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 |
|---|---|---|---|---|---|
| 351 | THE SHARP FINANCIAL GROUP | $496,487 | $145,613,404 | $1,843,238 | $147,456,642 |
| 352 | THE RUDD COMPANY, LLC | $337,873 | $152,168,295 | $23,863,788 | $176,032,083 |
| 353 | THE RICE PARTNERSHIP, LLC | $815,730 | $507,120,553 | $41,865,566 | $548,986,119 |
| 354 | THE RETIREMENT PLANNING GROUP, INC. | $310,215 | $1,431,334,279 | — | $1,431,334,279 |
| 355 | THE RELAXING RETIREMENT COACH, INC. | $485,304 | $536,260,452 | — | $536,260,452 |
| 356 | THE PROSPERITY PEOPLE | $241,343 | $122,504,848 | $1,304,310 | $123,809,158 |
| 357 | THE PROFESSIONAL FINANCIAL COMPANY LLC | $420,584 | $197,253,782 | — | $197,253,782 |
| 358 | THE PLANNING GROUP | $392,564 | $193,715,950 | $18,661,247 | $212,377,197 |
| 359 | THE PLANNING CENTER, INC. | $316,083 | $825,894,130 | $169,767,307 | $995,661,437 |
| 360 | THE PLANNER'S EDGE LLC | $657,177 | $147,864,886 | — | $147,864,886 |
| 361 | THE PERSONAL WEALTH COACH | $248,772 | $199,266,555 | — | $199,266,555 |
| 362 | THE PATTEN GROUP, INC. | $448,364 | $511,583,841 | — | $511,583,841 |
| 363 | THE O'DONNELL GROUP | $467,411 | $355,929,100 | $18,000,000 | $373,929,100 |
| 364 | THE NALLS SHERBAKOFF GROUP, LLC | $289,803 | $238,507,962 | — | $238,507,962 |
| 365 | THE MOSAIC FINANCIAL GROUP, LLC | $1,895,259 | $518,034,961 | $590,691,519 | $1,108,726,480 |
| 366 | THE MONITOR GROUP, INC. | $245,523 | $140,373,948 | $1,292,982 | $141,666,930 |
| 367 | THE MONEY ADVISOR GROUP, LLC | $422,316 | $197,977,861 | $48,654,689 | $246,632,550 |
| 368 | THE MILLSTONE EVANS GROUP, LLC | $349,915 | $718,601,955 | $12,019,758 | $730,621,713 |
| 369 | THE MENARD FINANCIAL GROUP, LLC | $629,723 | $253,778,305 | — | $253,778,305 |
| 370 | THE MATHER GROUP, LLC | $683,047 | $7,584,242,198 | $995,516,873 | $8,579,759,071 |
| 371 | THE MARTIN WORLEY GROUP | $374,959 | $285,718,930 | — | $285,718,930 |
| 372 | THE MARSHALL FINANCIAL GROUP, INC | $562,735 | $822,649,177 | $12,449,285 | $835,098,462 |
| 373 | THE LEWIS FINANCIAL GROUP | $608,928 | $265,492,656 | — | $265,492,656 |
| 374 | THE LEGACY FINANCIAL GROUP, INC. | $311,191 | $318,660,000 | — | $318,660,000 |
| 375 | THE KEYSTONE FINANCIAL ALLIANCE, LLC | $333,333 | $147,000,000 | $3,000,000 | $150,000,000 |
| 376 | THE KELLY GROUP | $786,854 | $744,363,798 | — | $744,363,798 |
| 377 | THE JUNK INVESTMENT GROUP | $450,438 | — | $490,977,691 | $490,977,691 |
| 378 | THE JOSEPH GROUP CAPITAL MANAGEMENT | $1,126,516 | $763,777,757 | — | $763,777,757 |
| 379 | THE J. ARNOLD WEALTH MANAGEMENT CO., LLC | $136,841 | $244,534,453 | — | $244,534,453 |
| 380 | THE INVICTUS COLLECTIVE, LLC | $1,562,717 | $140,568,794 | $151,659,250 | $292,228,044 |
| 381 | THE HUMPHREYS GROUP | $2,441,182 | $290,500,622 | — | $290,500,622 |
| 382 | THE HOLBEN GROUP, LLC | $318,182 | $140,000,000 | — | $140,000,000 |
| 383 | THE HOGAN-KNOTTS FINANCIAL GROUP, INC. | $474,456 | $304,126,578 | — | $304,126,578 |
| 384 | THE HOERNER PLANNING GROUP, LLC | $1,052,091 | $832,819,744 | $361,303,735 | $1,194,123,479 |
| 385 | THE HIGH NET WORTH ADVISORY GROUP, LLC | $590,444 | $529,567,681 | $51,428,887 | $580,996,568 |
| 386 | THE HELMSTAR GROUP, LLC | $267,793 | $341,704,173 | — | $341,704,173 |
| 387 | THE H GROUP, INC. | $271,388 | $891,237,188 | — | $891,237,188 |
| 388 | THE H GROUP WASHINGTON, INC. | $269,024 | $181,860,014 | — | $181,860,014 |
| 389 | THE GOFF FINANCIAL GROUP | $824,419 | $457,552,800 | — | $457,552,800 |
| 390 | THE FINANCIAL ADVISORY GROUP, INC. | $557,177 | $1,200,159,117 | — | $1,200,159,117 |
| 391 | THE FINANCIAL ADVISORS, LLC | $451,071 | $938,355,596 | $36,407,885 | $974,763,481 |
| 392 | THE FAMILY FIRM, INC. | $763,382 | $756,840,739 | $1,960,950 | $758,801,689 |
| 393 | THE FAIRMAN GROUP, LLC | $856,824 | $483,105,906 | $322,308,184 | $805,414,090 |
| 394 | THE ETF STORE, INC. | $206,287 | $167,845,372 | $34,109,349 | $201,954,721 |
| 395 | THE ESTATE PLANNERS GROUP | $1,149,600 | $283,900,000 | $3,500,000 | $287,400,000 |
| 396 | THE ELLERSON GROUP INC | $2,206,476 | $218,023,179 | $2,624,423 | $220,647,602 |
| 397 | THE CLARK GROUP ASSET MANAGEMENT | $403,318 | $198,462,799 | $49,174,163 | $247,636,962 |
| 398 | THE CLARIUS GROUP, LLC | $4,256,495 | $2,129,568,685 | $1,313,935,882 | $3,443,504,567 |
| 399 | THE BURNEY COMPANY | $630,921 | $2,625,894,633 | — | $2,625,894,633 |
| 400 | THE BOLLARD GROUP LLC | $10,951,275 | $5,275,682,681 | $178,052,431 | $5,453,735,112 |
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.
