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