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 |
|---|---|---|---|---|---|
| 1801 | CARSWELL INVESTMENTS, LLC | $501,932 | $246,950,449 | — | $246,950,449 |
| 1802 | MEIRA | $350,154 | $246,858,629 | — | $246,858,629 |
| 1803 | WEALTH TEAMS ALLIANCE | $270,295 | $246,779,538 | — | $246,779,538 |
| 1804 | HASSELL WEALTH MANAGEMENT | $294,785 | $246,735,025 | — | $246,735,025 |
| 1805 | THE MONEY ADVISOR GROUP, LLC | $422,316 | $197,977,861 | $48,654,689 | $246,632,550 |
| 1806 | PATHWAYS ADVISORY GROUP, INC. | $280,494 | — | $246,273,482 | $246,273,482 |
| 1807 | BIRCHBROOK | $343,747 | $241,889,971 | $4,233,237 | $246,123,208 |
| 1808 | BENNICAS & ASSOCIATES, INC. | $1,864,031 | $246,052,039 | — | $246,052,039 |
| 1809 | EMPYRION WEALTH MANAGEMENT, INC. | $2,827,586 | $246,000,000 | — | $246,000,000 |
| 1810 | REDE WEALTH, LLC | $525,587 | $179,396,000 | $66,578,700 | $245,974,700 |
| 1811 | INTERGY PRIVATE WEALTH, LLC | $154,567 | $245,760,853 | — | $245,760,853 |
| 1812 | BLUESTONE WEALTH MANAGEMENT LLC | $2,234,182 | $245,760,025 | — | $245,760,025 |
| 1813 | BULL STREET ADVISORS | $1,545,646 | $245,757,722 | — | $245,757,722 |
| 1814 | MONARCH WEALTH STRATEGIES | $475,064 | $228,615,961 | $16,992,210 | $245,608,171 |
| 1815 | MARMO FINANCIAL GROUP, LLC | $158,713 | $245,369,535 | — | $245,369,535 |
| 1816 | ARCADIA WEALTH MANAGEMENT | $305,126 | $241,785,327 | $3,536,277 | $245,321,604 |
| 1817 | SIMPLIFI, INC. | $456,275 | $245,019,686 | — | $245,019,686 |
| 1818 | GS INVESTMENT INC | $1,407,583 | $237,770,304 | $7,149,105 | $244,919,409 |
| 1819 | CARMEL CAPITAL MANAGEMENT L.L.C. | $2,551,042 | $244,900,000 | — | $244,900,000 |
| 1820 | PRUDENT INVESTORS NETWORK, INC. | $604,474 | $244,811,821 | — | $244,811,821 |
| 1821 | SILIGMUELLER & NORVID WEALTH ADVISORS LLC | $2,717,786 | $244,600,730 | — | $244,600,730 |
| 1822 | THE J. ARNOLD WEALTH MANAGEMENT CO., LLC | $136,841 | $244,534,453 | — | $244,534,453 |
| 1823 | CARLSBAD WEALTH ADVISORY GROUP, INC. | $338,359 | $244,295,531 | — | $244,295,531 |
| 1824 | SHIRA RIDGE WEALTH MANAGEMENT | $362,447 | $242,595,181 | $1,694,068 | $244,289,249 |
| 1825 | STRATEGENT FINANCIAL, LLC | $2,199,822 | $244,180,228 | — | $244,180,228 |
| 1826 | RM PRIVATE WEALTH MANAGEMENT INC. | $1,461,911 | $244,139,093 | — | $244,139,093 |
| 1827 | LINDA A. BARLOW, CFP | $315,274 | $244,021,924 | — | $244,021,924 |
| 1828 | SALTMARSH FINANCIAL ADVISORS, L.L.C. | $521,111 | $243,880,000 | — | $243,880,000 |
| 1829 | CHIRON CAPITAL MANAGEMENT, LLC | $258,336 | $236,706,951 | $7,162,339 | $243,869,290 |
| 1830 | MONEYWATCH ADVISORS, INC. | $643,437 | $243,862,619 | — | $243,862,619 |
| 1831 | CREEKMUR ASSET MANAGEMENT, LLC | $283,606 | $243,333,922 | — | $243,333,922 |
| 1832 | LANDING POINT FINANCIAL GROUP, LLC | $177,755 | $187,471,897 | $54,986,469 | $242,458,366 |
| 1833 | BRYSPEN, INCORPORATED | $3,786,131 | — | $242,312,374 | $242,312,374 |
| 1834 | WALLACE HART CAPITAL MANAGEMENT | $295,390 | $215,220,000 | $27,000,000 | $242,220,000 |
| 1835 | DARROW WEALTH MANAGEMENT | $631,645 | $241,920,094 | — | $241,920,094 |
| 1836 | WHITEROCK WEALTH MANAGEMENT CO. | $692,051 | $202,207,676 | $39,318,066 | $241,525,742 |
| 1837 | LANDMARK WEALTH MANAGEMENT, LLC | $391,447 | $241,522,541 | — | $241,522,541 |
| 1838 | HERON BAY CAPITAL MANAGEMENT | $1,241,373 | $240,826,424 | — | $240,826,424 |
| 1839 | CONSILIO WEALTH ADVISORS, LLC | $295,958 | $240,613,799 | — | $240,613,799 |
| 1840 | BEACON FINANCIAL STRATEGIES CORP. | $454,615 | $234,442,840 | $6,048,641 | $240,491,481 |
| 1841 | ASSET MANAGEMENT RESOURCES, LLC | $275,715 | $223,178,622 | $17,245,238 | $240,423,860 |
| 1842 | SECOND HALF FINANCIAL PARTNERS, LLC | $202,712 | $240,416,458 | — | $240,416,458 |
| 1843 | HERITAGE FINANCIAL LLC | $200,082 | $209,627,579 | $30,670,900 | $240,298,479 |
| 1844 | IFC PERSONAL MONEY MANAGERS, INC. | $600,000 | — | $240,000,000 | $240,000,000 |
| 1845 | CAUBLE & HARRE WEALTH MANAGEMENT, INC. | $587,681 | $239,774,000 | — | $239,774,000 |
| 1846 | CARTER FINANCIAL, LLC | $442,709 | $237,854,260 | $1,208,404 | $239,062,664 |
| 1847 | CAISSA WEALTH STRATEGIES | $480,899 | $236,417,921 | $2,588,760 | $239,006,681 |
| 1848 | PRIVATE FINANCIAL COUNSELING | $536,886 | $238,914,220 | — | $238,914,220 |
| 1849 | TANDEM CAPITAL MANAGEMENT, INC. | $1,090,752 | $236,107,714 | $2,767,051 | $238,874,765 |
| 1850 | R.P. BOGGS & CO. WEALTH MANAGEMENT | $337,374 | $230,569,439 | $8,291,610 | $238,861,049 |
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.
