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
51R. Stewart Eads Investment Counsel, Inc.$784,952$221,356,466$221,356,466
52Weaver Capital Management, LLC$233,640$211,720,808$6,732,453$218,453,261
53Bull Street Advisors, LLC$1,505,898$215,343,398$215,343,398
54Red Tortoise, LLC$1,216,879$214,170,786$214,170,786
55Baugh & Associates, LLC$480,595$197,520,697$3,663$197,524,360
56Estate Management Counselors,LLC$217,767$186,626,100$186,626,100
57Tandemgrowth Financial Advisors, LLC$362,848$180,384,248$677,135$181,061,383
58AP Wealth Management, LLC$748,224$169,936,194$4,399,986$174,336,180
59Aurora Investment Counsel$1,192,401$166,373,620$2,947,273$169,320,893
60Anson Capital, Inc.$367,158$131,020,181$37,138,018$168,158,199
61Premis Advisors, LLC$1,298,930$26,239,191$138,724,914$164,964,105
62Gutt Financial Management, LLC$574,734$138,266,114$20,360,334$158,626,448
63George M. Hiller Companies, LLC$349,911$154,622,071$1,438,139$156,060,210
64Wiser Wealth Management, Inc$194,958$145,114,697$1,493,917$146,608,614
65Calvary Wealth, LLC$374,866$136,451,294$136,451,294
66Alder Financial Group Inc$539,234$133,098,356$3,327,870$136,426,226
67The Keystone Financial Alliance, LLC$307,692$124,330,469$2,746,495$127,076,964
68Minerva Planning Group, Inc.$323,397$121,273,710$121,273,710
69Strickland Davis Advisors LLC$660,236$109,381,447$10,121,205$119,502,652
70Townsend Personal Financial Planning, LLC$340,992$116,291,421$1,009,857$117,301,278
71Antares Wealth Management, LLC$1,288,882$109,095,970$8,192,270$117,288,240
72Ironridge Wealth Management, LLC$282,526$107,924,874$107,924,874
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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.