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 |
|---|---|---|---|---|---|
| 951 | WISDOM FINANCIAL SERVICES, L.L.C. | $163,409 | $507,235,751 | $1,456,763 | $508,692,514 |
| 952 | OPES WEALTH MANAGEMENT, LLC | $1,701,193 | $508,656,733 | — | $508,656,733 |
| 953 | CLINTSMAN FINANCIAL PLANNING | $362,767 | $508,599,590 | — | $508,599,590 |
| 954 | HAMEL ASSOCIATES,INC. | $2,201,036 | $471,392,458 | $37,046,844 | $508,439,302 |
| 955 | INDEPENDENT FAMILY OFFICE, LLC | $4,098,084 | $507,864,117 | $298,346 | $508,162,463 |
| 956 | STEWARD WEALTH MANAGEMENT | $459,387 | $507,163,091 | — | $507,163,091 |
| 957 | VANCE WEALTH | $452,632 | $417,723,660 | $88,318,692 | $506,042,352 |
| 958 | HARRELL INVESTMENT PARTNERS, LLC | $704,629 | $489,499,622 | $16,423,762 | $505,923,384 |
| 959 | THE WATCHMAN GROUP, INC. | $2,081,726 | $505,859,384 | — | $505,859,384 |
| 960 | CREEKSIDE PARTNERS | $1,968,198 | $505,826,892 | — | $505,826,892 |
| 961 | AFS FINANCIAL GROUP, LLC | $571,348 | $505,643,018 | — | $505,643,018 |
| 962 | PETERSON WEALTH ADVISORS, LLC | $377,505 | $505,479,272 | — | $505,479,272 |
| 963 | TELLONE MANAGEMENT GROUP INC | $1,020,762 | $505,277,042 | — | $505,277,042 |
| 964 | ARISTON SERVICES GROUP, LLC | $2,186,040 | $351,451,560 | $153,523,795 | $504,975,355 |
| 965 | WHITE OAKS WEALTH ADVISORS, INC. | $2,055,423 | $503,578,561 | — | $503,578,561 |
| 966 | BIECHELE ROYCE ADVISORS, INC. | $857,473 | $460,790,312 | $42,546,372 | $503,336,684 |
| 967 | RIVERVIEW CAPITAL ADVISERS LLC | $1,019,312 | $457,834,696 | $44,685,998 | $502,520,694 |
| 968 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | $469,490 | $502,353,828 | — | $502,353,828 |
| 969 | ASSET MANAGEMENT GROUP LTD | $1,044,060 | $502,192,860 | — | $502,192,860 |
| 970 | BEMANAGED | $345,659 | $493,139,787 | $8,756,935 | $501,896,722 |
| 971 | MORLING FINANCIAL ADVISORS, LLC | $536,269 | $501,411,899 | — | $501,411,899 |
| 972 | WEDMONT PRIVATE CAPITAL | $937,062 | $488,911,422 | $12,416,752 | $501,328,174 |
| 973 | TSG ADVICE PARTNERS, LLC | $158,297 | $501,326,423 | — | $501,326,423 |
| 974 | HACKETT ROBERTSON TOBE GROUP | $6,849,315 | — | $500,000,000 | $500,000,000 |
| 975 | COMPASS ASSET MANAGEMENT, LLC | $651,316 | $499,559,349 | — | $499,559,349 |
| 976 | COLLEGIATE CAPITAL MANAGEMENT, INC. | $289,825 | $450,924,819 | $48,153,401 | $499,078,220 |
| 977 | WATERWAY WEALTH MANAGEMENT, L.L.C. | $440,587 | $498,744,808 | — | $498,744,808 |
| 978 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | $310,672 | $498,629,213 | — | $498,629,213 |
| 979 | ARBOR WEALTH ADVISORS LLC | $1,937,630 | $494,838,805 | $3,132,126 | $497,970,931 |
| 980 | SONOMA WEALTH ADVISORS, LLC | $224,166 | $410,050,000 | $86,925,000 | $496,975,000 |
| 981 | COLUMBIA RIVER ADVISORS | $487,266 | $483,104,437 | $12,932,297 | $496,036,734 |
| 982 | DECISIONPOINT FINANCIAL, LLC | $631,243 | $495,525,785 | — | $495,525,785 |
| 983 | NBW CAPITAL LLC | $1,794,998 | $495,419,489 | — | $495,419,489 |
| 984 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | $5,044,881 | $494,398,378 | — | $494,398,378 |
| 985 | PARATUS FINANCIAL, INC. | $1,168,327 | $294,430,035 | $199,772,313 | $494,202,348 |
| 986 | SUNBURST FINANCIAL GROUP, LLC | $330,655 | $457,991,142 | $35,677,471 | $493,668,613 |
| 987 | ASCEND INVESTMENT PARTNERS | $303,437 | $493,388,105 | — | $493,388,105 |
| 988 | MISSION CREEK CAPITAL PARTNERS, INC. | $486,828 | $493,156,933 | — | $493,156,933 |
| 989 | TRADEWINDS CAPITAL MANAGEMENT, LLC | $213,106 | $492,913,967 | — | $492,913,967 |
| 990 | SWEENEY & MICHEL, LLC | $344,367 | $449,106,618 | $43,682,094 | $492,788,712 |
| 991 | CANVAS WEALTH ADVISORS, LLC | $385,568 | $491,985,186 | — | $491,985,186 |
| 992 | WARBURTON CAPITAL MANAGEMENT, LLC | $478,984 | $490,839,502 | $1,076,719 | $491,916,221 |
| 993 | HI-LINE CAPITAL MANAGEMENT, LLC | $2,327,955 | $459,504,502 | $31,693,996 | $491,198,498 |
| 994 | CLARITI WEALTH ADVISORS | $441,969 | $409,982,437 | $81,045,570 | $491,028,007 |
| 995 | THE JUNK INVESTMENT GROUP | $450,438 | — | $490,977,691 | $490,977,691 |
| 996 | COVENANT ASSET MANAGEMENT, LLC | $968,384 | $490,970,551 | — | $490,970,551 |
| 997 | PERENNIAL | $908,326 | $485,306,310 | $5,189,689 | $490,495,999 |
| 998 | NAVALIGN, LLC | $306,731 | $490,462,316 | — | $490,462,316 |
| 999 | MONARCH CAPITAL MANAGEMENT INC | $1,842,282 | $490,046,937 | — | $490,046,937 |
| 1000 | COPPER HARBOR INVESTMENT ADVISORS, LLC | $2,262,222 | $480,140,000 | $8,500,000 | $488,640,000 |
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.
