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
151Rachor Investment Advisory Services, LLC$179,248$191,853,983$2,630,213$194,484,196
152Financial Planning Solutions, LLC$179,686$160,761,198$20,002,604$180,763,802
153Washington Wealth Advisors, LLC$180,004$25,020,598$184,144,402$209,165,000
154Kessler Investment Group, LLC$180,582$143,006,241$26,379,296$169,385,537
155Beacon Wealth Consultants, Inc.$181,063$145,378,588$196,298$145,574,886
156Camarda Financial Advisors , LLC$181,238$211,398,428$2,461,940$213,860,368
157Heritage Financial LLC$181,582$175,885,705$23,672,982$199,558,687
158THE FIDUCIARY ALLIANCE$181,834$194,518,750$1,498,557$196,017,307
159Kerntke Otto Mcglone Wealth Management Group$181,953$542,366,203$24,054,198$566,420,401
160Mullooly Asset Management, Inc.$182,189$315,655,344$624,608$316,279,952
161Entrust Financial LLC$182,643$181,582,530$12,566,518$194,149,048
162S&A Financial Services, Inc.$182,750$234,474,785$18,086,390$252,561,175
163Hardin Capital Partners, LLC$183,299$152,815,238$15,453,289$168,268,527
164Nikulski Financial, Inc.$183,412$201,600,000$31,700,000$233,300,000
165Great Oak Capital Partners, LLC$184,024$173,000,000$9,000,000$182,000,000
166L.D. Lowe Wealth Advisory, Inc.$184,157$135,539,746$135,539,746
167Williams Financial, LLC$184,303$121,100,295$9,754,586$130,854,881
168Teamwork Financial Advisors, LLC$184,461$463,920,002$463,920,002
169Monumental Financial Group Inc.$184,841$114,046,661$114,046,661
170RPA Wealth Management$184,844$154,529,721$154,529,721
171Hutto Retirement Advisors, LLC$184,879$149,012,760$149,012,760
172Boothe Investment Group, Inc.$184,961$187,800,000$4,190,000$191,990,000
173Tree City Advisors, LLC$185,524$102,732,625$33,441,698$136,174,323
174First Financial Advisors Inc$185,569$238,827,819$238,827,819
175Leading Edge Financial Planning LLC$185,982$135,209,171$135,209,171
176Spectrum Financial Alliance, Ltd., L.L.C.$186,706$240,850,770$240,850,770
177Kelly Wood Financial Group, LLC$186,831$227,000,000$227,000,000
178Straightline Group, LLC$187,281$1,001,745,133$55,083,164$1,056,828,297
179Global View Investment Advisors, LLC$187,556$298,497,861$842,128$299,339,989
180BCGM Wealth Management, LLC$187,715$201,491,361$38,595,611$240,086,972
181Florian Financial Group LLC$187,805$118,129,288$118,129,288
182Alpha Capital Advisors, Inc Dba Eagle Financial Strategies$188,130$116,452,563$116,452,563
183Omega Capital Management,LLC$189,130$104,400,000$104,400,000
184Mills Wealth Advisors, LLC$189,344$192,762,340$28,959,407$221,721,747
185Scott Smith Financial, Inc.$189,422$102,757,571$17,336,238$120,093,809
186Clark Financial Services Group Inc$190,017$267,328,752$23,967,177$291,295,929
187Lighthouse Wealth Management, Inc.$190,228$138,296,008$138,296,008
188Oliver Capital Management, Inc.$190,955$31,755,488$238,446,223$270,201,711
189Avery Wealth, Inc.$191,264$165,005,283$1,967,977$166,973,260
190Jenkins Wealth$191,290$243,892,551$384,820$244,277,371
191Easley Investment Consultants, Inc.$191,739$132,021,073$13,891,973$145,913,046
192TOTAL WEALTH PLANNING AND MANAGEMENT, INC.$191,971$125,626,874$1,841,798$127,468,672
193Kowalski Financial Inc.$192,306$113,845,000$113,845,000
194Artifex Financial Group, LLC$192,741$153,614,273$153,614,273
195Ironwood Wealth Management, LLC$193,314$398,509,408$2,037,734$400,547,142
196WFG Capital Advisors, LLC$193,767$187,412,739$8,873,247$196,285,986
197Sofos Investments, Inc.$193,785$149,408,613$149,408,613
198McNaughton Wealth Management, LLC$194,147$139,681,293$2,045,863$141,727,156
199Monaco Capital Management, LLC$194,631$176,766,665$1,710,203$178,476,868
200Tricord Advisors, Inc.$194,688$152,441,018$152,441,018
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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.