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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
451Peak Wealth Management LLC$390,723$158,586,720$46,863$158,633,583
452Kahler Financial Group, Inc.$306,361$147,646,000$11,049,000$158,695,000
453Flower City Capital LLC$362,112$138,559,110$20,408,082$158,967,192
454COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
455Madden Advisory Services, Inc.$272,540$159,163,230$159,163,230
456OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
457Kachkovsky & Fisher, Inc.$178,491$148,183,308$11,030,642$159,213,950
458Sage Stone Wealth Management LLC$534,479$154,488,658$4,786,149$159,274,807
459Westview Management LLC$390,485$155,371,387$3,946,501$159,317,888
460Weinberger Asset Management, Inc$563,010$159,331,713$159,331,713
461Allied Portfolio Management, Inc.$474,473$159,423,000$159,423,000
462FFP Wealth Management, LLC$223,012$155,548,756$3,904,971$159,453,727
463Park Ridge Asset Management LLC$333,163$154,947,882$4,637,193$159,585,075
464Lotusgroup Advisors, LLC$115,307$73,618,701$86,196,459$159,815,160
465Strauss Wealth Advising, Inc.$265,340$160,000,000$160,000,000
466Global Wealth Strategies LLC$4,571,429$160,000,000$160,000,000
467STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
468Breton Financial, Inc.$4,451,472$160,252,982$160,252,982
469Franklin, Joyce Lea$857,472$160,347,183$160,347,183
470Navigen, LLC$233,935$160,713,137$160,713,137
471Santa Fe Advisors LLC$773,221$152,433,000$8,397,000$160,830,000
472Wealth Legacy Institute, Inc.$328,245$160,840,035$160,840,035
473WILSON & BOUCHER CAPITAL MANAGEMENT, LLC$384,524$161,115,762$161,115,762
474Assetgrade, LLC$300,333$160,620,386$658,274$161,278,660
475Private Capital Management, Inc.$572,108$143,548,946$17,785,517$161,334,463
476Clientfirst Wealth Management, LLC$1,429,186$161,498,000$161,498,000
477Rivertree Advisors, LLC$557,310$158,917,261$2,702,748$161,620,009
478Successful Money Strategies Inc$266,659$161,862,000$161,862,000
479Lumia Wealth, LLC$340,193$154,020,548$7,911,290$161,931,838
480Petrovic Financial Solutions LLC$300,929$152,650,718$9,550,170$162,200,888
481CDM Financial Counseling Services, Inc.$358,926$83,524,855$78,709,721$162,234,576
482Tempus Wealth Planning, LLC$216,392$119,662,565$43,064,167$162,726,732
483MOS Capital, Inc$527,869$161,688,202$1,423,422$163,111,624
484Pring/Turner Capital Group, Inc.$499,045$162,795,365$392,393$163,187,758
485Holder Wealth Management, Inc.$253,433$163,211,000$163,211,000
486Omega Wealth Management LLC$293,135$19,777,573$143,498,599$163,276,172
487Amore Ambro, LLC$651,797$87,496,000$76,105,164$163,601,164
488FPC Investment Advisory, Inc.$371,049$163,632,689$163,632,689
489Capital West Partners, LLC$385,068$122,023,093$41,630,754$163,653,847
490Cornerstone Investment Advisors, LLC$401,135$83,054,834$80,608,097$163,662,931
491Kilterhowling LLC$314,407$151,831,023$11,974,768$163,805,791
492Canter Strategic Wealth Management, LLC$992,842$163,818,948$163,818,948
49346 Peaks LLC$666,256$163,899,000$163,899,000
494Align Impact, LLC$7,812,692$164,066,530$164,066,530
495Trinity Wealth Management, LLC$400,718$135,502,479$28,791,904$164,294,383
496Intervest Ltd$509,948$107,327,794$57,385,348$164,713,142
497South Georgia Capital, LLC$578,288$164,812,072$164,812,072
498Premis Advisors, LLC$1,298,930$26,239,191$138,724,914$164,964,105
499Garrison Point Advisors, LLC$541,079$157,587,138$7,442,092$165,029,230
500ET George Investment Management, LLC$303,944$165,041,504$165,041,504
« Previous PageNext Page »

Showing 451 to 500 of 2,412 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.