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 |
|---|---|---|---|---|---|
| 701 | Aegis Wealth Management LLC | $1,466,103 | $637,754,732 | — | $637,754,732 |
| 702 | The Fairman Group, LLC | $690,169 | $354,006,939 | $281,638,400 | $635,645,339 |
| 703 | American Financial Advisors Inc | $439,769 | — | $635,027,053 | $635,027,053 |
| 704 | Pennsylvania Capital Management Inc. | $658,554 | $467,873,398 | $162,362,749 | $630,236,147 |
| 705 | Autumn Lane Advisors, LLC | $1,521,181 | $306,560,000 | $323,209,000 | $629,769,000 |
| 706 | Cypress Point Wealth Management, LLC | $125,380 | $514,111,530 | $115,545,082 | $629,656,612 |
| 707 | Waypoint Wealth Partners, Inc. | $959,753 | $629,598,002 | — | $629,598,002 |
| 708 | Canal Capital Management, LLC | $453,646 | $591,097,312 | $37,656,577 | $628,753,889 |
| 709 | Ironsides Asset Advisors, LLC | $1,688,391 | $386,633,541 | $236,382,865 | $623,016,406 |
| 710 | Partners In Financial Planning, LLC | $362,164 | $622,921,875 | — | $622,921,875 |
| 711 | Strategic Wealth Management Inc | $8,088,135 | $535,599,546 | $87,186,865 | $622,786,411 |
| 712 | Sunesis Advisors, LLC | $1,793,643 | $516,577,507 | $105,816,584 | $622,394,091 |
| 713 | King Wealth Management Group, LLC | $407,953 | $604,325,100 | $16,171,640 | $620,496,740 |
| 714 | STRATFORD CONSULTING, LLC | $763,533 | $619,224,897 | — | $619,224,897 |
| 715 | Websterrogers Financial Advisors, LLC | $960,045 | $618,046,436 | $222,389 | $618,268,825 |
| 716 | Clayton Financial Services Inc | $400,642 | $616,989,201 | — | $616,989,201 |
| 717 | Sensible Financial Planning And Management, LLC | $436,590 | $568,369,571 | $48,095,195 | $616,464,766 |
| 718 | RPG Investment Advisory, LLC | $737,631 | $615,184,613 | — | $615,184,613 |
| 719 | Windsor Capital Management, LLC | $506,327 | $614,680,371 | — | $614,680,371 |
| 720 | Gibraltar Capital Management, Inc. | $640,911 | $607,275,063 | $4,153,786 | $611,428,849 |
| 721 | Milestone Investment Advisors, LLC | $519,719 | $522,363,649 | $87,786,368 | $610,150,017 |
| 722 | ISI Financial Group Inc | $316,403 | $610,025,923 | — | $610,025,923 |
| 723 | Pacific Global Investment Management Co | $762,609 | $609,324,919 | — | $609,324,919 |
| 724 | Absher Wealth Management, LLC | $425,599 | $558,833,039 | $50,199,694 | $609,032,733 |
| 725 | Exchange Capital Management Inc | $644,200 | $605,598,522 | $1,882,274 | $607,480,796 |
| 726 | Walter & Keenan Financial Consulting Co | $2,651,237 | $467,370,029 | $137,111,939 | $604,481,968 |
| 727 | Greenwood Gearhart Inc. | $376,788 | $603,614,317 | — | $603,614,317 |
| 728 | 3D ASSET MANAGEMENT, INC. | $328,088 | $603,025,169 | — | $603,025,169 |
| 729 | NEWFOCUS FINANCIAL GROUP, LLC | $380,186 | $602,974,548 | — | $602,974,548 |
| 730 | The Joseph Group LLC | $940,788 | $602,104,403 | — | $602,104,403 |
| 731 | Altavista Wealth Management, Inc. | $648,912 | $592,931,197 | $8,610,529 | $601,541,726 |
| 732 | Brickley Wealth Management | $1,272,534 | $600,635,890 | — | $600,635,890 |
| 733 | Sage Rhino Capital LLC | $566,954 | $600,403,904 | — | $600,403,904 |
| 734 | 180 Wealth Advisors, LLC | $248,653 | $340,000,000 | $260,000,000 | $600,000,000 |
| 735 | Quantitative Advantage, LLC | $346,494 | $599,780,339 | — | $599,780,339 |
| 736 | Premier Financial Group Inc | $542,407 | $455,043,361 | $141,604,208 | $596,647,569 |
| 737 | FPL Capital Management, LLC | $603,126 | $370,655,104 | $223,424,380 | $594,079,484 |
| 738 | Black Coral Financial Advisors, LLC | $364,187 | $458,091,000 | $134,805,000 | $592,896,000 |
| 739 | Live Oak Private Wealth, LLC | $698,592 | $592,405,648 | — | $592,405,648 |
| 740 | Marathon Capital Management LLC | $965,092 | $591,601,523 | — | $591,601,523 |
| 741 | Cyrus J. Lawrence LLC | $1,426,680 | $590,048,036 | $597,446 | $590,645,482 |
| 742 | BAKER ELLIS ASSET MANAGEMENT LLC | $1,091,173 | $590,324,664 | — | $590,324,664 |
| 743 | Sittner & Nelson, LLC | $488,675 | $572,004,625 | $16,849,050 | $588,853,675 |
| 744 | Claro Advisors, LLC | $339,494 | $548,092,861 | $40,249,686 | $588,342,547 |
| 745 | Pettyjohn, Wood & White, Inc. | $704,133 | $587,246,691 | — | $587,246,691 |
| 746 | Kelly Financial Group, LLC | $656,203 | $585,989,689 | — | $585,989,689 |
| 747 | The Financial Consulate, Inc | $164,257 | $576,805,455 | $8,605,887 | $585,411,342 |
| 748 | Strategy Asset Managers L.L.C. | $620,325 | $583,725,372 | — | $583,725,372 |
| 749 | The Ullmann Financial Group, Inc. | $717,032 | $575,098,518 | $7,131,266 | $582,229,784 |
| 750 | Shulman Demeo Asset Management, LLC | $710,709 | $515,306,328 | $66,764,122 | $582,070,450 |
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.
