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 |
|---|---|---|---|---|---|
| 451 | Certified Planners, Inc. | $262,113 | $169,849,329 | — | $169,849,329 |
| 452 | Flying Point Financial, Inc. | $262,477 | $136,000,000 | $6,000,000 | $142,000,000 |
| 453 | Perspective Financial Services LLC | $262,966 | $189,394,920 | $1,518,046 | $190,912,966 |
| 454 | Strategic Planning Group, Inc. | $263,224 | $184,702,794 | $4,818,813 | $189,521,607 |
| 455 | Alpha Financial Advisors, LLC | $263,362 | $340,938,736 | $641,889 | $341,580,625 |
| 456 | Creekmur Asset Management, LLC | $263,602 | $197,438,169 | — | $197,438,169 |
| 457 | Financial Advisory Services, LLC | $263,817 | $173,591,728 | — | $173,591,728 |
| 458 | Longview Financial Advisors, Inc. | $264,061 | $184,766,850 | $75,842 | $184,842,692 |
| 459 | Portfolio Advisors, Inc. | $264,189 | — | $205,010,504 | $205,010,504 |
| 460 | Heritage Wealth Management Group, Ltd | $264,875 | $115,634,711 | $21,835,200 | $137,469,911 |
| 461 | R.L. Evans Co. Inc. | $264,882 | $109,100,000 | $60,954,000 | $170,054,000 |
| 462 | Grange Capital, LLC | $265,178 | $107,685,000 | $2,629,000 | $110,314,000 |
| 463 | Strauss Wealth Advising, Inc. | $265,340 | $160,000,000 | — | $160,000,000 |
| 464 | Bernard Wealth Management Corp. | $265,368 | $118,097,487 | $18,301,837 | $136,399,324 |
| 465 | Amara Financial, LLC | $265,373 | $66,516,613 | $40,428,669 | $106,945,282 |
| 466 | Kozak & Tripp Private Asset Management, Inc. | $266,299 | $406,798,739 | $27,268,008 | $434,066,747 |
| 467 | Refined Wealth Management | $266,334 | $103,744,794 | $9,447,358 | $113,192,152 |
| 468 | Strategiq Financial Group, LLC | $266,571 | $708,550,040 | $39,713,435 | $748,263,475 |
| 469 | Adviceone Advisory Services, LLC | $266,574 | $1,074,024,830 | — | $1,074,024,830 |
| 470 | M.C. Byrd Wealth Management, LLC | $266,624 | $180,138,496 | $58,756,878 | $238,895,374 |
| 471 | Successful Money Strategies Inc | $266,659 | $161,862,000 | — | $161,862,000 |
| 472 | Financial Management Concepts | $267,870 | $158,311,295 | — | $158,311,295 |
| 473 | Davis, Davis And Conover Wealth Management, LLC | $268,873 | $121,317,832 | $212,943 | $121,530,775 |
| 474 | Axiom Advisory, LLC | $269,005 | $150,249,438 | $124,155 | $150,373,593 |
| 475 | TNF LLC | $269,185 | $299,871,642 | — | $299,871,642 |
| 476 | Abound Wealth Management, LLC | $269,275 | $474,884,231 | $26,505,345 | $501,389,576 |
| 477 | Horizons Wealth Management, Inc. | $269,299 | $122,530,878 | — | $122,530,878 |
| 478 | Impact Investors, Inc. | $269,314 | $177,954,966 | $43,690,534 | $221,645,500 |
| 479 | Capstone Wealth Management Group, LLC | $269,380 | $148,100,699 | $32,383,796 | $180,484,495 |
| 480 | Redwood Wealth Management, LLC | $269,444 | $278,066,148 | — | $278,066,148 |
| 481 | Integrity Capital Management LLC | $269,533 | $112,125,882 | — | $112,125,882 |
| 482 | Legacy Financial Strategies, LLC | $269,546 | $347,595,298 | $81,521,814 | $429,117,112 |
| 483 | Sanchez & Zures, LLC | $269,665 | $140,495,477 | — | $140,495,477 |
| 484 | Bazis Young Investment Group, LLC | $270,007 | $135,412,833 | $17,681,200 | $153,094,033 |
| 485 | Financial Futures Limited Liability Company | $270,020 | $134,200,000 | — | $134,200,000 |
| 486 | Wealth Management Solutions LLC | $270,157 | $176,682,434 | — | $176,682,434 |
| 487 | Vital Investment Management LLC | $270,158 | $128,237,413 | $897,875 | $129,135,288 |
| 488 | Money Management Services, Inc. | $270,231 | $290,310,642 | $4,511,166 | $294,821,808 |
| 489 | Second Half Financial Partners, LLC | $270,659 | $192,167,861 | — | $192,167,861 |
| 490 | Evergreen Advisors, LLC | $270,675 | $268,582,669 | $37,279,562 | $305,862,231 |
| 491 | Measured Wealth Private Client Group, LLC | $270,972 | $391,064,273 | $4,283,268 | $395,347,541 |
| 492 | Kaizen Financial Strategies, LLC | $271,089 | $141,127,050 | $1,194,517 | $142,321,567 |
| 493 | GRYPHON ADVISORS, LLC | $271,234 | $271,497,614 | $78,664,850 | $350,162,464 |
| 494 | Waterfront Wealth Inc. | $271,429 | $570,000,000 | — | $570,000,000 |
| 495 | CMG Capital Management Group, Inc. | $271,461 | $206,575,079 | $25,524,140 | $232,099,219 |
| 496 | One Day In July LLC | $272,349 | $352,261,943 | $16,498,191 | $368,760,134 |
| 497 | First Financial Group Corporation | $272,480 | $190,191,000 | — | $190,191,000 |
| 498 | Madden Advisory Services, Inc. | $272,540 | $159,163,230 | — | $159,163,230 |
| 499 | Financial Harvest, LLC | $272,816 | $204,264,628 | $620,440 | $204,885,068 |
| 500 | Grove Street Fiduciary, LLC | $272,939 | $300,644,738 | $13,508,172 | $314,152,910 |
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.
