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 |
|---|---|---|---|---|---|
| 1301 | BLUE BARN WEALTH | $494,987 | $266,145,655 | $4,117,002 | $270,262,657 |
| 1302 | AOG WEALTH MANAGEMENT | $262,489 | $267,313,772 | $3,050,184 | $270,363,956 |
| 1303 | LONGVIEW FINANCIAL ADVISORS, LLC | $640,392 | $212,862,707 | $58,023,053 | $270,885,760 |
| 1304 | OWEN LARUE FINANCIAL GROUP | $345,572 | $216,123,118 | $54,805,577 | $270,928,695 |
| 1305 | HFG ADVISORS, INC. | $1,119,690 | $258,339,979 | $12,624,965 | $270,964,944 |
| 1306 | COMPASS FINANCIAL ADVISORY SERVICES, LLC | $399,710 | $267,326,799 | $3,676,646 | $271,003,445 |
| 1307 | CORE WEALTH MANAGEMENT, INC. | $424,580 | $271,306,891 | — | $271,306,891 |
| 1308 | LIFEWAY FINANCIAL CORPORATION | $678,544 | $271,417,780 | — | $271,417,780 |
| 1309 | WEAVER CAPITAL MANAGEMENT, LLC | $304,979 | $264,455,988 | $6,975,354 | $271,431,342 |
| 1310 | KAMICHU WEALTH MANAGEMENT LLC | $2,636,934 | $176,845,732 | $94,758,459 | $271,604,191 |
| 1311 | BLUEPRINT INVESTING LLC | $1,108,785 | $271,652,283 | — | $271,652,283 |
| 1312 | CHESAPEAKE FINANCIAL ADVISORS | $247,407 | $266,849,084 | $4,804,011 | $271,653,095 |
| 1313 | GENERATIONS WEALTH, LLC | $944,005 | $271,873,313 | — | $271,873,313 |
| 1314 | INVESTMENT ADVISORY PROFESSIONALS LLC | $655,422 | $272,000,000 | — | $272,000,000 |
| 1315 | TED BUCHAN & COMPANY | $270,579 | $241,470,265 | $30,731,768 | $272,202,033 |
| 1316 | SHADE TREE ADVISORS LLC | $5,931,493 | $272,848,683 | — | $272,848,683 |
| 1317 | SILICON HILLS WEALTH MANAGEMENT | $461,838 | $271,037,498 | $2,370,510 | $273,408,008 |
| 1318 | WILLIAM HOWARD & CO FINANCIAL ADVISORS, INC. | $701,054 | $264,834,342 | $8,576,719 | $273,411,061 |
| 1319 | RICHMOND BROTHERS, INC. | $107,316 | $273,548,051 | — | $273,548,051 |
| 1320 | KAILASA CAPITAL MANAGEMENT LLC | $735,612 | $217,334,116 | $56,313,685 | $273,647,801 |
| 1321 | HAMRICK INVESTMENT COUNSEL, LLC | $1,054,522 | $272,985,201 | $1,190,543 | $274,175,744 |
| 1322 | HABER INVESTMENT COUNSEL | $1,428,324 | $267,001,599 | $7,236,694 | $274,238,293 |
| 1323 | HMS INVESTMENT ADVISORS | $792,298 | $259,949,454 | $14,977,867 | $274,927,321 |
| 1324 | VAUGHAN AND COMPANY SECURITIES, INC. | $576,520 | $245,000,000 | $30,000,000 | $275,000,000 |
| 1325 | WOMACK WEALTH MANAGEMENT, INC. | $566,466 | $270,331,033 | $4,971,321 | $275,302,354 |
| 1326 | KURE ADVISORY, LLC | $161,981 | $275,367,057 | — | $275,367,057 |
| 1327 | SGH WEALTH MANAGEMENT | $1,002,358 | $275,648,339 | — | $275,648,339 |
| 1328 | STERNECK CAPITAL MANAGEMENT LLC | $454,322 | $253,125,343 | $22,648,173 | $275,773,516 |
| 1329 | FURE FINANCIAL CORPORATION | $263,356 | $275,997,269 | — | $275,997,269 |
| 1330 | MOKOSAK ADVISORY GROUP, LLC | $252,705 | $272,530,792 | $3,675,670 | $276,206,462 |
| 1331 | WEALTH COVENANT GROUP LLC | $888,424 | $276,300,000 | — | $276,300,000 |
| 1332 | WINDWARD PRIVATE WEALTH MANAGEMENT INC. | $302,159 | $276,475,386 | — | $276,475,386 |
| 1333 | SHELTON WEALTH MANAGEMENT, LLC | $688,258 | $189,590,083 | $87,089,498 | $276,679,581 |
| 1334 | T. ANTON INVESTMENT HOUSE, INC. | $293,753 | $277,009,514 | — | $277,009,514 |
| 1335 | REGIMEN WEALTH, LLC | $417,851 | $277,034,911 | — | $277,034,911 |
| 1336 | OXFORD FINANCIAL PARTNERS | $529,281 | $277,872,677 | — | $277,872,677 |
| 1337 | HACKMAN FINANCIAL GROUP | $574,703 | $248,156,420 | $30,000,000 | $278,156,420 |
| 1338 | YUKON WEALTH MANAGEMENT, INC. | $742,046 | $276,465,912 | $1,801,157 | $278,267,069 |
| 1339 | THOMAS WRIGHT ASSET MANAGEMENT, INC. | $4,798,132 | $278,291,634 | — | $278,291,634 |
| 1340 | PITZL FINANCIAL | $218,856 | $278,384,301 | — | $278,384,301 |
| 1341 | INTEGRITY ADVISORY, LLC | $291,872 | $256,617,882 | $21,827,925 | $278,445,807 |
| 1342 | BOUVEL INVESTMENT PARTNERS, LLC | $413,204 | $274,365,921 | $4,133,612 | $278,499,533 |
| 1343 | BOUVEL INVESTMENT PARTNERS, LLC | $413,204 | $274,365,921 | $4,133,612 | $278,499,533 |
| 1344 | BMSS WESSON WEALTH SOLUTIONS | $731,701 | $273,600,354 | $5,177,683 | $278,778,037 |
| 1345 | HUDSON ADVISOR SERVICES, INC. | $499,834 | $234,207,417 | $44,699,894 | $278,907,311 |
| 1346 | STRATEGIC INCOME GROUP LLC | $303,953 | $267,748,449 | $12,800,121 | $280,548,570 |
| 1347 | CAMDEN WEALTH ADVISORS LLC | $576,093 | $276,307,715 | $4,249,393 | $280,557,108 |
| 1348 | FIRST FINANCIAL ADVISORS INC | $177,016 | $280,570,431 | — | $280,570,431 |
| 1349 | 1776 WEALTH LLC | $837,537 | $280,574,787 | — | $280,574,787 |
| 1350 | RIVER GLEN WEALTH COUNSELORS | $529,772 | $275,639,608 | $5,139,546 | $280,779,154 |
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.
