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