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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
51J.F. Williams Co., Inc.$430,169$194,006,362$194,006,362
52Peak Financial Advisors, LLC$514,642$192,780,051$210,675$192,990,726
53M & A Consulting Group, LLC$310,855$189,000,000$189,000,000
54The Retirement Planning Specialists, LLC$234,456$186,409,500$921,197$187,330,697
55Aspen Wealth Strategies, LLC$225,630$173,120,073$10,994,139$184,114,212
56Custos Family Office LLC$1,201,491$174,246,806$5,976,792$180,223,598
57Petra Financial Advisors Inc$327,237$174,090,333$174,090,333
58Financially Speaking Inc$283,167$163,926,735$3,141,644$167,068,379
59Panoramic Investment Advisors, LLC$257,572$166,906,372$166,906,372
60Whipplewood Advisors, LLC$550,669$163,964,679$2,887,951$166,852,630
61Kilterhowling LLC$314,407$151,831,023$11,974,768$163,805,791
62Cornerstone Investment Advisors, LLC$401,135$83,054,834$80,608,097$163,662,931
63Wealth Legacy Institute, Inc.$328,245$160,840,035$160,840,035
64Lotusgroup Advisors, LLC$115,307$73,618,701$86,196,459$159,815,160
65Custom Portfolio Group LLC$1,850,698$146,145,110$11,164,210$157,309,320
66Boulder Wealth Advisors, LLC$317,592$156,255,111$156,255,111
67Callahan Capital Management Inc$128,369$152,162,211$1,880,694$154,042,905
68Season Investments, LLC$438,630$125,099,645$26,666,205$151,765,850
69Mueller Financial Solutions Co.$563,966$143,912,774$6,666,175$150,578,949
70Highpass Asset Management LLC$791,754$150,433,315$150,433,315
71Integrated Financial Planning, P.C.$238,455$143,073,045$143,073,045
72Alpha Capital Family Office, LLC$290,955$136,295,788$3,653,349$139,949,137
73Integrity Wealth Solutions LLC$387,863$137,691,389$137,691,389
74Pinnacle Wealth Management, Inc.$178,942$128,618,869$1,114,304$129,733,173
75Vital Investment Management LLC$270,158$128,237,413$897,875$129,135,288
76JHP Wealth Management, LLC$574,970$128,218,290$128,218,290
77The Holben Group, LLC$229,656$127,000,000$127,000,000
78The Wealth Conservancy, Inc.$564,892$96,388,598$29,582,424$125,971,022
79FFG Retirement Advisors LLC$236,658$125,665,486$125,665,486
80SUMMIT WEALTH ADVISORS, INC.$241,576$118,142,290$5,061,430$123,203,720
81Bonfire Financial, LLC$289,597$119,201,756$3,297,968$122,499,724
82Maddock Financial, LLC$1,268,654$93,644,562$26,877,580$120,522,142
83Altius Financial, Inc.$241,260$116,287,379$116,287,379
84Genereux Investment Management, Inc.$380,119$112,895,361$112,895,361
85CDKV Holdings LLC$436,498$107,324,771$490,271$107,815,042
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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.