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 |
|---|---|---|---|---|---|
| 2151 | RUTHERFORD ASSET PLANNING, INC. | $576,287 | $193,056,034 | — | $193,056,034 |
| 2152 | NORTHSTAR FINANCIAL PLANNING, LLC | $511,936 | $185,600,000 | $7,400,000 | $193,000,000 |
| 2153 | ORION CAPITAL MANAGEMENT LLC | $636,132 | $192,415,335 | $332,732 | $192,748,067 |
| 2154 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | $167,691 | $192,676,571 | — | $192,676,571 |
| 2155 | PARKER ADVISORY GROUP, LLC | $430,664 | $192,506,783 | — | $192,506,783 |
| 2156 | SOUTH SHORE CAPITAL ADVISORS, LLC | $957,684 | $102,747,608 | $89,746,782 | $192,494,390 |
| 2157 | BLUELINE ADVISORS | $429,453 | $109,800,494 | $82,594,663 | $192,395,157 |
| 2158 | CITRINE CAPITAL | $358,119 | $192,310,021 | — | $192,310,021 |
| 2159 | LONGVIEW FINANCIAL ADVISORS, INC. | $276,561 | $192,133,888 | $75,842 | $192,209,730 |
| 2160 | MOS CAPITAL, INC. | $601,472 | $190,224,965 | $1,644,692 | $191,869,657 |
| 2161 | MADDEN FUNDS MANAGEMENT | $871,028 | $191,626,253 | — | $191,626,253 |
| 2162 | HERITAGE RETIREMENT ADVISORS, LLC | $593,236 | $191,615,164 | — | $191,615,164 |
| 2163 | GRECU CAPITAL MANAGEMENT, INC. | $558,557 | $173,639,120 | $17,946,012 | $191,585,132 |
| 2164 | EXPERIENTIAL WEALTH, INC. | $8,327,739 | $170,656,000 | $20,882,000 | $191,538,000 |
| 2165 | BCK PARTNERS, INC. | $355,978 | $191,516,171 | — | $191,516,171 |
| 2166 | ALPHA CAPITAL FAMILY OFFICE, LLC | $420,889 | $186,830,029 | $4,674,427 | $191,504,456 |
| 2167 | PANORAMIC INVESTMENT ADVISORS | $294,556 | $191,461,660 | — | $191,461,660 |
| 2168 | WAYPOINT WEALTH MANAGEMENT | $376,548 | $191,286,596 | — | $191,286,596 |
| 2169 | MACRO ADVISORS, INC. | $147,235 | $183,560,341 | $7,698,311 | $191,258,652 |
| 2170 | WOODSIDE WEALTH MANAGEMENT | $468,082 | $190,866,796 | $110,649 | $190,977,445 |
| 2171 | INVESTOR'S CAPITAL MANAGEMENT, LLC | $453,621 | $180,254,833 | $10,719,639 | $190,974,472 |
| 2172 | SPRINGWATER WEALTH MANAGEMENT, LLC | $376,537 | $146,149,632 | $44,754,559 | $190,904,191 |
| 2173 | SOLITUDE FINANCIAL SERVICES, INC. | $372,780 | $190,580,367 | $283,237 | $190,863,604 |
| 2174 | PARK RIDGE ASSET MANAGEMENT | $369,865 | $185,155,796 | $5,694,789 | $190,850,585 |
| 2175 | GEORGE M. HILLER COMPANIES, LLC | $417,464 | $188,915,000 | $1,866,000 | $190,781,000 |
| 2176 | HEMMING& WEALTH MANAGEMENT, INC. | $136,114 | $181,877,878 | $8,817,655 | $190,695,533 |
| 2177 | NEW INSIGHT WEALTH ADVISORS | $237,941 | — | $190,590,418 | $190,590,418 |
| 2178 | SACKS & ASSOCIATES, LLC | $538,136 | $156,000,000 | $34,500,000 | $190,500,000 |
| 2179 | REDROCK WEALTH MANAGEMENT, LLC | $986,798 | $180,133,000 | $10,319,000 | $190,452,000 |
| 2180 | PROFESSIONAL FINANCIAL SERVICES, INC. | $304,717 | $190,448,052 | — | $190,448,052 |
| 2181 | PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. | $494,592 | $188,193,869 | $2,224,195 | $190,418,064 |
| 2182 | INSIGHT STRATEGIC WEALTH LLC | $433,461 | $187,658,239 | $2,631,293 | $190,289,532 |
| 2183 | WEALTH LEGACY INSTITUTE, INC. | $399,405 | $190,116,711 | — | $190,116,711 |
| 2184 | FFP WEALTH MANAGEMENT, LLC | $248,610 | $184,877,031 | $5,060,903 | $189,937,934 |
| 2185 | LOCKSHIELD PARTNERS, INC. | $159,066 | — | $189,924,314 | $189,924,314 |
| 2186 | NEW PERSPECTIVES, INC. | $189,672 | $189,862,000 | — | $189,862,000 |
| 2187 | DAVIS & SEILEY WEALTH MANAGEMENT, INC. | $265,639 | $175,961,232 | $13,439,681 | $189,400,913 |
| 2188 | MADDEN ADVISORY SERVICES, INC. | $316,050 | $189,314,214 | — | $189,314,214 |
| 2189 | CRUICE FINANCIAL ORGANIZATION OR CFO CAPITAL MANAGEMENT | $376,330 | $189,294,074 | — | $189,294,074 |
| 2190 | WESTFIELD FINANCIAL PLANNING | $366,774 | $188,407,013 | $848,268 | $189,255,281 |
| 2191 | LINDAHL & MANSAGER INC | $253,232 | $189,164,586 | — | $189,164,586 |
| 2192 | GRIFFIN BLACK, INC. | $359,228 | $188,953,738 | — | $188,953,738 |
| 2193 | CATHY PARETO AND ASSOCIATES | $379,209 | $188,467,006 | — | $188,467,006 |
| 2194 | RPA WEALTH MANAGEMENT | $205,704 | $161,466,590 | $26,547,082 | $188,013,672 |
| 2195 | FIRSTRUST | $1,516,129 | $177,000,000 | $11,000,000 | $188,000,000 |
| 2196 | TREE CITY ADVISORS, LLC | $193,840 | $152,160,184 | $35,670,892 | $187,831,076 |
| 2197 | BRC WEALTH MANAGEMENT, LLC | $508,968 | $187,809,294 | — | $187,809,294 |
| 2198 | ADAMS ASHBY FINANCIAL ADVISORS | $1,704,335 | $187,062,076 | $414,792 | $187,476,868 |
| 2199 | POWELL WEALTH | $662,162 | $187,391,778 | — | $187,391,778 |
| 2200 | JOHNSON WEALTH MANAGEMENT, LLC | $489,956 | $171,084,186 | $16,078,888 | $187,163,074 |
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.
