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
201Navigate Private Wealth, LLC$194,849$376,642,861$376,642,861
202Security First Advisors, Inc.$194,933$338,014,365$338,014,365
203Wiser Wealth Management, Inc$194,958$145,114,697$1,493,917$146,608,614
204Wolff Wiese Magana LLC$195,186$274,303,336$14,962,302$289,265,638
205Clearview Wealth Advisors, LLC$195,452$219,617,000$6,326,000$225,943,000
206Archetype Advisors, LLC$195,479$100,085,333$100,085,333
207Equita Financial Network, Inc.$195,649$107,311,632$295,190$107,606,822
208LIFEPLAN FINANCIAL GROUP, INC.$195,652$340,613,866$27,212,302$367,826,168
209Fischer Investment Strategies, LLC$196,064$142,538,703$142,538,703
210Tassel Capital Management, Inc.$196,453$116,299,910$116,299,910
211Fure Financial Corporation$197,156$216,280,478$216,280,478
212Spartan Planning & Wealth Management, LLC$197,464$106,920,917$75,930,321$182,851,238
213Northern Capital Management, Inc.$198,482$341,192,244$395,091$341,587,335
214Finivi Inc.$198,761$167,597,248$14,865,372$182,462,620
215Lwealth, LLC$199,015$171,535,098$3,001,129$174,536,227
216Quantum Financial Planning Services, Inc.$199,026$348,632,815$37,876,520$386,509,335
217Bauerle Financial, Inc$199,129$95,761,933$6,988,778$102,750,711
218Financial Symmetry Incorporated$199,141$284,256,771$380,476,878$664,733,649
219Facet Wealth, Inc$199,543$502,250,733$502,250,733
220Lindahl & Mansager Inc$199,662$152,342,000$152,342,000
221Mason & Associates, LLC$200,274$236,524,176$236,524,176
222One Degree Advisors, Inc.$200,513$251,230,725$3,219,875$254,450,600
223Clay Northam Wealth Management, LLC$200,913$209,551,845$209,551,845
224Premier Estate Planners, LLC$200,969$124,066,941$84,136,514$208,203,455
225Stewart Wealth Management, Inc.$201,204$204,292,256$34,537,395$238,829,651
226The Helmstar Group, LLC$201,584$259,237,115$259,237,115
227Klaas Financial Asset Advisors, LLC.$201,819$438,149,250$438,149,250
228RPC Private Wealth, LLC$202,093$188,175,931$1,993,927$190,169,858
229Long Run Wealth Advisors, LLC$202,264$240,819,032$36,080,175$276,899,207
230Mindful Asset Planning LLC$202,415$281,964,467$281,964,467
231Sentara Capital LLC$202,489$113,596,215$113,596,215
232Arkfeld Wealth Strategies, L.L.C.$202,696$221,017,900$49,175,600$270,193,500
233Planning Strategies, Inc.$203,069$220,733,181$1,830,497$222,563,678
234Ailsa Capital, Inc.$203,250$175,811,581$175,811,581
235PFG Private Wealth Management, LLC$203,404$192,623,435$5,289,088$197,912,523
236Vista Private Wealth Partners LLC$203,443$400,211,066$1,792,172$402,003,238
237O'Boyle Wealth Management, Inc.$203,527$201,788,113$23,922,990$225,711,103
238IAM Advisory LLC$203,903$451,237,484$451,237,484
239Hughes Warren, Inc.$204,621$137,505,638$137,505,638
240Endowment Wealth Management, Inc.$204,773$212,713,885$17,040,970$229,754,855
241MEANS WEALTH MANAGEMENT$205,230$373,591,527$51,645,198$425,236,725
242Darden Wealth Group, Inc$205,254$131,103,708$2,516,684$133,620,392
243Planned Solutions Financial & Insurance Services, Inc.$205,315$333,276,488$7,547,029$340,823,517
244New Millennium Group, LLC$206,647$118,228,545$180,249$118,408,794
245Elwood & Goetz Wealth Advisory Group, LLC$207,155$419,488,424$419,488,424
246MFA Wealth Advisors, LLC$207,457$327,974,515$5,201,966$333,176,481
247VESTORY, LLC$207,548$433,424,640$22,351,831$455,776,471
248New Perspectives, Inc.$207,650$148,000,000$4,000,000$152,000,000
249Braun-Bostich & Associates Inc.$207,886$190,631,376$2,078,752$192,710,128
250WEALTH MANAGEMENT GROUP, LLC$207,973$169,914,158$169,914,158
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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.