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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

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

Showing 101 to 150 of 2,412 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.