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 |
|---|---|---|---|---|---|
| 2051 | DONALD W. NICHOLSON & ASSOCIATES LTD | $475,020 | — | $209,008,848 | $209,008,848 |
| 2052 | FPC INVESTMENT ADVISORY, INC. | $427,118 | $208,860,814 | — | $208,860,814 |
| 2053 | WELCH INVESTMENT GROUP, LLC | $267,736 | $208,834,055 | — | $208,834,055 |
| 2054 | OAK ADVISORS, LLC | $506,592 | $206,401,845 | $1,300,988 | $207,702,833 |
| 2055 | ABBEY STREET | $518,906 | $207,562,522 | — | $207,562,522 |
| 2056 | ALCOSTA CAPITAL MANAGEMENT, INC. | $1,411,931 | $206,968,972 | $584,879 | $207,553,851 |
| 2057 | YODER WEALTH MANAGEMENT | $640,073 | $207,383,534 | — | $207,383,534 |
| 2058 | ESTATE MANAGEMENT COUNSELORS,LLC | $224,035 | $207,232,306 | — | $207,232,306 |
| 2059 | SMS FINANCIAL & INVESTMENT MANAGEMENT | $770,278 | $197,944,118 | $9,260,766 | $207,204,884 |
| 2060 | TANNIN CAPITAL, LLC | $552,542 | $193,185,964 | $14,017,371 | $207,203,335 |
| 2061 | PKS INVESTMENT ADVISORS LLC | $235,651 | $203,928,204 | $3,208,795 | $207,136,999 |
| 2062 | PALADIN WEALTH PARTNERS | $852,370 | $202,782,298 | $4,343,524 | $207,125,822 |
| 2063 | CHB INVESTMENT GROUP, LLC | $314,714 | $199,721,697 | $7,360,305 | $207,082,002 |
| 2064 | FARROW FINANCIAL INC | $403,508 | $206,999,408 | — | $206,999,408 |
| 2065 | MY PERSONAL CFO, LLC | $875,937 | $206,721,226 | — | $206,721,226 |
| 2066 | CASTLE WEALTH PLANNING | $1,828,636 | $181,752,293 | $24,883,523 | $206,635,816 |
| 2067 | CANTER WEALTH | $1,016,190 | $206,286,473 | — | $206,286,473 |
| 2068 | CAPITAL WEST PARTNERS, LLC | $503,093 | $170,255,229 | $36,012,742 | $206,267,971 |
| 2069 | RINA WEALTH MANAGEMENT SERVICES LLC | $455,579 | $132,352,103 | $73,569,601 | $205,921,704 |
| 2070 | KACHKOVSKY & FISHER, INC. | $178,389 | $172,264,435 | $33,596,798 | $205,861,233 |
| 2071 | SIGNIFY WEALTH LLC | $793,427 | $197,617,311 | $7,880,177 | $205,497,488 |
| 2072 | VERISAIL PARTNERS, LLC | $237,722 | $205,392,000 | — | $205,392,000 |
| 2073 | WEALTHWAY FINANCIAL ADVISORS | $372,065 | $205,380,000 | — | $205,380,000 |
| 2074 | EQUISTAR WEALTH MANAGEMENT LLC | $691,488 | $202,862,688 | $2,509,256 | $205,371,944 |
| 2075 | SOUND STEWARDSHIP, LLC | $239,446 | $170,759,265 | $34,445,611 | $205,204,876 |
| 2076 | FOUNDERS CAPITAL MANAGEMENT INC | $1,640,985 | $205,123,133 | — | $205,123,133 |
| 2077 | ALIGN IMPACT, LLC | $6,616,102 | $205,099,167 | — | $205,099,167 |
| 2078 | MONACO CAPITAL MANAGEMENT, LLC | $201,225 | $203,709,201 | $1,138,199 | $204,847,400 |
| 2079 | CAERUS INVESTMENT ADVISORS, LLC | $561,612 | $149,010,444 | $55,416,430 | $204,426,874 |
| 2080 | OAK WEALTH ADVISORS LLC | $2,552,563 | $204,205,000 | — | $204,205,000 |
| 2081 | GOODWIN INVESTMENT ADVISORY | $164,233 | $203,977,292 | — | $203,977,292 |
| 2082 | MERIT FINANCIAL PARTNERS LLC | $473,140 | $203,923,433 | — | $203,923,433 |
| 2083 | PROFESSIONAL FINANCIAL | $456,461 | $182,389,518 | $21,191,944 | $203,581,462 |
| 2084 | KENSINGTON INVESTMENT COUNSEL | $958,635 | $203,230,691 | — | $203,230,691 |
| 2085 | THAMES FINANCIAL MANAGEMENT | $423,938 | $100,938,640 | $102,127,502 | $203,066,142 |
| 2086 | CARPENTER, CLAYDON ADVISORS, INC. | $548,652 | $3,887,265 | $199,113,861 | $203,001,126 |
| 2087 | COMPOUND ADVISERS, INC. | $493,568 | $185,983,834 | $16,872,595 | $202,856,429 |
| 2088 | TRINITY WEALTH MANAGEMENT, LLC | $426,939 | $168,190,878 | $34,605,151 | $202,796,029 |
| 2089 | HOLDER WEALTH MANAGEMENT | $287,763 | $202,584,800 | — | $202,584,800 |
| 2090 | DEANE RETIREMENT STRATEGIES, INC. | $655,199 | $202,456,645 | — | $202,456,645 |
| 2091 | CROWN WEALTH GROUP LLC | $265,324 | $202,441,997 | — | $202,441,997 |
| 2092 | CROWN WEALTH GROUP LLC | $265,324 | $202,441,997 | — | $202,441,997 |
| 2093 | KINLOCH CAPITAL, LLC | $411,176 | $202,298,364 | — | $202,298,364 |
| 2094 | NEW POTOMAC PARTNERS LLC | $1,218,002 | $187,314,944 | $14,873,336 | $202,188,280 |
| 2095 | CAPE ANN CAPITAL, INC. | $290,467 | $181,411,539 | $20,753,579 | $202,165,118 |
| 2096 | MONTVUE CAPITAL MANAGEMENT, INC. | $481,236 | $196,599,735 | $5,519,582 | $202,119,317 |
| 2097 | STRAUSS FINANCIAL GROUP | $404,000 | $202,000,000 | — | $202,000,000 |
| 2098 | VODIA CAPITAL, LLC | $565,820 | $199,346,428 | $2,651,255 | $201,997,683 |
| 2099 | THE ETF STORE, INC. | $206,287 | $167,845,372 | $34,109,349 | $201,954,721 |
| 2100 | VERITY WEALTH ADVISORS, LLC | $1,402,314 | $201,933,158 | — | $201,933,158 |
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.
