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 |
|---|---|---|---|---|---|
| 1101 | LENK LADNER INVESTMENT SOLUTIONS LLC | $668,770 | $196,213,909 | $37,855,707 | $234,069,616 |
| 1102 | OSWEGO WEALTH ADVISORS INC. | $182,299 | $234,801,096 | — | $234,801,096 |
| 1103 | RAY|THEIL WEALTH MANAGEMENT, LLC | $974,408 | $234,832,258 | — | $234,832,258 |
| 1104 | INTRINSIC WEALTH COUNSEL, INC. | $384,187 | $233,063,418 | $2,058,827 | $235,122,245 |
| 1105 | NORTHSTAR FINANCIAL COMPANIES, INC. | $318,869 | $225,437,000 | $9,888,000 | $235,325,000 |
| 1106 | ALTAMONT CAPITAL MANAGEMENT | $688,212 | $235,368,426 | — | $235,368,426 |
| 1107 | CALLAHAN WEALTH ADVISORY | $432,026 | $215,718,117 | $19,735,796 | $235,453,913 |
| 1108 | PIERMONT WEALTH MANAGEMENT INC. | $560,668 | $235,480,560 | — | $235,480,560 |
| 1109 | MARIACA WEALTH MANAGEMENT, LLC | $383,240 | $193,280,614 | $42,412,285 | $235,692,899 |
| 1110 | ENTRUST FINANCIAL LLC | $262,535 | $219,953,025 | $15,803,591 | $235,756,616 |
| 1111 | MUTUAL TRUST ADVISORY GROUP | $660,424 | $235,771,231 | — | $235,771,231 |
| 1112 | BEACON WEALTHCARE LLC | $283,085 | $232,941,056 | $2,868,836 | $235,809,892 |
| 1113 | NORTHSTAR FINANCIAL PLANNERS, INC. | $300,262 | $236,005,602 | — | $236,005,602 |
| 1114 | FULLEN FINANCIAL GROUP, INC. | $1,124,203 | $236,082,578 | — | $236,082,578 |
| 1115 | PORTFOLIO ADVISORS, INC. | $287,062 | — | $236,251,628 | $236,251,628 |
| 1116 | STONECROP WEALTH ADVISORS, LLC | $427,229 | $234,429,857 | $1,827,558 | $236,257,415 |
| 1117 | WMS WEALTH PLANNERS | $386,182 | $236,343,377 | — | $236,343,377 |
| 1118 | SPRAKER WEST WEALTH MANAGEMENT, INC | $583,624 | $236,367,581 | — | $236,367,581 |
| 1119 | GLASSY MOUNTAIN ADVISORS, INC. | $1,001,752 | $236,413,515 | — | $236,413,515 |
| 1120 | L. K. BENSON & COMPANY, P.C. | $2,922,257 | $230,663,451 | $6,039,381 | $236,702,832 |
| 1121 | JPS FINANCIAL, LLC | $358,237 | $221,380,767 | $15,413,686 | $236,794,453 |
| 1122 | BOOKENDS FINANCIAL PLANNING | $193,944 | $226,859,353 | $9,946,772 | $236,806,125 |
| 1123 | CHERRY CREEK INVESTMENT ADVISORS INC | $947,494 | $236,873,421 | — | $236,873,421 |
| 1124 | INVESCO, LLC | $1,210,493 | $237,256,669 | — | $237,256,669 |
| 1125 | M.C. BYRD WEALTH MANAGEMENT, LLC | $270,484 | $184,284,080 | $53,471,206 | $237,755,286 |
| 1126 | VALIANT WEALTH, LLC | $460,312 | $178,036,237 | $59,945,111 | $237,981,348 |
| 1127 | SPRENG CAPITAL MANAGEMENT, INC. | $155,741 | $238,439,460 | — | $238,439,460 |
| 1128 | MENDEL MONEY MANAGEMENT INC | $1,411,072 | $238,471,128 | — | $238,471,128 |
| 1129 | THE NALLS SHERBAKOFF GROUP, LLC | $289,803 | $238,507,962 | — | $238,507,962 |
| 1130 | RUGGAARD & ASSOCIATES | $467,921 | $238,639,739 | — | $238,639,739 |
| 1131 | BOYLE CAPITAL | $138,937 | $154,832,184 | $83,861,972 | $238,694,156 |
| 1132 | TRISPERITY ADVISORS, LLC | $341,028 | $236,472,231 | $2,247,464 | $238,719,695 |
| 1133 | LONGVIEW ASSET MANAGEMENT, LLC | $564,464 | $238,768,447 | — | $238,768,447 |
| 1134 | R.P. BOGGS & CO. WEALTH MANAGEMENT | $337,374 | $230,569,439 | $8,291,610 | $238,861,049 |
| 1135 | TANDEM CAPITAL MANAGEMENT, INC. | $1,090,752 | $236,107,714 | $2,767,051 | $238,874,765 |
| 1136 | PRIVATE FINANCIAL COUNSELING | $536,886 | $238,914,220 | — | $238,914,220 |
| 1137 | CAISSA WEALTH STRATEGIES | $480,899 | $236,417,921 | $2,588,760 | $239,006,681 |
| 1138 | CARTER FINANCIAL, LLC | $442,709 | $237,854,260 | $1,208,404 | $239,062,664 |
| 1139 | CAUBLE & HARRE WEALTH MANAGEMENT, INC. | $587,681 | $239,774,000 | — | $239,774,000 |
| 1140 | IFC PERSONAL MONEY MANAGERS, INC. | $600,000 | — | $240,000,000 | $240,000,000 |
| 1141 | HERITAGE FINANCIAL LLC | $200,082 | $209,627,579 | $30,670,900 | $240,298,479 |
| 1142 | SECOND HALF FINANCIAL PARTNERS, LLC | $202,712 | $240,416,458 | — | $240,416,458 |
| 1143 | ASSET MANAGEMENT RESOURCES, LLC | $275,715 | $223,178,622 | $17,245,238 | $240,423,860 |
| 1144 | BEACON FINANCIAL STRATEGIES CORP. | $454,615 | $234,442,840 | $6,048,641 | $240,491,481 |
| 1145 | CONSILIO WEALTH ADVISORS, LLC | $295,958 | $240,613,799 | — | $240,613,799 |
| 1146 | HERON BAY CAPITAL MANAGEMENT | $1,241,373 | $240,826,424 | — | $240,826,424 |
| 1147 | LANDMARK WEALTH MANAGEMENT, LLC | $391,447 | $241,522,541 | — | $241,522,541 |
| 1148 | WHITEROCK WEALTH MANAGEMENT CO. | $692,051 | $202,207,676 | $39,318,066 | $241,525,742 |
| 1149 | DARROW WEALTH MANAGEMENT | $631,645 | $241,920,094 | — | $241,920,094 |
| 1150 | WALLACE HART CAPITAL MANAGEMENT | $295,390 | $215,220,000 | $27,000,000 | $242,220,000 |
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.
