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 |
|---|---|---|---|---|---|
| 801 | BCR WEALTH STRATEGIES | $343,247 | $353,544,205 | — | $353,544,205 |
| 802 | VOYAGER CAPITAL MANAGEMENT, LLC | $343,355 | $208,746,194 | $5,507,323 | $214,253,517 |
| 803 | MELIORA CAPITAL | $343,746 | $66,161,910 | $37,305,713 | $103,467,623 |
| 804 | BIRCHBROOK | $343,747 | $241,889,971 | $4,233,237 | $246,123,208 |
| 805 | REDWOOD COAST FINANCIAL PARTNERS | $343,822 | — | $143,030,000 | $143,030,000 |
| 806 | WEALTH ADVISORS GROUP | $344,053 | $754,999,486 | $29,786,508 | $784,785,994 |
| 807 | SWEENEY & MICHEL, LLC | $344,367 | $449,106,618 | $43,682,094 | $492,788,712 |
| 808 | MKD WEALTH COACHES, LLC | $344,476 | $320,908,240 | $28,734,594 | $349,642,834 |
| 809 | BAZIS PRIVATE WEALTH, LLC | $344,790 | $173,270,211 | $3,952,041 | $177,222,252 |
| 810 | ASPIRE PLANNING ASSOCIATES, INC. | $344,805 | $125,509,086 | — | $125,509,086 |
| 811 | BRIGGS WEALTH MANAGEMENT, INC. | $344,814 | $154,237,469 | $59,547,125 | $213,784,594 |
| 812 | CAPITA FINANCIAL NETWORK, LLC | $344,908 | $1,248,566,752 | — | $1,248,566,752 |
| 813 | DIAMOND WEALTH MANAGEMENT, LLC | $345,236 | $125,946,748 | $15,945,261 | $141,892,009 |
| 814 | OWEN LARUE FINANCIAL GROUP | $345,572 | $216,123,118 | $54,805,577 | $270,928,695 |
| 815 | CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC | $345,629 | $342,172,297 | — | $342,172,297 |
| 816 | BEMANAGED | $345,659 | $493,139,787 | $8,756,935 | $501,896,722 |
| 817 | RAINSBERGER WEALTH ADVISORS | $345,691 | $287,693,471 | $19,971,624 | $307,665,095 |
| 818 | SHAKESPEARE WEALTH MANAGEMENT, LLC | $345,764 | $387,601,090 | — | $387,601,090 |
| 819 | IMPACT INVESTORS | $346,157 | $217,038,045 | $41,195,128 | $258,233,173 |
| 820 | BUCKLEY INVESTMENT GROUP, LLC | $346,395 | $114,656,791 | — | $114,656,791 |
| 821 | ARCHETYPE ADVISORS, LLC | $346,512 | $120,586,288 | — | $120,586,288 |
| 822 | STONY POINT WEALTH MANAGEMENT INC. | $346,572 | $380,536,016 | — | $380,536,016 |
| 823 | SANCTUARY WEALTH MANAGEMENT, LLC | $347,389 | $220,244,549 | — | $220,244,549 |
| 824 | ECLECTIC ASSOCIATES, INC. | $347,723 | $905,408,774 | $165,579,070 | $1,070,987,844 |
| 825 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $347,884 | $464,816,430 | $69,184,860 | $534,001,290 |
| 826 | MAYFAIR ADVISORY GROUP, LLC | $347,972 | $295,940,325 | $880,000 | $296,820,325 |
| 827 | WILSEY ASSET MANAGEMENT INCORPORATED | $348,077 | $479,650,469 | — | $479,650,469 |
| 828 | CAMBRIDGE CAPE COD ADVISORS, LLC | $348,107 | — | $158,388,604 | $158,388,604 |
| 829 | MINERVA PLANNING GROUP | $348,199 | $142,761,591 | — | $142,761,591 |
| 830 | DELTA FINANCIAL GROUP, INC. | $348,524 | $1,015,390,531 | $60,851,146 | $1,076,241,677 |
| 831 | TANDEMGROWTH FINANCIAL ADVISORS, LLC | $348,841 | $224,627,833 | $723,570 | $225,351,403 |
| 832 | COTTONWOOD WEALTH STRATEGIES, LLC | $349,040 | $204,996,636 | $25,718,916 | $230,715,552 |
| 833 | ADIRONDACK CAPITAL ADVISORS, LLC | $349,172 | $265,719,615 | — | $265,719,615 |
| 834 | SANFORD ADVISORY | $349,624 | $936,529,701 | $21,091,601 | $957,621,302 |
| 835 | OLD MISSION INVESTMENT COMPANY, LLC | $349,682 | $426,323,116 | $155,198,064 | $581,521,180 |
| 836 | THE MILLSTONE EVANS GROUP, LLC | $349,915 | $718,601,955 | $12,019,758 | $730,621,713 |
| 837 | SCOTTSDALE WEALTH PLANNING, INC. | $349,940 | $153,273,938 | — | $153,273,938 |
| 838 | FINANCIAL ARCHITECTS, LLC | $349,975 | $124,590,957 | — | $124,590,957 |
| 839 | DES MOINES INVESTMENTS, LLC | $350,000 | $140,000,000 | — | $140,000,000 |
| 840 | MEIRA | $350,154 | $246,858,629 | — | $246,858,629 |
| 841 | TOWNSEND WEALTH MANAGEMENT | $350,236 | $130,786,655 | $1,252,229 | $132,038,884 |
| 842 | CASCADES CAPITAL ASSET MANAGEMENT, LLC | $350,455 | $194,432,494 | $20,396,386 | $214,828,880 |
| 843 | HOEY INVESTMENTS, INC. | $350,909 | $386,000,442 | — | $386,000,442 |
| 844 | INTEGRITY WEALTH SOLUTIONS LLC | $351,307 | $176,047,943 | $3,470,131 | $179,518,074 |
| 845 | BREAKWATER CAPITAL | $351,373 | $131,413,439 | — | $131,413,439 |
| 846 | FRANGO FINANCIAL | $351,485 | — | $106,500,000 | $106,500,000 |
| 847 | HARMONY ASSET MANAGEMENT LLC | $351,497 | $116,697,087 | — | $116,697,087 |
| 848 | CAPITAL MANAGEMENT ADVISORS INC | $351,866 | $102,780,012 | $19,317,511 | $122,097,523 |
| 849 | STERN CAPITAL MANAGEMENT, INC. | $351,925 | $222,315,851 | $100,834 | $222,416,685 |
| 850 | OMEGA WEALTH MANAGEMENT LLC | $351,938 | $58,459,151 | $140,385,642 | $198,844,793 |
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.
