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
51Rachor Investment Advisory Services, LLC$179,248$191,853,983$2,630,213$194,484,196
52Miller Capital Partners, Inc.$1,133,168$153,278,145$31,428,207$184,706,352
53GPM Growth Investors, Inc.$482,925$180,614,000$180,614,000
54Deseranno Corporation$593,658$175,129,139$175,129,139
55Action Point Financial Planning, LLC$176,751$170,200,000$3,900,000$174,100,000
56Sage Hill Capital L.L.C.$551,524$143,936,358$25,933,095$169,869,453
57Hemming& Wealth Management, Inc.$144,027$151,804,161$151,804,161
58Lifeplan Financial Advisory Group, LLC$229,985$148,800,000$148,800,000
59Reitz Capital Advisors LLC$236,177$143,831,791$143,831,791
60Haverdink Financial Management, LLC$316,798$139,391,000$139,391,000
61RFM Financial Solutions, LLC$245,357$102,893,224$34,015,862$136,909,086
62Bernard Wealth Management Corp.$265,368$118,097,487$18,301,837$136,399,324
63Darden Wealth Group, Inc$205,254$131,103,708$2,516,684$133,620,392
64Breakwater Capital, LLC$320,972$125,500,000$125,500,000
65Independent Wealth Management, LLC$257,695$114,039,009$9,912,180$123,951,189
66Lifeworks Advisors, LLC$168,864$101,518,586$20,907,698$122,426,284
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Showing 51 to 66 of 66 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.