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 |
|---|---|---|---|---|---|
| 301 | CHANCELLOR FINANCIAL GROUP WB LP | $228,327 | $132,412,708 | $52,304,096 | $184,716,804 |
| 302 | WILLIAMS FINANCIAL GROUP | $228,611 | $249,676,604 | $5,452,765 | $255,129,369 |
| 303 | MULLOOLY ASSET MANAGEMENT, INC. | $228,686 | $373,920,986 | $666,955 | $374,587,941 |
| 304 | IFG ADVISORS, LLC | $228,828 | $391,000,000 | $17,000,000 | $408,000,000 |
| 305 | OLIVER WEALTH MANAGEMENT | $229,506 | $292,390,829 | — | $292,390,829 |
| 306 | EMISSARY WEALTH | $229,667 | $98,931,387 | $21,414,039 | $120,345,426 |
| 307 | ONE DEGREE ADVISORS, INC. | $229,687 | $289,669,210 | $3,411,753 | $293,080,963 |
| 308 | WINDLE WEALTH | $229,763 | $118,905,726 | $14,356,890 | $133,262,616 |
| 309 | PELKONEN AND ASSOCIATES LLC | $230,077 | $185,065,722 | $8,658,918 | $193,724,640 |
| 310 | DAVID S REINDERS | $230,560 | $151,938,744 | — | $151,938,744 |
| 311 | MCNAMARA FINANCIAL SERVICES, INC. | $230,865 | $589,168,381 | — | $589,168,381 |
| 312 | MASON & ASSOCIATES, LLC | $230,905 | $306,873,063 | — | $306,873,063 |
| 313 | FAMILY WEALTH PARTNERS, LLC | $231,093 | $131,029,886 | — | $131,029,886 |
| 314 | GETTINGS REED FINANCIAL | $231,348 | $272,033,935 | $41,673,542 | $313,707,477 |
| 315 | FINANCIAL ADVISORY SERVICES, LLC | $231,528 | $181,749,115 | — | $181,749,115 |
| 316 | AIO FINANCIAL, LLC | $231,553 | — | $150,509,163 | $150,509,163 |
| 317 | WOOD TARVER FINANCIAL | $231,707 | $285,000,000 | — | $285,000,000 |
| 318 | LAKE HILLS WEALTH MANAGEMENT, LLC | $231,796 | $160,866,640 | — | $160,866,640 |
| 319 | ARLINGTON WEALTH MANAGEMENT | $231,901 | $119,660,804 | — | $119,660,804 |
| 320 | DEMMING FINANCIAL SERVICES CORP. | $231,961 | $525,856,010 | — | $525,856,010 |
| 321 | AMPHORA WEALTH MANAGEMENT, LLC | $232,532 | $102,454,886 | $1,254,254 | $103,709,140 |
| 322 | TASSEL CAPITAL MANAGEMENT, INC | $232,658 | $151,846,450 | $13,108,221 | $164,954,671 |
| 323 | ARTIFEX FINANCIAL GROUP, LLC | $232,922 | $216,850,411 | — | $216,850,411 |
| 324 | HILEY HUNT WEALTH MANAGEMENT, INC. | $233,143 | $164,832,127 | — | $164,832,127 |
| 325 | BRIDGEMARK WEALTH MANAGEMENT | $233,217 | $152,524,182 | — | $152,524,182 |
| 326 | HSC WEALTH ADVISORS | $233,632 | $356,522,643 | — | $356,522,643 |
| 327 | WINTER & ASSOCIATES, INC. | $233,773 | $98,784,760 | $2,672,723 | $101,457,483 |
| 328 | FIRST MASON FINANCIAL, LLC | $233,794 | $134,665,528 | — | $134,665,528 |
| 329 | BRADLEY WEALTH LLC | $234,041 | $200,572,763 | — | $200,572,763 |
| 330 | JEFFREY N. MEHLER, CFP LLC | $234,617 | $190,392,522 | $94,432,702 | $284,825,224 |
| 331 | MCNAUGHTON WEALTH MANAGEMENT, LLC | $234,946 | $173,827,200 | $2,617,162 | $176,444,362 |
| 332 | THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES | $235,006 | $417,300,000 | $4,300,000 | $421,600,000 |
| 333 | JOSS BROWN WEALTH ADVISORS, LLC | $235,115 | $92,850,154 | $11,775,956 | $104,626,110 |
| 334 | RELIANT INVESTMENT PARTNERS, LLC | $235,210 | $197,341,189 | — | $197,341,189 |
| 335 | ARNOLD AND MOTE WEALTH MANAGEMENT | $235,424 | $108,059,446 | — | $108,059,446 |
| 336 | PKS INVESTMENT ADVISORS LLC | $235,651 | $203,928,204 | $3,208,795 | $207,136,999 |
| 337 | ACCRUENT WEALTH ADVISORS | $236,106 | $93,148,635 | $48,986,959 | $142,135,594 |
| 338 | DEL-SETTE CAPITAL MANAGEMENT, LLC | $236,107 | $147,094,691 | — | $147,094,691 |
| 339 | COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT | $237,043 | $123,950,483 | $6,897,004 | $130,847,487 |
| 340 | VERISAIL PARTNERS, LLC | $237,722 | $205,392,000 | — | $205,392,000 |
| 341 | AN EXCEPTIONAL LIFE FINANCIAL, LLC | $237,789 | $172,249,319 | $8,232,812 | $180,482,131 |
| 342 | NEW INSIGHT WEALTH ADVISORS | $237,941 | — | $190,590,418 | $190,590,418 |
| 343 | SHAPIRO FINANCIAL SECURITY GROUP, INC. | $238,017 | $97,815,000 | $29,048,000 | $126,863,000 |
| 344 | FORNESS FINANCIAL LLC | $238,231 | $167,000,000 | — | $167,000,000 |
| 345 | MUSTARD SEED WEALTH MANAGEMENT | $238,417 | $325,389,362 | $5,533,604 | $330,922,966 |
| 346 | MARATHON MISSION | $238,557 | $106,635,049 | — | $106,635,049 |
| 347 | ECON WEALTH MANAGEMENT | $238,764 | $142,804,460 | $10,720,758 | $153,525,218 |
| 348 | CAPITOL FAMILY OFFICE, INC. | $238,974 | $146,936,677 | $3,616,745 | $150,553,422 |
| 349 | SOUND STEWARDSHIP, LLC | $239,446 | $170,759,265 | $34,445,611 | $205,204,876 |
| 350 | STEWARDSHIP ADVISORS, LLC | $239,647 | $321,606,300 | — | $321,606,300 |
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.
