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 |
|---|---|---|---|---|---|
| 51 | J2 Capital Management, Inc. | $128,347 | $116,667,165 | — | $116,667,165 |
| 52 | Callahan Capital Management Inc | $128,369 | $152,162,211 | $1,880,694 | $154,042,905 |
| 53 | Attentive Investment Managers, Inc. | $128,737 | $127,350,862 | $12,972,830 | $140,323,692 |
| 54 | Saos Capital, LLC | $129,999 | $112,309,667 | $15,869,422 | $128,179,089 |
| 55 | Trinity Capital Management, LLC | $130,225 | $108,668,075 | $1,893,079 | $110,561,154 |
| 56 | Boyle Capital Management, L.L.C. | $130,363 | $234,462,158 | $28,480,188 | $262,942,346 |
| 57 | Trustwell Financial Advisors, LLC | $130,902 | $110,552,529 | $190,520 | $110,743,049 |
| 58 | Pioneer Wealth Management Group, Inc | $132,948 | $114,000,000 | $1,000,000 | $115,000,000 |
| 59 | Macro Advisors, Inc. | $133,092 | $153,364,519 | $5,281,125 | $158,645,644 |
| 60 | Lifeguide Financial Advisors, LLC | $133,708 | $263,256,648 | $4,293,358 | $267,550,006 |
| 61 | EWA, LLC | $133,756 | $198,806,844 | $623,631 | $199,430,475 |
| 62 | J.G.Hendricks Financial Services, LLC | $135,663 | $261,620,266 | $5,364,411 | $266,984,677 |
| 63 | Wealthspan Partners, LLC | $136,669 | $180,639,155 | $5,231,018 | $185,870,173 |
| 64 | Financial Strategies Group, Inc | $137,957 | $361,840,593 | $18,230,834 | $380,071,427 |
| 65 | Applied Capital LLC | $138,390 | $265,088,690 | $4,909,657 | $269,998,347 |
| 66 | Financial Forum, Inc. | $139,213 | $182,508,594 | — | $182,508,594 |
| 67 | Lockshield Partners, Inc. | $139,666 | — | $159,358,858 | $159,358,858 |
| 68 | Spreng Capital Management, Inc. | $139,982 | $193,174,653 | — | $193,174,653 |
| 69 | Goalvest Advisory LLC | $140,008 | $170,810,107 | — | $170,810,107 |
| 70 | Capasso Planning Partners LLC | $140,514 | $140,350,000 | $10,000,000 | $150,350,000 |
| 71 | Review Services Inc | $140,658 | — | $117,449,233 | $117,449,233 |
| 72 | Peterson Financial Group, Inc. | $141,461 | $109,490,660 | — | $109,490,660 |
| 73 | Goodwin Investment Advisory, LLC | $141,904 | $150,418,297 | — | $150,418,297 |
| 74 | Decker Retirement Planning Inc. | $142,277 | $109,695,476 | — | $109,695,476 |
| 75 | Elite Financial, Inc. | $143,594 | $126,218,702 | — | $126,218,702 |
| 76 | Truadvice LLC | $143,725 | $484,782,934 | $4,600,122 | $489,383,056 |
| 77 | Mentor Capital Management Inc. | $143,989 | $105,689,242 | $27,932,361 | $133,621,603 |
| 78 | Hemming& Wealth Management, Inc. | $144,027 | $151,804,161 | — | $151,804,161 |
| 79 | John E. Sestina And Company | $146,282 | $447,768,194 | — | $447,768,194 |
| 80 | Penobscot Wealth Management | $147,214 | $228,930,168 | $282,774 | $229,212,942 |
| 81 | Lifestage Wealth Management LLC | $147,795 | $161,306,873 | $2,154,030 | $163,460,903 |
| 82 | LJI WEALTH MANAGEMENT, LLC | $149,042 | $310,751,963 | — | $310,751,963 |
| 83 | Valor Financial Services, LLC | $149,106 | $180,120,011 | — | $180,120,011 |
| 84 | Truefg, LLC | $149,750 | $178,600,000 | $1,400,000 | $180,000,000 |
| 85 | Demming Financial Services Corp. | $150,061 | $432,625,331 | — | $432,625,331 |
| 86 | Lifecycle Financial Planners Inc. | $150,229 | $391,142,406 | $130,003,482 | $521,145,888 |
| 87 | Gretchen Stangier, Inc. | $150,438 | $185,339,268 | — | $185,339,268 |
| 88 | Jack Keeter & Associates, Inc. | $150,836 | $106,325,241 | $12,985,874 | $119,311,115 |
| 89 | Elevage Partners, LLC | $150,937 | $185,351,045 | — | $185,351,045 |
| 90 | Riley Wealth Advisors, LLC | $151,325 | $125,600,000 | — | $125,600,000 |
| 91 | Kure Advisory, LLC | $151,511 | $100,300,000 | — | $100,300,000 |
| 92 | Formula Folio Investments, LLC | $151,803 | $2,830,280,439 | $636,742,811 | $3,467,023,250 |
| 93 | Basepoint Wealth, LLC | $152,293 | $327,379,504 | $5,076,745 | $332,456,249 |
| 94 | M Wealth Management, LLC | $153,392 | $140,046,579 | — | $140,046,579 |
| 95 | Kapusta Financial Group, Inc. | $154,046 | — | $133,711,750 | $133,711,750 |
| 96 | J. Team Financial, Inc. | $154,132 | $128,302,136 | $6,409,482 | $134,711,618 |
| 97 | Paradigm Wealth, LLC | $154,339 | $234,733,981 | $16,066,180 | $250,800,161 |
| 98 | Allgen Financial Advisors, Inc. | $155,041 | $263,570,000 | — | $263,570,000 |
| 99 | Fermata Advisors, LLC | $155,421 | $148,760,000 | $47,847,079 | $196,607,079 |
| 100 | Morris Retirement Advisors, LLC | $155,818 | $169,062,384 | — | $169,062,384 |
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.
