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 |
|---|---|---|---|---|---|
| 1351 | MONTEREY PRIVATE WEALTH, INC. | $474,464 | $823,177,163 | $35,128,609 | $858,305,772 |
| 1352 | DONALD W. NICHOLSON & ASSOCIATES LTD | $475,020 | — | $209,008,848 | $209,008,848 |
| 1353 | MONARCH WEALTH STRATEGIES | $475,064 | $228,615,961 | $16,992,210 | $245,608,171 |
| 1354 | DEFINE FINANCIAL, LLC | $475,252 | $139,723,964 | — | $139,723,964 |
| 1355 | EVERSOURCE WEALTH ADVISORS, LLC | $475,548 | $1,154,120,995 | $37,126,154 | $1,191,247,149 |
| 1356 | ATWATER MALICK | $475,797 | $405,379,058 | — | $405,379,058 |
| 1357 | HILLCREST FINANCIAL GROUP | $476,467 | $381,650,000 | — | $381,650,000 |
| 1358 | TRU INDEPENDENCE ASSET MANAGEMENT 2 | $476,698 | $284,588,722 | — | $284,588,722 |
| 1359 | WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC. | $476,790 | — | $396,689,542 | $396,689,542 |
| 1360 | FINANCIAL AVENGERS, INC. | $476,817 | $337,586,672 | — | $337,586,672 |
| 1361 | CAPITAL CS GROUP, LLC | $477,049 | $140,942,740 | $19,822,635 | $160,765,375 |
| 1362 | STILLWATER CAPITAL ADVISORS, LLC | $477,711 | $802,766,409 | $85,298,088 | $888,064,497 |
| 1363 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | $477,917 | $466,446,674 | — | $466,446,674 |
| 1364 | FINANCIAL FREEDOM | $477,961 | — | $347,478,000 | $347,478,000 |
| 1365 | CASSIA CAPITAL PARTNERS LLC | $478,495 | $164,123,645 | — | $164,123,645 |
| 1366 | WARBURTON CAPITAL MANAGEMENT, LLC | $478,984 | $490,839,502 | $1,076,719 | $491,916,221 |
| 1367 | NAPA WEALTH MANAGEMENT | $479,254 | $257,838,672 | — | $257,838,672 |
| 1368 | ZRC WEALTH MANAGEMENT, LLC | $479,419 | $282,861,747 | $1,433,434 | $284,295,181 |
| 1369 | FIDUCIARY FINANCIAL GROUP | $479,957 | $320,976,607 | $2,514,102 | $323,490,709 |
| 1370 | PINNACLE FINANCIAL GROUP LLC | $480,431 | $433,292,955 | $25,518,633 | $458,811,588 |
| 1371 | DOMANI WEALTH, LLC | $480,458 | $1,475,989,877 | $17,274,439 | $1,493,264,316 |
| 1372 | CAISSA WEALTH STRATEGIES | $480,899 | $236,417,921 | $2,588,760 | $239,006,681 |
| 1373 | CLAYTON FINANCIAL GROUP, LLC | $481,218 | $57,826,954 | $1,324,712,810 | $1,382,539,764 |
| 1374 | MONTVUE CAPITAL MANAGEMENT, INC. | $481,236 | $196,599,735 | $5,519,582 | $202,119,317 |
| 1375 | MARRICK WEALTH | $481,287 | $83,829,547 | $30,235,573 | $114,065,120 |
| 1376 | ARCHER POINTE WEALTH MANAGEMENT, LLC | $481,440 | $105,835,785 | $20,301,370 | $126,137,155 |
| 1377 | BRIGGS ADVISORY GROUP, INC. | $481,766 | $433,107,395 | — | $433,107,395 |
| 1378 | MARKS GROUP WEALTH MANAGEMENT, INC. | $482,254 | $1,405,831,251 | $215,506,949 | $1,621,338,200 |
| 1379 | SOUNDMARK WEALTH MANAGEMENT, LLC | $482,365 | $411,939,374 | — | $411,939,374 |
| 1380 | BRIGHTPATH WEALTH PLANNING, LLC | $482,715 | $141,435,545 | — | $141,435,545 |
| 1381 | ROSEROCK WEALTH MANAGEMENT, LLC | $483,217 | $132,500,000 | $5,700,000 | $138,200,000 |
| 1382 | HORIZON FAMILY WEALTH, INC. | $483,689 | $155,264,045 | — | $155,264,045 |
| 1383 | WEALTH PRESERVATION ADVISORS, LLC | $484,163 | $373,093,331 | $26,341,402 | $399,434,733 |
| 1384 | CLUTINGER WILLIAMS & VERHOYE INC | $484,373 | $118,507,517 | $10,819,983 | $129,327,500 |
| 1385 | LD LOWE WEALTH ADVISORY | $484,437 | $120,140,383 | — | $120,140,383 |
| 1386 | ALTFEST PERSONAL WEALTH MANAGEMENT | $484,505 | $1,527,955,353 | $27,305,515 | $1,555,260,868 |
| 1387 | CJM WEALTH ADVISERS, LTD. | $485,051 | $1,069,164,263 | $61,003,551 | $1,130,167,814 |
| 1388 | THE RELAXING RETIREMENT COACH, INC. | $485,304 | $536,260,452 | — | $536,260,452 |
| 1389 | AHL INVESTMENT MANAGEMENT, INC. | $485,645 | $157,105,369 | $729,161 | $157,834,530 |
| 1390 | FAI WEALTH MANAGEMENT | $485,695 | $318,130,095 | — | $318,130,095 |
| 1391 | CAPITAL SQUARE, LLC | $486,170 | $302,888,034 | $2,426,612 | $305,314,646 |
| 1392 | STRATHMORE CAPITAL ADVISORS | $486,559 | $358,444,155 | $9,880,985 | $368,325,140 |
| 1393 | RICHARD P. SLAUGHTER ASSOCIATES, INC. | $486,710 | $741,546,369 | $13,827,189 | $755,373,558 |
| 1394 | MISSION CREEK CAPITAL PARTNERS, INC. | $486,828 | $493,156,933 | — | $493,156,933 |
| 1395 | COLUMBIA RIVER ADVISORS | $487,266 | $483,104,437 | $12,932,297 | $496,036,734 |
| 1396 | SECHREST FINANCIAL SERVICES | $488,521 | — | $170,005,422 | $170,005,422 |
| 1397 | TOWERCREST CAPITAL MANAGEMENT, LLC | $488,937 | $606,770,591 | — | $606,770,591 |
| 1398 | ARISTA WEALTH MANAGEMENT, LLC | $489,579 | $434,776,780 | $89,072,338 | $523,849,118 |
| 1399 | BILTMORE CAPITAL ADVISORS | $489,768 | $644,534,683 | — | $644,534,683 |
| 1400 | JOHNSON WEALTH MANAGEMENT, LLC | $489,956 | $171,084,186 | $16,078,888 | $187,163,074 |
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.
