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 |
|---|---|---|---|---|---|
| 601 | Bluestem Financial Advisors, LLC | $293,901 | $215,113,410 | $6,194,323 | $221,307,733 |
| 602 | J.E. Simmons & Co., P.C. | $294,409 | $141,021,840 | — | $141,021,840 |
| 603 | CYPRESS CAPITAL MANAGEMENT, LLC | $294,588 | $130,502,431 | — | $130,502,431 |
| 604 | Patriot Investment Management Group Inc | $294,653 | $1,329,100,777 | $4,202,541 | $1,333,303,318 |
| 605 | Praetorian Wealth Management, Inc. | $294,914 | $321,268,876 | $2,251,913 | $323,520,789 |
| 606 | Shoreline Financial Advisors, LLC | $295,065 | $182,209,481 | $12,533,441 | $194,742,922 |
| 607 | Fort Vancouver Investment Management, LLC | $295,276 | $140,256,234 | — | $140,256,234 |
| 608 | Cornerstone Wealth Advisors, Inc. | $295,371 | $337,181,371 | $35,872,684 | $373,054,055 |
| 609 | Campbell Rooks Wealth Management, L.L.C. | $295,854 | $125,264,036 | $9,349,664 | $134,613,700 |
| 610 | WT Wealth Management, LLC | $295,967 | $262,575,119 | $16,521,410 | $279,096,529 |
| 611 | Sherclar, Inc | $296,086 | $124,356,000 | — | $124,356,000 |
| 612 | Financial Designs Corporation | $296,334 | $300,814,499 | $95,976,757 | $396,791,256 |
| 613 | Martel Wealth Advisors Inc | $296,655 | $692,691,790 | $123,407,471 | $816,099,261 |
| 614 | Hyperion Partners, LLC | $296,779 | $203,684,302 | $6,731,867 | $210,416,169 |
| 615 | Taylor Financial Group, Inc. | $297,442 | $268,887,670 | — | $268,887,670 |
| 616 | The Retirement Planning Group, Inc. | $297,480 | $1,124,177,216 | — | $1,124,177,216 |
| 617 | Callahan Financial Planning Company | $297,524 | $222,366,856 | $2,561,036 | $224,927,892 |
| 618 | BCR Wealth Strategies, LLC | $297,604 | $295,223,233 | — | $295,223,233 |
| 619 | Navalign, LLC | $297,974 | $404,947,000 | — | $404,947,000 |
| 620 | Bay Colony Advisory Group, Inc. | $298,006 | $462,575,081 | $73,240,358 | $535,815,439 |
| 621 | Cambridge Financial Group, LLC | $298,283 | $352,271,894 | — | $352,271,894 |
| 622 | Burrus Financial Services, Inc. | $299,957 | $243,565,227 | — | $243,565,227 |
| 623 | Investment Security Group, Inc. | $299,974 | $798,230,467 | — | $798,230,467 |
| 624 | Assetgrade, LLC | $300,333 | $160,620,386 | $658,274 | $161,278,660 |
| 625 | Soundview Advisors, Inc. | $300,549 | $276,447,038 | $6,369,252 | $282,816,290 |
| 626 | Maltin Wealth Management, Inc. | $300,580 | $259,395,305 | $10,525,815 | $269,921,120 |
| 627 | Wallace Hart LLC | $300,699 | $175,000,000 | $40,000,000 | $215,000,000 |
| 628 | Petrovic Financial Solutions LLC | $300,929 | $152,650,718 | $9,550,170 | $162,200,888 |
| 629 | Wilsey Asset Management Incorporated | $300,978 | $360,270,737 | — | $360,270,737 |
| 630 | CAPITAL FORMATION STRATEGIES INC | $300,986 | $134,841,741 | — | $134,841,741 |
| 631 | Midland Financial Advisors, Inc. | $301,157 | $203,366,836 | $11,960,386 | $215,327,222 |
| 632 | The Archer Consulting Group, LLC | $301,688 | $143,000,000 | — | $143,000,000 |
| 633 | Capital Square, LLC | $301,693 | $255,056,851 | $6,209,034 | $261,265,885 |
| 634 | Christine Messmer, P.C. | $302,016 | $1,261,227 | $138,572,302 | $139,833,529 |
| 635 | Ironwood Wealth Management, Inc. | $302,273 | $194,965,868 | — | $194,965,868 |
| 636 | Whitener Capital Management, Inc | $302,277 | $275,189,229 | $39,783,869 | $314,973,098 |
| 637 | Lifesteps Financial, Inc. | $302,654 | $204,042,068 | $35,659,687 | $239,701,755 |
| 638 | Security Financial Services, Inc. | $302,856 | $644,206,101 | $16,019,921 | $660,226,022 |
| 639 | MKD Wealth Coaches, LLC | $303,108 | $268,154,317 | $35,257,110 | $303,411,427 |
| 640 | Capita Financial Network, LLC | $303,165 | $822,182,373 | — | $822,182,373 |
| 641 | ET George Investment Management, LLC | $303,944 | $165,041,504 | — | $165,041,504 |
| 642 | ALJIAN CAPITAL MANAGEMENT | $304,170 | $183,797,669 | $3,266,641 | $187,064,310 |
| 643 | Advantage Capital Advisors, LLC | $304,241 | $131,736,302 | — | $131,736,302 |
| 644 | Association Financial Services Inc. | $304,546 | — | $493,363,966 | $493,363,966 |
| 645 | Harmony Asset Management LLC | $304,862 | $88,485,020 | $22,179,799 | $110,664,819 |
| 646 | HHM Wealth Advisors, LLC | $304,932 | $616,877,741 | $32,627,438 | $649,505,179 |
| 647 | Cannon Beach Consultants Inc | $305,516 | $128,552,301 | $68,505,479 | $197,057,780 |
| 648 | Global Financial Advisory Services, Inc. | $305,710 | — | $124,423,884 | $124,423,884 |
| 649 | Macroview Investment Management LLC | $305,907 | $137,352,200 | — | $137,352,200 |
| 650 | Advance Capital Management Inc | $306,000 | $3,408,838,972 | $42,233,861 | $3,451,072,833 |
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.
