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
51Absher Wealth Management, LLC$425,599$558,833,039$50,199,694$609,032,733
52Strathmore Capital Advisors, Inc.$388,401$297,903,343$297,903,343
53Triad Financial Advisors, Inc.$379,526$782,406,629$19,911,829$802,318,458
54Townsend Asset Management Corp.$339,667$284,898,023$15,027,856$299,925,879
55Cascades Capital Asset Management, LLC$335,487$165,750,006$24,806,732$190,556,738
56Park Ridge Asset Management LLC$333,163$154,947,882$4,637,193$159,585,075
57Transitus Wealth Partners LLC$325,422$131,470,468$131,470,468
58Investor Advisory Group, LLC$323,956$141,568,794$141,568,794
59Lumina Wealth Management, LLC$307,626$132,140,106$4,753,297$136,893,403
60Whitener Capital Management, Inc$302,277$275,189,229$39,783,869$314,973,098
61Sherclar, Inc$296,086$124,356,000$124,356,000
62Capital Developers, LLC$287,011$129,998,902$3,174,073$133,172,975
63Copperleaf Capital, LLC$285,367$141,716,624$14,664,414$156,381,038
64First Financial Group Corporation$272,480$190,191,000$190,191,000
65Horizons Wealth Management, Inc.$269,299$122,530,878$122,530,878
66Alpha Financial Advisors, LLC$263,362$340,938,736$641,889$341,580,625
67Hilltop Wealth Advisors, LLC$259,568$335,361,704$335,361,704
68Collegiate Capital Management, Inc.$259,441$397,259,516$41,974,475$439,233,991
69Omnistar Financial Group, Inc.$217,624$216,528,747$14,805,376$231,334,123
70Crown Wealth Group LLC$217,401$111,526,652$111,526,652
71Wealth Management Group, Inc.$215,374$29,341,833$91,698,632$121,040,465
72Financial Symmetry Incorporated$199,141$284,256,771$380,476,878$664,733,649
73Spartan Planning & Wealth Management, LLC$197,464$106,920,917$75,930,321$182,851,238
74Private Wealth Management Of North Carolina LLC$176,505$116,610,080$765,776$117,375,856
75Kure Advisory, LLC$151,511$100,300,000$100,300,000
« Previous Page

Showing 51 to 75 of 75 entries

Page 1 | 2

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.