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
51Weaver Capital Management, LLC$233,640$211,720,808$6,732,453$218,453,261
52Baugh & Associates, LLC$480,595$197,520,697$3,663$197,524,360
53Estate Management Counselors,LLC$217,767$186,626,100$186,626,100
54Tandemgrowth Financial Advisors, LLC$362,848$180,384,248$677,135$181,061,383
55AP Wealth Management, LLC$748,224$169,936,194$4,399,986$174,336,180
56Aurora Investment Counsel$1,192,401$166,373,620$2,947,273$169,320,893
57George M. Hiller Companies, LLC$349,911$154,622,071$1,438,139$156,060,210
58Wiser Wealth Management, Inc$194,958$145,114,697$1,493,917$146,608,614
59Gutt Financial Management, LLC$574,734$138,266,114$20,360,334$158,626,448
60Calvary Wealth, LLC$374,866$136,451,294$136,451,294
61Alder Financial Group Inc$539,234$133,098,356$3,327,870$136,426,226
62Anson Capital, Inc.$367,158$131,020,181$37,138,018$168,158,199
63The Keystone Financial Alliance, LLC$307,692$124,330,469$2,746,495$127,076,964
64Minerva Planning Group, Inc.$323,397$121,273,710$121,273,710
65Townsend Personal Financial Planning, LLC$340,992$116,291,421$1,009,857$117,301,278
66Strickland Davis Advisors LLC$660,236$109,381,447$10,121,205$119,502,652
67Antares Wealth Management, LLC$1,288,882$109,095,970$8,192,270$117,288,240
68Ironridge Wealth Management, LLC$282,526$107,924,874$107,924,874
69Premis Advisors, LLC$1,298,930$26,239,191$138,724,914$164,964,105
70American Financial Advisors, LLC.$409,823$843,006,517$843,006,517
71BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
72Vickery Financial Services, Inc.$163,240$261,347,199$261,347,199
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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.