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 |
|---|---|---|---|---|---|
| 851 | FOUR PONDS FINANCIAL PLANNING | $352,047 | $101,208,345 | $12,854,753 | $114,063,098 |
| 852 | GARNER FINANCIAL MANAGEMENT | $352,261 | $122,464,061 | $2,236,275 | $124,700,336 |
| 853 | SIMPLEX WEALTH MANAGEMENT | $352,336 | $221,992,147 | $7,731,248 | $229,723,395 |
| 854 | TFS ADVISORS, LLC | $352,438 | — | $121,591,218 | $121,591,218 |
| 855 | HUDSON COMPANIES | $352,477 | $100,190,827 | $23,176,053 | $123,366,880 |
| 856 | MERIDIAN FINANCIAL PARTNERS LLC | $352,569 | $358,914,757 | — | $358,914,757 |
| 857 | SAYBROOK WEALTH GROUP, INC. | $353,183 | $10,029,215 | $126,652,526 | $136,681,741 |
| 858 | KOVALCIK & GERAGHTY WEALTH PARTNERS LLP | $353,768 | $217,952,226 | $2,799,310 | $220,751,536 |
| 859 | AMERICAN MONEY MANAGEMENT, LLC | $354,253 | $541,554,684 | $11,433,517 | $552,988,201 |
| 860 | HURLOW WEALTH MANAGEMENT GROUP, INC. | $354,463 | $409,974,455 | $71,386,280 | $481,360,735 |
| 861 | VANTAGE WEALTH MANAGEMENT, LLC | $354,578 | $488,608,000 | — | $488,608,000 |
| 862 | AFFINITY WEALTH MANAGEMENT LLC | $354,908 | $611,358,912 | $45,575,015 | $656,933,927 |
| 863 | WHITENER CAPITAL MANAGEMENT, INC | $355,210 | $339,651,229 | $48,948,771 | $388,600,000 |
| 864 | DESTINY WEALTH PARTNERS, LLC | $355,733 | $944,785,686 | $2,886,276 | $947,671,962 |
| 865 | BCK PARTNERS, INC. | $355,978 | $191,516,171 | — | $191,516,171 |
| 866 | INTEGRITY FINANCIAL CORPORATION | $356,067 | $485,520,160 | $67,808,149 | $553,328,309 |
| 867 | BRIGHTWATER ADVISORY, LLC | $356,520 | $212,123,077 | $8,206,440 | $220,329,517 |
| 868 | INVESTMENTS & FINANCIAL PLANNING, LLC | $356,827 | $223,016,793 | — | $223,016,793 |
| 869 | HEYDORN STONE CAPITAL MANAGEMENT LLC | $357,284 | $99,926,910 | $1,541,612 | $101,468,522 |
| 870 | BETTERWEALTH LLC | $357,396 | $406,292,073 | $8,287,323 | $414,579,396 |
| 871 | ADVISORS FINANCIAL, INC. | $357,714 | $257,196,040 | — | $257,196,040 |
| 872 | FAMILY WEALTH ADVISORY GROUP, LLC | $357,905 | $172,715,069 | $93,208,473 | $265,923,542 |
| 873 | GARDEY FINANCIAL ADVISORS INC | $357,966 | $180,984,110 | $36,659,258 | $217,643,368 |
| 874 | CITRINE CAPITAL | $358,119 | $192,310,021 | — | $192,310,021 |
| 875 | JPS FINANCIAL, LLC | $358,237 | $221,380,767 | $15,413,686 | $236,794,453 |
| 876 | ONYX FINANCIAL ADVISORS, LLC | $358,248 | $326,363,848 | — | $326,363,848 |
| 877 | ASPEN PRIVATE ADVISORS, LLC | $358,383 | $145,145,021 | — | $145,145,021 |
| 878 | SIGNALPOINT ASSET MANAGEMENT LLC | $358,845 | $505,830,211 | $9,112,115 | $514,942,326 |
| 879 | PLANNING CAPITAL MANAGEMENT CORP. | $359,163 | $269,372,285 | — | $269,372,285 |
| 880 | KEEN CAPITAL, LLC | $359,188 | $109,077,075 | $2,630,475 | $111,707,550 |
| 881 | GRIFFIN BLACK, INC. | $359,228 | $188,953,738 | — | $188,953,738 |
| 882 | CROWLEY WEALTH MANAGEMENT, INC. | $359,503 | $339,371,220 | — | $339,371,220 |
| 883 | ISI FINANCIAL GROUP INC | $359,529 | $721,935,095 | — | $721,935,095 |
| 884 | HHM WEALTH ADVISORS, LLC | $360,259 | $828,092,340 | $36,889,855 | $864,982,195 |
| 885 | TRANQUILLI FINANCIAL ADVISOR, LLC | $360,525 | $161,515,341 | — | $161,515,341 |
| 886 | ARBOR CAPITAL MANAGEMENT INC | $360,556 | $296,026,331 | $6,840,683 | $302,867,014 |
| 887 | CLARO ADVISORS, LLC | $360,754 | $718,444,407 | $44,550,008 | $762,994,415 |
| 888 | COSTELLO FINANCIAL PLANNING, INC. | $360,809 | $101,842,309 | $18,307,017 | $120,149,326 |
| 889 | FMA WEALTH MANAGEMENT, LLC | $360,841 | $147,060,868 | $9,544,202 | $156,605,070 |
| 890 | KILTERHOWLING LLC | $360,938 | $171,414,500 | $29,266,931 | $200,681,431 |
| 891 | RIVER STREET ADVISORS, LLC | $361,052 | $182,302,710 | $4,000,115 | $186,302,825 |
| 892 | GREAT GABLE WEALTH MANAGEMENT, LLC | $361,130 | $136,507,086 | — | $136,507,086 |
| 893 | TRADEWINDS, LLC | $361,313 | $267,371,971 | — | $267,371,971 |
| 894 | LIFESTEPS FINANCIAL | $361,452 | $249,999,325 | $48,198,666 | $298,197,991 |
| 895 | KMG FIDUCIARY PARTNERS, LLC | $361,767 | $924,313,971 | — | $924,313,971 |
| 896 | VISTA ADVISOR GROUP, LLC | $361,867 | $168,201,869 | $2,961,236 | $171,163,105 |
| 897 | SBC WEALTH MANAGEMENT | $362,294 | $1,006,504,371 | $3,208,315 | $1,009,712,686 |
| 898 | SHIRA RIDGE WEALTH MANAGEMENT | $362,447 | $242,595,181 | $1,694,068 | $244,289,249 |
| 899 | CLINTSMAN FINANCIAL PLANNING | $362,767 | $508,599,590 | — | $508,599,590 |
| 900 | INVESTOR ADVISORY GROUP | $362,781 | — | $154,544,746 | $154,544,746 |
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.
