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 | TL PRIVATE WEALTH | $355,270 | $175,414,694 | $1,154,539 | $176,569,233 |
| 552 | SPOOR BEHRINS CAMPBELL & YOUNG SECURITIES CORP | $1,450,316 | — | $176,938,575 | $176,938,575 |
| 553 | 1776 WEALTH LLC | $431,707 | $177,000,000 | — | $177,000,000 |
| 554 | SILICON HILLS WEALTH MANAGEMENT | $332,270 | $175,251,920 | $1,847,829 | $177,099,749 |
| 555 | CATALINA CAPITAL GROUP, LLC | $636,201 | $154,295,000 | $23,205,000 | $177,500,000 |
| 556 | BRYSPEN, INCORPORATED | $2,817,811 | — | $177,522,081 | $177,522,081 |
| 557 | ARCADIA WEALTH MANAGEMENT | $255,840 | $177,552,824 | — | $177,552,824 |
| 558 | PITZL FINANCIAL | $169,467 | $177,939,930 | — | $177,939,930 |
| 559 | SHORELINE FINANCIAL ADVISORS, LLC | $268,048 | $168,021,242 | $10,230,569 | $178,251,811 |
| 560 | SGH WEALTH MANAGEMENT | $240,641 | $178,315,131 | — | $178,315,131 |
| 561 | FOCUS WEALTH ADVISORS, LLC | $523,167 | $175,500,000 | $2,900,000 | $178,400,000 |
| 562 | J.F. WILLIAMS CO., INC. | $394,445 | — | $178,683,528 | $178,683,528 |
| 563 | JURIKA, MILLS & KEIFER, LLC | $1,069,988 | $178,688,000 | — | $178,688,000 |
| 564 | SHARPER & GRANITE LLC | $510,991 | $178,847,000 | — | $178,847,000 |
| 565 | TED BUCHAN & COMPANY | $202,640 | $152,164,222 | $26,766,754 | $178,930,976 |
| 566 | CHESAPEAKE FINANCIAL ADVISORS | $201,749 | $173,199,803 | $5,751,362 | $178,951,165 |
| 567 | WASHINGTON WEALTH ADVISORS, LLC | $170,450 | $165,497,000 | $13,475,000 | $178,972,000 |
| 568 | WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC | $1,297,005 | $178,986,693 | — | $178,986,693 |
| 569 | SCHULTZ FINANCIAL GROUP INCORPORATED | $391,242 | — | $179,188,919 | $179,188,919 |
| 570 | DEIGHAN WEALTH ADVISORS | $252,591 | $174,171,391 | $5,168,099 | $179,339,490 |
| 571 | ASSET MANAGEMENT RESOURCES, LLC | $258,002 | $159,232,670 | $20,336,781 | $179,569,451 |
| 572 | MANHATTAN WEST ASSET MANAGEMENT, LLC | $987,568 | $172,911,767 | $6,825,564 | $179,737,331 |
| 573 | DONALD W. NICHOLSON & ASSOCIATES LTD | $374,856 | — | $179,930,728 | $179,930,728 |
| 574 | MOKOSAK ADVISORY GROUP, LLC | $204,478 | $178,479,173 | $1,666,377 | $180,145,550 |
| 575 | BEACON FINANCIAL PLANNING OF CAPE COD | $255,025 | $180,302,396 | — | $180,302,396 |
| 576 | VOYAGER CAPITAL MANAGEMENT, LLC | $748,980 | $180,371,231 | $133,023 | $180,504,254 |
| 577 | FLAGSTONE FINANCIAL MANAGEMENT, LLC | $266,374 | $180,601,269 | — | $180,601,269 |
| 578 | HASSELL WEALTH MANAGEMENT | $236,273 | $180,748,807 | — | $180,748,807 |
| 579 | INTRACK INVESTMENT MANAGEMENT, INC. | $882,556 | $180,009,252 | $914,685 | $180,923,937 |
| 580 | INTELLIGENT CAPITALWORKS | $710,196 | $180,000,000 | $1,100,000 | $181,100,000 |
| 581 | CHARLESTON FINANCIAL ADVISORS, LLC | $321,869 | $176,550,419 | $4,661,850 | $181,212,269 |
| 582 | JESS S. MORGAN & COMPANY., INC. | $925,681 | $181,433,454 | — | $181,433,454 |
| 583 | MAYFAIR ADVISORY GROUP, LLC | $276,258 | $181,087,666 | $690,205 | $181,777,871 |
| 584 | WOMACK WEALTH MANAGEMENT, INC. | $439,584 | $177,846,000 | $4,141,621 | $181,987,621 |
| 585 | GRUNDEN FINANCIAL ADVISORY, INC. | $194,604 | $182,538,120 | — | $182,538,120 |
| 586 | CORNERSTONE WEALTH MANAGEMENT | $567,111 | $179,086,662 | $3,523,085 | $182,609,747 |
| 587 | AMICUS FINANCIAL ADVISORS, LLC | $190,856 | $181,820,736 | $828,560 | $182,649,296 |
| 588 | CLARITY ASSET MANAGEMENT, INC. | $351,436 | $182,746,954 | — | $182,746,954 |
| 589 | LESA SROUFE & COMPANY, INC. | $625,914 | $162,224,163 | $20,542,695 | $182,766,858 |
| 590 | CLIENT 1ST ADVISORY GROUP | $300,733 | $179,375,943 | $3,470,000 | $182,845,943 |
| 591 | KOENIG INVESTMENT ADVISORY, LLC | $318,273 | $183,007,038 | — | $183,007,038 |
| 592 | KEVIN M. GIBNEY AND COMPANY, LLC | $328,582 | $173,658,524 | $9,361,729 | $183,020,253 |
| 593 | LOVELESS WEALTH MANAGEMENT, LLC | $288,342 | $183,097,350 | — | $183,097,350 |
| 594 | GARDEY FINANCIAL ADVISORS INC | $294,392 | $157,360,000 | $25,752,000 | $183,112,000 |
| 595 | INVESTMENT PLANNING ASSOCIATES INC | $305,333 | $93,000,000 | $90,200,000 | $183,200,000 |
| 596 | BAUGH & ASSOCIATES, LLC | $436,338 | $183,254,320 | $7,606 | $183,261,926 |
| 597 | BEAR MOUNTAIN CAPITAL INC. | $290,032 | $182,829,584 | $760,416 | $183,590,000 |
| 598 | BRIGHTWATER ADVISORY, LLC | $304,202 | $178,382,390 | $5,659,645 | $184,042,035 |
| 599 | CREEGAN & NASSOURA FINANCIAL GROUP, LLC | $511,310 | $184,071,522 | — | $184,071,522 |
| 600 | COVENANT WEALTH ADVISORS | $267,712 | $165,798,373 | $18,387,740 | $184,186,113 |
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 Data.
Reprints: For reprints of these rankings, please contact Sabrina Straub.
*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.
Database last updated on June, 2020.
