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 | Lindahl & Mansager Inc | $199,662 | $152,342,000 | — | $152,342,000 |
| 402 | Tricord Advisors, Inc. | $194,688 | $152,441,018 | — | $152,441,018 |
| 403 | Beacon Financial Advisors, Inc. | $457,852 | $142,071,361 | $10,393,340 | $152,464,701 |
| 404 | Fenton Gregory Coleman | $374,732 | — | $152,515,726 | $152,515,726 |
| 405 | Parkstone Wealth Management, LLC | $1,959,597 | $152,848,543 | — | $152,848,543 |
| 406 | Bazis Young Investment Group, LLC | $270,007 | $135,412,833 | $17,681,200 | $153,094,033 |
| 407 | QUANTUM CAPITAL MANAGEMENT | $777,170 | $137,829,319 | $15,273,256 | $153,102,575 |
| 408 | Dorman Financial Management, P.A. | $166,121 | $152,081,722 | $1,414,074 | $153,495,796 |
| 409 | Artifex Financial Group, LLC | $192,741 | $153,614,273 | — | $153,614,273 |
| 410 | Solitude Financial Services, Inc. | $335,470 | $153,645,219 | — | $153,645,219 |
| 411 | Drum Hill Capital, LLC | $817,502 | $137,527,548 | $16,162,898 | $153,690,446 |
| 412 | Robasciotti & Associates , Inc. | $288,931 | $154,000,000 | — | $154,000,000 |
| 413 | Callahan Capital Management Inc | $128,369 | $152,162,211 | $1,880,694 | $154,042,905 |
| 414 | Northstar Financial Planning, LLC | $463,063 | $147,800,000 | $6,400,000 | $154,200,000 |
| 415 | Camelot Technology Advisors, Inc. | $569,096 | $153,972,696 | $252,383 | $154,225,079 |
| 416 | WALPOLE FINANCIAL ADVISORS, LLC | $350,201 | $154,438,694 | — | $154,438,694 |
| 417 | Schultz Financial Group Incorporated | $368,717 | — | $154,492,585 | $154,492,585 |
| 418 | Kaufman Kampe Advisors LLC | $475,622 | $154,577,200 | — | $154,577,200 |
| 419 | Intrinsic Value Partners, LLC | $789,097 | $154,662,971 | — | $154,662,971 |
| 420 | BALDWIN & ASSOCIATES | $280,842 | — | $154,744,210 | $154,744,210 |
| 421 | Virtus Family Office, LLC | $2,310,551 | $154,806,947 | — | $154,806,947 |
| 422 | Hutchinson & Ziegler Financial Advisors, Inc. | $634,818 | $154,895,494 | — | $154,895,494 |
| 423 | South Bay Financial Partners Group, Inc. | $798,687 | — | $154,945,209 | $154,945,209 |
| 424 | BCK Partners, Inc. | $316,253 | $154,963,891 | — | $154,963,891 |
| 425 | ACCURATE WEALTH MANAGEMENT, LLC | $91,284 | $155,000,000 | — | $155,000,000 |
| 426 | Kenneth Frenke & Co., Inc. | $657,801 | $155,241,009 | — | $155,241,009 |
| 427 | Prospect Capital Services, Inc. | $320,491 | $155,239,178 | $198,775 | $155,437,953 |
| 428 | Blue Spark Capital Advisors LLC | $555,593 | $155,565,977 | — | $155,565,977 |
| 429 | Divergent Planning, LLC | $234,421 | $155,655,762 | — | $155,655,762 |
| 430 | GELLER & LEHMANN, LLC | $1,482,845 | — | $155,698,710 | $155,698,710 |
| 431 | Mallard Advisors, LLC | $365,297 | $155,981,608 | — | $155,981,608 |
| 432 | Powell Financial, Inc. | $593,162 | $156,001,580 | — | $156,001,580 |
| 433 | George M. Hiller Companies, LLC | $349,911 | $154,622,071 | $1,438,139 | $156,060,210 |
| 434 | Centricity Wealth Management, LLC | $284,940 | $87,223,000 | $68,924,000 | $156,147,000 |
| 435 | Boulder Wealth Advisors, LLC | $317,592 | $156,255,111 | — | $156,255,111 |
| 436 | Copperleaf Capital, LLC | $285,367 | $141,716,624 | $14,664,414 | $156,381,038 |
| 437 | Finkel Eliot Michelow | $763,155 | $156,446,740 | — | $156,446,740 |
| 438 | Forefront Wealth Management Inc. | $362,870 | $138,042,930 | $18,716,807 | $156,759,737 |
| 439 | Redrock Wealth Management LLC | $897,143 | $145,300,000 | $11,700,000 | $157,000,000 |
| 440 | Meridian Financial, LLC | $1,266,158 | $157,003,537 | — | $157,003,537 |
| 441 | Custom Portfolio Group LLC | $1,850,698 | $146,145,110 | $11,164,210 | $157,309,320 |
| 442 | Imus Wilkinson Investment Management, LLC | $120,667 | $156,841,948 | $507,290 | $157,349,238 |
| 443 | G & O Financial Services, Inc. | $1,430,591 | $142,852,972 | $14,512,056 | $157,365,028 |
| 444 | Pacifica Wealth Advisors, Inc. | $799,045 | $144,817,589 | $12,594,298 | $157,411,887 |
| 445 | Frazee Investment Consulting, Inc. | $638,527 | $157,716,061 | — | $157,716,061 |
| 446 | Vesta Wealth Management, LLC | $490,528 | $131,573,787 | $26,376,212 | $157,949,999 |
| 447 | Westend Capital Management, LLC. | $749,085 | $158,056,900 | — | $158,056,900 |
| 448 | Purtill Financial LLC | $275,857 | — | $158,065,817 | $158,065,817 |
| 449 | Financial Management Concepts | $267,870 | $158,311,295 | — | $158,311,295 |
| 450 | Gutt Financial Management, LLC | $574,734 | $138,266,114 | $20,360,334 | $158,626,448 |
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.
