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
551Mattern Wealth Management LLC$283,721$327,314,068$8,328,284$335,642,352
552Planning Capital Management Corp.$283,753$189,547,078$189,547,078
553Private Wealth Advisors, LLC$283,754$345,729,624$167,091$345,896,715
554Fortress Wealth Management, Inc.$284,160$218,229,702$573,260$218,802,962
555Capstone Investment Financial Group, LLC$284,651$98,513,050$4,245,823$102,758,873
556Cambridge Capital Management, LLC$284,801$211,488,929$32,300,368$243,789,297
557Centricity Wealth Management, LLC$284,940$87,223,000$68,924,000$156,147,000
558Objectivity Squared, LLC$285,261$251,600,000$251,600,000
559Copperleaf Capital, LLC$285,367$141,716,624$14,664,414$156,381,038
560Hendershott Wealth Management, LLC$285,539$113,073,448$113,073,448
561Financial Independence, LLC$285,808$176,343,523$176,343,523
562GEOMETRIC WEALTH ADVISORS, LLC$285,975$225,920,000$225,920,000
563Brown Wealth Management, LLC$286,125$120,916,000$21,288,000$142,204,000
564Brewster Financial Planning LLC$286,183$150,024,620$221,697$150,246,317
565Grunden Financial Advisory, Inc.$286,224$286,796,156$286,796,156
566TTP Investments, Inc.$286,282$226,449,066$226,449,066
567Wealth Preservation Advisors, LLC$286,570$323,690,650$15,608,385$339,299,035
568Regatta Capital Group, LLC$286,953$563,612,476$119,048,528$682,661,004
569Capital Developers, LLC$287,011$129,998,902$3,174,073$133,172,975
570Robert Priske, LLC$287,523$120,759,455$120,759,455
571The Nalls Sherbakoff Group, LLC$288,296$214,492,131$214,492,131
572Sharkey Howes & Javer Inc$288,413$769,485,101$769,485,101
573LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
574Isto Advisors, LLC$288,727$515,301,573$25,195,540$540,497,113
575Robasciotti & Associates , Inc.$288,931$154,000,000$154,000,000
576Lowe Wealth Advisors, LLC$289,259$352,557,063$9,016,736$361,573,799
577G&S Capital LLC$289,570$259,744,612$259,744,612
578Bonfire Financial, LLC$289,597$119,201,756$3,297,968$122,499,724
579Burns Matteson Capital Management, LLC$289,622$283,250,218$283,250,218
580Burkett Financial Services, LLC$289,838$333,803,809$16,320,000$350,123,809
581Prairiewood Capital, LLC$289,850$119,997,715$119,997,715
582Kovalcik & Geraghty Wealth Partners LLP$289,923$172,298,322$3,974,745$176,273,067
583Delta Financial Group, Inc.$290,656$854,988,022$56,508,868$911,496,890
584THE DAVID J. YVARS GROUP, INC.$290,704$178,953,863$61,458,245$240,412,108
585Moisand Fitzgerald Tamayo, LLC$290,710$735,319,371$7,445,057$742,764,428
586Alpha Capital Family Office, LLC$290,955$136,295,788$3,653,349$139,949,137
587Beacon Financial Planning, Inc$290,996$207,479,961$207,479,961
588Fullen Financial Group, Inc.$291,644$195,401,485$195,401,485
589All Star Financial Inc$291,896$424,417,300$424,417,300
590Copper Leaf Financial, LLC$292,057$116,238,581$116,238,581
591Mendota Financial Group, LLC$292,256$265,256,544$12,386,861$277,643,405
592Macke Financial Advisory Group, Inc.$292,351$125,216,369$10,141,963$135,358,332
593Krane Financial Solutions, LLC$292,455$90,303,881$52,414,240$142,718,121
594Strategic Financial Planning, Inc.$292,607$142,499,777$142,499,777
595Professional Financial Advisors Inc$292,669$309,640,698$13,173,753$322,814,451
596Ironwood Financial, LLC$292,838$300,312,894$14,195,189$314,508,083
597Omega Wealth Management LLC$293,135$19,777,573$143,498,599$163,276,172
598Prato Capital Management, Inc.$293,290$152,217,450$152,217,450
599The Planning Center, Inc.$293,609$765,785,061$77,167,430$842,952,491
600Northland Capital Management, LLC$293,677$137,734,400$137,734,400
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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.