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 |
|---|---|---|---|---|---|
| 401 | BUTTONWOOD FINANCIAL ADVISORS, INC. | $255,692 | $156,891,518 | $12,376,770 | $169,268,288 |
| 402 | WISER WEALTH MANAGEMENT, INC | $255,854 | $224,372,630 | $1,546,198 | $225,918,828 |
| 403 | EAGLE FINANCIAL STRATEGIES | $256,164 | $127,569,848 | — | $127,569,848 |
| 404 | EDGEROCK WEALTH MANAGEMENT | $256,265 | $231,151,051 | — | $231,151,051 |
| 405 | EDGEROCK WEALTH MANAGEMENT | $256,265 | $231,151,051 | — | $231,151,051 |
| 406 | HIXON ZUERCHER CAPITAL MANAGEMENT | $256,826 | $287,434,765 | $12,281,308 | $299,716,073 |
| 407 | LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | $257,428 | $662,188,226 | $22,054,445 | $684,242,671 |
| 408 | PAOLINO, WILLIAM | $257,635 | $169,008,747 | — | $169,008,747 |
| 409 | PARKSHORE WEALTH MANAGEMENT | $258,116 | $360,242,697 | $13,767,822 | $374,010,519 |
| 410 | CHIRON CAPITAL MANAGEMENT, LLC | $258,336 | $236,706,951 | $7,162,339 | $243,869,290 |
| 411 | HILLTOP WEALTH ADVISORS, LLC | $258,930 | $370,270,127 | — | $370,270,127 |
| 412 | WILLIAMS WEALTH MANAGEMENT, LLC | $259,109 | $101,700,025 | $2,980,000 | $104,680,025 |
| 413 | RD LEWIS WEALTH MANAGEMENT | $259,601 | $173,413,745 | — | $173,413,745 |
| 414 | IRONWOOD WEALTH MANAGEMENT, LLC | $259,684 | $536,373,007 | $4,807,845 | $541,180,852 |
| 415 | LIFE PLAN FINANCIAL ADVISORY GROUP, LLC | $259,908 | $147,368,000 | — | $147,368,000 |
| 416 | KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. | $260,361 | $469,150,367 | $19,026,212 | $488,176,579 |
| 417 | MOULTON WEALTH MANAGEMENT, INC | $260,456 | $147,157,917 | — | $147,157,917 |
| 418 | MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC | $261,658 | $462,873,543 | — | $462,873,543 |
| 419 | CYPRESS CAPITAL ADVISORS, LLC | $261,997 | $290,816,864 | — | $290,816,864 |
| 420 | BYRNE & COMPANY WEALTH MANAGEMENT, LLC | $262,281 | $98,782,144 | $7,441,537 | $106,223,681 |
| 421 | KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | $262,447 | $295,649,683 | $22,960,393 | $318,610,076 |
| 422 | AOG WEALTH MANAGEMENT | $262,489 | $267,313,772 | $3,050,184 | $270,363,956 |
| 423 | COLUMBIA RIVER FINANCIAL GROUP | $262,521 | $123,857,622 | $6,615,115 | $130,472,737 |
| 424 | ENTRUST FINANCIAL LLC | $262,535 | $219,953,025 | $15,803,591 | $235,756,616 |
| 425 | MEASURED RISK PORTFOLIOS | $262,639 | $259,110,902 | $3,003,242 | $262,114,144 |
| 426 | TEMPUS WEALTH PLANNING, LLC | $262,660 | $188,442,986 | $59,508,312 | $247,951,298 |
| 427 | KLEINFELDER CAPITAL, INC. | $263,011 | $216,139,200 | $6,367,789 | $222,506,989 |
| 428 | FURE FINANCIAL CORPORATION | $263,356 | $275,997,269 | — | $275,997,269 |
| 429 | CAPITAL FINANCIAL SERVICES LLC | $263,645 | $127,604,183 | — | $127,604,183 |
| 430 | ELEVAGE PARTNERS, LLC | $263,999 | $134,111,589 | — | $134,111,589 |
| 431 | STONE PINE FINANCIAL PARTNERS | $264,612 | $132,306,000 | — | $132,306,000 |
| 432 | CROWN WEALTH GROUP LLC | $265,324 | $202,441,997 | — | $202,441,997 |
| 433 | CROWN WEALTH GROUP LLC | $265,324 | $202,441,997 | — | $202,441,997 |
| 434 | DAVIS & SEILEY WEALTH MANAGEMENT, INC. | $265,639 | $175,961,232 | $13,439,681 | $189,400,913 |
| 435 | QUAD-CITIES INVESTMENT GROUP, LLC | $266,105 | $311,609,827 | $15,965,472 | $327,575,299 |
| 436 | SIGHTLINE WEALTH ADVISORS, LLC | $266,538 | $168,639,303 | $57,118,544 | $225,757,847 |
| 437 | FINER WEALTH MANAGEMENT, INC. | $266,892 | $163,871,463 | — | $163,871,463 |
| 438 | WAYFINDING FINANCIAL, LLC | $267,073 | $260,948,676 | $515,930 | $261,464,606 |
| 439 | SANDIA WEALTH MANAGEMENT, LLC | $267,117 | $129,108,300 | $22,080,100 | $151,188,400 |
| 440 | TRUNORTH FINANCIAL SERVICES, INC. | $267,147 | $200,100,827 | $526,471 | $200,627,298 |
| 441 | CHICAGO WEALTH MANAGEMENT, INC. | $267,607 | $233,085,272 | — | $233,085,272 |
| 442 | WELCH INVESTMENT GROUP, LLC | $267,736 | $208,834,055 | — | $208,834,055 |
| 443 | THE HELMSTAR GROUP, LLC | $267,793 | $341,704,173 | — | $341,704,173 |
| 444 | AMARA FINANCIAL, LLC | $268,056 | $81,620,870 | $43,829,465 | $125,450,335 |
| 445 | NORTHERN FINANCIAL ADVISORS, INC | $268,165 | $522,076,563 | $9,962,456 | $532,039,019 |
| 446 | BAUER WEALTH MANAGEMENT INC. | $268,844 | $97,218,493 | $7,092,969 | $104,311,462 |
| 447 | MILESTONES PRIVATE INVESTMENT ADVISORS LLC | $268,889 | $86,712,264 | $80,805,397 | $167,517,661 |
| 448 | THE H GROUP WASHINGTON, INC. | $269,024 | $181,860,014 | — | $181,860,014 |
| 449 | PAYNE CAPITAL MANAGEMENT, LLC | $269,063 | $300,210,088 | $743,485,559 | $1,043,695,647 |
| 450 | BARTLEY FINANCIAL ADVISORS, LLC | $269,808 | $105,377,103 | $9,021,617 | $114,398,720 |
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.
