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 |
|---|---|---|---|---|---|
| 751 | TREASURE COAST FINANCIAL PLANNING, INC. | $305,675 | $179,908,992 | $3,190,311 | $183,099,303 |
| 752 | CONTINUUM WEALTH ADVISORS, LLC | $275,828 | $177,502,000 | $5,648,000 | $183,150,000 |
| 753 | HFM INVESTMENT ADVISORS, LLC | $187,978 | $179,898,064 | $3,380,633 | $183,278,697 |
| 754 | GORDIAN ADVISORS, LLC | $671,488 | $129,381,569 | $53,934,531 | $183,316,100 |
| 755 | BEACON FINANCIAL ADVISORS | $569,403 | $170,734,240 | $12,613,621 | $183,347,861 |
| 756 | INTRINSIC VALUE PARTNERS, LLC | $873,256 | $183,383,721 | — | $183,383,721 |
| 757 | PINNACLE WEALTH ADVISORS | $422,598 | $148,143,370 | $35,264,085 | $183,407,455 |
| 758 | PRING TURNER CAPITAL GROUP | $563,213 | $183,179,163 | $428,201 | $183,607,364 |
| 759 | NAPLES MONEY MANAGEMENT LLC | $317,145 | $171,818,147 | $11,808,667 | $183,626,814 |
| 760 | CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC | $412,556 | $184,000,000 | — | $184,000,000 |
| 761 | RCS FINANCIAL PLANNING, LLC | $362,813 | $184,672,011 | — | $184,672,011 |
| 762 | CHANCELLOR FINANCIAL GROUP WB LP | $228,327 | $132,412,708 | $52,304,096 | $184,716,804 |
| 763 | EVOADVISERS | $279,194 | $184,826,380 | — | $184,826,380 |
| 764 | LOTUSGROUP ADVISORS | $223,078 | $91,645,040 | $93,286,909 | $184,931,949 |
| 765 | MELONE PRIVATE WEALTH, LLC | $1,541,667 | $160,000,000 | $25,000,000 | $185,000,000 |
| 766 | CORNERSTONE WEALTH PLANNING | $278,293 | $179,157,593 | $5,907,062 | $185,064,655 |
| 767 | WILLOW GROVE ADVISORS, LLC | $443,904 | $185,103,991 | $4,104 | $185,108,095 |
| 768 | PACIFICA WEALTH ADVISORS, INC. | $886,294 | $173,364,880 | $11,870,498 | $185,235,378 |
| 769 | CATALYST FINANCIAL PARTNERS | $1,494,486 | $185,316,206 | — | $185,316,206 |
| 770 | RHS FINANCIAL, LLC | $312,523 | $177,718,079 | $7,608,090 | $185,326,169 |
| 771 | CERTIFIED PLANNERS, INC. | $293,928 | $185,468,350 | — | $185,468,350 |
| 772 | CERTIFIED PLANNERS, INC. | $293,928 | $185,468,350 | — | $185,468,350 |
| 773 | SUCCESSFUL MONEY STRATEGIES INC | $283,232 | $185,800,000 | — | $185,800,000 |
| 774 | PLAN FINANCIAL | $246,603 | $182,124,123 | $3,814,339 | $185,938,462 |
| 775 | WALL ADVISORS, INC. | $425,592 | $181,181,193 | $4,802,650 | $185,983,843 |
| 776 | ACCESS INVESTMENT ADVISORS INC | $339,596 | $186,098,524 | — | $186,098,524 |
| 777 | OPEN WINDOW FINANCIAL SOLUTIONS, LTD. | $669,470 | $186,112,658 | — | $186,112,658 |
| 778 | MERIDIAN FINANCIAL, LLC | $1,443,328 | $186,189,298 | — | $186,189,298 |
| 779 | RIVER STREET ADVISORS, LLC | $361,052 | $182,302,710 | $4,000,115 | $186,302,825 |
| 780 | TEAM FINANCIAL STRATEGIES | $207,043 | $176,697,136 | $9,641,664 | $186,338,800 |
| 781 | BRIGHT ROAD WEALTH MANAGEMENT, LLC | $191,707 | $176,089,435 | $10,441,537 | $186,530,972 |
| 782 | SYMPHONY FINANCIAL PLANNING LLC | $369,132 | $184,320,827 | $2,459,719 | $186,780,546 |
| 783 | WASHINGTON AVENUE ADVISORS | $201,670 | $33,362,290 | $153,787,236 | $187,149,526 |
| 784 | JOHNSON WEALTH MANAGEMENT, LLC | $489,956 | $171,084,186 | $16,078,888 | $187,163,074 |
| 785 | POWELL WEALTH | $662,162 | $187,391,778 | — | $187,391,778 |
| 786 | ADAMS ASHBY FINANCIAL ADVISORS | $1,704,335 | $187,062,076 | $414,792 | $187,476,868 |
| 787 | BRC WEALTH MANAGEMENT, LLC | $508,968 | $187,809,294 | — | $187,809,294 |
| 788 | TREE CITY ADVISORS, LLC | $193,840 | $152,160,184 | $35,670,892 | $187,831,076 |
| 789 | FIRSTRUST | $1,516,129 | $177,000,000 | $11,000,000 | $188,000,000 |
| 790 | RPA WEALTH MANAGEMENT | $205,704 | $161,466,590 | $26,547,082 | $188,013,672 |
| 791 | CATHY PARETO AND ASSOCIATES | $379,209 | $188,467,006 | — | $188,467,006 |
| 792 | GRIFFIN BLACK, INC. | $359,228 | $188,953,738 | — | $188,953,738 |
| 793 | LINDAHL & MANSAGER INC | $253,232 | $189,164,586 | — | $189,164,586 |
| 794 | WESTFIELD FINANCIAL PLANNING | $366,774 | $188,407,013 | $848,268 | $189,255,281 |
| 795 | CRUICE FINANCIAL ORGANIZATION OR CFO CAPITAL MANAGEMENT | $376,330 | $189,294,074 | — | $189,294,074 |
| 796 | MADDEN ADVISORY SERVICES, INC. | $316,050 | $189,314,214 | — | $189,314,214 |
| 797 | DAVIS & SEILEY WEALTH MANAGEMENT, INC. | $265,639 | $175,961,232 | $13,439,681 | $189,400,913 |
| 798 | NEW PERSPECTIVES, INC. | $189,672 | $189,862,000 | — | $189,862,000 |
| 799 | LOCKSHIELD PARTNERS, INC. | $159,066 | — | $189,924,314 | $189,924,314 |
| 800 | FFP WEALTH MANAGEMENT, LLC | $248,610 | $184,877,031 | $5,060,903 | $189,937,934 |
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.
