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 | PEGASUS PARTNERS | $885,318 | $1,890,495,185 | $398,935,970 | $2,289,431,155 |
| 2 | REVIEW SERVICES INC | $207,050 | — | $172,058,559 | $172,058,559 |
| 3 | THE INVICTUS COLLECTIVE, LLC | $1,562,717 | $140,568,794 | $151,659,250 | $292,228,044 |
| 4 | OPEROSE ADVISORS LLC | $1,158,098 | $381,834,690 | $148,574,159 | $530,408,849 |
| 5 | CANOPY WEALTH MANAGEMENT | $373,030 | $1,052,122,955 | $121,429,758 | $1,173,552,713 |
| 6 | DIVERSIFIED MANAGEMENT INC | $979,726 | $1,462,855,614 | $115,483,149 | $1,578,338,763 |
| 7 | MILESTONE INVESTMENT ADVISORS, LLC | $625,406 | $636,074,014 | $101,279,700 | $737,353,714 |
| 8 | RESONANT CAPITAL ADVISORS, LLC | $842,614 | $1,131,244,812 | $69,480,323 | $1,200,725,135 |
| 9 | SUMNICHT & ASSOCIATES, LLC | $918,686 | $289,822,302 | $51,928,824 | $341,751,126 |
| 10 | WALKNER CONDON FINANCIAL ADVISORS LLC | $274,334 | $425,251,371 | $33,984,192 | $459,235,563 |
| 11 | ADVISORS MANAGEMENT GROUP INC | $133,497 | $542,768,463 | $33,272,728 | $576,041,191 |
| 12 | PJS INVESTMENT MANAGEMENT | $671,244 | $737,581,570 | $26,965,135 | $764,546,705 |
| 13 | CUSHING CAPITAL PARTNERS, LLC | $281,846 | $184,955,525 | $25,301,575 | $210,257,100 |
| 14 | ENDOWMENT WEALTH MANAGEMENT, INC. | $185,261 | $269,494,195 | $25,070,530 | $294,564,725 |
| 15 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC | $1,706,050 | $1,407,260,321 | $20,703,865 | $1,427,964,186 |
| 16 | WFA ASSET MANAGEMENT CORP | $758,562 | $311,388,140 | $19,344,969 | $330,733,109 |
| 17 | NORTH STAR ASSET MANAGEMENT INC | $978,562 | $2,688,828,790 | $12,979,865 | $2,701,808,655 |
| 18 | DENALI WEALTH MANAGEMENT, INC. | $627,518 | $219,606,000 | $9,438,000 | $229,044,000 |
| 19 | MENDOTA FINANCIAL GROUP, LLC | $299,580 | $329,942,076 | $9,182,835 | $339,124,911 |
| 20 | ENRICH FINANCIAL PARTNERS LLC | $1,124,933 | $355,453,435 | $9,024,847 | $364,478,282 |
| 21 | MCCARTHY GRITTINGER FINANCIAL GROUP, LLC | $525,735 | $392,155,561 | $8,980,353 | $401,135,914 |
| 22 | COPPER HARBOR INVESTMENT ADVISORS, LLC | $2,262,222 | $480,140,000 | $8,500,000 | $488,640,000 |
| 23 | MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | $323,075 | $532,750,015 | $8,078,284 | $540,828,299 |
| 24 | RMR WEALTH ADVISORS LLC | $813,847 | $376,730,775 | $5,777,359 | $382,508,134 |
| 25 | KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP | $163,997 | $324,049,290 | $5,748,367 | $329,797,657 |
| 26 | VOYAGER CAPITAL MANAGEMENT, LLC | $343,355 | $208,746,194 | $5,507,323 | $214,253,517 |
| 27 | CHARTER CAPITAL MANAGEMENT, INC | $875,353 | $292,358,912 | $5,261,153 | $297,620,065 |
| 28 | POEHLING CAPITAL MANAGEMENT, INC. | $312,774 | $376,870,266 | $4,400,691 | $381,270,957 |
| 29 | ENTASIS ASSET MANAGEMENT LLC | $333,796 | $116,070,279 | $3,762,649 | $119,832,928 |
| 30 | NORTHERN OAK WEALTH MANAGEMENT, INC. | $2,227,796 | $963,745,785 | $3,117,598 | $966,863,383 |
| 31 | ORGEL WEALTH MANAGEMENT, LLC | $728,894 | $6,604,220,000 | $2,479,000 | $6,606,699,000 |
| 32 | HIGHLAND INVESTMENT ADVISORS LLC | $606,271 | $162,675,998 | $1,017,272 | $163,693,270 |
| 33 | OARSMAN CAPITAL, INC | $331,947 | $468,039,499 | $1,001,510 | $469,041,009 |
| 34 | VANTAGE FINANCIAL PARTNERS, LLC | $154,767 | $348,000,000 | $1,000,000 | $349,000,000 |
| 35 | SJA FINANCIAL ADVISORY, LLC | $438,241 | $534,899,605 | $631,046 | $535,530,651 |
| 36 | LIBERTY FINANCIAL GROUP, INC. | $618,277 | $113,862,390 | $518,870 | $114,381,260 |
| 37 | ENVISION FINANCIAL LLC | $1,698,263 | $130,766,254 | — | $130,766,254 |
| 38 | SADOFF INVESTMENT MANAGEMENT LLC | $1,492,650 | $1,859,842,044 | — | $1,859,842,044 |
| 39 | ACCESS INVESTMENT ADVISORS INC | $339,596 | $186,098,524 | — | $186,098,524 |
| 40 | JACOBSON & SCHMITT ADVISORS, LLC | $512,102 | $456,282,437 | — | $456,282,437 |
| 41 | T. ANTON INVESTMENT HOUSE, INC. | $293,753 | $277,009,514 | — | $277,009,514 |
| 42 | WINDWARD WEALTH STRATEGIES, INC. | $436,802 | $168,605,663 | — | $168,605,663 |
| 43 | SHAKESPEARE WEALTH MANAGEMENT, LLC | $345,764 | $387,601,090 | — | $387,601,090 |
| 44 | MICHAEL A. DUBIS FINANCIAL PLANNING, LLC | $807,495 | $215,601,271 | — | $215,601,271 |
| 45 | NAVIGEN WEALTH MANAGEMENT | $243,997 | $182,997,927 | — | $182,997,927 |
| 46 | FINANCIAL PLANNING AND INFORMATION SERVICES, INC. | $924,329 | $1,007,518,203 | — | $1,007,518,203 |
| 47 | CENTRAL WEALTH MANAGEMENT LLC | $199,879 | $126,123,797 | — | $126,123,797 |
| 48 | MBE WEALTH MANAGEMENT, LLC | $122,088 | $471,139,499 | — | $471,139,499 |
| 49 | MADISON PARTNERS | $178,963 | $432,911,122 | — | $432,911,122 |
| 50 | ISTHMUS PARTNERS, LLC | $753,565 | $952,505,865 | — | $952,505,865 |
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.
