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 |
|---|---|---|---|---|---|
| 901 | PROFESSIONAL FINANCIAL | $456,461 | $182,389,518 | $21,191,944 | $203,581,462 |
| 902 | MERIT FINANCIAL PARTNERS LLC | $473,140 | $203,923,433 | — | $203,923,433 |
| 903 | GOODWIN INVESTMENT ADVISORY | $164,233 | $203,977,292 | — | $203,977,292 |
| 904 | OAK WEALTH ADVISORS LLC | $2,552,563 | $204,205,000 | — | $204,205,000 |
| 905 | CAERUS INVESTMENT ADVISORS, LLC | $561,612 | $149,010,444 | $55,416,430 | $204,426,874 |
| 906 | MONACO CAPITAL MANAGEMENT, LLC | $201,225 | $203,709,201 | $1,138,199 | $204,847,400 |
| 907 | ALIGN IMPACT, LLC | $6,616,102 | $205,099,167 | — | $205,099,167 |
| 908 | FOUNDERS CAPITAL MANAGEMENT INC | $1,640,985 | $205,123,133 | — | $205,123,133 |
| 909 | SOUND STEWARDSHIP, LLC | $239,446 | $170,759,265 | $34,445,611 | $205,204,876 |
| 910 | EQUISTAR WEALTH MANAGEMENT LLC | $691,488 | $202,862,688 | $2,509,256 | $205,371,944 |
| 911 | WEALTHWAY FINANCIAL ADVISORS | $372,065 | $205,380,000 | — | $205,380,000 |
| 912 | VERISAIL PARTNERS, LLC | $237,722 | $205,392,000 | — | $205,392,000 |
| 913 | SIGNIFY WEALTH LLC | $793,427 | $197,617,311 | $7,880,177 | $205,497,488 |
| 914 | KACHKOVSKY & FISHER, INC. | $178,389 | $172,264,435 | $33,596,798 | $205,861,233 |
| 915 | RINA WEALTH MANAGEMENT SERVICES LLC | $455,579 | $132,352,103 | $73,569,601 | $205,921,704 |
| 916 | CAPITAL WEST PARTNERS, LLC | $503,093 | $170,255,229 | $36,012,742 | $206,267,971 |
| 917 | CANTER WEALTH | $1,016,190 | $206,286,473 | — | $206,286,473 |
| 918 | CASTLE WEALTH PLANNING | $1,828,636 | $181,752,293 | $24,883,523 | $206,635,816 |
| 919 | MY PERSONAL CFO, LLC | $875,937 | $206,721,226 | — | $206,721,226 |
| 920 | FARROW FINANCIAL INC | $403,508 | $206,999,408 | — | $206,999,408 |
| 921 | CHB INVESTMENT GROUP, LLC | $314,714 | $199,721,697 | $7,360,305 | $207,082,002 |
| 922 | PALADIN WEALTH PARTNERS | $852,370 | $202,782,298 | $4,343,524 | $207,125,822 |
| 923 | PKS INVESTMENT ADVISORS LLC | $235,651 | $203,928,204 | $3,208,795 | $207,136,999 |
| 924 | TANNIN CAPITAL, LLC | $552,542 | $193,185,964 | $14,017,371 | $207,203,335 |
| 925 | SMS FINANCIAL & INVESTMENT MANAGEMENT | $770,278 | $197,944,118 | $9,260,766 | $207,204,884 |
| 926 | ESTATE MANAGEMENT COUNSELORS,LLC | $224,035 | $207,232,306 | — | $207,232,306 |
| 927 | YODER WEALTH MANAGEMENT | $640,073 | $207,383,534 | — | $207,383,534 |
| 928 | ALCOSTA CAPITAL MANAGEMENT, INC. | $1,411,931 | $206,968,972 | $584,879 | $207,553,851 |
| 929 | ABBEY STREET | $518,906 | $207,562,522 | — | $207,562,522 |
| 930 | OAK ADVISORS, LLC | $506,592 | $206,401,845 | $1,300,988 | $207,702,833 |
| 931 | WELCH INVESTMENT GROUP, LLC | $267,736 | $208,834,055 | — | $208,834,055 |
| 932 | FPC INVESTMENT ADVISORY, INC. | $427,118 | $208,860,814 | — | $208,860,814 |
| 933 | DONALD W. NICHOLSON & ASSOCIATES LTD | $475,020 | — | $209,008,848 | $209,008,848 |
| 934 | CRESCENT STERLING LTD. | $431,505 | $176,790,000 | $32,490,000 | $209,280,000 |
| 935 | ALTSCHULER FINANCIAL SERVICES | $1,326,719 | $204,424,750 | $5,196,788 | $209,621,538 |
| 936 | CHRONOS WEALTH MANAGEMENT, L.L.C. | $415,986 | $209,657,000 | — | $209,657,000 |
| 937 | ELIOT FINKEL INVESTMENT COUNSEL, LLC | $1,018,241 | $209,757,727 | — | $209,757,727 |
| 938 | FINANCIAL INDEPENDENCE, LLC | $314,675 | — | $209,888,433 | $209,888,433 |
| 939 | AGATE PASS INVESTMENT, LLC | $829,835 | $209,948,374 | — | $209,948,374 |
| 940 | CUSHING CAPITAL PARTNERS, LLC | $281,846 | $184,955,525 | $25,301,575 | $210,257,100 |
| 941 | AILSA CAPITAL, INC. | $224,640 | $210,262,892 | — | $210,262,892 |
| 942 | GENESIS WEALTH ADVISORS, LLC | $325,354 | $210,829,362 | — | $210,829,362 |
| 943 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | $466,595 | $210,901,037 | — | $210,901,037 |
| 944 | HERITAGE WEALTH ARCHITECTS, INC. | $379,612 | $167,561,997 | $43,502,047 | $211,064,044 |
| 945 | WESTBOURNE INVESTMENTS, INC. | $394,599 | $211,505,231 | — | $211,505,231 |
| 946 | FORT HENRY CAPITAL, LLC | $534,176 | $207,915,193 | $3,618,646 | $211,533,839 |
| 947 | PAN GLOBAL ADVISERS, LLC | $807,667 | $129,327,664 | $82,281,213 | $211,608,877 |
| 948 | FAIRBANKS CAPITAL MANAGEMENT, INC. | $1,176,470 | $210,266,899 | $1,497,735 | $211,764,634 |
| 949 | SPECTRUM FINANCIAL MANAGEMENT | $1,655,371 | $204,845,391 | $7,042,062 | $211,887,453 |
| 950 | BRAUN-BOSTICH & ASSOCIATES INC. | $210,785 | $209,072,856 | $2,976,401 | $212,049,257 |
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.
