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 |
|---|---|---|---|---|---|
| 1201 | CYPRESS FINANCIAL PLANNING | $183,085 | $147,852,323 | $101,875,582 | $249,727,905 |
| 1202 | ARCHVEST WEALTH ADVISORS, INC. | $806,452 | $244,800,000 | $5,200,000 | $250,000,000 |
| 1203 | WEALTH ANALYTICS PARTNERS, LLC | $619,426 | $250,248,174 | — | $250,248,174 |
| 1204 | CHARTER RESEARCH & INVESTMENT GROUP INC | $674,646 | $250,293,661 | — | $250,293,661 |
| 1205 | C-J ADVISORY, INC. | $274,421 | $250,546,454 | — | $250,546,454 |
| 1206 | CTB FINANCIAL SERVICES, LTD. | $239,727 | $251,233,943 | — | $251,233,943 |
| 1207 | ALTUS WEALTH MANAGEMENT, LLC | $619,342 | $251,452,874 | — | $251,452,874 |
| 1208 | MORTON BROWN FAMILY WEALTH LLC | $467,762 | $251,655,802 | — | $251,655,802 |
| 1209 | WINNING POINTS ADVISORS, L.L.C. | $541,712 | $251,896,182 | — | $251,896,182 |
| 1210 | TRUE FINANCIAL GROUP | $141,972 | $252,000,000 | — | $252,000,000 |
| 1211 | GOALVEST ADVISORY LLC | $458,463 | $252,154,542 | — | $252,154,542 |
| 1212 | PATRON PARTNERS, LLC | $426,227 | $244,505,837 | $8,246,816 | $252,752,653 |
| 1213 | FIRSTMETRIC | $965,125 | $252,862,677 | — | $252,862,677 |
| 1214 | NOBLE FAMILY WEALTH | $2,480,392 | $253,000,000 | — | $253,000,000 |
| 1215 | DELAP WEALTH ADVISORY, LLC | $884,929 | $253,089,719 | — | $253,089,719 |
| 1216 | THE MENARD FINANCIAL GROUP, LLC | $629,723 | $253,778,305 | — | $253,778,305 |
| 1217 | VESTURA, LLC | $1,085,118 | $253,917,600 | — | $253,917,600 |
| 1218 | CHERRYDALE WEALTH MANAGEMENT, LLC | $1,041,043 | $253,061,238 | $953,139 | $254,014,377 |
| 1219 | CLAY NORTHAM WEALTH MANAGEMENT | $247,134 | $254,053,459 | — | $254,053,459 |
| 1220 | TAYLOR & MORGAN ASSET MANAGEMENT, LLC | $291,120 | $254,147,833 | — | $254,147,833 |
| 1221 | LOKKEN INVESTMENT GROUP, LLC | $247,403 | $254,330,072 | — | $254,330,072 |
| 1222 | WESTERN FINANCIAL CORPORATION | $701,001 | $254,463,487 | — | $254,463,487 |
| 1223 | CAPASSO PLANNING PARTNERS LLC | $199,092 | $251,091,363 | $3,546,839 | $254,638,202 |
| 1224 | GOEPPER BURKHARDT LLC | $528,763 | $250,403,857 | $4,459,835 | $254,863,692 |
| 1225 | VIRGINIA WEALTH MANAGEMENT GROUP, INC. | $833,543 | $156,543,800 | $98,520,302 | $255,064,102 |
| 1226 | WILLIAMS FINANCIAL GROUP | $228,611 | $249,676,604 | $5,452,765 | $255,129,369 |
| 1227 | SCULATI WEALTH MANAGEMENT, LLC | $279,292 | $255,273,054 | — | $255,273,054 |
| 1228 | SHAKER INVESTMENTS | $1,156,429 | $255,492,445 | $78,453 | $255,570,898 |
| 1229 | WALDEN WEALTH PARTNERS LLC | $514,447 | $247,668,688 | $8,011,384 | $255,680,072 |
| 1230 | VELA INVESTMENT MANAGEMENT, LLC | $1,384,955 | $256,127,081 | $89,673 | $256,216,754 |
| 1231 | LIFE PLANNING PARTNERS, INC. | $491,926 | $255,712,388 | $581,218 | $256,293,606 |
| 1232 | BRADY FAMILY WEALTH, LLC | $1,220,496 | $199,903,727 | $56,400,339 | $256,304,066 |
| 1233 | CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. | $583,962 | $256,359,525 | — | $256,359,525 |
| 1234 | TWO POINT CAPITAL MANAGEMENT, INC. | $2,786,920 | $256,396,647 | — | $256,396,647 |
| 1235 | CHECKS & BALANCES, INC. | $6,752,411 | $256,591,606 | — | $256,591,606 |
| 1236 | PARK, MILLER, LLC | $1,309,836 | $256,727,331 | $453 | $256,727,784 |
| 1237 | BLUESTEM FINANCIAL ADVISORS, LLC | $1,795,893 | $256,812,704 | — | $256,812,704 |
| 1238 | BOGDANOVICH WEALTH MANAGEMENT PLLC | $1,605,953 | $256,952,554 | — | $256,952,554 |
| 1239 | ADVISORS FINANCIAL, INC. | $357,714 | $257,196,040 | — | $257,196,040 |
| 1240 | ALHAMBRA INVESTMENT MANAGEMENT LLC | $594,949 | $213,781,419 | $43,831,336 | $257,612,755 |
| 1241 | NAPA WEALTH MANAGEMENT | $479,254 | $257,838,672 | — | $257,838,672 |
| 1242 | BURRUS | $332,672 | $258,153,621 | — | $258,153,621 |
| 1243 | IMPACT INVESTORS | $346,157 | $217,038,045 | $41,195,128 | $258,233,173 |
| 1244 | REGENCY CAPITAL MANAGEMENT INC. | $1,349,125 | $259,032,004 | — | $259,032,004 |
| 1245 | CORDANT, INC. | $325,159 | $254,109,897 | $5,366,974 | $259,476,871 |
| 1246 | JESS S. MORGAN & COMPANY., INC. | $1,391,432 | $260,197,784 | — | $260,197,784 |
| 1247 | LOGAN PARK WEALTH MANAGEMENT | $246,121 | $260,641,850 | — | $260,641,850 |
| 1248 | BEACON FINANCIAL PLANNING, INC | $338,516 | $260,657,661 | — | $260,657,661 |
| 1249 | HAVEN WEALTH GROUP | $403,820 | $260,867,459 | — | $260,867,459 |
| 1250 | FLAGSTONE FINANCIAL MANAGEMENT, LLC | $310,346 | $261,311,572 | — | $261,311,572 |
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.
