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 |
|---|---|---|---|---|---|
| 1151 | BRYSPEN, INCORPORATED | $3,786,131 | — | $242,312,374 | $242,312,374 |
| 1152 | LANDING POINT FINANCIAL GROUP, LLC | $177,755 | $187,471,897 | $54,986,469 | $242,458,366 |
| 1153 | CREEKMUR ASSET MANAGEMENT, LLC | $283,606 | $243,333,922 | — | $243,333,922 |
| 1154 | MONEYWATCH ADVISORS, INC. | $643,437 | $243,862,619 | — | $243,862,619 |
| 1155 | CHIRON CAPITAL MANAGEMENT, LLC | $258,336 | $236,706,951 | $7,162,339 | $243,869,290 |
| 1156 | SALTMARSH FINANCIAL ADVISORS, L.L.C. | $521,111 | $243,880,000 | — | $243,880,000 |
| 1157 | LINDA A. BARLOW, CFP | $315,274 | $244,021,924 | — | $244,021,924 |
| 1158 | RM PRIVATE WEALTH MANAGEMENT INC. | $1,461,911 | $244,139,093 | — | $244,139,093 |
| 1159 | STRATEGENT FINANCIAL, LLC | $2,199,822 | $244,180,228 | — | $244,180,228 |
| 1160 | SHIRA RIDGE WEALTH MANAGEMENT | $362,447 | $242,595,181 | $1,694,068 | $244,289,249 |
| 1161 | CARLSBAD WEALTH ADVISORY GROUP, INC. | $338,359 | $244,295,531 | — | $244,295,531 |
| 1162 | THE J. ARNOLD WEALTH MANAGEMENT CO., LLC | $136,841 | $244,534,453 | — | $244,534,453 |
| 1163 | SILIGMUELLER & NORVID WEALTH ADVISORS LLC | $2,717,786 | $244,600,730 | — | $244,600,730 |
| 1164 | PRUDENT INVESTORS NETWORK, INC. | $604,474 | $244,811,821 | — | $244,811,821 |
| 1165 | CARMEL CAPITAL MANAGEMENT L.L.C. | $2,551,042 | $244,900,000 | — | $244,900,000 |
| 1166 | GS INVESTMENT INC | $1,407,583 | $237,770,304 | $7,149,105 | $244,919,409 |
| 1167 | SIMPLIFI, INC. | $456,275 | $245,019,686 | — | $245,019,686 |
| 1168 | ARCADIA WEALTH MANAGEMENT | $305,126 | $241,785,327 | $3,536,277 | $245,321,604 |
| 1169 | MARMO FINANCIAL GROUP, LLC | $158,713 | $245,369,535 | — | $245,369,535 |
| 1170 | MONARCH WEALTH STRATEGIES | $475,064 | $228,615,961 | $16,992,210 | $245,608,171 |
| 1171 | BULL STREET ADVISORS | $1,545,646 | $245,757,722 | — | $245,757,722 |
| 1172 | BLUESTONE WEALTH MANAGEMENT LLC | $2,234,182 | $245,760,025 | — | $245,760,025 |
| 1173 | INTERGY PRIVATE WEALTH, LLC | $154,567 | $245,760,853 | — | $245,760,853 |
| 1174 | REDE WEALTH, LLC | $525,587 | $179,396,000 | $66,578,700 | $245,974,700 |
| 1175 | EMPYRION WEALTH MANAGEMENT, INC. | $2,827,586 | $246,000,000 | — | $246,000,000 |
| 1176 | BENNICAS & ASSOCIATES, INC. | $1,864,031 | $246,052,039 | — | $246,052,039 |
| 1177 | BIRCHBROOK | $343,747 | $241,889,971 | $4,233,237 | $246,123,208 |
| 1178 | PATHWAYS ADVISORY GROUP, INC. | $280,494 | — | $246,273,482 | $246,273,482 |
| 1179 | THE MONEY ADVISOR GROUP, LLC | $422,316 | $197,977,861 | $48,654,689 | $246,632,550 |
| 1180 | HASSELL WEALTH MANAGEMENT | $294,785 | $246,735,025 | — | $246,735,025 |
| 1181 | WEALTH TEAMS ALLIANCE | $270,295 | $246,779,538 | — | $246,779,538 |
| 1182 | MEIRA | $350,154 | $246,858,629 | — | $246,858,629 |
| 1183 | CARSWELL INVESTMENTS, LLC | $501,932 | $246,950,449 | — | $246,950,449 |
| 1184 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. | $252,051 | $238,665,672 | $8,344,323 | $247,009,995 |
| 1185 | INTRACK INVESTMENT MANAGEMENT, INC. | $525,811 | $246,188,166 | $942,844 | $247,131,010 |
| 1186 | INTELLIGENT CAPITALWORKS | $919,331 | $247,100,000 | $200,000 | $247,300,000 |
| 1187 | THE CLARK GROUP ASSET MANAGEMENT | $403,318 | $198,462,799 | $49,174,163 | $247,636,962 |
| 1188 | CONSILIUM WEALTH ADVISORY, LLC | $510,762 | $247,719,618 | — | $247,719,618 |
| 1189 | BENCHMARK INVESTMENT ADVISORS LLC | $2,723,939 | $247,878,412 | — | $247,878,412 |
| 1190 | MOTIVE WEALTH ADVISORS, LLC | $1,003,656 | $246,810,796 | $1,092,165 | $247,902,961 |
| 1191 | TEMPUS WEALTH PLANNING, LLC | $262,660 | $188,442,986 | $59,508,312 | $247,951,298 |
| 1192 | SKY ALPHA ASSET ADVISORS LLC | $558,569 | $248,004,800 | — | $248,004,800 |
| 1193 | ASPEN WEALTH STRATEGIES, LLC | $220,879 | $244,889,415 | $3,599,328 | $248,488,743 |
| 1194 | TRAIL RIDGE INVESTMENT ADVISORS, LLC | $866,497 | $244,039,562 | $4,645,160 | $248,684,722 |
| 1195 | CALLAHAN FINANCIAL PLANNING | $306,673 | $245,876,384 | $2,835,492 | $248,711,876 |
| 1196 | WASHINGTON WEALTH ADVISORS, LLC | $170,728 | $226,691,105 | $22,059,457 | $248,750,562 |
| 1197 | SPARTAN PLANNING GROUP | $279,633 | $125,196,172 | $123,677,084 | $248,873,256 |
| 1198 | PETRA FINANCIAL ADVISORS INC | $385,398 | $248,967,083 | — | $248,967,083 |
| 1199 | PROFESSIONAL FINANCIAL SOLUTIONS, LLC | $313,174 | $225,596,486 | $23,689,790 | $249,286,276 |
| 1200 | SALVUS WEALTH MANAGEMENT, LLC | $437,244 | $249,666,338 | — | $249,666,338 |
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.
