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 |
|---|---|---|---|---|---|
| 1 | SELKIRK WEALTH ADVISORS, LLC | $1,687,306 | $104,612,994 | — | $104,612,994 |
| 2 | OLD PEAK FINANCE | $881,990 | $440,112,765 | — | $440,112,765 |
| 3 | KENSINGTON INVESTMENT COUNSEL | $958,635 | $203,230,691 | — | $203,230,691 |
| 4 | REFINED WEALTH MANAGEMENT | $174,905 | $127,505,438 | — | $127,505,438 |
| 5 | NEWGROUND SOCIAL INVESTMENT | $853,333 | $128,000,000 | — | $128,000,000 |
| 6 | CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT | $814,332 | $214,169,359 | — | $214,169,359 |
| 7 | EDGEROCK WEALTH MANAGEMENT | $256,265 | $231,151,051 | — | $231,151,051 |
| 8 | OCCIDENTAL ASSET MANAGEMENT, LLC | $400,411 | $523,737,691 | — | $523,737,691 |
| 9 | CARTER ASSET MANAGEMENT | $798,938 | $420,241,421 | — | $420,241,421 |
| 10 | YOUNG RICHARD C & CO LTD | $761,301 | $1,432,008,099 | — | $1,432,008,099 |
| 11 | ALCHEMI WEALTH, LLC | $222,407 | $173,477,630 | — | $173,477,630 |
| 12 | HERITAGE WEALTH MANAGEMENT, INC. | $247,521 | $213,115,340 | — | $213,115,340 |
| 13 | EDGE WEALTH MANAGEMENT, LLC | $1,627,215 | $846,151,721 | — | $846,151,721 |
| 14 | PENSION & WEALTH MANAGEMENT ADVISORS | $768,411 | $165,208,313 | — | $165,208,313 |
| 15 | BOGDANOVICH WEALTH MANAGEMENT PLLC | $1,605,953 | $256,952,554 | — | $256,952,554 |
| 16 | MOULTON WEALTH MANAGEMENT, INC | $260,456 | $147,157,917 | — | $147,157,917 |
| 17 | KEYSTONE FINANCIAL SERVICES | $926,468 | $218,646,355 | — | $218,646,355 |
| 18 | SKY ALPHA ASSET ADVISORS LLC | $558,569 | $248,004,800 | — | $248,004,800 |
| 19 | HILLTOP WEALTH ADVISORS, LLC | $258,930 | $370,270,127 | — | $370,270,127 |
| 20 | MCDONALD CAPITAL MANAGEMENT | $676,481 | $233,385,998 | — | $233,385,998 |
| 21 | FRAZIER FINANCIAL CONSULTANTS, LLC | $552,914 | $164,215,520 | — | $164,215,520 |
| 22 | BUCKLEY WEALTH MANAGEMENT, LLC | $891,453 | $558,049,491 | — | $558,049,491 |
| 23 | 17 CAPITAL PARTNERS, LLC | $1,065,070 | $132,068,628 | — | $132,068,628 |
| 24 | SHADE TREE ADVISORS LLC | $5,931,493 | $272,848,683 | — | $272,848,683 |
| 25 | RODGERS & ASSOCIATES | $423,877 | $1,382,262,598 | — | $1,382,262,598 |
| 26 | BONNER & SMITH, LLC | $247,137 | $229,343,130 | — | $229,343,130 |
| 27 | FINANCIAL FORUM, INC. | $160,609 | $222,764,042 | — | $222,764,042 |
| 28 | THE WELCH GROUP, LLC | $743,985 | $2,449,942,225 | — | $2,449,942,225 |
| 29 | WHITE WING WEALTH MANAGEMENT, LLC | $283,869 | $112,412,000 | — | $112,412,000 |
| 30 | ADVICEONE ADVISORY SERVICES, LLC | $282,928 | $1,299,488,224 | — | $1,299,488,224 |
| 31 | HERITAGE FINANCIAL SERVICES, LLC | $436,848 | $2,228,359,850 | — | $2,228,359,850 |
| 32 | ASSET MANAGEMENT GROUP LTD | $1,044,060 | $502,192,860 | — | $502,192,860 |
| 33 | FINANCIAL AVENGERS, INC. | $476,817 | $337,586,672 | — | $337,586,672 |
| 34 | SIMPLIFI, INC. | $456,275 | $245,019,686 | — | $245,019,686 |
| 35 | CROWN WEALTH GROUP LLC | $265,324 | $202,441,997 | — | $202,441,997 |
| 36 | SANCHEZ & ZURES, LLC | $302,561 | $165,198,502 | — | $165,198,502 |
| 37 | MOSS, LUSE & WOMBLE, LLC | $202,508 | $298,700,000 | — | $298,700,000 |
| 38 | LEVEL FINANCIAL ADVISORS, INC. | $303,396 | $545,201,873 | — | $545,201,873 |
| 39 | ONYX FINANCIAL ADVISORS, LLC | $358,248 | $326,363,848 | — | $326,363,848 |
| 40 | CERTIFIED PLANNERS, INC. | $293,928 | $185,468,350 | — | $185,468,350 |
| 41 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | $308,395 | $1,795,478,023 | — | $1,795,478,023 |
| 42 | JACOBSEN CAPITAL MANAGEMENT | $1,075,821 | $380,840,506 | — | $380,840,506 |
| 43 | CLEAR SKY FINANCIAL, LP | $387,405 | $116,221,613 | — | $116,221,613 |
| 44 | CLARITY ASSET MANAGEMENT, INC. | $402,983 | $227,282,155 | — | $227,282,155 |
| 45 | NEWGROUND SOCIAL INVESTMENT | $853,333 | $128,000,000 | — | $128,000,000 |
| 46 | MISSION CREEK CAPITAL PARTNERS, INC. | $486,828 | $493,156,933 | — | $493,156,933 |
| 47 | MERRITHEW & THORSTEN, INC. | $384,615 | $150,000,000 | — | $150,000,000 |
| 48 | VINES CAPITAL MANAGEMENT, LLC | $450,978 | $110,940,518 | — | $110,940,518 |
| 49 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC | $371,525 | $132,263,000 | — | $132,263,000 |
| 50 | EDGEROCK WEALTH MANAGEMENT | $256,265 | $231,151,051 | — | $231,151,051 |
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.
