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 |
|---|---|---|---|---|---|
| 1251 | BALLAST CAPITAL ADVISORS, LLC | $1,880,593 | $261,402,490 | — | $261,402,490 |
| 1252 | WAYFINDING FINANCIAL, LLC | $267,073 | $260,948,676 | $515,930 | $261,464,606 |
| 1253 | MEASURED RISK PORTFOLIOS | $262,639 | $259,110,902 | $3,003,242 | $262,114,144 |
| 1254 | MILLER FINANCIAL SERVICES LLC | $166,780 | $238,752,057 | $23,426,202 | $262,178,259 |
| 1255 | SFM, LLC | $504,416 | $262,296,071 | — | $262,296,071 |
| 1256 | PSI CAPITAL MANAGEMENT | $223,673 | $260,370,936 | $1,997,161 | $262,368,097 |
| 1257 | S. R. SCHILL & ASSOCIATES, INC. | $439,619 | $262,196,390 | $255,917 | $262,452,307 |
| 1258 | HERITAGE FINANCIAL PLANNING | $520,828 | $262,497,085 | — | $262,497,085 |
| 1259 | DIVERSIFI CAPITAL LLC | $456,036 | $262,667,800 | $9,100 | $262,676,900 |
| 1260 | SLOCUM, GORDON & CO. LLP | $975,431 | $263,366,404 | — | $263,366,404 |
| 1261 | RAMSEY & ASSOCIATES INC | $763,544 | $65,429,827 | $197,992,711 | $263,422,538 |
| 1262 | CAMARDA WEALTH ADVISORY GROUP | $219,596 | $260,569,880 | $2,945,079 | $263,514,959 |
| 1263 | PILLAR FINANCIAL ADVISORS, LLC | $381,740 | $263,782,220 | — | $263,782,220 |
| 1264 | PARAGON FINANCIAL PARTNERS | $550,846 | $170,883,374 | $92,971,645 | $263,855,019 |
| 1265 | PLATT WEALTH MANAGEMENT | $637,583 | $262,218,640 | $1,740,848 | $263,959,488 |
| 1266 | WEALTHVIEW CAPITAL, LLC | $490,851 | $252,816,969 | $11,260,764 | $264,077,733 |
| 1267 | COMPREHENSIVE FINANCIAL PLANNING INC | $573,004 | $231,995,944 | $32,159,019 | $264,154,963 |
| 1268 | SLAYTON LEWIS INC | $752,620 | $256,266,536 | $7,902,927 | $264,169,463 |
| 1269 | 1 NORTH WEALTH SERVICES, LLC | $379,841 | $264,369,164 | — | $264,369,164 |
| 1270 | LOVELESS WEALTH MANAGEMENT, LLC | $370,585 | $264,597,832 | — | $264,597,832 |
| 1271 | SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. | $222,608 | $264,902,990 | — | $264,902,990 |
| 1272 | EADS & HEALD WEALTH MANAGEMENT | $877,713 | $265,069,300 | — | $265,069,300 |
| 1273 | KM CAPITAL MANAGEMENT, LTD. | $940,289 | $192,969,182 | $72,192,201 | $265,161,383 |
| 1274 | ARTEMIS FINANCIAL ADVISORS | $806,625 | $265,379,677 | — | $265,379,677 |
| 1275 | THE LEWIS FINANCIAL GROUP | $608,928 | $265,492,656 | — | $265,492,656 |
| 1276 | ADIRONDACK CAPITAL ADVISORS, LLC | $349,172 | $265,719,615 | — | $265,719,615 |
| 1277 | FAMILY WEALTH ADVISORY GROUP, LLC | $357,905 | $172,715,069 | $93,208,473 | $265,923,542 |
| 1278 | ALL TERRAIN FINANCIAL ADVISORS | $507,602 | $255,635,947 | $10,347,667 | $265,983,614 |
| 1279 | ELMWOOD WEALTH MANAGEMENT | $470,011 | $253,535,523 | $12,490,790 | $266,026,313 |
| 1280 | ACCRETIVE WEALTH PARTNERS, LLC | $566,888 | $250,452,942 | $15,984,562 | $266,437,504 |
| 1281 | CORNERSTONE FINANCIAL PLANNING, LLC | $325,094 | $256,532,126 | $10,045,067 | $266,577,193 |
| 1282 | DIBENEDETTO & ASSOCIATES LTD | $455,780 | $244,910,863 | $21,720,251 | $266,631,114 |
| 1283 | RIVER CAPITAL ADVISORS, LC | $505,267 | $217,677,105 | $49,103,719 | $266,780,824 |
| 1284 | EIGER WEALTH MANAGEMENT, LLC | $629,278 | $200,365,584 | $66,448,475 | $266,814,059 |
| 1285 | GREAT OAK CAPITAL PARTNERS, LLC | $204,755 | $255,000,000 | $12,000,000 | $267,000,000 |
| 1286 | TULL FINANCIAL GROUP, INC. | $288,871 | $262,391,506 | $4,813,940 | $267,205,446 |
| 1287 | RED TORTOISE | $1,336,172 | $265,789,952 | $1,444,411 | $267,234,363 |
| 1288 | TRADEWINDS, LLC | $361,313 | $267,371,971 | — | $267,371,971 |
| 1289 | UNIONVIEW WEALTH PARTNERS | $528,255 | $265,112,755 | $2,712,738 | $267,825,493 |
| 1290 | NBS FINANCIAL SERVICES, INC. | $632,573 | $265,296,408 | $2,914,361 | $268,210,769 |
| 1291 | ENZI WEALTH | $379,409 | $262,457,661 | $5,784,619 | $268,242,280 |
| 1292 | FINANCIAL HARVEST WEALTH ADVISORS | $321,659 | $268,459,357 | $447,483 | $268,906,840 |
| 1293 | FINANCIAL COACH | $456,631 | $268,955,376 | — | $268,955,376 |
| 1294 | EVANS CAPITAL MANAGEMENT ASSOCIATES | $364,840 | $202,020,000 | $67,232,000 | $269,252,000 |
| 1295 | RIGGS CAPITAL MANAGEMENT, LLC | $716,151 | $269,272,732 | — | $269,272,732 |
| 1296 | PLANNING CAPITAL MANAGEMENT CORP. | $359,163 | $269,372,285 | — | $269,372,285 |
| 1297 | WPG FINANCIAL GROUP, LLC | $321,244 | $215,089,281 | $54,434,701 | $269,523,982 |
| 1298 | STRATEGIC PLANNING, INC. | $308,072 | $269,870,741 | — | $269,870,741 |
| 1299 | TRINITY WEALTH MANAGEMENT LLC | $2,755,102 | $270,000,000 | — | $270,000,000 |
| 1300 | O'BOYLE WEALTH MANAGEMENT, INC. | $218,170 | $244,784,575 | $25,309,333 | $270,093,908 |
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.
