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 |
|---|---|---|---|---|---|
| 1201 | GALLACHER CAPITAL MANAGEMENT, LLC | $432,538 | $404,659,000 | $50,371,000 | $455,030,000 |
| 1202 | INSIGHT STRATEGIC WEALTH LLC | $433,461 | $187,658,239 | $2,631,293 | $190,289,532 |
| 1203 | SWITCHPOINT FINANCIAL PLANNING LLC | $433,740 | $129,688,276 | — | $129,688,276 |
| 1204 | DEL MAR WEALTH MANAGEMENT INC | $434,047 | $130,648,207 | — | $130,648,207 |
| 1205 | IMPACTFOLIO LLC | $434,116 | $146,297,039 | — | $146,297,039 |
| 1206 | BROWN FINANCIAL ADVISORY | $434,282 | $281,584,610 | $3,738,727 | $285,323,337 |
| 1207 | AVL/WEALTHCARE, LLC | $434,479 | $122,088,640 | — | $122,088,640 |
| 1208 | TEALWOOD ASSET MANAGEMENT | $434,752 | $364,054,288 | $267,470 | $364,321,758 |
| 1209 | B&C FINANCIAL ADVISORS | $435,132 | $474,855,852 | $7,705,872 | $482,561,724 |
| 1210 | CYNDEO WEALTH PARTNERS | $435,147 | $1,385,506,598 | — | $1,385,506,598 |
| 1211 | MCKINLEY CARTER WEALTH SERVICES, INC. | $435,800 | $2,038,462,444 | $56,427,104 | $2,094,889,548 |
| 1212 | TRUST INVESTMENT ADVISORS | $435,895 | $170,434,821 | — | $170,434,821 |
| 1213 | NOVA R WEALTH, INC. | $436,788 | $406,037,157 | $14,153,250 | $420,190,407 |
| 1214 | ANDREW HILL INVESTMENT ADVISORS, INC. | $436,800 | $152,880,000 | — | $152,880,000 |
| 1215 | WINDWARD WEALTH STRATEGIES, INC. | $436,802 | $168,605,663 | — | $168,605,663 |
| 1216 | WEALTHCOLLAB | $436,808 | $109,202,080 | — | $109,202,080 |
| 1217 | HERITAGE FINANCIAL SERVICES, LLC | $436,848 | $2,228,359,850 | — | $2,228,359,850 |
| 1218 | SALVUS WEALTH MANAGEMENT, LLC | $437,244 | $249,666,338 | — | $249,666,338 |
| 1219 | INNOVATIVE ADVISER SOLUTIONS, LLC | $437,382 | $101,910,000 | — | $101,910,000 |
| 1220 | MORRIS FINANCIAL CONCEPTS, INC. | $437,504 | $345,638,268 | $10,052,417 | $355,690,685 |
| 1221 | LAUREL WEALTH PLANNING | $437,627 | $329,277,851 | $12,508,683 | $341,786,534 |
| 1222 | CAPITAL INVESTMENT ADVISORS, LLC | $437,650 | $4,209,677,657 | $14,518,421 | $4,224,196,078 |
| 1223 | VERUS FINANCIAL PARTNERS | $437,688 | $983,047,963 | — | $983,047,963 |
| 1224 | HERITAGE WEALTH MANAGEMENT | $437,966 | $208,548,000 | $10,435,140 | $218,983,140 |
| 1225 | J.K. FINANCIAL, INC. | $438,182 | $168,700,000 | — | $168,700,000 |
| 1226 | SILICON VALLEY WEALTH ADVISORS, LLC | $438,206 | $467,055,632 | $12,341,354 | $479,396,986 |
| 1227 | BLUEKEY WEALTH ADVISORS, LLC | $438,231 | $133,443,768 | $26,510,540 | $159,954,308 |
| 1228 | SJA FINANCIAL ADVISORY, LLC | $438,241 | $534,899,605 | $631,046 | $535,530,651 |
| 1229 | CHURCHILL MANAGEMENT GROUP | $438,845 | $7,782,747,396 | $132,260,254 | $7,915,007,650 |
| 1230 | AMERICAN FINANCIAL ADVISORS, LLC. | $439,225 | $925,887,267 | — | $925,887,267 |
| 1231 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $439,383 | $110,806,803 | $6,069,193 | $116,875,996 |
| 1232 | RETIREMENT ADVISORS, INC. | $439,441 | $153,421,822 | $1,261,317 | $154,683,139 |
| 1233 | TRUENORTH WEALTH ADVISORS | $439,528 | $201,743,225 | — | $201,743,225 |
| 1234 | S. R. SCHILL & ASSOCIATES, INC. | $439,619 | $262,196,390 | $255,917 | $262,452,307 |
| 1235 | BEDEL FINANCIAL CONSULTING INC | $440,066 | $1,885,007,422 | $6,836,100 | $1,891,843,522 |
| 1236 | CLARITY WEALTH MANAGEMENT, INC. | $440,525 | $118,315,336 | $9,436,822 | $127,752,158 |
| 1237 | WATERWAY WEALTH MANAGEMENT, L.L.C. | $440,587 | $498,744,808 | — | $498,744,808 |
| 1238 | KAIZEN FINANCIAL ADVISORS, LLC | $440,815 | $173,765,000 | $54,577,000 | $228,342,000 |
| 1239 | MSP WEALTH MANAGEMENT, LLC | $441,343 | $169,701,420 | $1,098,444 | $170,799,864 |
| 1240 | SENSIBLE MONEY, LLC | $441,427 | $405,671,398 | — | $405,671,398 |
| 1241 | ALLRED CAPITAL MANAGEMENT, LLC | $441,490 | $367,458,220 | $35,180,922 | $402,639,142 |
| 1242 | CLARITI WEALTH ADVISORS | $441,969 | $409,982,437 | $81,045,570 | $491,028,007 |
| 1243 | HIGH NOTE WEALTH, LLC | $442,107 | $433,933,998 | $214,749 | $434,148,747 |
| 1244 | MAGNUS FINANCIAL GROUP LLC | $442,705 | $1,129,782,370 | — | $1,129,782,370 |
| 1245 | CARTER FINANCIAL, LLC | $442,709 | $237,854,260 | $1,208,404 | $239,062,664 |
| 1246 | DAVIS FINANCIAL PLANNING | $442,929 | — | $104,974,126 | $104,974,126 |
| 1247 | BERKSHIRE MONEY MANAGEMENT, INC. | $443,571 | $853,221,718 | $209,642 | $853,431,360 |
| 1248 | WILLOW GROVE ADVISORS, LLC | $443,904 | $185,103,991 | $4,104 | $185,108,095 |
| 1249 | S.F. EHRLICH ASSOCIATES, INC. | $444,100 | $153,214,338 | — | $153,214,338 |
| 1250 | BIP WEALTH, LLC | $444,156 | $1,474,245,352 | $728,323,016 | $2,202,568,368 |
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.
