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 |
|---|---|---|---|---|---|
| 1551 | SUCCESSFUL PORTFOLIOS LLC | $319,027 | $238,917,237 | $57,458,386 | $296,375,623 |
| 1552 | ETF PORTFOLIO PARTNERS, INC. | $765,359 | $295,575,694 | $618,242 | $296,193,936 |
| 1553 | CRESCENT HILL PARTNERS LLC | $594,661 | $108,412,992 | $187,728,089 | $296,141,081 |
| 1554 | RETIREMENT CAPITAL STRATEGIES, INC. | $445,781 | $295,998,391 | — | $295,998,391 |
| 1555 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 1556 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 1557 | PIERSHALE FINANCIAL GROUP, INC. | $218,358 | $274,065,018 | $21,810,317 | $295,875,335 |
| 1558 | DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC | $271,397 | $295,551,798 | — | $295,551,798 |
| 1559 | KENSINGTON FINANCIAL ADVISORS LLC | $376,845 | $295,446,153 | — | $295,446,153 |
| 1560 | CURRAN FINANCIAL PARTNERS, LLC | $129,399 | $295,416,902 | — | $295,416,902 |
| 1561 | JACKSON CREEK INVESTMENT ADVISORS LLC | $2,421,152 | $295,380,512 | — | $295,380,512 |
| 1562 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | $327,779 | $258,665,422 | $36,663,856 | $295,329,278 |
| 1563 | CAIRN INVESTMENT GROUP | $367,064 | $250,001,035 | $45,118,136 | $295,119,171 |
| 1564 | WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC | $1,619,611 | $235,910,275 | $58,858,987 | $294,769,262 |
| 1565 | ENDOWMENT WEALTH MANAGEMENT, INC. | $185,261 | $269,494,195 | $25,070,530 | $294,564,725 |
| 1566 | DESTINY CAPITAL CORPORATION | $336,235 | $266,676,348 | $27,529,393 | $294,205,741 |
| 1567 | WICK CAPITAL PARTNERS, LLC | $508,067 | $294,170,732 | — | $294,170,732 |
| 1568 | DETTERBECK WEALTH MANAGEMENT | $379,918 | $265,270,088 | $28,786,822 | $294,056,910 |
| 1569 | S&A FINANCIAL SERVICES, INC. | $196,324 | $273,704,431 | $19,799,598 | $293,504,029 |
| 1570 | PROCTOR FINANCIAL | $1,332,991 | $293,258,116 | — | $293,258,116 |
| 1571 | EXCHANGE PLACE ADVISORS, LLC | $453,096 | $293,153,209 | — | $293,153,209 |
| 1572 | WEALTHPOINT ADVISORS LLC | $490,120 | $293,091,491 | — | $293,091,491 |
| 1573 | ONE DEGREE ADVISORS, INC. | $229,687 | $289,669,210 | $3,411,753 | $293,080,963 |
| 1574 | ARISTA WEALTH ADVISORS, LTD | $504,262 | $292,964,769 | $11,588 | $292,976,357 |
| 1575 | MILLS WEALTH ADVISORS, LLC | $223,355 | $260,787,437 | $32,031,411 | $292,818,848 |
| 1576 | POLLOCK INVESTMENT ADVISORS, LLC | $464,677 | $289,574,908 | $3,171,678 | $292,746,586 |
| 1577 | ETESIAN WEALTH ADVISORS, INC. | $724,475 | $288,230,398 | $4,457,602 | $292,688,000 |
| 1578 | OLIVER WEALTH MANAGEMENT | $229,506 | $292,390,829 | — | $292,390,829 |
| 1579 | BLUE WATER WEALTH | $293,560 | $292,385,972 | — | $292,385,972 |
| 1580 | FORTRESS WEALTH MANAGEMENT, INC. | $334,068 | $291,097,434 | $1,212,289 | $292,309,723 |
| 1581 | THE INVICTUS COLLECTIVE, LLC | $1,562,717 | $140,568,794 | $151,659,250 | $292,228,044 |
| 1582 | ASPEN WEALTH MANAGEMENT | $429,725 | $284,369,696 | $7,843,247 | $292,212,943 |
| 1583 | MCCLARREN FINANCIAL ADVISORS | $295,228 | $246,962,500 | $44,427,500 | $291,390,000 |
| 1584 | BLUE SQUARE ASSET MANAGEMENT, LLC | $605,652 | $224,877,587 | $66,440,856 | $291,318,443 |
| 1585 | TUMWATER WEALTH MANAGEMENT, LLC | $519,133 | $245,856,392 | $45,377,357 | $291,233,749 |
| 1586 | CAPITAL TRUST ADVISORS | $555,320 | $290,987,632 | — | $290,987,632 |
| 1587 | FORTUNE FINANCIAL ADVISORS, LLC | $423,517 | $194,719,466 | $96,236,410 | $290,955,876 |
| 1588 | CYPRESS CAPITAL ADVISORS, LLC | $261,997 | $290,816,864 | — | $290,816,864 |
| 1589 | WEALTH CMT | $245,163 | $290,762,729 | — | $290,762,729 |
| 1590 | LUCAS GROUP FINANCIAL PLANNERS, INC. | $379,312 | $257,202,331 | $33,350,931 | $290,553,262 |
| 1591 | ROBERT GORDON & ASSOCIATES INC | $426,608 | $187,441,438 | $103,078,276 | $290,519,714 |
| 1592 | THE HUMPHREYS GROUP | $2,441,182 | $290,500,622 | — | $290,500,622 |
| 1593 | AZA CAPITAL MANAGEMENT | $402,050 | $283,957,431 | $6,322,751 | $290,280,182 |
| 1594 | DASH INVESTMENTS | $445,931 | $287,723,814 | $2,131,163 | $289,854,977 |
| 1595 | VESTA WEALTH MANAGEMENT, LLC | $907,935 | $157,365,564 | $132,265,825 | $289,631,389 |
| 1596 | INSPIRED FINANCIAL | $595,679 | $289,500,000 | — | $289,500,000 |
| 1597 | NIKULSKI FINANCIAL, INC. | $251,081 | $278,101,838 | $10,641,065 | $288,742,903 |
| 1598 | GLOBAL WEALTH MANAGEMENT, LLC | $958,173 | $244,369,920 | $44,040,248 | $288,410,168 |
| 1599 | FUHRMAN MANAGEMENT ASSOCIATES, INC. | $395,985 | $262,185,796 | $26,091,101 | $288,276,897 |
| 1600 | COORDINATED FINANCIAL PLANNING CORP | $173,732 | $274,039,599 | $14,007,993 | $288,047,592 |
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.
