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 |
|---|---|---|---|---|---|
| 401 | LANDMARK WEALTH MANAGEMENT, LLC | $301,630 | $155,942,710 | — | $155,942,710 |
| 402 | EIGER WEALTH MANAGEMENT, LLC | $600,277 | $99,948,885 | $56,123,189 | $156,072,074 |
| 403 | SOUND INVESTMENT MANAGEMENT INC | $1,545,417 | — | $156,087,132 | $156,087,132 |
| 404 | EWA, LLC | $171,087 | $156,202,208 | — | $156,202,208 |
| 405 | CLIENTFIRST WEALTH MANAGEMENT, LLC | $2,200,105 | $156,207,439 | — | $156,207,439 |
| 406 | AGATE PASS INVESTMENT, LLC | $653,946 | $156,292,987 | — | $156,292,987 |
| 407 | CAPE ANN CAPITAL, INC. | $432,068 | $154,851,092 | $1,557,661 | $156,408,753 |
| 408 | SOUTH BAY FINANCIAL PARTNERS | $652,364 | — | $156,567,337 | $156,567,337 |
| 409 | CAFG WEALTH MANAGEMENT, INC. | $213,699 | $156,641,548 | — | $156,641,548 |
| 410 | VESTURA, LLC | $739,346 | $156,741,300 | — | $156,741,300 |
| 411 | LIFE LINE WEALTH MANAGEMENT LLC | $944,451 | $154,704,442 | $2,074,426 | $156,778,868 |
| 412 | BENNINGFIELD FINANCIAL ADVISORS, LLC | $582,979 | $156,821,480 | — | $156,821,480 |
| 413 | IMPACT INVESTORS | $441,981 | $156,903,425 | — | $156,903,425 |
| 414 | COE CAPITAL MANAGEMENT, LLC | $881,483 | $156,900,207 | $3,794 | $156,904,001 |
| 415 | STRATEGIC PLANNING GROUP, INC. | $156,769 | $150,507,749 | $6,417,728 | $156,925,477 |
| 416 | TWO POINT CAPITAL MANAGEMENT, INC. | $1,914,509 | $156,989,715 | — | $156,989,715 |
| 417 | MONTVUE CAPITAL MANAGEMENT, INC. | $1,007,579 | $157,182,268 | — | $157,182,268 |
| 418 | PALADIN WEALTH PARTNERS | $802,239 | $154,019,501 | $3,219,254 | $157,238,755 |
| 419 | DIAMOND WEALTH MANAGEMENT, LLC | $328,831 | $104,915,042 | $52,595,245 | $157,510,287 |
| 420 | FIDUCIARY WEALTH ADVISORS, LLC | $2,287,425 | $157,832,355 | — | $157,832,355 |
| 421 | SOUND STEWARDSHIP, LLC | $200,611 | — | $157,880,488 | $157,880,488 |
| 422 | PORTFOLIO WEALTH ADVISORS | $280,509 | $157,926,693 | — | $157,926,693 |
| 423 | CERTIFIED PLANNERS, INC. | $244,377 | $157,779,294 | $332,492 | $158,111,786 |
| 424 | EQUISTAR WEALTH MANAGEMENT LLC | $603,492 | $158,115,003 | — | $158,115,003 |
| 425 | FORTRESS WEALTH MANAGEMENT, INC. | $309,270 | $157,308,834 | $1,037,338 | $158,346,172 |
| 426 | CHICAGO WEALTH MANAGEMENT, INC. | $213,312 | $158,917,337 | — | $158,917,337 |
| 427 | RIVERTREE ADVISORS, LLC | $615,987 | $157,247,277 | $1,677,477 | $158,924,754 |
| 428 | PETRA FINANCIAL ADVISORS INC | $298,860 | $158,993,379 | — | $158,993,379 |
| 429 | COMPREHENSIVE FINANCIAL PLANNING INC | $400,579 | $123,182,244 | $35,847,646 | $159,029,890 |
| 430 | OBJECTIVE CAPITAL MANAGEMENT, LLC | $396,949 | $136,314,277 | $22,862,362 | $159,176,639 |
| 431 | SFC FINANCIAL LLC | $905,304 | — | $159,333,520 | $159,333,520 |
| 432 | WEALTHSPAN PARTNERS, LLC | $440,188 | $155,394,977 | $3,953,064 | $159,348,041 |
| 433 | ALTAMONT WEALTH MANAGEMENT, INC. | $2,018,636 | — | $159,472,253 | $159,472,253 |
| 434 | STONEGATE WEALTH MANAGEMENT, LLC | $1,103,834 | $157,325,000 | $2,731,000 | $160,056,000 |
| 435 | WINDWARD WEALTH STRATEGIES, INC. | $423,838 | $160,210,670 | — | $160,210,670 |
| 436 | PARKER ADVISORY GROUP, INC | $456,507 | $160,233,928 | — | $160,233,928 |
| 437 | MARBLE TRAIL ADVISORS | $297,336 | $157,236,141 | $3,027,971 | $160,264,112 |
| 438 | INTEGRITY WEALTH PARTNERS, LLC | $380,884 | $160,352,165 | — | $160,352,165 |
| 439 | ARTEMIS FINANCIAL ADVISORS | $818,235 | $160,374,113 | — | $160,374,113 |
| 440 | MICHAEL A. DUBIS FINANCIAL PLANNING, LLC | $3,273,969 | $160,424,468 | — | $160,424,468 |
| 441 | WEALTH MANAGEMENT SOLUTIONS | $236,357 | $160,486,208 | — | $160,486,208 |
| 442 | TRUE WEALTH DESIGN, LLC | $250,388 | $160,749,129 | — | $160,749,129 |
| 443 | PROQUILITY PRIVATE WEALTH PARTNERS, LLC | $352,872 | $154,874,174 | $6,035,393 | $160,909,567 |
| 444 | FIRSTMETRIC | $981,393 | $160,948,470 | — | $160,948,470 |
| 445 | CLAY NORTHAM WEALTH MANAGEMENT | $158,279 | $160,970,251 | — | $160,970,251 |
| 446 | LONGVIEW ASSET MANAGEMENT, LLC | $442,431 | $161,045,049 | — | $161,045,049 |
| 447 | INTEGRAL WEALTH MANAGEMENT | $358,016 | $117,979,476 | $43,127,676 | $161,107,152 |
| 448 | WILSON & BOUCHER CAPITAL MANAGEMENT, LLC | $384,524 | $161,115,762 | — | $161,115,762 |
| 449 | SENESCHAL ADVISORS, LLC | $373,305 | $161,267,780 | — | $161,267,780 |
| 450 | CROSSGATE WEALTH ADVISORS, LLC | $292,212 | $159,834,444 | $1,466,426 | $161,300,870 |
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.
