RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      51OAK HARBOR WEALTH PARTNERS, LLC$449,394$304,892,114$242,919,657$547,811,771
      52DAVIS FINANCIAL PLANNING$442,929—$104,974,126$104,974,126
      53COOK WEALTH MANAGEMENT GROUP, LLC$432,503$456,290,351—$456,290,351
      54TRIAD FINANCIAL ADVISORS, INC.$423,577$942,142,652$22,341,178$964,483,830
      55HOLCOMBE & MCGRATH$417,683$116,533,595—$116,533,595
      56FIRST OAK WEALTH MANAGEMENT, LLC$410,060$232,503,952—$232,503,952
      57GRAGG FINANCIAL$405,760$173,665,253—$173,665,253
      58TOWNSEND ASSET MANAGEMENT CORP.$378,455$351,095,062$16,006,172$367,101,234
      59PARK RIDGE ASSET MANAGEMENT$369,865$185,155,796$5,694,789$190,850,585
      60INVESTOR ADVISORY GROUP$362,781—$154,544,746$154,544,746
      61TRADEWINDS, LLC$361,313$267,371,971—$267,371,971
      62WHITENER CAPITAL MANAGEMENT, INC$355,210$339,651,229$48,948,771$388,600,000
      63CASCADES CAPITAL ASSET MANAGEMENT, LLC$350,455$194,432,494$20,396,386$214,828,880
      64LUMINA WEALTH MANAGEMENT, LLC$332,933$154,229,935$9,240,407$163,470,342
      65HORIZONS WEALTH MANAGEMENT$322,087$163,298,018—$163,298,018
      66CLEARVIEW WEALTH MANAGEMENT$304,348$140,000,000—$140,000,000
      67FIRST FINANCIAL GROUP$303,595$217,000,000$11,000,000$228,000,000
      68COPPERLEAF CAPITAL, LLC$303,514$180,695,455$17,195,898$197,891,353
      69ALPHA FINANCIAL ADVISORS, LLC$294,319$412,341,503—$412,341,503
      70COLLEGIATE CAPITAL MANAGEMENT, INC.$289,825$450,924,819$48,153,401$499,078,220
      71EARTH EQUITY ADVISORS, LLC$284,221$178,491,035—$178,491,035
      72BEACON WEALTHCARE LLC$283,085$232,941,056$2,868,836$235,809,892
      73SPARTAN PLANNING GROUP$279,633$125,196,172$123,677,084$248,873,256
      74CORNERSTONE WEALTH PLANNING$278,293$179,157,593$5,907,062$185,064,655
      75PEACE OF MIND WEALTH MANAGEMENT$278,200$132,402,912$9,200,972$141,603,884
      76CROWN WEALTH GROUP LLC$265,324$202,441,997—$202,441,997
      77CROWN WEALTH GROUP LLC$265,324$202,441,997—$202,441,997
      78HILLTOP WEALTH ADVISORS, LLC$258,930$370,270,127—$370,270,127
      79DREHER FINANCIAL PARTNERS$244,819$119,226,742—$119,226,742
      80ACCRUENT WEALTH ADVISORS$236,106$93,148,635$48,986,959$142,135,594
      81RELIANT INVESTMENT PARTNERS, LLC$235,210$197,341,189—$197,341,189
      82TASSEL CAPITAL MANAGEMENT, INC$232,658$151,846,450$13,108,221$164,954,671
      83AMPHORA WEALTH MANAGEMENT, LLC$232,532$102,454,886$1,254,254$103,709,140
      84FAMILY WEALTH PARTNERS, LLC$231,093$131,029,886—$131,029,886
      85LIFEPLAN GROUP$217,505$135,505,585—$135,505,585
      86FINANCIAL SYMMETRY INC.$211,740$380,772,149$431,885,203$812,657,352
      87COLLIE FINANCIAL PLANNING, INC.$207,819$126,562,000—$126,562,000
      88PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC$189,702$151,658,395$1,810,631$153,469,026
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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.