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 |
|---|---|---|---|---|---|
| 2401 | HIGHLAND INVESTMENT ADVISORS LLC | $606,271 | $162,675,998 | $1,017,272 | $163,693,270 |
| 2402 | HUGHES WARREN, INC. | $225,708 | $163,638,189 | — | $163,638,189 |
| 2403 | LUMINA WEALTH MANAGEMENT, LLC | $332,933 | $154,229,935 | $9,240,407 | $163,470,342 |
| 2404 | STRATEGIC FINANCIAL PLANNING, INC. | $311,308 | $163,436,933 | — | $163,436,933 |
| 2405 | HORIZONS WEALTH MANAGEMENT | $322,087 | $163,298,018 | — | $163,298,018 |
| 2406 | ECHO45 ADVISORS LLC | $384,042 | $158,009,310 | $5,208,726 | $163,218,036 |
| 2407 | BUSH WEALTH MANAGEMENT | $178,961 | $162,947,200 | $265,235 | $163,212,435 |
| 2408 | B & L ASSET MANAGEMENT, LLC | $788,451 | $162,168,662 | $1,040,619 | $163,209,281 |
| 2409 | BROWN WEALTH MANAGEMENT, LLC | $296,638 | $140,869,000 | $22,282,000 | $163,151,000 |
| 2410 | ALETHEIAN WEALTH ADVISORS LLC | $393,720 | $144,650,000 | $18,350,000 | $163,000,000 |
| 2411 | NAPATREE CAPITAL LLC | $616,315 | $120,439,100 | $42,268,100 | $162,707,200 |
| 2412 | JHP WEALTH MANAGEMENT, LLC | $568,328 | $162,541,926 | — | $162,541,926 |
| 2413 | GUIDESTREAM FINANCIAL, INC. | $113,458 | $155,218,065 | $7,254,129 | $162,472,194 |
| 2414 | PINNACLE WEALTH MANAGEMENT, INC. | $209,363 | $161,136,207 | $1,329,164 | $162,465,371 |
| 2415 | PERSONAL CHOICE FINANCIAL ADVISORS, LLC | $372,378 | $146,304,397 | $16,052,490 | $162,356,887 |
| 2416 | PALADINI FINANCIAL ADVISORS, LLC | $307,417 | — | $162,008,884 | $162,008,884 |
| 2417 | ECHO WEALTH MANAGEMENT, LLC | $424,072 | $157,237,705 | $4,757,708 | $161,995,413 |
| 2418 | HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS | $314,786 | $126,600,000 | $35,200,000 | $161,800,000 |
| 2419 | TRANQUILLI FINANCIAL ADVISOR, LLC | $360,525 | $161,515,341 | — | $161,515,341 |
| 2420 | DORMAN FINANCIAL MANAGEMENT, P.A. | $193,570 | $159,588,083 | $1,655,482 | $161,243,565 |
| 2421 | PARROTT WEALTH MANAGEMENT, LLC | $469,752 | $161,125,000 | — | $161,125,000 |
| 2422 | PATRICK M. SWEENEY & ASSOCIATES, INC | $777,931 | $153,901,992 | $7,129,780 | $161,031,772 |
| 2423 | LAKE HILLS WEALTH MANAGEMENT, LLC | $231,796 | $160,866,640 | — | $160,866,640 |
| 2424 | SCHRUM PRIVATE WEALTH MANAGEMENT, LLC | $678,733 | $160,859,716 | — | $160,859,716 |
| 2425 | CASILIO LEITCH INVESTMENTS | $699,351 | $160,850,796 | — | $160,850,796 |
| 2426 | CAPITAL CS GROUP, LLC | $477,049 | $140,942,740 | $19,822,635 | $160,765,375 |
| 2427 | AMERICAN ASSET MANAGEMENT INC. | $523,544 | $160,728,135 | — | $160,728,135 |
| 2428 | MICHAEL BRADY & CO., LLC | $276,564 | $160,406,998 | — | $160,406,998 |
| 2429 | HERITAGE WEALTH MANAGEMENT GROUP, LTD | $302,081 | $138,573,135 | $21,529,839 | $160,102,974 |
| 2430 | HODGE FINANCIAL SERVICES, LLC | $2,713,038 | $160,069,220 | — | $160,069,220 |
| 2431 | N.D. PITMAN & COMPANY, INC. | $610,924 | $7,443,805 | $152,618,194 | $160,061,999 |
| 2432 | DUDLEY CAPITAL MANAGEMENT LLC | $647,831 | $160,014,200 | — | $160,014,200 |
| 2433 | HOLBROOK GLOBAL STRATEGIES | $4,571,429 | $160,000,000 | — | $160,000,000 |
| 2434 | BLUEKEY WEALTH ADVISORS, LLC | $438,231 | $133,443,768 | $26,510,540 | $159,954,308 |
| 2435 | ALDER FINANCIAL GROUP INC | $641,989 | $157,934,387 | $1,920,907 | $159,855,294 |
| 2436 | MAREST CAPITAL, LLC | $1,582,399 | $159,822,341 | — | $159,822,341 |
| 2437 | PETERSON FINANCIAL GROUP, INC. | $176,743 | $159,776,027 | — | $159,776,027 |
| 2438 | ANTONETTI CAPITAL MANAGEMENT, LLC | $463,328 | $133,368,529 | $26,016,459 | $159,384,988 |
| 2439 | FFG RETIREMENT COUNSELING | $274,557 | $159,242,923 | — | $159,242,923 |
| 2440 | FOREST ASSET MANAGEMENT LLC | $382,501 | $159,120,590 | — | $159,120,590 |
| 2441 | M WEALTH MANAGEMENT, LLC | $167,590 | $158,875,573 | — | $158,875,573 |
| 2442 | ACAP ASSET MANAGEMENT, INC. | $144,917 | $102,914,936 | $55,914,107 | $158,829,043 |
| 2443 | ENDEAVOR WEALTH ADVISORS, LLC | $422,136 | $156,658,466 | $2,064,692 | $158,723,158 |
| 2444 | NEW MILLENNIUM GROUP | $206,096 | $158,487,570 | — | $158,487,570 |
| 2445 | WAYCROSS INVESTMENT MANAGEMENT CO | $506,313 | $158,476,095 | — | $158,476,095 |
| 2446 | STONEPOINT CAPITAL, LLC | $6,889,446 | $158,457,267 | — | $158,457,267 |
| 2447 | CAMBRIDGE CAPE COD ADVISORS, LLC | $348,107 | — | $158,388,604 | $158,388,604 |
| 2448 | SAGE HILL CAPITAL | $575,282 | $158,202,436 | — | $158,202,436 |
| 2449 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC | $321,098 | $154,292,540 | $3,687,496 | $157,980,036 |
| 2450 | AHL INVESTMENT MANAGEMENT, INC. | $485,645 | $157,105,369 | $729,161 | $157,834,530 |
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.
