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 | NEWBRIDGE WEALTH MANAGEMENT | $133,188 | $115,740,000 | — | $115,740,000 |
| 2 | MACRO ADVISORS, INC. | $147,235 | $183,560,341 | $7,698,311 | $191,258,652 |
| 3 | LIFEGUIDE FINANCIAL ADVISORS, LLC | $154,982 | $339,474,303 | $2,570,738 | $342,045,041 |
| 4 | EWA, LLC | $157,517 | $22,541,794 | $210,111,545 | $232,653,339 |
| 5 | KAPUSTA FINANCIAL GROUP | $159,115 | — | $144,794,956 | $144,794,956 |
| 6 | ERICKSON FINANCIAL GROUP, LLC | $199,530 | $134,307,718 | $1,572,381 | $135,880,099 |
| 7 | EQUITA FINANCIAL NETWORK, INC. | $209,024 | $150,860,308 | $5,071,951 | $155,932,259 |
| 8 | BRAUN-BOSTICH & ASSOCIATES INC. | $210,785 | $209,072,856 | $2,976,401 | $212,049,257 |
| 9 | BALLAST FINANCIAL ADVISORS, LLC | $213,989 | $90,896,370 | $142,993,760 | $233,890,130 |
| 10 | IAM ADVISORY LLC | $216,602 | $526,125,315 | — | $526,125,315 |
| 11 | MFA WEALTH ADVISORS, LLC | $221,470 | $393,830,692 | $5,257,824 | $399,088,516 |
| 12 | PSI CAPITAL MANAGEMENT | $223,673 | $260,370,936 | $1,997,161 | $262,368,097 |
| 13 | ATLAS WEALTH PARTNERS LLC | $227,228 | $168,148,951 | — | $168,148,951 |
| 14 | CHANCELLOR FINANCIAL GROUP WB LP | $228,327 | $132,412,708 | $52,304,096 | $184,716,804 |
| 15 | FINANCIAL ADVISORY SERVICES, LLC | $231,528 | $181,749,115 | — | $181,749,115 |
| 16 | ECON WEALTH MANAGEMENT | $238,764 | $142,804,460 | $10,720,758 | $153,525,218 |
| 17 | STEWARDSHIP ADVISORS, LLC | $239,647 | $321,606,300 | — | $321,606,300 |
| 18 | ENTRUST FINANCIAL LLC | $262,535 | $219,953,025 | $15,803,591 | $235,756,616 |
| 19 | STONE PINE FINANCIAL PARTNERS | $264,612 | $132,306,000 | — | $132,306,000 |
| 20 | TRUNORTH FINANCIAL SERVICES, INC. | $267,147 | $200,100,827 | $526,471 | $200,627,298 |
| 21 | WEALTH MANAGEMENT SOLUTIONS | $278,969 | $385,535,080 | — | $385,535,080 |
| 22 | QUATTRO ADVISORS L.L.C. | $284,068 | $385,978,824 | $17,965,752 | $403,944,576 |
| 23 | PITTSBURGH FINANCIAL PLANNERS, INC. | $291,329 | $20,499,647 | $93,992,596 | $114,492,243 |
| 24 | COVERED BRIDGE ADVISORS, LLC | $292,080 | $134,604,985 | $12,895,273 | $147,500,258 |
| 25 | MCCLARREN FINANCIAL ADVISORS | $295,228 | $246,962,500 | $44,427,500 | $291,390,000 |
| 26 | CHB INVESTMENT GROUP, LLC | $314,714 | $199,721,697 | $7,360,305 | $207,082,002 |
| 27 | HARVEST FINANCIAL PARTNERS | $316,290 | $102,322,585 | $3,634,655 | $105,957,240 |
| 28 | TGS FINANCIAL ADVISORS | $317,557 | $331,828,741 | $25,740,447 | $357,569,188 |
| 29 | BILL FEW ASSOCIATES, INC. | $318,000 | $1,251,432,853 | $451,139,339 | $1,702,572,192 |
| 30 | CROSSGATE WEALTH ADVISORS, LLC | $318,458 | $214,379,135 | $1,853,858 | $216,232,993 |
| 31 | NORTHSTAR FINANCIAL COMPANIES, INC. | $318,869 | $225,437,000 | $9,888,000 | $235,325,000 |
| 32 | CHRISTINE MESSMER, P.C. | $335,351 | $1,232,132 | $168,119,940 | $169,352,072 |
| 33 | ARCHETYPE ADVISORS, LLC | $346,512 | $120,586,288 | — | $120,586,288 |
| 34 | HOEY INVESTMENTS, INC. | $350,909 | $386,000,442 | — | $386,000,442 |
| 35 | PLANNING CAPITAL MANAGEMENT CORP. | $359,163 | $269,372,285 | — | $269,372,285 |
| 36 | ISI FINANCIAL GROUP INC | $359,529 | $721,935,095 | — | $721,935,095 |
| 37 | EXECUTIVE WEALTH COUNSELORS, LLC | $371,595 | $168,450,501 | $8,800,366 | $177,250,867 |
| 38 | LEGEND FINANCIAL ADVISORS INC | $372,600 | $288,854,448 | $10,716,305 | $299,570,753 |
| 39 | WMS WEALTH PLANNERS | $386,182 | $236,343,377 | — | $236,343,377 |
| 40 | PARSONS CAPITAL MANAGEMENT, LLC | $389,291 | $601,455,054 | — | $601,455,054 |
| 41 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $392,277 | $530,025,582 | $47,405,578 | $577,431,160 |
| 42 | FUHRMAN MANAGEMENT ASSOCIATES, INC. | $395,985 | $262,185,796 | $26,091,101 | $288,276,897 |
| 43 | HYPERION PARTNERS, LLC | $400,414 | $308,472,449 | $7,454,127 | $315,926,576 |
| 44 | ADDIS & HILL, INCORPORATED | $402,241 | $142,795,441 | — | $142,795,441 |
| 45 | CONFLUENCE FINANCIAL PARTNERS | $405,134 | $2,339,588,415 | $168,998,347 | $2,508,586,762 |
| 46 | ROCKWOOD WEALTH MANAGEMENT, LLC | $405,539 | $1,345,437,126 | $32,583,154 | $1,378,020,280 |
| 47 | STEVEN G. BLUM AND ASSOCIATES, LLC | $411,574 | — | $131,291,996 | $131,291,996 |
| 48 | BOUVEL INVESTMENT PARTNERS, LLC | $413,204 | $274,365,921 | $4,133,612 | $278,499,533 |
| 49 | BOUVEL INVESTMENT PARTNERS, LLC | $413,204 | $274,365,921 | $4,133,612 | $278,499,533 |
| 50 | RODGERS & ASSOCIATES | $423,877 | $1,382,262,598 | — | $1,382,262,598 |
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.
