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 |
|---|---|---|---|---|---|
| 101 | Lewis Asset Management, LLC | $260,861 | $112,370,767 | $5,799,459 | $118,170,226 |
| 102 | Bird Rock Asset Management, Lp. | $316,955 | $113,019,352 | $5,204,988 | $118,224,340 |
| 103 | Compass Rose Investments, LLC | $219,473 | $110,115,216 | $8,180,932 | $118,296,148 |
| 104 | Del Mar Wealth Management Inc | $406,541 | $118,303,331 | — | $118,303,331 |
| 105 | Central Wealth Management LLC | $221,861 | $118,695,827 | — | $118,695,827 |
| 106 | Van Der Noord Financial Advisors, Inc. | $307,242 | $118,902,716 | — | $118,902,716 |
| 107 | BULL CITY ADVISORS, LLC | $2,202,546 | $118,937,492 | — | $118,937,492 |
| 108 | SCHNALL ADVISORY SERVICES, INC | $617,040 | $119,088,788 | — | $119,088,788 |
| 109 | Jack Keeter & Associates, Inc. | $150,836 | $106,325,241 | $12,985,874 | $119,311,115 |
| 110 | Strickland Davis Advisors LLC | $660,236 | $109,381,447 | $10,121,205 | $119,502,652 |
| 111 | Beckerman Institutional, LLC | $323,897 | $103,014,825 | $16,503,078 | $119,517,903 |
| 112 | MJT & Associates Financial Advisory Group, Inc. | $116,646 | $115,677,406 | $4,118,504 | $119,795,910 |
| 113 | GW Financial, Inc. | $445,671 | $105,312,779 | $14,572,640 | $119,885,419 |
| 114 | Prairiewood Capital, LLC | $289,850 | $119,997,715 | — | $119,997,715 |
| 115 | Alsari Wealth Management Global Advisors, LLC | $349,854 | $120,000,000 | — | $120,000,000 |
| 116 | KENNEDY WEALTH AND TAX MANAGEMENT, INC. | $418,575 | $112,009,000 | $8,122,000 | $120,131,000 |
| 117 | JE Wilson Advisors, LLC | $556,395 | $120,181,383 | — | $120,181,383 |
| 118 | BURNETT FINANCIAL GROUP | $455,929 | $57,419,061 | $62,946,261 | $120,365,322 |
| 119 | Pantheon Investment Group, LLC | $532,861 | $120,426,555 | — | $120,426,555 |
| 120 | Maddock Financial, LLC | $1,268,654 | $93,644,562 | $26,877,580 | $120,522,142 |
| 121 | Legacy Wealth Management, LLC | $74,407 | $120,540,000 | — | $120,540,000 |
| 122 | T.T.G. Financial, Inc. | $713,475 | $120,577,220 | — | $120,577,220 |
| 123 | Echo45 Advisors LLC | $365,839 | $120,726,820 | — | $120,726,820 |
| 124 | Robert Priske, LLC | $287,523 | $120,759,455 | — | $120,759,455 |
| 125 | Prosperity Road, LLC | $958,943 | $117,657,981 | $3,168,872 | $120,826,853 |
| 126 | Vestment Financial LLC | $216,375 | $120,953,555 | — | $120,953,555 |
| 127 | Wealth Management Group, Inc. | $215,374 | $29,341,833 | $91,698,632 | $121,040,465 |
| 128 | Ballast Financial Advisors, LLC | $233,317 | $4,066,557 | $117,025,145 | $121,091,702 |
| 129 | CHRONICLE ADVISORS LLC | $1,781,443 | $121,138,114 | — | $121,138,114 |
| 130 | Winthrop Partners - Wny, LLC | $553,617 | $118,545,665 | $2,696,554 | $121,242,219 |
| 131 | Minerva Planning Group, Inc. | $323,397 | $121,273,710 | — | $121,273,710 |
| 132 | The Tenret Company, LLC | $1,347,810 | $121,302,898 | — | $121,302,898 |
| 133 | Stonepoint Capital, LLC | $4,338,059 | $121,465,638 | — | $121,465,638 |
| 134 | Davis, Davis And Conover Wealth Management, LLC | $268,873 | $121,317,832 | $212,943 | $121,530,775 |
| 135 | PERSONAL FINANCIAL ADVISORS, LLC | $255,443 | $113,135,971 | $8,455,089 | $121,591,060 |
| 136 | Provest Capital Management LLC | $383,921 | $110,683,420 | $11,019,496 | $121,702,916 |
| 137 | NABITY-JENSEN INVESTMENT MANAGEMENT, INC. | $651,138 | $121,762,813 | — | $121,762,813 |
| 138 | Bellwether Investment Group, LLC | $215,977 | $113,827,544 | $7,983,416 | $121,810,960 |
| 139 | Corkern Barry M Advisory Services Inc | $1,608,241 | — | $122,226,352 | $122,226,352 |
| 140 | Lifeworks Advisors, LLC | $168,864 | $101,518,586 | $20,907,698 | $122,426,284 |
| 141 | Bonfire Financial, LLC | $289,597 | $119,201,756 | $3,297,968 | $122,499,724 |
| 142 | CWC Advisors, LLC | $234,690 | $118,849,004 | $3,659,212 | $122,508,216 |
| 143 | Horizons Wealth Management, Inc. | $269,299 | $122,530,878 | — | $122,530,878 |
| 144 | Equity Advisors Of Kentucky Inc | $882,274 | $9,028,345 | $113,607,777 | $122,636,122 |
| 145 | Redmont Wealth Advisors LLC | $2,788,364 | $122,688,000 | — | $122,688,000 |
| 146 | Meyer Financial Services, Inc. | $338,811 | $91,937,464 | $31,050,780 | $122,988,244 |
| 147 | SUMMIT WEALTH ADVISORS, INC. | $241,576 | $118,142,290 | $5,061,430 | $123,203,720 |
| 148 | Josh Arnold Investment Consultant, LLC | $342,594 | $123,334,000 | — | $123,334,000 |
| 149 | Aspire Planning Associates, Inc. | $310,162 | $123,444,466 | — | $123,444,466 |
| 150 | Flagship Capital Management Inc | $1,012,131 | $123,480,000 | — | $123,480,000 |
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.
