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 |
|---|---|---|---|---|---|
| 1601 | ANTARES WEALTH MANAGEMENT, LLC | $1,411,417 | $278,376,504 | $9,552,523 | $287,929,027 |
| 1602 | COVENANT WEALTH ADVISORS | $381,080 | $272,728,556 | $14,986,865 | $287,715,421 |
| 1603 | PARADIGM WEALTH MANAGEMENT, LLC | $535,345 | $259,180,000 | $28,300,000 | $287,480,000 |
| 1604 | THE ESTATE PLANNERS GROUP | $1,149,600 | $283,900,000 | $3,500,000 | $287,400,000 |
| 1605 | ARIN RISK ADVISORS LLC | $16,902,462 | $287,341,858 | — | $287,341,858 |
| 1606 | BERKELEY, INC | $400,131 | $287,294,000 | — | $287,294,000 |
| 1607 | INNOVIS ASSET MANAGEMENT LLC | $1,442,211 | $287,000,000 | — | $287,000,000 |
| 1608 | KEYSTONE ASSET MANAGEMENT, INC. | $2,207,692 | $264,000,000 | $23,000,000 | $287,000,000 |
| 1609 | HELM INVESTMENT MANAGEMENT, LLC | $586,877 | $286,395,940 | — | $286,395,940 |
| 1610 | THREE BEARINGS FIDUCIARY ADVISORS, INC. | $563,638 | $263,504,582 | $22,823,438 | $286,328,020 |
| 1611 | COX CAPITAL MANAGEMENT LLC | $722,315 | $286,036,701 | — | $286,036,701 |
| 1612 | THE MARTIN WORLEY GROUP | $374,959 | $285,718,930 | — | $285,718,930 |
| 1613 | JACKSON FINANCIAL SERVICES, LLC | $321,864 | $26,523,535 | $258,970,038 | $285,493,573 |
| 1614 | BROWN FINANCIAL ADVISORY | $434,282 | $281,584,610 | $3,738,727 | $285,323,337 |
| 1615 | WOOD TARVER FINANCIAL | $231,707 | $285,000,000 | — | $285,000,000 |
| 1616 | PORTFOLIO WEALTH ADVISORS | $458,929 | $284,994,743 | — | $284,994,743 |
| 1617 | JEFFREY N. MEHLER, CFP LLC | $234,617 | $190,392,522 | $94,432,702 | $284,825,224 |
| 1618 | FORTRESS WEALTH PLANNING | $672,835 | $280,317,488 | $4,291,736 | $284,609,224 |
| 1619 | TRU INDEPENDENCE ASSET MANAGEMENT 2 | $476,698 | $284,588,722 | — | $284,588,722 |
| 1620 | BBJS FINANCIAL ADVISORS, LLC | $3,600,921 | $280,795,764 | $3,677,028 | $284,472,792 |
| 1621 | ZRC WEALTH MANAGEMENT, LLC | $479,419 | $282,861,747 | $1,433,434 | $284,295,181 |
| 1622 | FOCUSED ALPHA, LLC | $545,328 | $284,115,839 | — | $284,115,839 |
| 1623 | HIGHVIEW CAPITAL MANAGEMENT, LLC | $2,211,941 | $227,814,430 | $55,313,956 | $283,128,386 |
| 1624 | WHITCOMB & HESS, INC. | $122,060 | $250,195,542 | $32,495,650 | $282,691,192 |
| 1625 | TL PRIVATE WEALTH | $490,692 | $282,638,789 | — | $282,638,789 |
| 1626 | CANNON CAPITAL MANAGEMENT, INC. | $585,027 | $172,045,491 | $110,522,377 | $282,567,868 |
| 1627 | CLARK FINANCIAL ADVISORS | $300,893 | $282,237,939 | — | $282,237,939 |
| 1628 | PENOBSCOT FINANCIAL ADVISORS | $153,827 | $281,657,713 | — | $281,657,713 |
| 1629 | SENTINEL WEALTH MANAGEMENT, INC. | $848,323 | $281,643,071 | — | $281,643,071 |
| 1630 | YOUR SOURCE FINANCIAL | $517,308 | $262,054,369 | $19,361,443 | $281,415,812 |
| 1631 | ALDEBARAN FINANCIAL INC | $396,772 | $281,311,346 | — | $281,311,346 |
| 1632 | BEAR MOUNTAIN CAPITAL INC. | $296,691 | $280,381,835 | $881,603 | $281,263,438 |
| 1633 | GODSHALK WELSH CAPITAL MANAGEMENT, INC. | $1,110,973 | $281,076,292 | — | $281,076,292 |
| 1634 | RIVER GLEN WEALTH COUNSELORS | $529,772 | $275,639,608 | $5,139,546 | $280,779,154 |
| 1635 | 1776 WEALTH LLC | $837,537 | $280,574,787 | — | $280,574,787 |
| 1636 | FIRST FINANCIAL ADVISORS INC | $177,016 | $280,570,431 | — | $280,570,431 |
| 1637 | CAMDEN WEALTH ADVISORS LLC | $576,093 | $276,307,715 | $4,249,393 | $280,557,108 |
| 1638 | STRATEGIC INCOME GROUP LLC | $303,953 | $267,748,449 | $12,800,121 | $280,548,570 |
| 1639 | HUDSON ADVISOR SERVICES, INC. | $499,834 | $234,207,417 | $44,699,894 | $278,907,311 |
| 1640 | BMSS WESSON WEALTH SOLUTIONS | $731,701 | $273,600,354 | $5,177,683 | $278,778,037 |
| 1641 | BOUVEL INVESTMENT PARTNERS, LLC | $413,204 | $274,365,921 | $4,133,612 | $278,499,533 |
| 1642 | BOUVEL INVESTMENT PARTNERS, LLC | $413,204 | $274,365,921 | $4,133,612 | $278,499,533 |
| 1643 | INTEGRITY ADVISORY, LLC | $291,872 | $256,617,882 | $21,827,925 | $278,445,807 |
| 1644 | PITZL FINANCIAL | $218,856 | $278,384,301 | — | $278,384,301 |
| 1645 | THOMAS WRIGHT ASSET MANAGEMENT, INC. | $4,798,132 | $278,291,634 | — | $278,291,634 |
| 1646 | YUKON WEALTH MANAGEMENT, INC. | $742,046 | $276,465,912 | $1,801,157 | $278,267,069 |
| 1647 | HACKMAN FINANCIAL GROUP | $574,703 | $248,156,420 | $30,000,000 | $278,156,420 |
| 1648 | OXFORD FINANCIAL PARTNERS | $529,281 | $277,872,677 | — | $277,872,677 |
| 1649 | REGIMEN WEALTH, LLC | $417,851 | $277,034,911 | — | $277,034,911 |
| 1650 | T. ANTON INVESTMENT HOUSE, INC. | $293,753 | $277,009,514 | — | $277,009,514 |
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.
