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.

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