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 |
|---|---|---|---|---|---|
| 1 | Capital Management Consultants, Inc. | $337,322 | $101,293,653 | $1,589,406 | $102,883,059 |
| 2 | Benchmark Capital Group Ltd. | $323,007 | $108,804,014 | $2,956,530 | $111,760,544 |
| 3 | Focus Wealth Planning Inc | $276,254 | $115,474,005 | — | $115,474,005 |
| 4 | INTEROCEAN CAPITAL - TN, LLC | $1,434,570 | $97,616,846 | $18,583,340 | $116,200,186 |
| 5 | Arlington Capital Management, Inc. | $222,778 | $116,958,262 | — | $116,958,262 |
| 6 | Redmont Wealth Advisors LLC | $2,788,364 | $122,688,000 | — | $122,688,000 |
| 7 | Meyer Financial Services, Inc. | $338,811 | $91,937,464 | $31,050,780 | $122,988,244 |
| 8 | PRISM PLANNING PARTNERS | $647,357 | $127,529,414 | — | $127,529,414 |
| 9 | Forest Asset Management LLC | $334,646 | $130,511,895 | — | $130,511,895 |
| 10 | Mark Bell Advisory Services, Inc. | $969,569 | $130,891,860 | — | $130,891,860 |
| 11 | Patrick M. Sweeney & Associates, Inc | $715,503 | $129,149,327 | $7,511,740 | $136,661,067 |
| 12 | Model Wealth , Inc. | $429,920 | $136,714,715 | — | $136,714,715 |
| 13 | Oak Wealth Advisors LLC | $2,151,515 | $142,000,000 | — | $142,000,000 |
| 14 | Holder Wealth Management, Inc. | $253,433 | $163,211,000 | — | $163,211,000 |
| 15 | South Georgia Capital, LLC | $578,288 | $164,812,072 | — | $164,812,072 |
| 16 | Cogent Strategic Wealth LLC | $529,982 | $169,594,099 | — | $169,594,099 |
| 17 | CAFG Wealth Management, Inc. | $235,977 | $174,151,236 | — | $174,151,236 |
| 18 | Chicago Wealth Management, Inc. | $244,752 | $174,997,758 | — | $174,997,758 |
| 19 | Coe Capital Management, LLC | $905,128 | $176,500,000 | — | $176,500,000 |
| 20 | RPC Private Wealth, LLC | $202,093 | $188,175,931 | $1,993,927 | $190,169,858 |
| 21 | Mendel Money Management Inc | $1,238,240 | $205,547,915 | — | $205,547,915 |
| 22 | Alex Green Investment Management LLC | $1,212,216 | $206,076,774 | — | $206,076,774 |
| 23 | Siligmueller & Norvid Wealth Advisors LLC | $2,410,477 | $207,301,000 | — | $207,301,000 |
| 24 | ADVISORY PARTNERS, LLC | $1,181,585 | $207,958,889 | — | $207,958,889 |
| 25 | TRINITY FINANCIAL ADVISORS LLC | $334,029 | $212,108,419 | — | $212,108,419 |
| 26 | Schlindwein Associates LLC | $468,725 | $214,676,269 | — | $214,676,269 |
| 27 | Sterling Wealth Management, Inc. | $503,185 | $216,872,924 | — | $216,872,924 |
| 28 | Bluestem Financial Advisors, LLC | $293,901 | $215,113,410 | $6,194,323 | $221,307,733 |
| 29 | DWM Financial Group, Inc. | $344,516 | $208,002,426 | $18,689,261 | $226,691,687 |
| 30 | Dibenedetto & Associates Ltd | $422,605 | $218,922,257 | $17,313,735 | $236,235,992 |
| 31 | Cambridge Capital Management, LLC | $284,801 | $211,488,929 | $32,300,368 | $243,789,297 |
| 32 | Piershale Financial Group, Inc. | $211,961 | $226,295,024 | $21,063,413 | $247,358,437 |
| 33 | Investment Center, Inc. | $331,890 | $248,328,866 | $7,890,216 | $256,219,082 |
| 34 | Sebold Capital Management, Inc | $336,487 | $196,267,857 | $60,134,892 | $256,402,749 |
| 35 | Graybill Bartz Associates, Ltd | $562,550 | $251,142,175 | $14,943,945 | $266,086,120 |
| 36 | J.G.Hendricks Financial Services, LLC | $135,663 | $261,620,266 | $5,364,411 | $266,984,677 |
| 37 | Edge Financial Advisors, LLC | $410,104 | $269,186,170 | $3,123,206 | $272,309,376 |
| 38 | Fountainhead Financial, LLC | $3,185,227 | — | $280,300,000 | $280,300,000 |
| 39 | Insight 2811 Inc | $385,290 | $275,463,215 | $6,183,462 | $281,646,677 |
| 40 | Ruedi Wealth Management, Inc. | $311,562 | $283,609,474 | $7,077,799 | $290,687,273 |
| 41 | Zimmerman Wealth Management, LLC | $2,154,595 | $303,797,935 | — | $303,797,935 |
| 42 | Oak Family Advisors, LLC | $598,073 | $243,200,000 | $67,200,000 | $310,400,000 |
| 43 | Miramar Capital LLC | $706,371 | $264,925,762 | $60,711,377 | $325,637,139 |
| 44 | Sage Private Wealth Group, LLC | $333,475 | $341,884,166 | $595,134 | $342,479,300 |
| 45 | GRYPHON ADVISORS, LLC | $271,234 | $271,497,614 | $78,664,850 | $350,162,464 |
| 46 | Heritage Way Advisors, L.L.C. | $735,511 | $368,490,866 | — | $368,490,866 |
| 47 | Clune & Associates | $591,150 | — | $369,469,018 | $369,469,018 |
| 48 | Shankervalleau Wealth Advisors, Inc. | $666,683 | $366,220,784 | $6,455,268 | $372,676,052 |
| 49 | Hemsley Advisors, Ltd. | $644,626 | $358,737,976 | $24,170,028 | $382,908,004 |
| 50 | Pinnacle Financial Group LLC | $427,696 | $363,845,547 | $21,935,798 | $385,781,345 |
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.
