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 |
|---|---|---|---|---|---|
| 751 | TOBIAS FINANCIAL ADVISORS | $420,712 | $628,000,000 | $22,000,000 | $650,000,000 |
| 752 | CHATHAM CAPITAL GROUP INC | $1,197,037 | $649,991,312 | — | $649,991,312 |
| 753 | FIRESTONE CAPITAL MANAGEMENT INC | $584,355 | $639,641,539 | $6,070,365 | $645,711,904 |
| 754 | MCILRATH & ECK, LLC | $249,373 | $645,376,243 | — | $645,376,243 |
| 755 | SPECTRUM ASSET MANAGEMENT INC | $709,393 | $625,186,902 | $19,651,577 | $644,838,479 |
| 756 | BILTMORE CAPITAL ADVISORS | $489,768 | $644,534,683 | — | $644,534,683 |
| 757 | KEYSTONE WEALTH PARTNERS LLC | $189,104 | $644,276,054 | — | $644,276,054 |
| 758 | REVOLVE WEALTH PARTNERS, LLC | $338,086 | $640,335,096 | — | $640,335,096 |
| 759 | MA PRIVATE WEALTH, LLC | $498,957 | $594,053,533 | $45,609,475 | $639,663,008 |
| 760 | SWM ADVISORS | $9,540,657 | $633,829,518 | $5,394,469 | $639,223,987 |
| 761 | HANSON & DOREMUS INVESTMENT MANAGEMENT | $546,092 | $602,212,258 | $36,715,039 | $638,927,297 |
| 762 | ULLAND INVESTMENT ADVISORS, LLC | $1,279,043 | $626,880,972 | $10,082,673 | $636,963,645 |
| 763 | A. N. CULBERTSON & COMPANY, INC. | $794,481 | $624,270,000 | $11,315,000 | $635,585,000 |
| 764 | EMERSON WEALTH, LLC | $881,560 | $634,723,340 | — | $634,723,340 |
| 765 | AM INVESTMENT STRATEGIES, LLC | $558,686 | $386,112,300 | $244,085,662 | $630,197,962 |
| 766 | 93 FINANCIAL GROUP, LLC | $271,898 | $629,444,458 | — | $629,444,458 |
| 767 | WEALTHPLAN INVESTMENT MANAGEMENT LLC | $673,359 | $628,244,234 | — | $628,244,234 |
| 768 | BLUESKY WEALTH ADVISORS, LLC | $457,199 | $628,190,845 | — | $628,190,845 |
| 769 | WINDSOR CAPITAL MANAGEMENT, LLC | $518,519 | $626,371,000 | — | $626,371,000 |
| 770 | PINE GROVE FINANCIAL GROUP | $203,711 | $626,206,273 | — | $626,206,273 |
| 771 | NELSON CAPITAL MANAGEMENT, LLC | $1,116,007 | $597,780,223 | $28,299,587 | $626,079,810 |
| 772 | GKFO, LLC | $2,754,407 | $294,989,266 | $330,261,182 | $625,250,448 |
| 773 | CHEVIOT VALUE MANAGEMENT, LLC | $720,711 | $622,693,979 | — | $622,693,979 |
| 774 | CAMBRIDGE ADVISORS INC | $750,701 | $585,541,141 | $36,039,228 | $621,580,369 |
| 775 | GALECKI FINANCIAL MANAGEMENT INC | $328,951 | $621,059,259 | — | $621,059,259 |
| 776 | SCOTT SNOW (FINANCIAL ADVISORS) LLC | $1,122,519 | — | $620,753,077 | $620,753,077 |
| 777 | NAVPOINT FINANCIAL, INC. | $2,656,880 | $597,048,882 | $22,004,085 | $619,052,967 |
| 778 | GREYSTONE FINANCIAL GROUP, LLC | $422,115 | $600,348,630 | $17,206,142 | $617,554,772 |
| 779 | AEVITAS WEALTH MANAGEMENT, INC. | $420,227 | $600,483,254 | $16,830,128 | $617,313,382 |
| 780 | RS CRUM INC. | $670,031 | $603,491,386 | $13,607,245 | $617,098,631 |
| 781 | CMH WEALTH MANAGEMENT, LLC | $1,274,773 | $616,990,175 | — | $616,990,175 |
| 782 | PIN OAK INVESTMENT ADVISORS INC | $888,455 | $616,588,013 | — | $616,588,013 |
| 783 | ROWLING & ASSOCIATES LLC | $519,419 | $583,078,452 | $32,433,227 | $615,511,679 |
| 784 | IRON GATE GLOBAL ADVISORS | $141,095 | $615,031,491 | — | $615,031,491 |
| 785 | LIGHTHOUSE FINANCIAL ADVISORS, INC. | $342,808 | $91,303,899 | $523,350,596 | $614,654,495 |
| 786 | PROFFITT & GOODSON INC. | $833,963 | $601,104,673 | $13,525,892 | $614,630,565 |
| 787 | CAPITAL ADVISORS WEALTH MANAGEMENT | $368,445 | $476,356,339 | $137,473,836 | $613,830,175 |
| 788 | BALDRIGE ASSET MANAGEMENT | $707,101 | $564,707,901 | $47,641,646 | $612,349,547 |
| 789 | BROWN | MILLER WEALTH MANAGEMENT, LLC | $316,975 | $575,711,694 | $36,049,819 | $611,761,513 |
| 790 | AVION WEALTH | $319,734 | $611,011,081 | — | $611,011,081 |
| 791 | TOWERCREST CAPITAL MANAGEMENT, LLC | $488,937 | $606,770,591 | — | $606,770,591 |
| 792 | FI3 FINANCIAL ADVISORS, LLC | $661,060 | $533,808,191 | $72,383,981 | $606,192,172 |
| 793 | TEAMWORK FINANCIAL ADVISORS, LLC | $328,014 | $606,169,667 | — | $606,169,667 |
| 794 | HORST & GRABEN WEALTH MANAGEMENT, LLC | $243,673 | $534,748,821 | $70,778,066 | $605,526,887 |
| 795 | RIVERPOINT WEALTH MANAGEMENT | $684,803 | $605,365,885 | — | $605,365,885 |
| 796 | MARSJEWETT FINANCIAL GROUP | $372,079 | $602,796,329 | $2,204,860 | $605,001,189 |
| 797 | APEIRON | $210,948 | $563,000,000 | $42,000,000 | $605,000,000 |
| 798 | TILLMAN HARTLEY LLC | $2,468,943 | $604,891,000 | — | $604,891,000 |
| 799 | WARNER FINANCIAL, INC | $911,991 | $589,504,979 | $13,321,173 | $602,826,152 |
| 800 | PARSONS CAPITAL MANAGEMENT, LLC | $389,291 | $601,455,054 | — | $601,455,054 |
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.
