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 |
|---|---|---|---|---|---|
| 1301 | BUCHER WEALTH ADVISORS | $588,528 | — | $115,351,474 | $115,351,474 |
| 1302 | CAUBLE & HARRE WEALTH MANAGEMENT, INC. | $587,681 | $239,774,000 | — | $239,774,000 |
| 1303 | WINTHROP PARTNERS - WNY, LLC | $587,456 | $149,238,516 | $2,912,544 | $152,151,060 |
| 1304 | HELM INVESTMENT MANAGEMENT, LLC | $586,877 | $286,395,940 | — | $286,395,940 |
| 1305 | PINNEY & SCOFIELD, INC. | $586,786 | $664,829,088 | — | $664,829,088 |
| 1306 | JENTNER WEALTH MANAGEMENT | $585,841 | $529,600,647 | — | $529,600,647 |
| 1307 | RIGGS ASSET MANAGEMENT CO INC | $585,098 | $441,811,892 | $9,298,630 | $451,110,522 |
| 1308 | CANNON CAPITAL MANAGEMENT, INC. | $585,027 | $172,045,491 | $110,522,377 | $282,567,868 |
| 1309 | FIRESTONE CAPITAL MANAGEMENT INC | $584,355 | $639,641,539 | $6,070,365 | $645,711,904 |
| 1310 | CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. | $583,962 | $256,359,525 | — | $256,359,525 |
| 1311 | SPRAKER WEST WEALTH MANAGEMENT, INC | $583,624 | $236,367,581 | — | $236,367,581 |
| 1312 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS | $581,574 | $1,497,259,644 | $63,102,597 | $1,560,362,241 |
| 1313 | DESERANNO WEALTH MANAGEMENT | $581,358 | $172,081,901 | — | $172,081,901 |
| 1314 | PARKER FINANCIAL ADVISORS LLC | $580,966 | $194,796,490 | $408,022 | $195,204,512 |
| 1315 | NORTH FORTY TWO & CO. | $580,694 | $130,656,250 | — | $130,656,250 |
| 1316 | ALPHA FIDUCIARY | $580,160 | $156,825,600 | $397,779 | $157,223,379 |
| 1317 | HILTON HEAD FINANCIAL ADVISORS, INC. | $580,103 | $298,357,979 | $13,157,583 | $311,515,562 |
| 1318 | CORE WEALTH ADVISORS, INC. | $580,086 | $410,561,029 | $139,678 | $410,700,707 |
| 1319 | APEX WEALTH MANAGEMENT, LLC | $578,913 | $106,519,918 | — | $106,519,918 |
| 1320 | BELL INVESTMENT ADVISORS INC | $576,941 | $589,937,360 | $66,621,975 | $656,559,335 |
| 1321 | VAUGHAN AND COMPANY SECURITIES, INC. | $576,520 | $245,000,000 | $30,000,000 | $275,000,000 |
| 1322 | RUTHERFORD ASSET PLANNING, INC. | $576,287 | $193,056,034 | — | $193,056,034 |
| 1323 | CAMDEN WEALTH ADVISORS LLC | $576,093 | $276,307,715 | $4,249,393 | $280,557,108 |
| 1324 | NCM CAPITAL MANAGEMENT, LLC | $575,817 | $298,273,051 | — | $298,273,051 |
| 1325 | SITTNER & NELSON, LLC | $575,740 | $750,206,392 | $17,830,881 | $768,037,273 |
| 1326 | SAGE HILL CAPITAL | $575,282 | $158,202,436 | — | $158,202,436 |
| 1327 | HACKMAN FINANCIAL GROUP | $574,703 | $248,156,420 | $30,000,000 | $278,156,420 |
| 1328 | SAGE RHINO CAPITAL LLC | $573,996 | $746,769,280 | — | $746,769,280 |
| 1329 | RIVERTREE ADVISORS, LLC | $573,072 | $169,328,932 | $6,030,983 | $175,359,915 |
| 1330 | COMPREHENSIVE FINANCIAL PLANNING INC | $573,004 | $231,995,944 | $32,159,019 | $264,154,963 |
| 1331 | HOGANTAYLOR WEALTH | $572,973 | $462,394,422 | $100,838,196 | $563,232,618 |
| 1332 | FINANCIAL LIFE FOCUS, LLC | $572,326 | — | $317,068,506 | $317,068,506 |
| 1333 | HELLER WEALTH MANAGEMENT | $572,265 | $320,342,001 | $3,559,852 | $323,901,853 |
| 1334 | NAVIGOE, LLC | $572,003 | $304,911,718 | $1,681,654 | $306,593,372 |
| 1335 | HOULIHAN FINANCIAL RESOURCE GROUP, LTD. | $571,721 | $313,303,141 | — | $313,303,141 |
| 1336 | 46 PEAKS INVESTMENT ADVISORY GROUP | $571,541 | $182,321,461 | — | $182,321,461 |
| 1337 | STEGENT EQUITY ADVISORS INC. | $571,534 | $225,147,361 | $1,751,490 | $226,898,851 |
| 1338 | AFS FINANCIAL GROUP, LLC | $571,348 | $505,643,018 | — | $505,643,018 |
| 1339 | DIESSLIN GROUP, INC. | $570,904 | $606,515,680 | $123,670,084 | $730,185,764 |
| 1340 | EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT | $569,714 | $2,739,096,715 | $2,367,305 | $2,741,464,020 |
| 1341 | PEAK FINANCIAL ADVISORS | $569,485 | $222,119,157 | $1,688,606 | $223,807,763 |
| 1342 | BEACON FINANCIAL ADVISORS | $569,403 | $170,734,240 | $12,613,621 | $183,347,861 |
| 1343 | ODER INVESTMENT MANAGEMENT, LLC | $568,728 | $280,227,742 | $17,216,952 | $297,444,694 |
| 1344 | TREEHOUSE WEALTH ADVISORS | $568,424 | $185,334,789 | $7,929,529 | $193,264,318 |
| 1345 | JHP WEALTH MANAGEMENT, LLC | $568,328 | $162,541,926 | — | $162,541,926 |
| 1346 | ACCRETIVE WEALTH PARTNERS, LLC | $566,888 | $250,452,942 | $15,984,562 | $266,437,504 |
| 1347 | WOMACK WEALTH MANAGEMENT, INC. | $566,466 | $270,331,033 | $4,971,321 | $275,302,354 |
| 1348 | DIVERSIFIED FINANCIAL MANAGEMENT | $566,367 | $108,752,602 | $122,325,044 | $231,077,646 |
| 1349 | SAX WEALTH ADVISORS, LLC | $566,088 | $1,329,716,943 | $31,157,559 | $1,360,874,502 |
| 1350 | FRANCIS FINANCIAL | $566,025 | $418,248,458 | $47,590,113 | $465,838,571 |
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.
