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 |
|---|---|---|---|---|---|
| 51 | THOMAS LEO ADVISORY, LLC | $328,804 | $110,149,345 | — | $110,149,345 |
| 52 | David Wealth Management, LLC | $473,285 | $110,275,359 | — | $110,275,359 |
| 53 | Phillip James Consulting Co. | $158,001 | $110,284,896 | — | $110,284,896 |
| 54 | Grange Capital, LLC | $265,178 | $107,685,000 | $2,629,000 | $110,314,000 |
| 55 | SUNPOINTE INVESTMENTS | $1,871,556 | $48,705,243 | $61,716,535 | $110,421,778 |
| 56 | Barker Wealth Management, LLC | $642,060 | $110,434,260 | — | $110,434,260 |
| 57 | Trinity Capital Management, LLC | $130,225 | $108,668,075 | $1,893,079 | $110,561,154 |
| 58 | Harmony Asset Management LLC | $304,862 | $88,485,020 | $22,179,799 | $110,664,819 |
| 59 | Lawrence Financial Planning, LLC | $1,519,693 | $8,093,794 | $102,843,818 | $110,937,612 |
| 60 | Addis & Hill, Incorporated | $313,565 | $111,315,633 | — | $111,315,633 |
| 61 | Avl/Wealthcare, LLC | $395,181 | $111,441,024 | — | $111,441,024 |
| 62 | BPC Advisors LLC | $346,128 | $111,453,114 | — | $111,453,114 |
| 63 | Crown Wealth Group LLC | $217,401 | $111,526,652 | — | $111,526,652 |
| 64 | Benchmark Capital Group Ltd. | $323,007 | $108,804,014 | $2,956,530 | $111,760,544 |
| 65 | Personal Financial Solutions, LLC | $1,107,435 | $111,850,980 | — | $111,850,980 |
| 66 | Integrity Capital Management LLC | $269,533 | $112,125,882 | — | $112,125,882 |
| 67 | Pariax, LLC | $1,110,891 | $107,000,000 | $5,200,000 | $112,200,000 |
| 68 | TONER ASSET MANAGEMENT GROUP, INC. | $785,172 | $112,279,570 | — | $112,279,570 |
| 69 | Archer Pointe Wealth Management, LLC | $505,914 | $101,224,728 | $11,088,234 | $112,312,962 |
| 70 | Genereux Investment Management, Inc. | $380,119 | $112,895,361 | — | $112,895,361 |
| 71 | Monetary Solutions, Ltd. | $849,624 | $113,000,000 | — | $113,000,000 |
| 72 | Hendershott Wealth Management, LLC | $285,539 | — | $113,073,448 | $113,073,448 |
| 73 | Sustainable Investment Solutions, LLC | $766,078 | $113,379,574 | — | $113,379,574 |
| 74 | Brazos Capital, LLC | $414,096 | $113,462,403 | — | $113,462,403 |
| 75 | MELIORA CAPITAL | $404,893 | $64,651,178 | $49,123,736 | $113,774,914 |
| 76 | Kowalski Financial Inc. | $192,306 | $113,845,000 | — | $113,845,000 |
| 77 | Buckley Investment Group, LLC | $390,738 | $114,095,579 | — | $114,095,579 |
| 78 | Cedarstone Advisors | $771,464 | $113,215,076 | $961,599 | $114,176,675 |
| 79 | Wise Wealth Management, LLC | $484,230 | $113,130,152 | $1,148,084 | $114,278,236 |
| 80 | Bourke Wealth Management | $431,908 | $113,263,397 | $1,192,289 | $114,455,686 |
| 81 | Legacy Wealth Advisors, LLC | $636,492 | $109,871,298 | $4,697,329 | $114,568,627 |
| 82 | Regal Wealth Management, LLC | $849,662 | $113,957,549 | $746,856 | $114,704,405 |
| 83 | LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC | $288,679 | $114,894,196 | — | $114,894,196 |
| 84 | Focus Wealth Planning Inc | $276,254 | $115,474,005 | — | $115,474,005 |
| 85 | Centered Wealth, LLC | $605,419 | $115,635,029 | — | $115,635,029 |
| 86 | Forza Wealth Management, LLC | $559,084 | $113,830,753 | $1,899,714 | $115,730,467 |
| 87 | Spectra Investment Management, LLC | $1,452,239 | $112,983,080 | $3,196,046 | $116,179,126 |
| 88 | INTEROCEAN CAPITAL - TN, LLC | $1,434,570 | $97,616,846 | $18,583,340 | $116,200,186 |
| 89 | Rayburn West Financial Services LLC | $894,020 | $76,800,058 | $39,422,527 | $116,222,585 |
| 90 | Copper Leaf Financial, LLC | $292,057 | $116,238,581 | — | $116,238,581 |
| 91 | ALAMAR CAPITAL MANAGEMENT, LLC | $761,332 | $116,483,726 | — | $116,483,726 |
| 92 | Arlington Capital Management, Inc. | $222,778 | $116,958,262 | — | $116,958,262 |
| 93 | Korving & Company LLC | $259,190 | $112,637,000 | $4,517,000 | $117,154,000 |
| 94 | ASSET PLANNING & MANAGEMENT, INC. | $1,465,827 | $117,266,150 | — | $117,266,150 |
| 95 | Antares Wealth Management, LLC | $1,288,882 | $109,095,970 | $8,192,270 | $117,288,240 |
| 96 | Townsend Personal Financial Planning, LLC | $340,992 | $116,291,421 | $1,009,857 | $117,301,278 |
| 97 | Private Wealth Management Of North Carolina LLC | $176,505 | $116,610,080 | $765,776 | $117,375,856 |
| 98 | TENBRIDGE PARTNERS LLC | $164,481 | $117,603,812 | — | $117,603,812 |
| 99 | BIRNAM WOOD CAPITAL, LLC | $687,752 | — | $117,605,527 | $117,605,527 |
| 100 | Del-Sette Capital Management, LLC | $178,570 | $117,677,366 | — | $117,677,366 |
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.
