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 |
|---|---|---|---|---|---|
| 51 | OPTIMUM INVESTMENT ADVISORS, LLC | $608,750 | $290,629,582 | $64,271,581 | $354,901,163 |
| 52 | INNOVIS ASSET MANAGEMENT LLC | $1,442,211 | $287,000,000 | — | $287,000,000 |
| 53 | AZA CAPITAL MANAGEMENT | $402,050 | $283,957,431 | $6,322,751 | $290,280,182 |
| 54 | PIERSHALE FINANCIAL GROUP, INC. | $218,358 | $274,065,018 | $21,810,317 | $295,875,335 |
| 55 | SEBOLD CAPITAL MANAGEMENT, INC | $363,809 | $270,105,973 | $35,857,686 | $305,963,659 |
| 56 | DETTERBECK WEALTH MANAGEMENT | $379,918 | $265,270,088 | $28,786,822 | $294,056,910 |
| 57 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | $327,779 | $258,665,422 | $36,663,856 | $295,329,278 |
| 58 | BLUESTEM FINANCIAL ADVISORS, LLC | $1,795,893 | $256,812,704 | — | $256,812,704 |
| 59 | BENCHMARK INVESTMENT ADVISORS LLC | $2,723,939 | $247,878,412 | — | $247,878,412 |
| 60 | DIBENEDETTO & ASSOCIATES LTD | $455,780 | $244,910,863 | $21,720,251 | $266,631,114 |
| 61 | SILIGMUELLER & NORVID WEALTH ADVISORS LLC | $2,717,786 | $244,600,730 | — | $244,600,730 |
| 62 | CREEKMUR ASSET MANAGEMENT, LLC | $283,606 | $243,333,922 | — | $243,333,922 |
| 63 | MENDEL MONEY MANAGEMENT INC | $1,411,072 | $238,471,128 | — | $238,471,128 |
| 64 | INVESCO, LLC | $1,210,493 | $237,256,669 | — | $237,256,669 |
| 65 | CHICAGO WEALTH MANAGEMENT, INC. | $267,607 | $233,085,272 | — | $233,085,272 |
| 66 | SCHLINDWEIN ASSOCIATES LLC | $519,892 | $231,351,764 | — | $231,351,764 |
| 67 | HIGHVIEW CAPITAL MANAGEMENT, LLC | $2,211,941 | $227,814,430 | $55,313,956 | $283,128,386 |
| 68 | SPOTLIGHT ASSET GROUP | $631,754 | $226,676,561 | $2,649,968 | $229,326,529 |
| 69 | CAFG WEALTH MANAGEMENT, INC. | $935,469 | $223,577,113 | — | $223,577,113 |
| 70 | RPC PRIVATE WEALTH, LLC | $215,491 | $219,873,398 | $2,513,522 | $222,386,920 |
| 71 | COGENT STRATEGIC WEALTH LLC | $603,310 | $216,588,378 | — | $216,588,378 |
| 72 | OAK WEALTH ADVISORS LLC | $2,552,563 | $204,205,000 | — | $204,205,000 |
| 73 | HOLDER WEALTH MANAGEMENT | $287,763 | $202,584,800 | — | $202,584,800 |
| 74 | THE PLANNING GROUP | $392,564 | $193,715,950 | $18,661,247 | $212,377,197 |
| 75 | MADDEN FUNDS MANAGEMENT | $871,028 | $191,626,253 | — | $191,626,253 |
| 76 | ROBERT GORDON & ASSOCIATES INC | $426,608 | $187,441,438 | $103,078,276 | $290,519,714 |
| 77 | RIVER STREET ADVISORS, LLC | $361,052 | $182,302,710 | $4,000,115 | $186,302,825 |
| 78 | MODEL WEALTH | $493,846 | $180,747,498 | — | $180,747,498 |
| 79 | ESTATE & TRUST ADVISORS | $1,371,624 | $174,275,722 | $24,609,722 | $198,885,444 |
| 80 | REDMONT WEALTH | $1,830,677 | $170,253,000 | — | $170,253,000 |
| 81 | STONE ISLAND FINANCIAL PLANNING | $610,040 | $168,981,136 | — | $168,981,136 |
| 82 | POWERS ADVISORY GROUP, LLC | $165,142 | $164,646,939 | — | $164,646,939 |
| 83 | FOREST ASSET MANAGEMENT LLC | $382,501 | $159,120,590 | — | $159,120,590 |
| 84 | HORIZON FAMILY WEALTH, INC. | $483,689 | $155,264,045 | — | $155,264,045 |
| 85 | PATRICK M. SWEENEY & ASSOCIATES, INC | $777,931 | $153,901,992 | $7,129,780 | $161,031,772 |
| 86 | ROOTED WEALTH ADVISORS | $132,073 | $152,115,900 | $956,897 | $153,072,797 |
| 87 | MEREDITH WEALTH PLANNING | $292,926 | $150,857,094 | — | $150,857,094 |
| 88 | MENTOR CAPITAL MANAGEMENT INC. | $176,375 | $143,140,194 | $31,118,648 | $174,258,842 |
| 89 | MARK BELL ADVISORY SERVICES, INC. | $1,075,543 | $139,820,585 | — | $139,820,585 |
| 90 | BENCHMARK CAPITAL GROUP LTD. | $377,316 | $131,794,032 | $3,285,037 | $135,079,069 |
| 91 | 103 ADVISORY GROUP | $3,467,708 | $131,772,905 | — | $131,772,905 |
| 92 | FOCUS FINANCIAL ADVISORS | $302,456 | $130,055,949 | — | $130,055,949 |
| 93 | TETLEY INVESTMENTS, LLC | $338,626 | $129,435,161 | $16,512,735 | $145,947,896 |
| 94 | HINSDALE ASSOCIATES | $717,002 | $129,060,448 | — | $129,060,448 |
| 95 | ARLINGTON WEALTH MANAGEMENT | $231,901 | $119,660,804 | — | $119,660,804 |
| 96 | ARBOR FINANCIAL SERVICES, LLC | $216,545 | $117,367,501 | — | $117,367,501 |
| 97 | AVOCET CAPITAL MANAGEMENT LLC | $768,703 | $115,575,531 | $5,110,857 | $120,686,388 |
| 98 | STEWARD ADVISORS, LLC | $418,066 | $114,850,586 | $3,880,163 | $118,730,749 |
| 99 | OPUS FINANCIAL SOLUTIONS LLC | $976,473 | $113,230,396 | $7,852,293 | $121,082,689 |
| 100 | VIRTUE ASSET MANAGEMENT LLC | $760,048 | $112,487,106 | — | $112,487,106 |
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.
