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
1West Financial Advisors, L.L.C.$317,343$365,900,000$9,200,000$375,100,000
2Wealthspan Partners, LLC$136,669$180,639,155$5,231,018$185,870,173
3Veerkloh, LLC$504,360$225,501,956$4,486,156$229,988,112
4Valiant Wealth, LLC$430,673$167,510,747$21,124,031$188,634,778
5The Heaton Hoppes Group, LLC$456,035$151,403,566$151,403,566
6Syverson Strege & Company$334,289$441,910,321$139,084,477$580,994,798
7R.E. Dickinson Investment Advisors, LLC$575,600$274,313,518$18,091,083$292,404,601
8Quad-Cities Investment Group, LLC$229,847$253,982,609$13,329,212$267,311,821
9Peterson Financial Group, Inc.$141,461$109,490,660$109,490,660
10Paladin Advisory Group, LLC$814,777$178,436,078$178,436,078
11Nikulski Financial, Inc.$183,412$201,600,000$31,700,000$233,300,000
12Mokosak Advisory Group, LLC$234,198$216,929,241$2,748,391$219,677,632
13MARRS WEALTH MANAGEMENT, LLC$767,369$214,319,283$3,613,485$217,932,768
14Kane Company, P.C.$282,932$134,109,582$134,109,582
15IRON HORSE WEALTH MANAGEMENT, LLC$115,155$183,211,225$183,211,225
16Foster Group, Inc.$554,011$2,639,308,984$2,639,308,984
17Clarity Asset Management, Inc.$381,951$199,760,553$199,760,553
18Boyle Capital Management, L.L.C.$130,363$234,462,158$28,480,188$262,942,346
19Basepoint Wealth, LLC$152,293$327,379,504$5,076,745$332,456,249
20Ballast Capital Advisors LLC$2,098,727$220,366,374$220,366,374
21A.O. Wealth Advisory,LLC$112,414$91,587,404$8,910,939$100,498,343

Showing 1 to 21 of 21 entries

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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.