |
|---|---|---|---|---|---|
| 601 | FIRST FINANCIAL GROUP | $303,595 | $217,000,000 | $11,000,000 | $228,000,000 |
| 602 | FINANCIAL FUTURES | $303,708 | $173,113,493 | — | $173,113,493 |
| 603 | STRATEGIC INCOME GROUP LLC | $303,953 | $267,748,449 | $12,800,121 | $280,548,570 |
| 604 | RESOLUTE FINANCIAL, LLC | $303,956 | $404,628,472 | $39,147,150 | $443,775,622 |
| 605 | FORTUNE 360 GROUP LLC | $303,986 | $141,353,614 | — | $141,353,614 |
| 606 | CLEARVIEW WEALTH MANAGEMENT | $304,348 | $140,000,000 | — | $140,000,000 |
| 607 | PEAK FINANCIAL MANAGEMENT INC | $304,586 | $395,961,220 | — | $395,961,220 |
| 608 | PROFESSIONAL FINANCIAL SERVICES, INC. | $304,717 | $190,448,052 | — | $190,448,052 |
| 609 | WEAVER CAPITAL MANAGEMENT, LLC | $304,979 | $264,455,988 | $6,975,354 | $271,431,342 |
| 610 | TABR CAPITAL MANAGEMENT, LLC | $305,024 | $179,963,936 | — | $179,963,936 |
| 611 | ARCADIA WEALTH MANAGEMENT | $305,126 | $241,785,327 | $3,536,277 | $245,321,604 |
| 612 | TREASURE COAST FINANCIAL PLANNING, INC. | $305,675 | $179,908,992 | $3,190,311 | $183,099,303 |
| 613 | PRESTON WEALTH ADVISORS, LLC. | $305,728 | $215,450,717 | $15,679,637 | $231,130,354 |
| 614 | INSIGHT WEALTH PARTNERS | $306,106 | $756,316,983 | $1,906,472 | $758,223,455 |
| 615 | WEST BRANCH CAPITAL LLC | $306,459 | $493,151,183 | $16,489,400 | $509,640,583 |
| 616 | CALLAHAN FINANCIAL PLANNING | $306,673 | $245,876,384 | $2,835,492 | $248,711,876 |
| 617 | NAVALIGN, LLC | $306,731 | $490,462,316 | — | $490,462,316 |
| 618 | PALADINI FINANCIAL ADVISORS, LLC | $307,417 | — | $162,008,884 | $162,008,884 |
| 619 | INDEPENDENT WEALTH MANAGEMENT, LLC | $307,421 | $143,735,175 | $9,360,347 | $153,095,522 |
| 620 | SCHERER FINANCIAL ADVISORY SERVICES, LLC | $307,434 | $112,301,175 | $10,057,632 | $122,358,807 |
| 621 | ROBERT PRISKE, LLC | $307,512 | $131,000,000 | — | $131,000,000 |
| 622 | BURKETT FINANCIAL SERVICES, LLC | $307,519 | $402,437,981 | $14,250,000 | $416,687,981 |
| 623 | RICHWOOD INVESTMENT ADVISORS, LLC | $307,704 | $120,312,261 | — | $120,312,261 |
| 624 | IRONWOOD WEALTH MANAGEMENT, INC. | $307,766 | $213,589,404 | — | $213,589,404 |
| 625 | TIM LOONEY INVESTMENTS, LLC | $307,848 | — | $338,324,498 | $338,324,498 |
| 626 | LEGACY FINANCIAL STRATEGIES, LLC | $307,896 | $408,392,807 | $119,032,230 | $527,425,037 |
| 627 | GLOBAL FINANCIAL ADVISORY SERVICES, INC. | $308,009 | — | $154,312,473 | $154,312,473 |
| 628 | STRATEGIC PLANNING, INC. | $308,072 | $269,870,741 | — | $269,870,741 |
| 629 | STEPHENS CONSULTING, LLC | $308,131 | $666,498,211 | $94,276,133 | $760,774,344 |
| 630 | SPRINGBOARD ASSET MANAGEMENT LLC | $308,284 | $104,200,000 | — | $104,200,000 |
| 631 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | $308,395 | $1,795,478,023 | — | $1,795,478,023 |
| 632 | WAMBOLT & ASSOCIATES, LLC | $308,726 | $438,871,053 | $14,956,574 | $453,827,627 |
| 633 | DE GROOTE FINANCIAL GROUP, LLC | $309,001 | $562,690,300 | — | $562,690,300 |
| 634 | TCWP LLC | $309,001 | $694,606,216 | $32,164,247 | $726,770,463 |
| 635 | MOISAND FITZGERALD TAMAYO, LLC | $309,283 | $913,608,089 | $8,364,085 | $921,972,174 |
| 636 | KAYDAN WEALTH MANAGEMENT, INC. | $309,325 | $654,840,570 | — | $654,840,570 |
| 637 | MACROVIEW INVESTMENT MANAGEMENT LLC | $309,470 | $145,760,182 | — | $145,760,182 |
| 638 | DELTA INVESTMENT MANAGEMENT, LLC | $309,760 | $513,891,606 | — | $513,891,606 |
| 639 | ACCREDITED WEALTH MANAGEMENT LLC | $310,027 | $105,300,000 | $9,100,000 | $114,400,000 |
| 640 | THE RETIREMENT PLANNING GROUP, INC. | $310,215 | $1,431,334,279 | — | $1,431,334,279 |
| 641 | FLAGSTONE FINANCIAL MANAGEMENT, LLC | $310,346 | $261,311,572 | — | $261,311,572 |
| 642 | MALTIN WEALTH MANAGEMENT, INC. | $310,662 | $297,760,193 | $4,824,807 | $302,585,000 |
| 643 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | $310,672 | $498,629,213 | — | $498,629,213 |
| 644 | FINANCIAL PARTNERS, LLC | $310,734 | $10,000,000 | $100,000,000 | $110,000,000 |
| 645 | WALLER FINANCIAL PLANNING GROUP, INC. | $310,918 | $487,684,582 | $105,546,543 | $593,231,125 |
| 646 | KANE COMPANY WEALTH MANAGEMENT PC | $310,951 | $172,577,701 | — | $172,577,701 |
| 647 | THE LEGACY FINANCIAL GROUP, INC. | $311,191 | $318,660,000 | — | $318,660,000 |
| 648 | STRATEGIC FINANCIAL PLANNING, INC. | $311,308 | $163,436,933 | — | $163,436,933 |
| 649 | WOODFIELD FINANCIAL ADVISORS, INC. | $311,660 | — | $148,662,000 | $148,662,000 |
| 650 | CRAWFORD FINANCIAL PLANNING & CONSULTING | $312,179 | $108,950,510 | — | $108,950,510 |
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.
