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 | Financial Counseling, Inc. | $106,908 | $100,498,478 | $530,000 | $101,028,478 |
| 2 | Carillon Advisors, LLC | $662,124 | $81,422,055 | $21,207,125 | $102,629,180 |
| 3 | First Mason Financial, LLC | $160,628 | $107,781,083 | — | $107,781,083 |
| 4 | Stan Evans Financial Planning, LLC | $217,476 | $112,000,000 | — | $112,000,000 |
| 5 | Monetary Solutions, Ltd. | $849,624 | $113,000,000 | — | $113,000,000 |
| 6 | T.T.G. Financial, Inc. | $713,475 | $120,577,220 | — | $120,577,220 |
| 7 | Capital Asset Management, Inc. | $514,655 | $127,975,319 | $1,717,811 | $129,693,130 |
| 8 | Michael Brady & Co., LLC | $221,315 | $130,797,236 | — | $130,797,236 |
| 9 | Meridian Capital Management Group, Inc. | $228,443 | $131,185,658 | $397,534 | $131,583,192 |
| 10 | Vela Investment Management, LLC | $1,213,353 | $134,682,208 | — | $134,682,208 |
| 11 | Meyer Capital Management LLC. | $403,790 | $136,077,070 | — | $136,077,070 |
| 12 | Heritage Financial Advisors, LLC | $275,780 | — | $137,338,542 | $137,338,542 |
| 13 | Lighthouse Wealth Management, Inc. | $190,228 | $138,296,008 | — | $138,296,008 |
| 14 | Pathfinder Wealth Advisors LLC | $930,749 | $97,595,328 | $41,086,311 | $138,681,639 |
| 15 | ADAPTIVE FINANCIAL CONSULTING, LLC | $578,227 | $138,202,121 | $1,150,502 | $139,352,623 |
| 16 | International Management Advisors Ltd. | $2,165,418 | $139,397,322 | $10,016,495 | $149,413,817 |
| 17 | Lindahl & Mansager Inc | $199,662 | $152,342,000 | — | $152,342,000 |
| 18 | Artifex Financial Group, LLC | $192,741 | $153,614,273 | — | $153,614,273 |
| 19 | Centricity Wealth Management, LLC | $284,940 | $87,223,000 | $68,924,000 | $156,147,000 |
| 20 | Purtill Financial LLC | $275,857 | — | $158,065,817 | $158,065,817 |
| 21 | OBJECTIVE CAPITAL MANAGEMENT, LLC | $396,949 | $136,314,277 | $22,862,362 | $159,176,639 |
| 22 | Birchcreek Wealth Management, LLC | $343,313 | $159,477,957 | $8,745,188 | $168,223,145 |
| 23 | Vawter Financial Ltd | $261,069 | $171,000,000 | — | $171,000,000 |
| 24 | Resolute Wealth Advisor, Inc. | $261,576 | $118,077,608 | $52,993,284 | $171,070,892 |
| 25 | Rebel Financial, LLC. | $475,375 | $167,247,187 | $5,313,779 | $172,560,966 |
| 26 | Kovalcik & Geraghty Wealth Partners LLP | $289,923 | $172,298,322 | $3,974,745 | $176,273,067 |
| 27 | Private Harbour Investment Management & Counsel LLC. | $460,459 | $184,255,644 | $2,230,126 | $186,485,770 |
| 28 | Spreng Capital Management, Inc. | $139,982 | $193,174,653 | — | $193,174,653 |
| 29 | Fullen Financial Group, Inc. | $291,644 | $195,401,485 | — | $195,401,485 |
| 30 | Shaker Investments, L.L.C. | $1,233,780 | $196,158,487 | $12,564 | $196,171,051 |
| 31 | Ray|Theil Wealth Management, LLC | $857,841 | $207,597,491 | — | $207,597,491 |
| 32 | Ruggaard & Associates, Inc. | $454,517 | $209,077,889 | — | $209,077,889 |
| 33 | JPS Financial, LLC | $352,074 | $200,604,124 | $17,329,662 | $217,933,786 |
| 34 | Hixon Zuercher, LLC | $224,526 | $217,201,048 | $4,630,528 | $221,831,576 |
| 35 | Whitcomb & Hess, Inc. | $112,999 | $180,007,612 | $46,554,820 | $226,562,432 |
| 36 | Walden Wealth Partners, LLC | $454,227 | $219,873,721 | $7,694,083 | $227,567,804 |
| 37 | Strategic Planning, Inc. | $247,581 | $231,487,880 | — | $231,487,880 |
| 38 | Siena Capital, LLC | $484,618 | $231,647,275 | — | $231,647,275 |
| 39 | Trinity Wealth Management LLC | $2,156,481 | $232,900,000 | — | $232,900,000 |
| 40 | Generations Wealth, LLC | $915,150 | $245,260,329 | — | $245,260,329 |
| 41 | Paradigm Wealth Management, LLC | $563,159 | $233,890,000 | $24,600,000 | $258,490,000 |
| 42 | Harlan G Storey, Inc | $357,443 | $257,854,557 | $1,649,112 | $259,503,669 |
| 43 | Coordinated Financial Planning Corp | $733,835 | $248,629,139 | $12,616,022 | $261,245,161 |
| 44 | SWS Partners, LLC | $531,972 | $270,241,738 | — | $270,241,738 |
| 45 | Berno Financial Management Inc | $413,147 | $249,026,957 | $25,302,389 | $274,329,346 |
| 46 | Keystone Financial Planning, Inc | $667,612 | $276,391,341 | — | $276,391,341 |
| 47 | FSM Wealth Advisors, LLC | $1,129,382 | $281,216,213 | — | $281,216,213 |
| 48 | Clear Perspectives Financial Planning, LLC | $314,063 | $285,169,162 | — | $285,169,162 |
| 49 | Trinity Financial Advisors LLC | $390,407 | $286,168,032 | — | $286,168,032 |
| 50 | Winfield Associates Inc | $484,078 | $291,745,111 | $154,208 | $291,899,319 |
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.
