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 |
|---|---|---|---|---|---|
| 2251 | WESTVIEW INVESTMENT ADVISORS | $413,612 | $175,283,108 | $5,465,154 | $180,748,262 |
| 2252 | MODEL WEALTH | $493,846 | $180,747,498 | — | $180,747,498 |
| 2253 | BRETON CO | $5,477,099 | — | $180,744,267 | $180,744,267 |
| 2254 | MACROCLIMATE LLC | $3,009,983 | $180,598,970 | — | $180,598,970 |
| 2255 | AN EXCEPTIONAL LIFE FINANCIAL, LLC | $237,789 | $172,249,319 | $8,232,812 | $180,482,131 |
| 2256 | PURPOSEFUL WEALTH | $241,723 | $174,642,171 | $5,683,220 | $180,325,391 |
| 2257 | ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC | $223,710 | $180,310,154 | — | $180,310,154 |
| 2258 | SEASON INVESTMENTS, LLC | $533,389 | $148,210,202 | $32,075,270 | $180,285,472 |
| 2259 | AVERY WEALTH, INC. | $204,603 | $179,973,604 | $281,689 | $180,255,293 |
| 2260 | COMPASS WEALTH MANAGEMENT, LLC | $274,123 | $180,098,980 | — | $180,098,980 |
| 2261 | TABR CAPITAL MANAGEMENT, LLC | $305,024 | $179,963,936 | — | $179,963,936 |
| 2262 | FISCHER INVESTMENT STRATEGIES, LLC | $223,638 | $179,581,475 | — | $179,581,475 |
| 2263 | INTEGRITY WEALTH SOLUTIONS LLC | $351,307 | $176,047,943 | $3,470,131 | $179,518,074 |
| 2264 | ALLIED PORTFOLIO MANAGEMENT, INC. | $507,737 | $179,231,161 | — | $179,231,161 |
| 2265 | PETROVIC FINANCIAL SERVICES | $321,018 | $168,888,876 | $10,239,257 | $179,128,133 |
| 2266 | KAHLER FINANCIAL GROUP, INC. | $328,768 | $178,850,000 | — | $178,850,000 |
| 2267 | HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. | $738,748 | $178,777,014 | — | $178,777,014 |
| 2268 | CEDAR VALLEY WEALTH ADVISORS | $540,088 | $178,768,983 | — | $178,768,983 |
| 2269 | SAGE STONE WEALTH MANAGEMENT LLC | $539,815 | $173,066,167 | $5,612,517 | $178,678,684 |
| 2270 | MUIRFIELD WEALTH ADVISORS LLC | $494,460 | $178,500,000 | — | $178,500,000 |
| 2271 | EARTH EQUITY ADVISORS, LLC | $284,221 | $178,491,035 | — | $178,491,035 |
| 2272 | SUSTAINABLE ADVISORS ALLIANCE LLC | $187,277 | $178,475,095 | — | $178,475,095 |
| 2273 | CONVERGENT FINANCIAL STRATEGIES LLC | $463,518 | — | $178,454,534 | $178,454,534 |
| 2274 | VALLEY BROOK CAPITAL GROUP | $596,005 | $161,146,323 | $17,059,190 | $178,205,513 |
| 2275 | BIRKS FINANCIAL CORP. | $523,770 | — | $177,558,000 | $177,558,000 |
| 2276 | EXECUTIVE WEALTH COUNSELORS, LLC | $371,595 | $168,450,501 | $8,800,366 | $177,250,867 |
| 2277 | SJBENEN ADVISORY, LLC | $839,997 | $177,239,391 | — | $177,239,391 |
| 2278 | BAZIS PRIVATE WEALTH, LLC | $344,790 | $173,270,211 | $3,952,041 | $177,222,252 |
| 2279 | RFM FINANCIAL SOLUTIONS, LLC | $284,411 | $137,676,515 | $39,511,767 | $177,188,282 |
| 2280 | UNITED FINANCIAL PLANNING GROUP LLC | $338,505 | $172,431,995 | $4,605,881 | $177,037,876 |
| 2281 | FRIEDENTHAL FINANCIAL, LLC | $388,031 | $175,129,000 | $1,813,000 | $176,942,000 |
| 2282 | LIGHTHOUSE FINANCIAL MANAGEMENT, LLC | $379,638 | $176,911,423 | — | $176,911,423 |
| 2283 | FRAZEE INVESTMENT CONSULTING, INC. | $607,060 | $176,654,343 | — | $176,654,343 |
| 2284 | G & O FINANCIAL SERVICES, INC. | $1,522,476 | $139,909,953 | $36,697,207 | $176,607,160 |
| 2285 | KAIZEN FINANCIAL STRATEGIES, LLC | $297,783 | $175,382,332 | $1,203,138 | $176,585,470 |
| 2286 | MCNAUGHTON WEALTH MANAGEMENT, LLC | $234,946 | $173,827,200 | $2,617,162 | $176,444,362 |
| 2287 | BREWSTER FINANCIAL PLANNING LLC | $321,310 | $176,065,178 | $333,875 | $176,399,053 |
| 2288 | BEERS KIGHT FINANCIAL ADVISORS, LLC | $503,861 | $176,351,200 | — | $176,351,200 |
| 2289 | ATWATER WEALTH MANAGEMENT | $620,451 | $172,223,306 | $3,984,694 | $176,208,000 |
| 2290 | THE RUDD COMPANY, LLC | $337,873 | $152,168,295 | $23,863,788 | $176,032,083 |
| 2291 | KOA WEALTH MANAGEMENT, LLC | $328,383 | $144,709,608 | $31,303,810 | $176,013,418 |
| 2292 | LESA SROUFE & COMPANY, INC. | $690,007 | $158,263,250 | $17,688,581 | $175,951,831 |
| 2293 | EXCELSIOR INVESTORS | $428,389 | $162,116,131 | $13,523,238 | $175,639,369 |
| 2294 | TRICORD ADVISORS, INC. | $217,582 | $175,588,316 | — | $175,588,316 |
| 2295 | RIVERTREE ADVISORS, LLC | $573,072 | $169,328,932 | $6,030,983 | $175,359,915 |
| 2296 | LIGHTHOUSE WEALTH MANAGEMENT, INC. | $225,944 | $175,106,266 | — | $175,106,266 |
| 2297 | SHEPPARD WEALTH MANAGEMENT, LLC | $425,687 | $153,786,063 | $21,171,098 | $174,957,161 |
| 2298 | HIGHPASS ASSET MANAGEMENT LLC | $852,667 | $174,796,637 | — | $174,796,637 |
| 2299 | DOBSON ASSET MANAGEMENT | $459,972 | $171,394,927 | $3,394,404 | $174,789,331 |
| 2300 | ADC WEALTH MANAGEMENT, LLC | $797,781 | — | $174,714,000 | $174,714,000 |
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.
