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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
101Wealth Management Solutions LLC$270,157$176,682,434$176,682,434
102The Aranda Group Advisors, LLC$444,604$1,397,156$174,666,075$176,063,231
103Trunorth Financial Services, Inc.$261,730$173,647,347$402,817$174,050,164
104Financial Advisory Services, LLC$263,817$173,591,728$173,591,728
105Robbins Financial Advisory Service Inc$498,316$17,898,224$153,024,152$170,922,376
106Barnstone Advisors LLC$1,305,353$168,390,482$168,390,482
107Trinity Wealth Management, LLC$400,718$135,502,479$28,791,904$164,294,383
10846 Peaks LLC$666,256$163,899,000$163,899,000
109Chancellor Financial Group Lp$219,583$118,181,227$41,894,680$160,075,907
110COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
111Macro Advisors, Inc.$133,092$153,364,519$5,281,125$158,645,644
112Atlas Wealth Partners LLC$219,765$157,132,299$157,132,299
113Forefront Wealth Management Inc.$362,870$138,042,930$18,716,807$156,759,737
114Christine Messmer, P.C.$302,016$1,261,227$138,572,302$139,833,529
115Valley Brook Capital Group, Inc.$502,840$127,878,432$11,408,360$139,286,792
116Econ Financial Services Corporation$218,541$126,430,582$9,720,705$136,151,287
117Convergent Financial Strategies LLC$393,199$136,046,742$136,046,742
118Kapusta Financial Group, Inc.$154,046$133,711,750$133,711,750
119Covered Bridge Advisors, LLC$250,715$114,803,628$9,049,687$123,853,315
120Flagship Capital Management Inc$1,012,131$123,480,000$123,480,000
121Ballast Financial Advisors, LLC$233,317$4,066,557$117,025,145$121,091,702
122Erickson Financial Group, LLC$170,504$113,985,498$1,274,928$115,260,426
123Addis & Hill, Incorporated$313,565$111,315,633$111,315,633
124ITS ASSET MANAGEMENT, L.P.$82,987$109,957,880$109,957,880
125SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
126Equita Financial Network, Inc.$195,649$107,311,632$295,190$107,606,822
127Archetype Advisors, LLC$195,479$100,085,333$100,085,333
« Previous Page

Showing 101 to 127 of 127 entries

Page 1 | 2 | 3

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.