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
251LPWM LLC$208,316$195,399,864$2,500,000$197,899,864
252Kairos Private Wealth, Inc.$208,531$99,666,710$6,892,413$106,559,123
253Jeffrey N. Mehler, Cfp LLC$209,796$164,528,020$71,702,669$236,230,689
254Amussen, Hunsaker & Associates, LLC$209,948$368,038,169$368,038,169
255Alpha Omega Group, Inc.$210,278$225,111,175$36,685,100$261,796,275
256Forness Financial LLC$210,379$150,000,000$150,000,000
257Portland Private Wealth Management, Inc.$211,112$179,825,322$9,542,422$189,367,744
258McNamara Financial Services, Inc.$211,314$510,957,683$510,957,683
259PKS Investment Advisors LLC$211,709$164,812,098$3,920,197$168,732,295
260Piershale Financial Group, Inc.$211,961$226,295,024$21,063,413$247,358,437
261Erts Wealth Advisors, LLC$212,227$379,000,000$48,000,000$427,000,000
262The Wealth Coach, LLC$212,401$165,673,082$165,673,082
263Hiley Hunt Wealth Management, Inc.$212,682$131,012,301$131,012,301
264Meriwether Wealth & Planning, LLC$212,804$193,226,333$193,226,333
265Apeiron Ria LLC$213,490$364,000,000$364,000,000
266STRAUSS FINANCIAL GROUP, INC.$213,846$139,000,000$139,000,000
267McIlrath & Eck, LLC$214,028$501,039,323$501,039,323
268CTB Financial Services, Ltd.$214,052$208,272,587$208,272,587
269AMDG Financial Advisory Services, LLC$214,971$211,961,082$211,961,082
270Wealth Management Group, Inc.$215,374$29,341,833$91,698,632$121,040,465
271MGM LLC$215,819$149,131,114$149,131,114
272Bellwether Investment Group, LLC$215,977$113,827,544$7,983,416$121,810,960
273BEACON CAPITAL MANAGEMENT, LLC$215,998$432,003,236$2,801,026$434,804,262
274Vestment Financial LLC$216,375$120,953,555$120,953,555
275Tempus Wealth Planning, LLC$216,392$119,662,565$43,064,167$162,726,732
276Thoma Capital Management LLC$216,863$202,340,691$2,812,062$205,152,753
277Timberchase Financial, LLC$216,912$139,040,440$139,040,440
278Invariant Investment Management LLC$217,188$180,294,498$1,492,027$181,786,525
279Crown Wealth Group LLC$217,401$111,526,652$111,526,652
280Stan Evans Financial Planning, LLC$217,476$112,000,000$112,000,000
281Omnistar Financial Group, Inc.$217,624$216,528,747$14,805,376$231,334,123
282Estate Management Counselors,LLC$217,767$186,626,100$186,626,100
283Alchemi Wealth, LLC$218,367$67,944,791$39,054,880$106,999,671
284Econ Financial Services Corporation$218,541$126,430,582$9,720,705$136,151,287
285Wealth Creation Management & Transfer, LLC$218,551$236,253,120$236,253,120
286Three Sixty Wealth Management, LLC$218,750$105,000,000$105,000,000
287Eaton-Cambridge Inc.$218,947$132,025,270$132,025,270
288Archer Investment Management, LLC$218,991$125,481,719$125,481,719
289Cornerstone Planning, LLC$219,132$130,651,280$5,210,582$135,861,862
290Financially In Tune, LLC$219,203$129,790,493$10,280,339$140,070,832
291Veripax Wealth Management, Inc.$219,420$195,342,823$379,464$195,722,287
292Compass Rose Investments, LLC$219,473$110,115,216$8,180,932$118,296,148
293Chancellor Financial Group Lp$219,583$118,181,227$41,894,680$160,075,907
294Atlas Wealth Partners LLC$219,765$157,132,299$157,132,299
295Boston Standard Wealth Management, LLC$220,453$312,822,713$312,822,713
296S & P Financial, Inc.$220,568$205,569,016$205,569,016
297Pelkonen And Associates LLC$220,641$176,071,230$176,071,230
298Moneywise Inc$220,642$324,785,652$324,785,652
299Austin Private Wealth, LLC$220,732$576,380,509$2,599,974$578,980,483
300COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
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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.