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
1Purtill Financial LLC$275,857$158,065,817$158,065,817
2Scott Snow (Financial Advisors) LLC$1,007,695$565,316,734$565,316,734
3Financial Freedom, LLC$454,731$322,859,000$322,859,000
4FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
5Carillon Advisors, LLC$662,124$81,422,055$21,207,125$102,629,180
6Centricity Wealth Management, LLC$284,940$87,223,000$68,924,000$156,147,000
7Pathfinder Wealth Advisors LLC$930,749$97,595,328$41,086,311$138,681,639
8First Mason Financial, LLC$160,628$107,781,083$107,781,083
9Monetary Solutions, Ltd.$849,624$113,000,000$113,000,000
10T.T.G. Financial, Inc.$713,475$120,577,220$120,577,220
11Capital Asset Management, Inc.$514,655$127,975,319$1,717,811$129,693,130
12Michael Brady & Co., LLC$221,315$130,797,236$130,797,236
13Vela Investment Management, LLC$1,213,353$134,682,208$134,682,208
14Meyer Capital Management LLC.$403,790$136,077,070$136,077,070
15OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
16ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
17International Management Advisors Ltd.$2,165,418$139,397,322$10,016,495$149,413,817
18Lindahl & Mansager Inc$199,662$152,342,000$152,342,000
19Artifex Financial Group, LLC$192,741$153,614,273$153,614,273
20Birchcreek Wealth Management, LLC$343,313$159,477,957$8,745,188$168,223,145
21Kovalcik & Geraghty Wealth Partners LLP$289,923$172,298,322$3,974,745$176,273,067
22Private Harbour Investment Management & Counsel LLC.$460,459$184,255,644$2,230,126$186,485,770
23Fullen Financial Group, Inc.$291,644$195,401,485$195,401,485
24JPS Financial, LLC$352,074$200,604,124$17,329,662$217,933,786
25Ray|Theil Wealth Management, LLC$857,841$207,597,491$207,597,491
26Ruggaard & Associates, Inc.$454,517$209,077,889$209,077,889
27Hixon Zuercher, LLC$224,526$217,201,048$4,630,528$221,831,576
28Walden Wealth Partners, LLC$454,227$219,873,721$7,694,083$227,567,804
29Strategic Planning, Inc.$247,581$231,487,880$231,487,880
30Siena Capital, LLC$484,618$231,647,275$231,647,275
31Trinity Wealth Management LLC$2,156,481$232,900,000$232,900,000
32Paradigm Wealth Management, LLC$563,159$233,890,000$24,600,000$258,490,000
33Generations Wealth, LLC$915,150$245,260,329$245,260,329
34Coordinated Financial Planning Corp$733,835$248,629,139$12,616,022$261,245,161
35Berno Financial Management Inc$413,147$249,026,957$25,302,389$274,329,346
36Yarger Wealth Strategies, LLC$624,812$249,310,947$64,969,678$314,280,625
37Harlan G Storey, Inc$357,443$257,854,557$1,649,112$259,503,669
38SWS Partners, LLC$531,972$270,241,738$270,241,738
39Keystone Financial Planning, Inc$667,612$276,391,341$276,391,341
40FSM Wealth Advisors, LLC$1,129,382$281,216,213$281,216,213
41Clear Perspectives Financial Planning, LLC$314,063$285,169,162$285,169,162
42Trinity Financial Advisors LLC$390,407$286,168,032$286,168,032
43Winfield Associates Inc$484,078$291,745,111$154,208$291,899,319
44Lesjak Planning, LLC$830,811$301,300,000$6,100,000$307,400,000
45Asset Advisory Group Inc$417,609$332,575,930$16,127,264$348,703,194
46True Wealth Design, LLC$345,854$341,703,339$341,703,339
47Ross, Sinclaire & Associates, LLC$437,577$353,561,865$353,561,865
48Thor Investment Management Inc$278,419$359,717,964$359,717,964
49TSG Advice Partners, LLC$165,294$373,232,902$373,232,902
50J.W. Coons Advisors, LLC$1,325,459$399,041,227$56,916,732$455,957,959
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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.