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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
651Huber, Weakland & Associates, Inc.$497,368$188,999,935$188,999,935
652M & A Consulting Group, LLC$310,855$189,000,000$189,000,000
653Bysko John Allan$829,195$189,056,524$189,056,524
654GREENCOURSE FINANCIAL ADVISORS, LLC$259,723$183,154,296$6,183,765$189,338,061
655Strategent Financial, LLC$1,786,231$189,340,534$189,340,534
656Westbourne Investments, Inc.$388,856$189,373,098$189,373,098
657Strategic Planning Group, Inc.$263,224$184,702,794$4,818,813$189,521,607
658Planning Capital Management Corp.$283,753$189,547,078$189,547,078
659RPC Private Wealth, LLC$202,093$188,175,931$1,993,927$190,169,858
660First Financial Group Corporation$272,480$190,191,000$190,191,000
661L. K. Benson & Company, P.C.$2,380,724$190,457,934$190,457,934
662Cascades Capital Asset Management, LLC$335,487$165,750,006$24,806,732$190,556,738
663Luma Capital LLC$3,180,867$44,584,064$146,267,926$190,851,990
664Perspective Financial Services LLC$262,966$189,394,920$1,518,046$190,912,966
665Breakwater Investment Management, LLC$738,257$191,208,464$191,208,464
666Keener Financial Planning, LLC$504,786$185,239,753$6,074,199$191,313,952
667Dash Acquisitions Inc.$354,546$191,454,826$191,454,826
668Seneschal Advisors, LLC$388,782$191,669,405$191,669,405
669High Pines Wealth Management LLC$965,214$191,623,483$454,006$192,077,489
670Professional Financial Solutions, LLC$246,874$179,788,262$12,526,501$192,314,763
671Braun-Bostich & Associates Inc.$207,886$190,631,376$2,078,752$192,710,128
672Accretive Wealth Partners, LLC$572,155$189,615,961$3,200,355$192,816,316
673Spraker Wealth Management Inc$532,721$192,844,866$192,844,866
674Peak Financial Advisors, LLC$514,642$192,780,051$210,675$192,990,726
675Focus Wealth Advisors, LLC$470,232$190,255,321$3,010,158$193,265,479
676Wealth Covenant Group LLC$640,728$193,500,000$193,500,000
677Rede Wealth, LLC$540,913$154,022,000$39,625,000$193,647,000
678The Ellerson Group Inc$2,155,427$191,467,554$2,520,879$193,988,433
679RM Private Wealth Management Inc.$1,141,176$194,000,000$194,000,000
680J.F. Williams Co., Inc.$430,169$194,006,362$194,006,362
681Essential Investment Partners, LLC$755,373$185,795,051$8,335,817$194,130,868
682Entrust Financial LLC$182,643$181,582,530$12,566,518$194,149,048
683Greenhouse Wealth Management, LLC$588,993$163,576,061$30,791,729$194,367,790
684Rachor Investment Advisory Services, LLC$179,248$191,853,983$2,630,213$194,484,196
685Brightwater Advisory, LLC$341,845$186,202,729$8,306,979$194,509,708
686Asset Management Resources, LLC$254,777$180,265,869$14,384,015$194,649,884
687Shoreline Financial Advisors, LLC$295,065$182,209,481$12,533,441$194,742,922
688Stonecrop Wealth Advisors, LLC$385,036$193,374,653$1,453,706$194,828,359
689Michael A. Dubis Financial Planning, LLC$671,958$194,867,854$194,867,854
690Up Capital Management, Inc.$569,962$109,491,089$85,435,842$194,926,931
691Longview Asset Management, LLC$461,409$195,175,984$195,175,984
692Clear Point Advisors, Inc.$349,305$195,261,631$195,261,631
693Fullen Financial Group, Inc.$291,644$195,401,485$195,401,485
694Veripax Wealth Management, Inc.$219,420$195,342,823$379,464$195,722,287
695Barker Financial Group, Inc.$349,835$194,699,776$1,208,009$195,907,785
696THE FIDUCIARY ALLIANCE$181,834$194,518,750$1,498,557$196,017,307
697Integrity Advisory, LLC$235,094$174,846,324$21,221,987$196,068,311
698Jarvis Financial Services, Inc.$330,860$191,000,000$5,200,000$196,200,000
699WFG Capital Advisors, LLC$193,767$187,412,739$8,873,247$196,285,986
700Carlsbad Wealth Advisory Group, Inc.$310,940$196,824,814$196,824,814
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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.