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 |
|---|---|---|---|---|---|
| 101 | WEALTH COVENANT GROUP LLC | $888,424 | $276,300,000 | — | $276,300,000 |
| 102 | SILICON HILLS WEALTH MANAGEMENT | $461,838 | $271,037,498 | $2,370,510 | $273,408,008 |
| 103 | LIFEWAY FINANCIAL CORPORATION | $678,544 | $271,417,780 | — | $271,417,780 |
| 104 | ENZI WEALTH | $379,409 | $262,457,661 | $5,784,619 | $268,242,280 |
| 105 | KM CAPITAL MANAGEMENT, LTD. | $940,289 | $192,969,182 | $72,192,201 | $265,161,383 |
| 106 | HERITAGE FINANCIAL PLANNING | $520,828 | $262,497,085 | — | $262,497,085 |
| 107 | HAVEN WEALTH GROUP | $403,820 | $260,867,459 | — | $260,867,459 |
| 108 | THE MENARD FINANCIAL GROUP, LLC | $629,723 | $253,778,305 | — | $253,778,305 |
| 109 | PATRON PARTNERS, LLC | $426,227 | $244,505,837 | $8,246,816 | $252,752,653 |
| 110 | TRUE FINANCIAL GROUP | $141,972 | $252,000,000 | — | $252,000,000 |
| 111 | CONSILIUM WEALTH ADVISORY, LLC | $510,762 | $247,719,618 | — | $247,719,618 |
| 112 | WHITEROCK WEALTH MANAGEMENT CO. | $692,051 | $202,207,676 | $39,318,066 | $241,525,742 |
| 113 | TRISPERITY ADVISORS, LLC | $341,028 | $236,472,231 | $2,247,464 | $238,719,695 |
| 114 | M.C. BYRD WEALTH MANAGEMENT, LLC | $270,484 | $184,284,080 | $53,471,206 | $237,755,286 |
| 115 | MCDONALD CAPITAL MANAGEMENT | $676,481 | $233,385,998 | — | $233,385,998 |
| 116 | IRONBRIDGE PRIVATE WEALTH, LLC | $649,004 | $231,677,647 | $665,901 | $232,343,548 |
| 117 | BONNER & SMITH, LLC | $247,137 | $229,343,130 | — | $229,343,130 |
| 118 | STEGENT EQUITY ADVISORS INC. | $571,534 | $225,147,361 | $1,751,490 | $226,898,851 |
| 119 | FORTHRIGHT FAMILY WEALTH ADVISORY LLC | $1,345,688 | $223,384,150 | — | $223,384,150 |
| 120 | FOCUS WEALTH ADVISORS, LLC | $614,313 | $217,083,128 | $3,455,086 | $220,538,214 |
| 121 | HERITAGE WEALTH MANAGEMENT | $437,966 | $208,548,000 | $10,435,140 | $218,983,140 |
| 122 | KEENER FINANCIAL PLANNING | $494,674 | $212,457,431 | $2,725,966 | $215,183,397 |
| 123 | EQUISTAR WEALTH MANAGEMENT LLC | $691,488 | $202,862,688 | $2,509,256 | $205,371,944 |
| 124 | FOUNDERS CAPITAL MANAGEMENT INC | $1,640,985 | $205,123,133 | — | $205,123,133 |
| 125 | CAERUS INVESTMENT ADVISORS, LLC | $561,612 | $149,010,444 | $55,416,430 | $204,426,874 |
| 126 | THE PERSONAL WEALTH COACH | $248,772 | $199,266,555 | — | $199,266,555 |
| 127 | STARFOX FINANCIAL SERVICES, LLC | $323,887 | $162,381,500 | $35,513,349 | $197,894,849 |
| 128 | BEST INVEST | $151,291 | $195,512,437 | $560,554 | $196,072,991 |
| 129 | PARKER FINANCIAL ADVISORS LLC | $580,966 | $194,796,490 | $408,022 | $195,204,512 |
| 130 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | $167,691 | $192,676,571 | — | $192,676,571 |
| 131 | HERITAGE RETIREMENT ADVISORS, LLC | $593,236 | $191,615,164 | — | $191,615,164 |
| 132 | TEAM FINANCIAL STRATEGIES | $207,043 | $176,697,136 | $9,641,664 | $186,338,800 |
| 133 | THE RUDD COMPANY, LLC | $337,873 | $152,168,295 | $23,863,788 | $176,032,083 |
| 134 | PARKSTONE WEALTH MANAGEMENT, LLC | $2,056,163 | $170,661,553 | — | $170,661,553 |
| 135 | MARTIN CAPITAL ADVISORS, LLP | $1,382,583 | $168,737,906 | $1,319,833 | $170,057,739 |
| 136 | WISDOM INDEX ADVISORS | $281,301 | $169,343,106 | — | $169,343,106 |
| 137 | J.K. FINANCIAL, INC. | $438,182 | $168,700,000 | — | $168,700,000 |
| 138 | KEENE & DORCHAK | $541,242 | $166,262,698 | $1,522,228 | $167,784,926 |
| 139 | MILLER GLOBAL INVESTMENTS, L.L.C. | $1,017,134 | $164,775,737 | — | $164,775,737 |
| 140 | SECURE FINANCIAL MANAGEMENT | $530,318 | $164,398,425 | — | $164,398,425 |
| 141 | STRATEGIC FINANCIAL PLANNING, INC. | $311,308 | $163,436,933 | — | $163,436,933 |
| 142 | PALADINI FINANCIAL ADVISORS, LLC | $307,417 | — | $162,008,884 | $162,008,884 |
| 143 | PARROTT WEALTH MANAGEMENT, LLC | $469,752 | $161,125,000 | — | $161,125,000 |
| 144 | LAKE HILLS WEALTH MANAGEMENT, LLC | $231,796 | $160,866,640 | — | $160,866,640 |
| 145 | PIONEER WEALTH MANAGEMENT GROUP, INC | $154,229 | $154,000,000 | $1,000,000 | $155,000,000 |
| 146 | J.E. SIMMONS & CO., P.C. | $429,592 | $153,794,049 | — | $153,794,049 |
| 147 | STRATEGIC ADVISORY SERVICES, L.L.C. | $404,380 | $152,855,585 | — | $152,855,585 |
| 148 | CHRISTIAN FINANCIAL ADVISORS | $188,731 | $149,475,097 | — | $149,475,097 |
| 149 | STOWE FINANCIAL PLANNING, L.L.C. | $534,632 | — | $145,420,000 | $145,420,000 |
| 150 | BIRD ROCK ASSET MANAGEMENT, LP | $365,350 | $137,652,464 | $7,026,141 | $144,678,605 |
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.
