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
251Asset Strategies, Inc.$894,848$132,399,752$1,827,410$134,227,162
252Campbell Rooks Wealth Management, L.L.C.$295,854$125,264,036$9,349,664$134,613,700
253Vela Investment Management, LLC$1,213,353$134,682,208$134,682,208
254J. Team Financial, Inc.$154,132$128,302,136$6,409,482$134,711,618
255Valpey Financial Services LLC$261,659$124,235,586$10,518,755$134,754,341
256Waycross Investment Management Company$1,053,401$134,835,353$134,835,353
257CAPITAL FORMATION STRATEGIES INC$300,986$134,841,741$134,841,741
258Cohen Investment Advisors, LLC$251,119$133,741,583$1,109,391$134,850,974
259Campbell Financial Partners, LLC$320,541$134,947,835$134,947,835
260Freestate Advisors LLC$258,045$96,546,459$38,411,058$134,957,517
261Polaris Advisors, LLC$577,810$104,098,495$31,109,040$135,207,535
262Leading Edge Financial Planning LLC$185,982$135,209,171$135,209,171
263RCS Financial Planning, LLC$319,110$135,302,683$135,302,683
264Garner Financial Management, Inc.$364,825$127,581,122$7,769,045$135,350,167
265Macke Financial Advisory Group, Inc.$292,351$125,216,369$10,141,963$135,358,332
266Gasber Financial Advisors, Inc$949,504$129,429,056$6,349,962$135,779,018
267Convergent Financial Strategies LLC$393,199$136,046,742$136,046,742
268Meyer Capital Management LLC.$403,790$136,077,070$136,077,070
269Veratis Advisors, Inc.$521,411$120,330,715$15,757,548$136,088,263
270TKG Advisors, LLC$230,867$136,211,764$136,211,764
271Vista Advisor Group, LLC$372,356$130,777,445$5,504,916$136,282,361
272SMB Financial Services, Inc.$170,995$128,965,331$7,317,522$136,282,853
273Bernard Wealth Management Corp.$265,368$118,097,487$18,301,837$136,399,324
274Alder Financial Group Inc$539,234$133,098,356$3,327,870$136,426,226
275Calvary Wealth, LLC$374,866$136,451,294$136,451,294
276Patrick M. Sweeney & Associates, Inc$715,503$129,149,327$7,511,740$136,661,067
277Model Wealth , Inc.$429,920$136,714,715$136,714,715
278Lumina Wealth Management, LLC$307,626$132,140,106$4,753,297$136,893,403
279RFM Financial Solutions, LLC$245,357$102,893,224$34,015,862$136,909,086
280ACap Asset Management, Inc.$124,925$113,833,411$23,084,708$136,918,119
281Macroview Investment Management LLC$305,907$137,352,200$137,352,200
282Heritage Wealth Management Group, Ltd$264,875$115,634,711$21,835,200$137,469,911
283VALENTINE VENTURES, LLC$310,804$137,685,982$137,685,982
284Integrity Wealth Solutions LLC$387,863$137,691,389$137,691,389
285United Financial Planning Group LLC$400,894$134,698,703$3,609,751$138,308,454
286Willow Grove Advisors, LLC$381,441$138,459,220$3,693$138,462,913
287Pathfinder Wealth Advisors LLC$930,749$97,595,328$41,086,311$138,681,639
288David S Reinders, Inc.$235,458$138,920,045$138,920,045
289STRAUSS FINANCIAL GROUP, INC.$213,846$139,000,000$139,000,000
290Timberchase Financial, LLC$216,912$139,040,440$139,040,440
291Capital Management Advisor Group, LLC$675,265$139,104,491$139,104,491
292Magnolia Financial Planning Services, Inc.$623,863$139,121,442$139,121,442
293Alpha Advisors, LLC$419,120$139,147,786$139,147,786
294Valley Brook Capital Group, Inc.$502,840$127,878,432$11,408,360$139,286,792
295ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
296Haverdink Financial Management, LLC$316,798$139,391,000$139,391,000
297Golden Bay Advisors LLC$792,200$139,427,194$139,427,194
298CLEARVIEW INVESTMENT PARTNERS, LLC$234,048$137,272,097$2,220,659$139,492,756
299Street Capital Partners, LLC$398,719$139,551,584$139,551,584
300Stonebridge Investment Counsel, LLC$513,104$139,564,282$139,564,282
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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.