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 |
|---|---|---|---|---|---|
| 501 | MASCOMA WEALTH MANAGEMENT | $282,920 | $340,578,116 | $40,797,566 | $381,375,682 |
| 502 | ADVICEONE ADVISORY SERVICES, LLC | $282,928 | $1,299,488,224 | — | $1,299,488,224 |
| 503 | BEACON WEALTHCARE LLC | $283,085 | $232,941,056 | $2,868,836 | $235,809,892 |
| 504 | SUCCESSFUL MONEY STRATEGIES INC | $283,232 | $185,800,000 | — | $185,800,000 |
| 505 | CGN ADVISORS, LLC | $283,362 | $535,632,000 | $15,507,500 | $551,139,500 |
| 506 | VOISARD ASSET MANAGEMENT GROUP | $283,557 | $306,690,587 | $4,938,524 | $311,629,111 |
| 507 | CREEKMUR ASSET MANAGEMENT, LLC | $283,606 | $243,333,922 | — | $243,333,922 |
| 508 | WHITE WING WEALTH MANAGEMENT, LLC | $283,869 | $112,412,000 | — | $112,412,000 |
| 509 | WHITE WING WEALTH MANAGEMENT, LLC | $283,869 | $112,412,000 | — | $112,412,000 |
| 510 | DIVERGENT PLANNING | $283,969 | $200,198,469 | — | $200,198,469 |
| 511 | FOSTER VICTOR WEALTH ADVISORS | $284,033 | $990,674,000 | $127,278,000 | $1,117,952,000 |
| 512 | QUATTRO ADVISORS L.L.C. | $284,068 | $385,978,824 | $17,965,752 | $403,944,576 |
| 513 | EARTH EQUITY ADVISORS, LLC | $284,221 | $178,491,035 | — | $178,491,035 |
| 514 | RFM FINANCIAL SOLUTIONS, LLC | $284,411 | $137,676,515 | $39,511,767 | $177,188,282 |
| 515 | MMHP INVESTMENT ADVISORS | $284,788 | $402,690,744 | — | $402,690,744 |
| 516 | COGENTBLUE | $285,581 | $100,524,667 | — | $100,524,667 |
| 517 | STAKEHOLDERS CAPITAL | $286,172 | $134,909,253 | $16,189,310 | $151,098,563 |
| 518 | WILLIAM ALLAN, LLC | $286,272 | $170,618,269 | — | $170,618,269 |
| 519 | JOHN T. MCCARTHY, LLC | $286,497 | — | $136,659,000 | $136,659,000 |
| 520 | ASPIREAN WEALTH, LLC | $286,700 | $49,239,365 | $89,236,670 | $138,476,035 |
| 521 | PORTFOLIO ADVISORS, INC. | $287,062 | — | $236,251,628 | $236,251,628 |
| 522 | HOLDER WEALTH MANAGEMENT | $287,763 | $202,584,800 | — | $202,584,800 |
| 523 | BONFIRE FINANCIAL, LLC | $287,941 | $148,103,663 | $3,065,407 | $151,169,070 |
| 524 | FINANCIAL SOLUTIONS ASSOCIATES | $288,100 | $137,712,000 | — | $137,712,000 |
| 525 | TULL FINANCIAL GROUP, INC. | $288,871 | $262,391,506 | $4,813,940 | $267,205,446 |
| 526 | CEDAR FINANCIAL ADVISORS, LLC | $289,013 | $121,385,291 | — | $121,385,291 |
| 527 | WEALTHSTAR ADVISORS, LLC | $289,128 | $717,616,108 | — | $717,616,108 |
| 528 | BLUE SUMMIT WEALTH MANAGEMENT | $289,440 | $168,743,694 | — | $168,743,694 |
| 529 | THE NALLS SHERBAKOFF GROUP, LLC | $289,803 | $238,507,962 | — | $238,507,962 |
| 530 | COLLEGIATE CAPITAL MANAGEMENT, INC. | $289,825 | $450,924,819 | $48,153,401 | $499,078,220 |
| 531 | PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC | $290,067 | $384,048,054 | — | $384,048,054 |
| 532 | CAPE ANN CAPITAL, INC. | $290,467 | $181,411,539 | $20,753,579 | $202,165,118 |
| 533 | FINANCIAL CONSULTANTS GROUP INC | $290,504 | $98,495,567 | $2,890,351 | $101,385,918 |
| 534 | CX INSTITUTIONAL, LLC | $290,552 | $1,480,654,465 | — | $1,480,654,465 |
| 535 | DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC | $290,816 | $135,290,848 | $229,237 | $135,520,085 |
| 536 | TAYLOR & MORGAN ASSET MANAGEMENT, LLC | $291,120 | $254,147,833 | — | $254,147,833 |
| 537 | MONEY MANAGEMENT SERVICES INC | $291,143 | $334,050,702 | $6,004,578 | $340,055,280 |
| 538 | PITTSBURGH FINANCIAL PLANNERS, INC. | $291,329 | $20,499,647 | $93,992,596 | $114,492,243 |
| 539 | STRATEGIC PLANNING GROUP, INC. | $291,391 | $202,735,534 | $10,853,982 | $213,589,516 |
| 540 | INFINITI WEALTH MANAGEMENT | $291,731 | $155,492,849 | — | $155,492,849 |
| 541 | FINANCIAL PLAN, INC. | $291,824 | $935,880,675 | — | $935,880,675 |
| 542 | INTEGRITY ADVISORY, LLC | $291,872 | $256,617,882 | $21,827,925 | $278,445,807 |
| 543 | COVERED BRIDGE ADVISORS, LLC | $292,080 | $134,604,985 | $12,895,273 | $147,500,258 |
| 544 | WJ FINANCIAL ADVISORS, LLC | $292,574 | $145,116,902 | — | $145,116,902 |
| 545 | AMICUS FINANCIAL ADVISORS, LLC | $292,776 | $364,506,125 | — | $364,506,125 |
| 546 | MEREDITH WEALTH PLANNING | $292,926 | $150,857,094 | — | $150,857,094 |
| 547 | BLUE WATER WEALTH | $293,560 | $292,385,972 | — | $292,385,972 |
| 548 | T. ANTON INVESTMENT HOUSE, INC. | $293,753 | $277,009,514 | — | $277,009,514 |
| 549 | OREGON PACIFIC WEALTH MANAGEMENT | $293,869 | $139,000,000 | — | $139,000,000 |
| 550 | TFG ADVISORS | $293,886 | $368,533,485 | — | $368,533,485 |
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.
