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 | Trebuchet Consulting, LLC | $563,484 | — | $532,492,074 | $532,492,074 |
| 2 | Kapusta Financial Group, Inc. | $154,046 | — | $133,711,750 | $133,711,750 |
| 3 | Convergent Financial Strategies LLC | $393,199 | — | $136,046,742 | $136,046,742 |
| 4 | Christine Messmer, P.C. | $302,016 | $1,261,227 | $138,572,302 | $139,833,529 |
| 5 | The Aranda Group Advisors, LLC | $444,604 | $1,397,156 | $174,666,075 | $176,063,231 |
| 6 | Ballast Financial Advisors, LLC | $233,317 | $4,066,557 | $117,025,145 | $121,091,702 |
| 7 | Robbins Financial Advisory Service Inc | $498,316 | $17,898,224 | $153,024,152 | $170,922,376 |
| 8 | SEMUS WEALTH PARTNERS, LLC | $257,768 | $98,053,226 | $10,982,791 | $109,036,017 |
| 9 | Archetype Advisors, LLC | $195,479 | $100,085,333 | — | $100,085,333 |
| 10 | Equita Financial Network, Inc. | $195,649 | $107,311,632 | $295,190 | $107,606,822 |
| 11 | Persimmon Capital Management Lp | $2,654,596 | $107,402,000 | $155,403,000 | $262,805,000 |
| 12 | ITS ASSET MANAGEMENT, L.P. | $82,987 | $109,957,880 | — | $109,957,880 |
| 13 | Addis & Hill, Incorporated | $313,565 | $111,315,633 | — | $111,315,633 |
| 14 | Erickson Financial Group, LLC | $170,504 | $113,985,498 | $1,274,928 | $115,260,426 |
| 15 | Covered Bridge Advisors, LLC | $250,715 | $114,803,628 | $9,049,687 | $123,853,315 |
| 16 | Chancellor Financial Group Lp | $219,583 | $118,181,227 | $41,894,680 | $160,075,907 |
| 17 | COMPREHENSIVE FINANCIAL PLANNING INC | $400,579 | $123,182,244 | $35,847,646 | $159,029,890 |
| 18 | Flagship Capital Management Inc | $1,012,131 | $123,480,000 | — | $123,480,000 |
| 19 | Econ Financial Services Corporation | $218,541 | $126,430,582 | $9,720,705 | $136,151,287 |
| 20 | Valley Brook Capital Group, Inc. | $502,840 | $127,878,432 | $11,408,360 | $139,286,792 |
| 21 | Trinity Wealth Management, LLC | $400,718 | $135,502,479 | $28,791,904 | $164,294,383 |
| 22 | Forefront Wealth Management Inc. | $362,870 | $138,042,930 | $18,716,807 | $156,759,737 |
| 23 | Macro Advisors, Inc. | $133,092 | $153,364,519 | $5,281,125 | $158,645,644 |
| 24 | Atlas Wealth Partners LLC | $219,765 | $157,132,299 | — | $157,132,299 |
| 25 | 46 Peaks LLC | $666,256 | $163,899,000 | — | $163,899,000 |
| 26 | Barnstone Advisors LLC | $1,305,353 | $168,390,482 | — | $168,390,482 |
| 27 | Financial Advisory Services, LLC | $263,817 | $173,591,728 | — | $173,591,728 |
| 28 | Trunorth Financial Services, Inc. | $261,730 | $173,647,347 | $402,817 | $174,050,164 |
| 29 | Wealth Management Solutions LLC | $270,157 | $176,682,434 | — | $176,682,434 |
| 30 | Morton Brown Family Wealth LLC | $399,226 | $179,651,667 | — | $179,651,667 |
| 31 | Invariant Investment Management LLC | $217,188 | $180,294,498 | $1,492,027 | $181,786,525 |
| 32 | Kailasa Capital Management LLC | $605,136 | $181,350,945 | $55,257,209 | $236,608,154 |
| 33 | Entrust Financial LLC | $182,643 | $181,582,530 | $12,566,518 | $194,149,048 |
| 34 | Crossgate Wealth Advisors, LLC | $315,550 | $186,815,387 | $1,568,248 | $188,383,635 |
| 35 | Planning Capital Management Corp. | $283,753 | $189,547,078 | — | $189,547,078 |
| 36 | Wick Capital Partners, LLC | $508,809 | $189,818,007 | $29,478,467 | $219,296,474 |
| 37 | Braun-Bostich & Associates Inc. | $207,886 | $190,631,376 | $2,078,752 | $192,710,128 |
| 38 | Stonecrop Wealth Advisors, LLC | $385,036 | $193,374,653 | $1,453,706 | $194,828,359 |
| 39 | B & L Asset Management, LLC | $812,233 | $197,965,417 | $1,031,763 | $198,997,180 |
| 40 | EWA, LLC | $133,756 | $198,806,844 | $623,631 | $199,430,475 |
| 41 | Northstar Financial Companies, Inc. | $312,322 | $200,032,719 | $5,163,018 | $205,195,737 |
| 42 | Wealth Management Strategies, Inc. | $358,632 | $200,475,147 | — | $200,475,147 |
| 43 | McClarren Financial Advisors, Inc. | $239,902 | $202,342,883 | $45,955,338 | $248,298,221 |
| 44 | Hyperion Partners, LLC | $296,779 | $203,684,302 | $6,731,867 | $210,416,169 |
| 45 | Avalon Advisory Group LLC | $535,063 | $205,202,291 | $15,243,706 | $220,445,997 |
| 46 | CMG Capital Management Group, Inc. | $271,461 | $206,575,079 | $25,524,140 | $232,099,219 |
| 47 | Wedgewood Investors Inc | $702,230 | $210,203,670 | $465,316 | $210,668,986 |
| 48 | Arin Risk Advisors LLC | $3,257,576 | $215,000,000 | — | $215,000,000 |
| 49 | Rootstock Investment Management, LLC. | $2,169,043 | $215,856,940 | $250,487,348 | $466,344,288 |
| 50 | Planning Strategies, Inc. | $203,069 | $220,733,181 | $1,830,497 | $222,563,678 |
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.
