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
651Cordis Financial, LLC$306,036$141,082,772$141,082,772
652Financial Alternatives, Inc.$306,075$241,303,257$3,862,872$245,166,129
653Kahler Financial Group, Inc.$306,361$147,646,000$11,049,000$158,695,000
654Agilis Wealth Management,LLC$306,418$106,633,297$106,633,297
655Robinswood Financial LLC$306,534$334,223,205$2,657,276$336,880,481
656Fonville Wealth Management LLC$306,603$209,233,854$19,798,960$229,032,814
657Shakespeare Wealth Management, Inc.$307,038$301,511,336$301,511,336
658Van Der Noord Financial Advisors, Inc.$307,242$118,902,716$118,902,716
659Better Money Decisions, LLC$307,395$131,257,866$131,257,866
660Lumina Wealth Management, LLC$307,626$132,140,106$4,753,297$136,893,403
661The Keystone Financial Alliance, LLC$307,692$124,330,469$2,746,495$127,076,964
662Pension & Wealth Management Advisors, Inc.$307,822$128,053,975$128,053,975
663Searcy Financial Services, Inc.$308,105$306,000,118$3,645,737$309,645,855
664ETF Portfolio Partners, Inc.$308,400$244,003,944$557,456$244,561,400
665Markle Financial LLC$308,731$123,488,451$8,957,089$132,445,540
666Mayfair Advisory Group, LLC$308,987$234,110,000$720,000$234,830,000
667Wealthway Financial Advisors$309,590$165,321,000$165,321,000
668Samalin Investment Counsel, LLC$309,880$239,938,764$32,135,894$272,074,658
669Aspire Planning Associates, Inc.$310,162$123,444,466$123,444,466
670PFC Capital Group Inc$310,461$201,799,842$201,799,842
671Manhattan West Asset Management, LLC$310,499$144,404,410$59,904,107$204,308,517
672VALENTINE VENTURES, LLC$310,804$137,685,982$137,685,982
673MURPHY & SYLVEST$310,854$129,602,314$2,821,507$132,423,821
674M & A Consulting Group, LLC$310,855$189,000,000$189,000,000
675Carlsbad Wealth Advisory Group, Inc.$310,940$196,824,814$196,824,814
676Hoey Investments, Inc.$311,165$312,098,208$312,098,208
677Voyager Capital Management, LLC$311,287$195,235,665$2,431,616$197,667,281
678Marotta Asset Management, Inc.$311,336$456,038,756$14,701,091$470,739,847
679Ruedi Wealth Management, Inc.$311,562$283,609,474$7,077,799$290,687,273
680Alliance Wealth Advisors, LLC$311,690$261,508,875$30,232,634$291,741,509
681Shoreline Asset Management, LLC$311,836$196,280,361$799,781$197,080,142
682The H Group, Inc.$311,866$712,614,862$712,614,862
683Simplex Wealth Management, LLC$312,103$176,987,979$5,904,376$182,892,355
684Cordant, Inc.$312,116$217,762,241$6,024,761$223,787,002
685Northstar Financial Companies, Inc.$312,322$200,032,719$5,163,018$205,195,737
686LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
687Treasure Coast Financial Planning, Inc.$312,549$167,213,692$167,213,692
688Rainsberger Wealth Advisors, Inc.$312,886$230,955,030$17,476,193$248,431,223
689Sunburst Financial Group, LLC$313,355$364,535,127$28,411,915$392,947,042
690Betterwealth LLC$313,380$337,898,692$7,445,530$345,344,222
691Addis & Hill, Incorporated$313,565$111,315,633$111,315,633
692Coign Capital Advisors LLC$313,747$248,487,614$248,487,614
693Peterson Wealth Advisors, LLC$313,837$349,614,386$349,614,386
694Fc360 Wealth Management, Inc.$313,905$85,798,333$21,557,133$107,355,466
695Clear Perspectives Financial Planning, LLC$314,063$285,169,162$285,169,162
696Wealthbridge Capital Management, LLC$314,369$450,804,873$450,804,873
697Strategic Family Wealth Counselors, L.L.C.$314,381$813,000,000$127,000,000$940,000,000
698Kilterhowling LLC$314,407$151,831,023$11,974,768$163,805,791
699Signalpoint Asset Management LLC$314,436$426,115,051$9,064,825$435,179,876
700Legend Financial Advisors Inc$314,554$300,554,170$10,539,717$311,093,887
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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.