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 |
|---|---|---|---|---|---|
| 551 | Lucien Stirling & Gray Advisory Group Inc | $175,039 | $124,893,764 | $48,569,797 | $173,463,561 |
| 552 | Financial Advisory Services, LLC | $263,817 | $173,591,728 | — | $173,591,728 |
| 553 | Cathy Pareto And Associates, Inc. | $389,965 | $173,924,464 | — | $173,924,464 |
| 554 | Stephenson And Company, Inc. | $461,501 | $100,754,541 | $73,231,289 | $173,985,830 |
| 555 | Trunorth Financial Services, Inc. | $261,730 | $173,647,347 | $402,817 | $174,050,164 |
| 556 | Petra Financial Advisors Inc | $327,237 | $174,090,333 | — | $174,090,333 |
| 557 | Action Point Financial Planning, LLC | $176,751 | $170,200,000 | $3,900,000 | $174,100,000 |
| 558 | CAFG Wealth Management, Inc. | $235,977 | $174,151,236 | — | $174,151,236 |
| 559 | Lenk Ladner Investment Solutions LLC | $507,795 | $129,228,994 | $44,944,793 | $174,173,787 |
| 560 | Mine & Arao Wealth Creation And Management, LLC | $413,921 | $174,260,743 | — | $174,260,743 |
| 561 | AP Wealth Management, LLC | $748,224 | $169,936,194 | $4,399,986 | $174,336,180 |
| 562 | Insight Strategic Wealth LLC | $420,863 | $172,661,662 | $1,996,636 | $174,658,298 |
| 563 | Sound Stewardship, LLC | $226,812 | — | $174,872,000 | $174,872,000 |
| 564 | Chicago Wealth Management, Inc. | $244,752 | $174,997,758 | — | $174,997,758 |
| 565 | Capital Financial Advisors Of New York, LLC | $412,736 | $175,000,000 | — | $175,000,000 |
| 566 | Deseranno Corporation | $593,658 | $175,129,139 | — | $175,129,139 |
| 567 | Ailsa Capital, Inc. | $203,250 | $175,811,581 | — | $175,811,581 |
| 568 | KP Financial Management, LLC Dba Caissa Wealth Strategies | $396,934 | $168,623,564 | $7,218,204 | $175,841,768 |
| 569 | The Aranda Group Advisors, LLC | $444,604 | $1,397,156 | $174,666,075 | $176,063,231 |
| 570 | Pelkonen And Associates LLC | $220,641 | $176,071,230 | — | $176,071,230 |
| 571 | Investor'S Capital Management, LLC | $420,601 | $169,276,175 | $6,955,657 | $176,231,832 |
| 572 | Kovalcik & Geraghty Wealth Partners LLP | $289,923 | $172,298,322 | $3,974,745 | $176,273,067 |
| 573 | Financial Independence, LLC | $285,808 | — | $176,343,523 | $176,343,523 |
| 574 | Coe Capital Management, LLC | $905,128 | $176,500,000 | — | $176,500,000 |
| 575 | Millares Asset Management, LLC | $1,045,251 | $176,647,383 | — | $176,647,383 |
| 576 | Wealth Management Solutions LLC | $270,157 | $176,682,434 | — | $176,682,434 |
| 577 | Landmark Wealth Management, LLC | $341,113 | $176,696,494 | — | $176,696,494 |
| 578 | Firstrust LLC | $1,273,381 | $166,000,000 | $11,000,000 | $177,000,000 |
| 579 | Silver Oak Wealth Advisors Services, LLC | $428,940 | $177,152,239 | — | $177,152,239 |
| 580 | Signify Wealth LLC | $780,679 | $169,925,613 | $7,288,575 | $177,214,188 |
| 581 | Equistar Wealth Management LLC | $635,292 | $174,991,992 | $2,254,525 | $177,246,517 |
| 582 | Montvue Capital Management, Inc. | $446,662 | $177,771,347 | — | $177,771,347 |
| 583 | Mezzasalma Advisors, LLC | $375,587 | $177,698,781 | $329,547 | $178,028,328 |
| 584 | Carmel Capital Management L.L.C. | $1,856,250 | $178,200,000 | — | $178,200,000 |
| 585 | Paladin Advisory Group, LLC | $814,777 | $178,436,078 | — | $178,436,078 |
| 586 | Monaco Capital Management, LLC | $194,631 | $176,766,665 | $1,710,203 | $178,476,868 |
| 587 | Lanier Asset Management, LLC | $349,244 | $142,745,562 | $36,067,392 | $178,812,954 |
| 588 | Belleair Asset Management, LLC | $616,908 | $121,890,769 | $57,012,611 | $178,903,380 |
| 589 | True Measure Wealth Management | $1,949,844 | $179,385,653 | — | $179,385,653 |
| 590 | New Potomac Partners LLC | $1,521,137 | $166,438,021 | $13,056,102 | $179,494,123 |
| 591 | Morton Brown Family Wealth LLC | $399,226 | $179,651,667 | — | $179,651,667 |
| 592 | Summit Place Financial Advisors,LLC | $777,989 | $179,715,532 | — | $179,715,532 |
| 593 | Truefg, LLC | $149,750 | $178,600,000 | $1,400,000 | $180,000,000 |
| 594 | Welch Investment Group, LLC | $250,401 | $180,038,322 | — | $180,038,322 |
| 595 | Concordia Wealth Management, LLC | $1,501,478 | $168,687,598 | $11,489,736 | $180,177,334 |
| 596 | Custos Family Office LLC | $1,201,491 | $174,246,806 | $5,976,792 | $180,223,598 |
| 597 | Agate Pass Investment Management, LLC | $707,015 | $180,288,735 | — | $180,288,735 |
| 598 | Capstone Wealth Management Group, LLC | $269,380 | $148,100,699 | $32,383,796 | $180,484,495 |
| 599 | GPM Growth Investors, Inc. | $482,925 | $180,614,000 | — | $180,614,000 |
| 600 | Professional Financial Strategies, Inc | $415,220 | $157,857,345 | $22,763,281 | $180,620,626 |
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.
