RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      151TANGLEWOOD LEGACY ADVISORS, LLC$839,682$347,232,543$17,189,471$364,422,014
      152TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.$1,128,736$1,406,404,904—$1,406,404,904
      153TEAM FINANCIAL STRATEGIES$207,043$176,697,136$9,641,664$186,338,800
      154TEAMWORK FINANCIAL ADVISORS, LLC$328,014$606,169,667—$606,169,667
      155THE FINANCIAL ADVISORY GROUP, INC.$557,177$1,200,159,117—$1,200,159,117
      156THE GOFF FINANCIAL GROUP$824,419$457,552,800—$457,552,800
      157THE MENARD FINANCIAL GROUP, LLC$629,723$253,778,305—$253,778,305
      158THE PERSONAL WEALTH COACH$248,772$199,266,555—$199,266,555
      159THE RUDD COMPANY, LLC$337,873$152,168,295$23,863,788$176,032,083
      160THE SUM$535,583$128,004,388—$128,004,388
      161THE WATCHMAN GROUP, INC.$2,081,726$505,859,384—$505,859,384
      162TL PRIVATE WEALTH$490,692$282,638,789—$282,638,789
      163TRINITY FIDUCIARY PARTNERS, LLC$719,314$42,179,444$62,840,444$105,019,888
      164TRINITY LEGACY PARTNERS, LLC$553,329$325,609,741$37,374,141$362,983,882
      165TRINITY PORTFOLIO ADVISORS, LLC$384,425$228,708,199$87,673,620$316,381,819
      166TRISPERITY ADVISORS, LLC$341,028$236,472,231$2,247,464$238,719,695
      167TRUE FINANCIAL GROUP$141,972$252,000,000—$252,000,000
      168TRUE NORTH ADVISORS, LLC$862,127$2,843,576,801$28,167,053$2,871,743,854
      169VANNOY ADVISORY GROUP, INC.$471,231$126,289,783—$126,289,783
      170VAQUERO PRIVATE WEALTH, LTD.$853,045$314,119,385$28,804,661$342,924,046
      171VENTURI PRIVATE WEALTH$944,517$2,277,586,606$5,309,956$2,282,896,562
      172VINEYARD FAMILY WEALTH ADVISORS$1,340,401$104,551,267—$104,551,267
      173VIRTUS FAMILY OFFICE$1,745,481$335,132,366—$335,132,366
      174WATERWAY WEALTH MANAGEMENT, L.L.C.$440,587$498,744,808—$498,744,808
      175WEALTH COVENANT GROUP LLC$888,424$276,300,000—$276,300,000
      176WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC$1,619,611$235,910,275$58,858,987$294,769,262
      177WEALTHSTAR ADVISORS, LLC$289,128$717,616,108—$717,616,108
      178WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000—$112,412,000
      179WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000—$112,412,000
      180WHITEROCK WEALTH MANAGEMENT CO.$692,051$202,207,676$39,318,066$241,525,742
      181WILLIS JOHNSON & ASSOCIATES, INC.$635,766$877,175,805$37,691,773$914,867,578
      182WISDOM INDEX ADVISORS$281,301$169,343,106—$169,343,106
      183WJ INTERESTS, LLC$592,841$455,302,000—$455,302,000
      184WPA FAMILY OFFICE, LLC$1,259,036$135,975,850—$135,975,850
      185WPWEALTH LLP$404,317$645,821,639$268,742,490$914,564,129
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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.