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 |
|---|---|---|---|---|---|
| 451 | Peak Wealth Management LLC | $390,723 | $158,586,720 | $46,863 | $158,633,583 |
| 452 | Kahler Financial Group, Inc. | $306,361 | $147,646,000 | $11,049,000 | $158,695,000 |
| 453 | Flower City Capital LLC | $362,112 | $138,559,110 | $20,408,082 | $158,967,192 |
| 454 | COMPREHENSIVE FINANCIAL PLANNING INC | $400,579 | $123,182,244 | $35,847,646 | $159,029,890 |
| 455 | Madden Advisory Services, Inc. | $272,540 | $159,163,230 | — | $159,163,230 |
| 456 | OBJECTIVE CAPITAL MANAGEMENT, LLC | $396,949 | $136,314,277 | $22,862,362 | $159,176,639 |
| 457 | Kachkovsky & Fisher, Inc. | $178,491 | $148,183,308 | $11,030,642 | $159,213,950 |
| 458 | Sage Stone Wealth Management LLC | $534,479 | $154,488,658 | $4,786,149 | $159,274,807 |
| 459 | Westview Management LLC | $390,485 | $155,371,387 | $3,946,501 | $159,317,888 |
| 460 | Weinberger Asset Management, Inc | $563,010 | $159,331,713 | — | $159,331,713 |
| 461 | Allied Portfolio Management, Inc. | $474,473 | $159,423,000 | — | $159,423,000 |
| 462 | FFP Wealth Management, LLC | $223,012 | $155,548,756 | $3,904,971 | $159,453,727 |
| 463 | Park Ridge Asset Management LLC | $333,163 | $154,947,882 | $4,637,193 | $159,585,075 |
| 464 | Lotusgroup Advisors, LLC | $115,307 | $73,618,701 | $86,196,459 | $159,815,160 |
| 465 | Strauss Wealth Advising, Inc. | $265,340 | $160,000,000 | — | $160,000,000 |
| 466 | Global Wealth Strategies LLC | $4,571,429 | $160,000,000 | — | $160,000,000 |
| 467 | STONEGATE WEALTH MANAGEMENT, LLC | $1,103,834 | $157,325,000 | $2,731,000 | $160,056,000 |
| 468 | Breton Financial, Inc. | $4,451,472 | — | $160,252,982 | $160,252,982 |
| 469 | Franklin, Joyce Lea | $857,472 | $160,347,183 | — | $160,347,183 |
| 470 | Navigen, LLC | $233,935 | $160,713,137 | — | $160,713,137 |
| 471 | Santa Fe Advisors LLC | $773,221 | $152,433,000 | $8,397,000 | $160,830,000 |
| 472 | Wealth Legacy Institute, Inc. | $328,245 | $160,840,035 | — | $160,840,035 |
| 473 | WILSON & BOUCHER CAPITAL MANAGEMENT, LLC | $384,524 | $161,115,762 | — | $161,115,762 |
| 474 | Assetgrade, LLC | $300,333 | $160,620,386 | $658,274 | $161,278,660 |
| 475 | Private Capital Management, Inc. | $572,108 | $143,548,946 | $17,785,517 | $161,334,463 |
| 476 | Clientfirst Wealth Management, LLC | $1,429,186 | $161,498,000 | — | $161,498,000 |
| 477 | Rivertree Advisors, LLC | $557,310 | $158,917,261 | $2,702,748 | $161,620,009 |
| 478 | Successful Money Strategies Inc | $266,659 | $161,862,000 | — | $161,862,000 |
| 479 | Lumia Wealth, LLC | $340,193 | $154,020,548 | $7,911,290 | $161,931,838 |
| 480 | Petrovic Financial Solutions LLC | $300,929 | $152,650,718 | $9,550,170 | $162,200,888 |
| 481 | CDM Financial Counseling Services, Inc. | $358,926 | $83,524,855 | $78,709,721 | $162,234,576 |
| 482 | Tempus Wealth Planning, LLC | $216,392 | $119,662,565 | $43,064,167 | $162,726,732 |
| 483 | MOS Capital, Inc | $527,869 | $161,688,202 | $1,423,422 | $163,111,624 |
| 484 | Pring/Turner Capital Group, Inc. | $499,045 | $162,795,365 | $392,393 | $163,187,758 |
| 485 | Holder Wealth Management, Inc. | $253,433 | $163,211,000 | — | $163,211,000 |
| 486 | Omega Wealth Management LLC | $293,135 | $19,777,573 | $143,498,599 | $163,276,172 |
| 487 | Amore Ambro, LLC | $651,797 | $87,496,000 | $76,105,164 | $163,601,164 |
| 488 | FPC Investment Advisory, Inc. | $371,049 | $163,632,689 | — | $163,632,689 |
| 489 | Capital West Partners, LLC | $385,068 | $122,023,093 | $41,630,754 | $163,653,847 |
| 490 | Cornerstone Investment Advisors, LLC | $401,135 | $83,054,834 | $80,608,097 | $163,662,931 |
| 491 | Kilterhowling LLC | $314,407 | $151,831,023 | $11,974,768 | $163,805,791 |
| 492 | Canter Strategic Wealth Management, LLC | $992,842 | $163,818,948 | — | $163,818,948 |
| 493 | 46 Peaks LLC | $666,256 | $163,899,000 | — | $163,899,000 |
| 494 | Align Impact, LLC | $7,812,692 | $164,066,530 | — | $164,066,530 |
| 495 | Trinity Wealth Management, LLC | $400,718 | $135,502,479 | $28,791,904 | $164,294,383 |
| 496 | Intervest Ltd | $509,948 | $107,327,794 | $57,385,348 | $164,713,142 |
| 497 | South Georgia Capital, LLC | $578,288 | $164,812,072 | — | $164,812,072 |
| 498 | Premis Advisors, LLC | $1,298,930 | $26,239,191 | $138,724,914 | $164,964,105 |
| 499 | Garrison Point Advisors, LLC | $541,079 | $157,587,138 | $7,442,092 | $165,029,230 |
| 500 | ET George Investment Management, LLC | $303,944 | $165,041,504 | — | $165,041,504 |
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.
