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 |
|---|---|---|---|---|---|
| 1901 | PURE PORTFOLIOS | $378,088 | $231,389,928 | — | $231,389,928 |
| 1902 | SCHLINDWEIN ASSOCIATES LLC | $519,892 | $231,351,764 | — | $231,351,764 |
| 1903 | INTEGRAL WEALTH MANAGEMENT | $423,646 | $187,579,870 | $43,730,867 | $231,310,737 |
| 1904 | EDGEROCK WEALTH MANAGEMENT | $256,265 | $231,151,051 | — | $231,151,051 |
| 1905 | EDGEROCK WEALTH MANAGEMENT | $256,265 | $231,151,051 | — | $231,151,051 |
| 1906 | PRESTON WEALTH ADVISORS, LLC. | $305,728 | $215,450,717 | $15,679,637 | $231,130,354 |
| 1907 | DIVERSIFIED FINANCIAL MANAGEMENT | $566,367 | $108,752,602 | $122,325,044 | $231,077,646 |
| 1908 | SAGE FINANCIAL ADVISORS INC | $400,840 | $227,961,114 | $2,922,486 | $230,883,600 |
| 1909 | PERSPECTIVE FINANCIAL SERVICES LLC | $297,736 | $229,042,449 | $1,702,891 | $230,745,340 |
| 1910 | COTTONWOOD WEALTH STRATEGIES, LLC | $349,040 | $204,996,636 | $25,718,916 | $230,715,552 |
| 1911 | J.F. WILLIAMS CO., INC. | $465,859 | — | $230,134,188 | $230,134,188 |
| 1912 | TAGSTONE CAPITAL, INC. | $7,418,974 | $228,380,658 | $1,607,547 | $229,988,205 |
| 1913 | ALLIANCE WEALTH ADVISORS, LLC | $226,800 | $229,975,579 | — | $229,975,579 |
| 1914 | RACHOR INVESTMENT ADVISORY SERVICES, LLC | $215,918 | $229,952,952 | — | $229,952,952 |
| 1915 | CLIENTFIRST WEALTH MANAGEMENT, LLC | $5,474,701 | $229,937,442 | — | $229,937,442 |
| 1916 | SHARPER & GRANITE LLC | $598,358 | $229,769,653 | — | $229,769,653 |
| 1917 | SIMPLEX WEALTH MANAGEMENT | $352,336 | $221,992,147 | $7,731,248 | $229,723,395 |
| 1918 | SPOOR BEHRINS CAMPBELL & YOUNG SECURITIES CORP | $1,171,336 | — | $229,581,902 | $229,581,902 |
| 1919 | BONNER & SMITH, LLC | $247,137 | $229,343,130 | — | $229,343,130 |
| 1920 | SPOTLIGHT ASSET GROUP | $631,754 | $226,676,561 | $2,649,968 | $229,326,529 |
| 1921 | CREEGAN & NASSOURA FINANCIAL GROUP, LLC | $658,560 | $229,178,817 | — | $229,178,817 |
| 1922 | DENALI WEALTH MANAGEMENT, INC. | $627,518 | $219,606,000 | $9,438,000 | $229,044,000 |
| 1923 | CANNON BEACH FINANCIAL ADVISORS | $340,720 | $153,852,060 | $75,112,030 | $228,964,090 |
| 1924 | BENEMARK, INC | $1,008,264 | — | $228,875,940 | $228,875,940 |
| 1925 | MAINSTREAM CAPITAL MANAGEMENT | $388,244 | $228,675,766 | — | $228,675,766 |
| 1926 | PRESIDIO CAPITAL MANAGEMENT, LLC | $364,056 | $228,575,586 | $51,308 | $228,626,894 |
| 1927 | MOSER WEALTH ADVISORS | $497,853 | $228,514,676 | — | $228,514,676 |
| 1928 | AMERICAN FINANCIAL & TAX STRATEGIES, INC. | $393,081 | $228,380,286 | — | $228,380,286 |
| 1929 | KAIZEN FINANCIAL ADVISORS, LLC | $440,815 | $173,765,000 | $54,577,000 | $228,342,000 |
| 1930 | ALETHEA CAPITAL MANAGEMENT, LLC | $1,727,842 | $228,075,166 | — | $228,075,166 |
| 1931 | UP CAPITAL MANAGEMENT, INC. | $631,714 | $127,864,160 | $100,184,691 | $228,048,851 |
| 1932 | FIRST FINANCIAL GROUP | $303,595 | $217,000,000 | $11,000,000 | $228,000,000 |
| 1933 | KESSLER INVESTMENT GROUP, LLC | $202,124 | $219,651,033 | $8,345,208 | $227,996,241 |
| 1934 | STEPHENSON AND COMPANY, INC. | $539,733 | $137,185,630 | $90,581,889 | $227,767,519 |
| 1935 | AMORE AMBRO, LLC | $831,144 | $95,672,577 | $132,060,984 | $227,733,561 |
| 1936 | PREMIER ESTATE PLANNERS, LLC | $218,458 | $124,389,284 | $103,244,368 | $227,633,652 |
| 1937 | CORE FINANCIAL | $390,951 | $223,743,124 | $3,790,362 | $227,533,486 |
| 1938 | SENESCHAL ADVISORS, LLC | $406,982 | $227,503,103 | — | $227,503,103 |
| 1939 | CLARITY ASSET MANAGEMENT, INC. | $402,983 | $227,282,155 | — | $227,282,155 |
| 1940 | BREAKWATER INVESTMENT MANAGEMENT | $409,892 | $227,080,444 | — | $227,080,444 |
| 1941 | JARVIS FINANCIAL | $383,532 | $226,375,000 | $676,000 | $227,051,000 |
| 1942 | ELEVATION CAPITAL ADVISORY | $189,974 | $216,702,508 | $10,316,979 | $227,019,487 |
| 1943 | BIG INVESTMENT SERVICES | $199,803 | $223,686,000 | $3,290,000 | $226,976,000 |
| 1944 | STEGENT EQUITY ADVISORS INC. | $571,534 | $225,147,361 | $1,751,490 | $226,898,851 |
| 1945 | LECONTE WEALTH MANAGEMENT, LLC | $414,694 | $225,280,243 | $1,557,240 | $226,837,483 |
| 1946 | BARKER FINANCIAL GROUP, INC. | $366,534 | $225,254,978 | $1,263,072 | $226,518,050 |
| 1947 | TRUE MEASURE WEALTH MANAGEMENT | $716,338 | $226,362,761 | — | $226,362,761 |
| 1948 | VERGEPOINTE WEALTH MANAGEMENT, LLC | $2,663,091 | $218,405,312 | $7,957,392 | $226,362,704 |
| 1949 | CLEAR POINT ADVISORS, INC. | $403,711 | $226,077,883 | — | $226,077,883 |
| 1950 | WISER WEALTH MANAGEMENT, INC | $255,854 | $224,372,630 | $1,546,198 | $225,918,828 |
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.
