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
51Miramar Capital LLC$706,371$264,925,762$60,711,377$325,637,139
52Crumly And Associates, Incorporated$747,475$263,858,688$263,858,688
53J.G.Hendricks Financial Services, LLC$135,663$261,620,266$5,364,411$266,984,677
54Graybill Bartz Associates, Ltd$562,550$251,142,175$14,943,945$266,086,120
55Rezny Wealth Management, Inc.$994,306$250,866,900$1,686,743$252,553,643
56Investment Center, Inc.$331,890$248,328,866$7,890,216$256,219,082
57Oak Family Advisors, LLC$598,073$243,200,000$67,200,000$310,400,000
58Piershale Financial Group, Inc.$211,961$226,295,024$21,063,413$247,358,437
59Dibenedetto & Associates Ltd$422,605$218,922,257$17,313,735$236,235,992
60Sterling Wealth Management, Inc.$503,185$216,872,924$216,872,924
61Bluestem Financial Advisors, LLC$293,901$215,113,410$6,194,323$221,307,733
62Schlindwein Associates LLC$468,725$214,676,269$214,676,269
63TRINITY FINANCIAL ADVISORS LLC$334,029$212,108,419$212,108,419
64Cambridge Capital Management, LLC$284,801$211,488,929$32,300,368$243,789,297
65DWM Financial Group, Inc.$344,516$208,002,426$18,689,261$226,691,687
66ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
67Siligmueller & Norvid Wealth Advisors LLC$2,410,477$207,301,000$207,301,000
68Alex Green Investment Management LLC$1,212,216$206,076,774$206,076,774
69Mendel Money Management Inc$1,238,240$205,547,915$205,547,915
70Madden Funds Management Ltd.$1,068,421$203,000,000$203,000,000
71Creekmur Asset Management, LLC$263,602$197,438,169$197,438,169
72Sebold Capital Management, Inc$336,487$196,267,857$60,134,892$256,402,749
73RPC Private Wealth, LLC$202,093$188,175,931$1,993,927$190,169,858
74Invesco, LLC$940,774$177,806,293$177,806,293
75Coe Capital Management, LLC$905,128$176,500,000$176,500,000
76Chicago Wealth Management, Inc.$244,752$174,997,758$174,997,758
77CAFG Wealth Management, Inc.$235,977$174,151,236$174,151,236
78TPG Advisors LLC$343,233$174,140,768$14,294,183$188,434,951
79Estate & Trust Advisors, Inc.$355,013$169,696,312$169,696,312
80Cogent Strategic Wealth LLC$529,982$169,594,099$169,594,099
81South Georgia Capital, LLC$578,288$164,812,072$164,812,072
82Holder Wealth Management, Inc.$253,433$163,211,000$163,211,000
83Oak Wealth Advisors LLC$2,151,515$142,000,000$142,000,000
84River Street Advisors, LLC$333,294$138,786,401$3,530,133$142,316,534
85Model Wealth , Inc.$429,920$136,714,715$136,714,715
86Mark Bell Advisory Services, Inc.$969,569$130,891,860$130,891,860
87Forest Asset Management LLC$334,646$130,511,895$130,511,895
88Patrick M. Sweeney & Associates, Inc$715,503$129,149,327$7,511,740$136,661,067
89PRISM PLANNING PARTNERS$647,357$127,529,414$127,529,414
90Hinsdale Associates, Inc.$653,981$124,910,323$124,910,323
91Redmont Wealth Advisors LLC$2,788,364$122,688,000$122,688,000
92MONEY MANAGERS ADVISORY$92,461$117,147,881$117,147,881
93Arlington Capital Management, Inc.$222,778$116,958,262$116,958,262
94Focus Wealth Planning Inc$276,254$115,474,005$115,474,005
95Benchmark Capital Group Ltd.$323,007$108,804,014$2,956,530$111,760,544
96Mentor Capital Management Inc.$143,989$105,689,242$27,932,361$133,621,603
97Three Sixty Wealth Management, LLC$218,750$105,000,000$105,000,000
98AHC ADVISORS, INC.$1,147,453$102,250,612$153,631,472$255,882,084
99Capital Management Consultants, Inc.$337,322$101,293,653$1,589,406$102,883,059
100INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
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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.