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 |
|---|---|---|---|---|---|
| 1351 | GODSHALK WELSH CAPITAL MANAGEMENT, INC. | $1,110,973 | $281,076,292 | — | $281,076,292 |
| 1352 | BEAR MOUNTAIN CAPITAL INC. | $296,691 | $280,381,835 | $881,603 | $281,263,438 |
| 1353 | ALDEBARAN FINANCIAL INC | $396,772 | $281,311,346 | — | $281,311,346 |
| 1354 | YOUR SOURCE FINANCIAL | $517,308 | $262,054,369 | $19,361,443 | $281,415,812 |
| 1355 | SENTINEL WEALTH MANAGEMENT, INC. | $848,323 | $281,643,071 | — | $281,643,071 |
| 1356 | PENOBSCOT FINANCIAL ADVISORS | $153,827 | $281,657,713 | — | $281,657,713 |
| 1357 | CLARK FINANCIAL ADVISORS | $300,893 | $282,237,939 | — | $282,237,939 |
| 1358 | CANNON CAPITAL MANAGEMENT, INC. | $585,027 | $172,045,491 | $110,522,377 | $282,567,868 |
| 1359 | TL PRIVATE WEALTH | $490,692 | $282,638,789 | — | $282,638,789 |
| 1360 | WHITCOMB & HESS, INC. | $122,060 | $250,195,542 | $32,495,650 | $282,691,192 |
| 1361 | HIGHVIEW CAPITAL MANAGEMENT, LLC | $2,211,941 | $227,814,430 | $55,313,956 | $283,128,386 |
| 1362 | FOCUSED ALPHA, LLC | $545,328 | $284,115,839 | — | $284,115,839 |
| 1363 | ZRC WEALTH MANAGEMENT, LLC | $479,419 | $282,861,747 | $1,433,434 | $284,295,181 |
| 1364 | BBJS FINANCIAL ADVISORS, LLC | $3,600,921 | $280,795,764 | $3,677,028 | $284,472,792 |
| 1365 | TRU INDEPENDENCE ASSET MANAGEMENT 2 | $476,698 | $284,588,722 | — | $284,588,722 |
| 1366 | FORTRESS WEALTH PLANNING | $672,835 | $280,317,488 | $4,291,736 | $284,609,224 |
| 1367 | JEFFREY N. MEHLER, CFP LLC | $234,617 | $190,392,522 | $94,432,702 | $284,825,224 |
| 1368 | PORTFOLIO WEALTH ADVISORS | $458,929 | $284,994,743 | — | $284,994,743 |
| 1369 | WOOD TARVER FINANCIAL | $231,707 | $285,000,000 | — | $285,000,000 |
| 1370 | BROWN FINANCIAL ADVISORY | $434,282 | $281,584,610 | $3,738,727 | $285,323,337 |
| 1371 | JACKSON FINANCIAL SERVICES, LLC | $321,864 | $26,523,535 | $258,970,038 | $285,493,573 |
| 1372 | THE MARTIN WORLEY GROUP | $374,959 | $285,718,930 | — | $285,718,930 |
| 1373 | COX CAPITAL MANAGEMENT LLC | $722,315 | $286,036,701 | — | $286,036,701 |
| 1374 | THREE BEARINGS FIDUCIARY ADVISORS, INC. | $563,638 | $263,504,582 | $22,823,438 | $286,328,020 |
| 1375 | HELM INVESTMENT MANAGEMENT, LLC | $586,877 | $286,395,940 | — | $286,395,940 |
| 1376 | INNOVIS ASSET MANAGEMENT LLC | $1,442,211 | $287,000,000 | — | $287,000,000 |
| 1377 | KEYSTONE ASSET MANAGEMENT, INC. | $2,207,692 | $264,000,000 | $23,000,000 | $287,000,000 |
| 1378 | BERKELEY, INC | $400,131 | $287,294,000 | — | $287,294,000 |
| 1379 | ARIN RISK ADVISORS LLC | $16,902,462 | $287,341,858 | — | $287,341,858 |
| 1380 | THE ESTATE PLANNERS GROUP | $1,149,600 | $283,900,000 | $3,500,000 | $287,400,000 |
| 1381 | PARADIGM WEALTH MANAGEMENT, LLC | $535,345 | $259,180,000 | $28,300,000 | $287,480,000 |
| 1382 | COVENANT WEALTH ADVISORS | $381,080 | $272,728,556 | $14,986,865 | $287,715,421 |
| 1383 | ANTARES WEALTH MANAGEMENT, LLC | $1,411,417 | $278,376,504 | $9,552,523 | $287,929,027 |
| 1384 | COORDINATED FINANCIAL PLANNING CORP | $173,732 | $274,039,599 | $14,007,993 | $288,047,592 |
| 1385 | FUHRMAN MANAGEMENT ASSOCIATES, INC. | $395,985 | $262,185,796 | $26,091,101 | $288,276,897 |
| 1386 | GLOBAL WEALTH MANAGEMENT, LLC | $958,173 | $244,369,920 | $44,040,248 | $288,410,168 |
| 1387 | NIKULSKI FINANCIAL, INC. | $251,081 | $278,101,838 | $10,641,065 | $288,742,903 |
| 1388 | INSPIRED FINANCIAL | $595,679 | $289,500,000 | — | $289,500,000 |
| 1389 | VESTA WEALTH MANAGEMENT, LLC | $907,935 | $157,365,564 | $132,265,825 | $289,631,389 |
| 1390 | DASH INVESTMENTS | $445,931 | $287,723,814 | $2,131,163 | $289,854,977 |
| 1391 | AZA CAPITAL MANAGEMENT | $402,050 | $283,957,431 | $6,322,751 | $290,280,182 |
| 1392 | THE HUMPHREYS GROUP | $2,441,182 | $290,500,622 | — | $290,500,622 |
| 1393 | ROBERT GORDON & ASSOCIATES INC | $426,608 | $187,441,438 | $103,078,276 | $290,519,714 |
| 1394 | LUCAS GROUP FINANCIAL PLANNERS, INC. | $379,312 | $257,202,331 | $33,350,931 | $290,553,262 |
| 1395 | WEALTH CMT | $245,163 | $290,762,729 | — | $290,762,729 |
| 1396 | CYPRESS CAPITAL ADVISORS, LLC | $261,997 | $290,816,864 | — | $290,816,864 |
| 1397 | FORTUNE FINANCIAL ADVISORS, LLC | $423,517 | $194,719,466 | $96,236,410 | $290,955,876 |
| 1398 | CAPITAL TRUST ADVISORS | $555,320 | $290,987,632 | — | $290,987,632 |
| 1399 | TUMWATER WEALTH MANAGEMENT, LLC | $519,133 | $245,856,392 | $45,377,357 | $291,233,749 |
| 1400 | BLUE SQUARE ASSET MANAGEMENT, LLC | $605,652 | $224,877,587 | $66,440,856 | $291,318,443 |
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.
