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
201Vital Investment Management LLC$270,158$128,237,413$897,875$129,135,288
202Camden Financial Management, Inc.$636,404$129,190,002$129,190,002
203Forteris Wealth Management, Inc.$339,633$128,800,000$600,000$129,400,000
204Hillegas Advisory Services, Inc.$381,093$112,740,253$16,831,317$129,571,570
205Enspyre Wealth Advisors, Inc.$518,458$129,614,486$129,614,486
206Capital Asset Management, Inc.$514,655$127,975,319$1,717,811$129,693,130
207Bradley & Company Private Wealth Management, LLC$483,552$119,604,981$10,470,382$130,075,363
208CYPRESS CAPITAL MANAGEMENT, LLC$294,588$130,502,431$130,502,431
209Forest Asset Management LLC$334,646$130,511,895$130,511,895
210Adcm, LLC$347,389$130,618,137$130,618,137
211NOYES CAPITAL MANAGEMENT, LLC$510,246$130,622,999$130,622,999
212AEM Asset Management, LLC$2,841,691$130,717,795$130,717,795
213Wealth Advisors Northwest LLC$172,717$125,813,592$4,933,092$130,746,684
214Holifield Financial Advisory Services, Inc$281,860$104,100,000$26,683,000$130,783,000
215Michael Brady & Co., LLC$221,315$130,797,236$130,797,236
216Williams Financial, LLC$184,303$121,100,295$9,754,586$130,854,881
217Mark Bell Advisory Services, Inc.$969,569$130,891,860$130,891,860
218Matrix Planning Inc$1,109,738$97,189,920$33,759,218$130,949,138
219Buttonwood Financial Advisors, Inc.$236,723$120,943,025$10,201,664$131,144,689
220Echo Wealth Management, LLC$375,794$126,534,622$4,617,513$131,152,135
221Better Money Decisions, LLC$307,395$131,257,866$131,257,866
222Blacktower Financial Management (Us) LLC$568,364$131,291,982$131,291,982
223Transitus Wealth Partners LLC$325,422$131,470,468$131,470,468
224Orca Wealth Management, LLC$321,646$115,970,487$15,582,589$131,553,076
225Topel & Distasi Wealth Management, LLC$252,241$131,670,000$131,670,000
226Advantage Capital Advisors, LLC$304,241$131,736,302$131,736,302
227WATERSTONE WEALTH ADVISORS, LLC$257,839$119,955,256$12,058,153$132,013,409
228Eaton-Cambridge Inc.$218,947$132,025,270$132,025,270
229Aspen Private Advisors, LLC$338,358$132,298,137$132,298,137
230MURPHY & SYLVEST$310,854$129,602,314$2,821,507$132,423,821
231WATTERS FINANCIAL SERVICES, LLC$387,318$84,309,281$48,153,511$132,462,792
232Great Gable Advisors, LLC$414,523$132,647,399$132,647,399
233Blue Summit Financial Group, Inc.$257,983$132,861,287$132,861,287
234Cassia Capital Partners LLC$450,457$132,884,742$132,884,742
235Alpha Fiduciary, Inc.$471,275$132,545,076$354,529$132,899,605
236Carbahal Olsen Financial Services Group LLC$282,545$129,776,658$3,301,805$133,078,463
237Capital Developers, LLC$287,011$129,998,902$3,174,073$133,172,975
238Corps Capital Advisors, LLC$1,010,076$102,580,000$30,750,000$133,330,000
239Long Island Wealth Management, Inc.$398,072$109,835,000$23,519,000$133,354,000
240Sjbenen Advisory, LLC$1,348,168$133,468,672$133,468,672
241Millennium Investment Services$595,858$128,791,192$4,681,028$133,472,220
242Darden Wealth Group, Inc$205,254$131,103,708$2,516,684$133,620,392
243Kapusta Financial Group, Inc.$154,046$133,711,750$133,711,750
244Stolz & Associates, Ps$417,100$116,876,271$17,012,757$133,889,028
245Mattia And Associates, L.L.C.$399,085$134,092,580$134,092,580
246Kane Company, P.C.$282,932$134,109,582$134,109,582
247Stakeholders Capital, Inc.$236,943$117,158,827$16,950,965$134,109,792
248Effective Assets, Inc.$386,486$127,348,529$6,762,166$134,110,695
249Financial Futures Limited Liability Company$270,020$134,200,000$134,200,000
250S.F. Ehrlich Associates, Inc.$398,276$134,219,000$134,219,000
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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 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.