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.

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    Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
    1EHB FINANCIAL RESOURCES MANAGEMNT, INC.$1,525,882$129,700,000$129,700,000
    2STEVEN G. BLUM AND ASSOCIATES, LLC$411,574$131,291,996$131,291,996
    3CONVERGENT FINANCIAL STRATEGIES LLC$463,518$178,454,534$178,454,534
    4TREBUCHET CONSULTING, LLC$980,555$597,158,245$597,158,245
    5KAPUSTA FINANCIAL GROUP$159,115$144,794,956$144,794,956
    6CHRISTINE MESSMER, P.C.$335,351$1,232,132$168,119,940$169,352,072
    7ROBBINS WEALTH MANAGEMENT$504,901$18,965,052$162,799,194$181,764,246
    8PITTSBURGH FINANCIAL PLANNERS, INC.$291,329$20,499,647$93,992,596$114,492,243
    9EWA, LLC$157,517$22,541,794$210,111,545$232,653,339
    10BALLAST FINANCIAL ADVISORS, LLC$213,989$90,896,370$142,993,760$233,890,130
    11HARVEST FINANCIAL PARTNERS$316,290$102,322,585$3,634,655$105,957,240
    12THE ARANDA GROUP ADVISORS, LLC$502,598$111,980,736$88,053,413$200,034,149
    13NEWBRIDGE WEALTH MANAGEMENT$133,188$115,740,000$115,740,000
    14SENSENIG CAPITAL ADVISORS, INC.$610,309$119,005,056$93,382,462$212,387,518
    15ARCHETYPE ADVISORS, LLC$346,512$120,586,288$120,586,288
    16VERICREST PRIVATE WEALTH, LLC$1,121,753$121,149,333$121,149,333
    17STONE PINE FINANCIAL PARTNERS$264,612$132,306,000$132,306,000
    18CHANCELLOR FINANCIAL GROUP WB LP$228,327$132,412,708$52,304,096$184,716,804
    19ERICKSON FINANCIAL GROUP, LLC$199,530$134,307,718$1,572,381$135,880,099
    20COVERED BRIDGE ADVISORS, LLC$292,080$134,604,985$12,895,273$147,500,258
    21STRUCTURED ASSET MANAGEMENT, INC.$1,587,096$134,865,050$4,799,432$139,664,482
    22ADDIS & HILL, INCORPORATED$402,241$142,795,441$142,795,441
    23ECON WEALTH MANAGEMENT$238,764$142,804,460$10,720,758$153,525,218
    24FLAGSHIP CAPITAL MANAGEMENT INC$1,002,800$145,406,000$145,406,000
    25THE SHARP FINANCIAL GROUP$496,487$145,613,404$1,843,238$147,456,642
    26EQUITA FINANCIAL NETWORK, INC.$209,024$150,860,308$5,071,951$155,932,259
    27VALLEY BROOK CAPITAL GROUP$596,005$161,146,323$17,059,190$178,205,513
    28B & L ASSET MANAGEMENT, LLC$788,451$162,168,662$1,040,619$163,209,281
    29BARNSTONE ADVISORS LLC$1,116,735$164,160,000$164,160,000
    30ATLAS WEALTH PARTNERS LLC$227,228$168,148,951$168,148,951
    31TRINITY WEALTH MANAGEMENT, LLC$426,939$168,190,878$34,605,151$202,796,029
    32EXECUTIVE WEALTH COUNSELORS, LLC$371,595$168,450,501$8,800,366$177,250,867
    33FINANCIAL ADVISORY SERVICES, LLC$231,528$181,749,115$181,749,115
    3446 PEAKS INVESTMENT ADVISORY GROUP$571,541$182,321,461$182,321,461
    35MACRO ADVISORS, INC.$147,235$183,560,341$7,698,311$191,258,652
    36FOREFRONT WEALTH MANAGEMENT$517,247$191,251,658$23,923,186$215,174,844
    37CHB INVESTMENT GROUP, LLC$314,714$199,721,697$7,360,305$207,082,002
    38TRUNORTH FINANCIAL SERVICES, INC.$267,147$200,100,827$526,471$200,627,298
    39BRAUN-BOSTICH & ASSOCIATES INC.$210,785$209,072,856$2,976,401$212,049,257
    40ASPIRE WEALTH ARCHITECTS$529,018$210,196,850$22,571,211$232,768,061
    41CROSSGATE WEALTH ADVISORS, LLC$318,458$214,379,135$1,853,858$216,232,993
    42WEDGEWOOD INVESTORS INC$750,843$215,040,887$1,201,790$216,242,677
    43KAILASA CAPITAL MANAGEMENT LLC$735,612$217,334,116$56,313,685$273,647,801
    44ENTRUST FINANCIAL LLC$262,535$219,953,025$15,803,591$235,756,616
    45NORTHSTAR FINANCIAL COMPANIES, INC.$318,869$225,437,000$9,888,000$235,325,000
    46COMPREHENSIVE FINANCIAL PLANNING INC$573,004$231,995,944$32,159,019$264,154,963
    47STONECROP WEALTH ADVISORS, LLC$427,229$234,429,857$1,827,558$236,257,415
    48WMS WEALTH PLANNERS$386,182$236,343,377$236,343,377
    49MCCLARREN FINANCIAL ADVISORS$295,228$246,962,500$44,427,500$291,390,000
    50MORTON BROWN FAMILY WEALTH LLC$467,762$251,655,802$251,655,802
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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.