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 |
|---|---|---|---|---|---|
| 2301 | SOMERSET GROUP LLC | $3,233,362 | $174,581,733 | $19,827 | $174,601,560 |
| 2302 | BHJ WEALTH ADVISORS | $532,903 | $174,259,210 | — | $174,259,210 |
| 2303 | MENTOR CAPITAL MANAGEMENT INC. | $176,375 | $143,140,194 | $31,118,648 | $174,258,842 |
| 2304 | KENNETH FRENKE & CO | $714,149 | $174,252,234 | — | $174,252,234 |
| 2305 | LEADING EDGE FINANCIAL PLANNING LLC | $212,173 | $174,194,072 | — | $174,194,072 |
| 2306 | GRAGG FINANCIAL | $405,760 | $173,665,253 | — | $173,665,253 |
| 2307 | ALCHEMI WEALTH, LLC | $222,407 | $173,477,630 | — | $173,477,630 |
| 2308 | SPECTRA INVESTMENT MANAGEMENT, LLC | $1,806,941 | $167,009,474 | $6,456,864 | $173,466,338 |
| 2309 | RD LEWIS WEALTH MANAGEMENT | $259,601 | $173,413,745 | — | $173,413,745 |
| 2310 | BLUE SPARK CAPITAL ADVISORS | $619,225 | $173,382,911 | — | $173,382,911 |
| 2311 | PARTNERSHIP WEALTH MANAGEMENT | $385,697 | $168,210,000 | $4,968,000 | $173,178,000 |
| 2312 | MILLARES ASSET MANAGEMENT, LLC | $1,321,609 | $173,130,762 | — | $173,130,762 |
| 2313 | FINANCIAL FUTURES | $303,708 | $173,113,493 | — | $173,113,493 |
| 2314 | INTEGRITY WEALTH PARTNERS, LLC | $320,144 | $172,877,760 | — | $172,877,760 |
| 2315 | TIMBERCHASE FINANCIAL, LLC | $247,724 | $172,663,393 | — | $172,663,393 |
| 2316 | BEACON WEALTH CONSULTANTS, INC. | $176,835 | $172,590,500 | — | $172,590,500 |
| 2317 | KANE COMPANY WEALTH MANAGEMENT PC | $310,951 | $172,577,701 | — | $172,577,701 |
| 2318 | CALLAHAN CAPITAL MANAGEMENT | $145,038 | $172,355,673 | $94,398 | $172,450,071 |
| 2319 | CUSTOM PORTFOLIO GROUP | $2,028,669 | $170,697,437 | $1,739,422 | $172,436,859 |
| 2320 | 1620 INVESTMENT ADVISORS, INC. | $374,666 | $168,744,126 | $3,602,344 | $172,346,470 |
| 2321 | MALLARD ADVISORS | $397,724 | $172,214,651 | — | $172,214,651 |
| 2322 | SAOS CAPITAL, LLC | $146,276 | $151,837,298 | $20,329,759 | $172,167,057 |
| 2323 | DESERANNO WEALTH MANAGEMENT | $581,358 | $172,081,901 | — | $172,081,901 |
| 2324 | REVIEW SERVICES INC | $207,050 | — | $172,058,559 | $172,058,559 |
| 2325 | TOTAL WEALTH ADVISORS, LLC | $500,468 | $171,660,636 | — | $171,660,636 |
| 2326 | STONEBRIDGE WEALTH MANAGEMENT | $302,085 | $162,087,659 | $9,496,742 | $171,584,401 |
| 2327 | FINANCIALLY IN TUNE | $245,428 | $161,922,604 | $9,385,806 | $171,308,410 |
| 2328 | WEALTH ADVISORS NW | $199,639 | $167,856,936 | $3,433,316 | $171,290,252 |
| 2329 | VISTA ADVISOR GROUP, LLC | $361,867 | $168,201,869 | $2,961,236 | $171,163,105 |
| 2330 | BERNARD WEALTH MANAGEMENT CORP. | $295,514 | $147,123,739 | $23,683,431 | $170,807,170 |
| 2331 | MSP WEALTH MANAGEMENT, LLC | $441,343 | $169,701,420 | $1,098,444 | $170,799,864 |
| 2332 | PARKSTONE WEALTH MANAGEMENT, LLC | $2,056,163 | $170,661,553 | — | $170,661,553 |
| 2333 | WILLIAM ALLAN, LLC | $286,272 | $170,618,269 | — | $170,618,269 |
| 2334 | TRUST INVESTMENT ADVISORS | $435,895 | $170,434,821 | — | $170,434,821 |
| 2335 | REDMONT WEALTH | $1,830,677 | $170,253,000 | — | $170,253,000 |
| 2336 | MARTIN CAPITAL ADVISORS, LLP | $1,382,583 | $168,737,906 | $1,319,833 | $170,057,739 |
| 2337 | WEALTH FORWARD, LLC | $178,404 | $150,825,032 | $19,194,128 | $170,019,160 |
| 2338 | SECHREST FINANCIAL SERVICES | $488,521 | — | $170,005,422 | $170,005,422 |
| 2339 | MUELLER FINANCIAL SOLUTIONS CO. | $653,404 | $162,975,877 | $6,909,211 | $169,885,088 |
| 2340 | AEGIS WEALTH MANAGEMENT, LLC | $444,420 | $59,055,072 | $110,713,179 | $169,768,251 |
| 2341 | STOLZ & ASSOCIATES, PS | $401,954 | $149,581,047 | $20,043,373 | $169,624,420 |
| 2342 | CHRISTINE MESSMER, P.C. | $335,351 | $1,232,132 | $168,119,940 | $169,352,072 |
| 2343 | WISDOM INDEX ADVISORS | $281,301 | $169,343,106 | — | $169,343,106 |
| 2344 | BUTTONWOOD FINANCIAL ADVISORS, INC. | $255,692 | $156,891,518 | $12,376,770 | $169,268,288 |
| 2345 | DRUM HILL CAPITAL, LLC | $858,764 | $150,791,845 | $18,384,573 | $169,176,418 |
| 2346 | VIENNA ASSET MANAGEMENT LLC | $1,988,386 | $169,012,832 | — | $169,012,832 |
| 2347 | PAOLINO, WILLIAM | $257,635 | $169,008,747 | — | $169,008,747 |
| 2348 | STONE ISLAND FINANCIAL PLANNING | $610,040 | $168,981,136 | — | $168,981,136 |
| 2349 | BLUE SUMMIT WEALTH MANAGEMENT | $289,440 | $168,743,694 | — | $168,743,694 |
| 2350 | J.K. FINANCIAL, INC. | $438,182 | $168,700,000 | — | $168,700,000 |
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.
