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
151BOSTON MOUNTAIN MONEY MANAGEMENT, INC.$333,805$121,171,267$121,171,267
152HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS$226,966$96,800,000$24,400,000$121,200,000
153ALDER FINANCIAL GROUP INC$484,876$119,596,766$1,622,302$121,219,068
154AVL/WEALTHCARE, LLC$428,481$121,260,081$121,260,081
155PERSONAL FINANCIAL ADVISORS, LLC$255,443$113,135,971$8,455,089$121,591,060
156NABITY-JENSEN INVESTMENT MANAGEMENT, INC.$651,138$121,762,813$121,762,813
157HARDIN CAPITAL PARTNERS, LLC$142,585$107,423,427$14,344,036$121,767,463
158TRIAD INVESTMENT MANAGEMENT, LLC$1,561,175$121,771,663$121,771,663
159INTEGRATED FINANCIAL PLANNING, P.C.$242,761$121,865,835$121,865,835
160DENTAL WEALTH ADVISORS, LLC$287,897$122,356,229$122,356,229
161WESTFIELD FINANCIAL PLANNING$285,847$122,521,749$106,522$122,628,271
162TRUST INVESTMENT ADVISORS$348,807$122,780,000$122,780,000
163KACHKOVSKY & FISHER, INC.$146,387$114,598,670$8,219,633$122,818,303
164THE ARCHER CONSULTING GROUP, LLC$574,822$123,012,000$123,012,000
165HIGH PINES WEALTH MANAGEMENT LLC$1,052,510$122,899,153$244,568$123,143,721
166SUMMIT WEALTH ADVISORS, INC.$241,576$118,142,290$5,061,430$123,203,720
167FISCHER INVESTMENT STRATEGIES, LLC$177,905$123,466,166$123,466,166
168GRIFFIN BLACK, INC.$255,715$123,766,244$123,766,244
169ACCRETIVE WEALTH MANAGEMENT, LLC$632,653$109,000,000$15,000,000$124,000,000
170CLUTINGER WILLIAMS & VERHOYE INC$409,609$115,139,284$8,972,306$124,111,590
171MARK BELL ADVISORY SERVICES, INC.$901,653$124,428,155$124,428,155
172HAVERDINK FINANCIAL MANAGEMENT, LLC$286,324$124,551,118$124,551,118
173HILLEGAS ADVISORY SERVICES, INC.$379,495$110,938,945$14,294,535$125,233,480
174ASSET STRATEGIES, INC.$883,311$125,430,210$125,430,210
175BLUE BARN WEALTH$328,461$125,471,994$125,471,994
176ASSETGRADE, LLC$255,219$125,822,737$125,822,737
177WILLOW$330,406$125,884,519$125,884,519
178HEMMING& WEALTH MANAGEMENT, INC.$139,052$125,980,805$125,980,805
179BUFFALO CAPITAL CORPORATION$650,815$126,258,119$126,258,119
180PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
181KAPUSTA FINANCIAL GROUP$151,030$126,411,927$126,411,927
182WINTHROP PARTNERS - WNY, LLC$514,048$123,708,066$2,747,670$126,455,736
183MEYER CAPITAL MANAGEMENT LLC.$375,327$126,485,143$126,485,143
184J.K. FINANCIAL, INC.$343,089$126,600,000$126,600,000
185NAPLES MONEY MANAGEMENT LLC$285,822$119,929,603$6,689,613$126,619,216
186PATRICK M. SWEENEY & ASSOCIATES, INC$659,626$118,879,700$7,768,503$126,648,203
187WEALTH FORWARD, LLC$146,962$116,475,756$10,205,251$126,681,007
188BREWSTER FINANCIAL PLANNING LLC$213,320$126,490,229$221,697$126,711,926
189FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
190DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC$270,077$126,737,245$198,922$126,936,167
191PRIVATE ASSET MANAGEMENT INC$526,725$10,638,337$116,302,489$126,940,826
192UTOPIA WEALTH MANAGEMENT, LLC$3,174,440$126,977,616$126,977,616
193CUSTOS FAMILY OFFICE LLC$1,114,771$121,240,036$5,843,825$127,083,861
194MATTHIAS PRIVATE WEALTH, LLC$344,866$98,756,240$28,499,216$127,255,456
195MATRIX PLANNING INC$1,097,101$75,580,038$51,683,728$127,263,766
196TOTAL WEALTH PLANNING AND MANAGEMENT, INC.$191,971$125,626,874$1,841,798$127,468,672
197PRISM PLANNING PARTNERS$647,357$127,529,414$127,529,414
198RHS FINANCIAL, LLC$277,729$121,743,037$6,012,502$127,755,539
199HERITAGE FINANCIAL COUNSELORS, LLC$370,797$127,925,000$127,925,000
200GARNER FINANCIAL MANAGEMENT$336,800$123,987,202$3,996,687$127,983,889
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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 Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.