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 |
|---|---|---|---|---|---|
| 901 | RCS FINANCIAL PLANNING, LLC | $362,813 | $184,672,011 | — | $184,672,011 |
| 902 | LANDMARK FINANCIAL ADVISORS, LLC | $363,254 | $447,298,000 | $34,014,000 | $481,312,000 |
| 903 | RALICKI WEALTH MANAGEMENT & TRUST SERVICES | $363,286 | $98,098,057 | $5,438,560 | $103,536,617 |
| 904 | SEBOLD CAPITAL MANAGEMENT, INC | $363,809 | $270,105,973 | $35,857,686 | $305,963,659 |
| 905 | REUTER JAMES WEALTH MANAGEMENT, LLC | $363,985 | $334,484,147 | $116,493,026 | $450,977,173 |
| 906 | PRESIDIO CAPITAL MANAGEMENT, LLC | $364,056 | $228,575,586 | $51,308 | $228,626,894 |
| 907 | FINANCIAL ALTERNATIVES, INC. | $364,216 | $436,881,463 | $21,666,461 | $458,547,924 |
| 908 | BRIAUD FINANCIAL ADVISORS | $364,235 | $677,932,875 | $5,372,455 | $683,305,330 |
| 909 | CAPITAL MANAGEMENT CONSULTANTS, INC. | $364,398 | $99,168,152 | $1,405,655 | $100,573,807 |
| 910 | EVANS CAPITAL MANAGEMENT ASSOCIATES | $364,840 | $202,020,000 | $67,232,000 | $269,252,000 |
| 911 | PROSPERITY PLANNING | $364,876 | $363,036,381 | $7,312,605 | $370,348,986 |
| 912 | WAVERLEY WEALTH MANAGEMENT LLC | $364,885 | $117,151,044 | $2,531,323 | $119,682,367 |
| 913 | BIRD ROCK ASSET MANAGEMENT, LP | $365,350 | $137,652,464 | $7,026,141 | $144,678,605 |
| 914 | TALISMAN WEALTH ADVISORS, LLC | $365,391 | $139,579,244 | — | $139,579,244 |
| 915 | PARAGON WEALTH STRATEGIES, LLC. | $365,550 | $521,185,658 | $8,861,662 | $530,047,320 |
| 916 | FORTERIS WEALTH MANAGEMENT, INC. | $366,276 | $155,084,200 | $949,500 | $156,033,700 |
| 917 | FIRST PACIFIC FINANCIAL, INC. | $366,294 | $1,047,966,061 | — | $1,047,966,061 |
| 918 | BARKER FINANCIAL GROUP, INC. | $366,534 | $225,254,978 | $1,263,072 | $226,518,050 |
| 919 | MALLARD FINANCIAL PARTNERS INC | $366,639 | $233,182,146 | — | $233,182,146 |
| 920 | WESTFIELD FINANCIAL PLANNING | $366,774 | $188,407,013 | $848,268 | $189,255,281 |
| 921 | SEARCY FINANCIAL SERVICES, INC. | $366,847 | $356,942,604 | $7,336,553 | $364,279,157 |
| 922 | CAIRN INVESTMENT GROUP | $367,064 | $250,001,035 | $45,118,136 | $295,119,171 |
| 923 | CAPITAL ADVISORS WEALTH MANAGEMENT | $368,445 | $476,356,339 | $137,473,836 | $613,830,175 |
| 924 | LITTON FINANCIAL | $368,744 | $333,713,048 | — | $333,713,048 |
| 925 | EXCOMP ASSET MANAGEMENT LTD | $368,809 | $142,360,199 | — | $142,360,199 |
| 926 | SYMPHONY FINANCIAL PLANNING LLC | $369,132 | $184,320,827 | $2,459,719 | $186,780,546 |
| 927 | CHARLESTON FINANCIAL ADVISORS, LLC | $369,568 | $209,411,404 | $7,155,370 | $216,566,774 |
| 928 | PARK RIDGE ASSET MANAGEMENT | $369,865 | $185,155,796 | $5,694,789 | $190,850,585 |
| 929 | FINANCIAL CONNECTIONS GROUP, INC. | $370,240 | $434,291,990 | — | $434,291,990 |
| 930 | LOVELESS WEALTH MANAGEMENT, LLC | $370,585 | $264,597,832 | — | $264,597,832 |
| 931 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC | $371,525 | $132,263,000 | — | $132,263,000 |
| 932 | EXECUTIVE WEALTH COUNSELORS, LLC | $371,595 | $168,450,501 | $8,800,366 | $177,250,867 |
| 933 | FONTE FINANCIAL ADVISORS | $372,034 | $112,473,949 | $3,228,659 | $115,702,608 |
| 934 | WEALTHWAY FINANCIAL ADVISORS | $372,065 | $205,380,000 | — | $205,380,000 |
| 935 | MARSJEWETT FINANCIAL GROUP | $372,079 | $602,796,329 | $2,204,860 | $605,001,189 |
| 936 | RETIREMENT PLANNING SERVICES | $372,280 | $153,751,610 | — | $153,751,610 |
| 937 | PERSONAL CHOICE FINANCIAL ADVISORS, LLC | $372,378 | $146,304,397 | $16,052,490 | $162,356,887 |
| 938 | LEGEND FINANCIAL ADVISORS INC | $372,600 | $288,854,448 | $10,716,305 | $299,570,753 |
| 939 | SYVERSON STREGE | $372,645 | $564,763,277 | $135,808,537 | $700,571,814 |
| 940 | BOGART WEALTH, LLC | $372,651 | $1,364,074,431 | $561,038,565 | $1,925,112,996 |
| 941 | SOLITUDE FINANCIAL SERVICES, INC. | $372,780 | $190,580,367 | $283,237 | $190,863,604 |
| 942 | HAVERDINK FINANCIAL MANAGEMENT, LLC | $373,024 | $154,432,000 | — | $154,432,000 |
| 943 | CANOPY WEALTH MANAGEMENT | $373,030 | $1,052,122,955 | $121,429,758 | $1,173,552,713 |
| 944 | ALL STAR FINANCIAL INC | $373,289 | $643,620,730 | $9,262,534 | $652,883,264 |
| 945 | ELIOT ROSE WEALTH MANAGEMENT, LLC | $374,632 | $116,885,289 | — | $116,885,289 |
| 946 | 1620 INVESTMENT ADVISORS, INC. | $374,666 | $168,744,126 | $3,602,344 | $172,346,470 |
| 947 | VON BERGE WEALTH MANAGEMENT GROUP, LLC | $374,830 | $290,177,343 | $30,302,197 | $320,479,540 |
| 948 | THE MARTIN WORLEY GROUP | $374,959 | $285,718,930 | — | $285,718,930 |
| 949 | TILSON FINANCIAL GROUP INC | $375,735 | $331,225,692 | $236,510,419 | $567,736,111 |
| 950 | CHANEY CAPITAL MANAGEMENT INC. | $375,824 | $342,000,000 | — | $342,000,000 |
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.
