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 |
|---|---|---|---|---|---|
| 301 | JEFFREY CHARLES LLOYD WOLMAN | $318,954 | $220,396,968 | — | $220,396,968 |
| 302 | CLARITY CAPITAL ADVISORS, LLC | $1,047,556 | $191,731,943 | $28,254,887 | $219,986,830 |
| 303 | PRIVATE CAPITAL MANAGEMENT, INC. | $702,066 | $198,650,687 | $19,691,869 | $218,342,556 |
| 304 | 5T WEALTH, LLC | $660,785 | $217,545,210 | $513,803 | $218,059,013 |
| 305 | BENNINGFIELD FINANCIAL ADVISORS, LLC | $697,462 | $216,213,354 | — | $216,213,354 |
| 306 | WEINBERGER ASSET MANAGEMENT, INC | $611,831 | $214,752,613 | — | $214,752,613 |
| 307 | MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC | $490,247 | $214,238,109 | — | $214,238,109 |
| 308 | HERITAGE WEALTH MANAGEMENT, INC. | $247,521 | $213,115,340 | — | $213,115,340 |
| 309 | BREEN WEALTH MANAGEMENT, LLC | $397,172 | $212,884,330 | — | $212,884,330 |
| 310 | SPECTRUM FINANCIAL MANAGEMENT | $1,655,371 | $204,845,391 | $7,042,062 | $211,887,453 |
| 311 | FAIRBANKS CAPITAL MANAGEMENT, INC. | $1,176,470 | $210,266,899 | $1,497,735 | $211,764,634 |
| 312 | PAN GLOBAL ADVISERS, LLC | $807,667 | $129,327,664 | $82,281,213 | $211,608,877 |
| 313 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | $466,595 | $210,901,037 | — | $210,901,037 |
| 314 | ELIOT FINKEL INVESTMENT COUNSEL, LLC | $1,018,241 | $209,757,727 | — | $209,757,727 |
| 315 | FPC INVESTMENT ADVISORY, INC. | $427,118 | $208,860,814 | — | $208,860,814 |
| 316 | ALCOSTA CAPITAL MANAGEMENT, INC. | $1,411,931 | $206,968,972 | $584,879 | $207,553,851 |
| 317 | YODER WEALTH MANAGEMENT | $640,073 | $207,383,534 | — | $207,383,534 |
| 318 | CASTLE WEALTH PLANNING | $1,828,636 | $181,752,293 | $24,883,523 | $206,635,816 |
| 319 | CANTER WEALTH | $1,016,190 | $206,286,473 | — | $206,286,473 |
| 320 | RINA WEALTH MANAGEMENT SERVICES LLC | $455,579 | $132,352,103 | $73,569,601 | $205,921,704 |
| 321 | KACHKOVSKY & FISHER, INC. | $178,389 | $172,264,435 | $33,596,798 | $205,861,233 |
| 322 | ALIGN IMPACT, LLC | $6,616,102 | $205,099,167 | — | $205,099,167 |
| 323 | KENSINGTON INVESTMENT COUNSEL | $958,635 | $203,230,691 | — | $203,230,691 |
| 324 | COMPOUND ADVISERS, INC. | $493,568 | $185,983,834 | $16,872,595 | $202,856,429 |
| 325 | VERITY WEALTH ADVISORS, LLC | $1,402,314 | $201,933,158 | — | $201,933,158 |
| 326 | WALKER FINANCIAL ADVISORS INC | $1,201,055 | $171,284,252 | $25,688,789 | $196,973,041 |
| 327 | JACK KEETER & ASSOCIATES, INC. | $207,188 | $193,536,034 | $1,634,682 | $195,170,716 |
| 328 | JLFRANKLIN WEALTH PLANNING | $946,612 | $195,001,984 | — | $195,001,984 |
| 329 | WESTEND CAPITAL MANAGEMENT, LLC. | $731,055 | $194,460,663 | — | $194,460,663 |
| 330 | TREEHOUSE WEALTH ADVISORS | $568,424 | $185,334,789 | $7,929,529 | $193,264,318 |
| 331 | ORION CAPITAL MANAGEMENT LLC | $636,132 | $192,415,335 | $332,732 | $192,748,067 |
| 332 | CITRINE CAPITAL | $358,119 | $192,310,021 | — | $192,310,021 |
| 333 | GRECU CAPITAL MANAGEMENT, INC. | $558,557 | $173,639,120 | $17,946,012 | $191,585,132 |
| 334 | INVESTOR'S CAPITAL MANAGEMENT, LLC | $453,621 | $180,254,833 | $10,719,639 | $190,974,472 |
| 335 | NEW INSIGHT WEALTH ADVISORS | $237,941 | — | $190,590,418 | $190,590,418 |
| 336 | DAVIS & SEILEY WEALTH MANAGEMENT, INC. | $265,639 | $175,961,232 | $13,439,681 | $189,400,913 |
| 337 | GRIFFIN BLACK, INC. | $359,228 | $188,953,738 | — | $188,953,738 |
| 338 | RPA WEALTH MANAGEMENT | $205,704 | $161,466,590 | $26,547,082 | $188,013,672 |
| 339 | ADAMS ASHBY FINANCIAL ADVISORS | $1,704,335 | $187,062,076 | $414,792 | $187,476,868 |
| 340 | SYMPHONY FINANCIAL PLANNING LLC | $369,132 | $184,320,827 | $2,459,719 | $186,780,546 |
| 341 | PLAN FINANCIAL | $246,603 | $182,124,123 | $3,814,339 | $185,938,462 |
| 342 | CERTIFIED PLANNERS, INC. | $293,928 | $185,468,350 | — | $185,468,350 |
| 343 | CERTIFIED PLANNERS, INC. | $293,928 | $185,468,350 | — | $185,468,350 |
| 344 | RHS FINANCIAL, LLC | $312,523 | $177,718,079 | $7,608,090 | $185,326,169 |
| 345 | PACIFICA WEALTH ADVISORS, INC. | $886,294 | $173,364,880 | $11,870,498 | $185,235,378 |
| 346 | WILLOW GROVE ADVISORS, LLC | $443,904 | $185,103,991 | $4,104 | $185,108,095 |
| 347 | PRING TURNER CAPITAL GROUP | $563,213 | $183,179,163 | $428,201 | $183,607,364 |
| 348 | ALTAMONT WEALTH MANAGEMENT, INC. | $1,209,061 | — | $182,568,174 | $182,568,174 |
| 349 | KRANE FINANCIAL SOLUTIONS | $380,301 | $106,458,281 | $74,945,390 | $181,403,671 |
| 350 | CAMELOTTA ADVISORS | $741,792 | $179,972,543 | $1,024,783 | $180,997,326 |
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.
