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

Showing 1 to 18 of 18 entries

Page 1

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.