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