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 |
|---|---|---|---|---|---|
| 751 | JFG WEALTH MANAGEMENT, LLC | $1,427,359 | $572,763,355 | $13,881,019 | $586,644,374 |
| 752 | SHERRILL & HUTCHINS FINANCIAL ADVISORY INC | $427,165 | $571,546,813 | — | $571,546,813 |
| 753 | CAPITAL PLANNING LLC | $419,683 | $569,283,815 | $1,484,640 | $570,768,455 |
| 754 | MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | $398,707 | $568,040,347 | $2,907,445 | $570,947,792 |
| 755 | BLUE OCEAN CAPITAL | $1,242,864 | $567,988,832 | — | $567,988,832 |
| 756 | BROOKER WEALTH MANAGEMENT | $967,124 | $566,734,883 | — | $566,734,883 |
| 757 | PARAGON ADVISORS, INC. | $17,557,895 | $566,600,000 | $434,200,000 | $1,000,800,000 |
| 758 | PENNSYLVANIA CAPITAL MANAGEMENT INC. | $761,784 | $565,748,205 | $195,274,002 | $761,022,207 |
| 759 | MRAZ, AMERINE & ASSOCIATES, INC. | $387,335 | $565,509,753 | — | $565,509,753 |
| 760 | SYVERSON STREGE | $372,645 | $564,763,277 | $135,808,537 | $700,571,814 |
| 761 | BALDRIGE ASSET MANAGEMENT | $707,101 | $564,707,901 | $47,641,646 | $612,349,547 |
| 762 | APEIRON | $210,948 | $563,000,000 | $42,000,000 | $605,000,000 |
| 763 | DE GROOTE FINANCIAL GROUP, LLC | $309,001 | $562,690,300 | — | $562,690,300 |
| 764 | EXCALIBUR MANAGEMENT CORP | $698,395 | $562,348,023 | $9,637,530 | $571,985,553 |
| 765 | BIRCHWOOD FINANCIAL PARTNERS, INC. | $397,421 | $561,947,001 | $21,863,997 | $583,810,998 |
| 766 | CONCENTRIC WEALTH MANAGEMENT LLC | $630,272 | $561,572,340 | — | $561,572,340 |
| 767 | MERITAS WEALTH MANAGEMENT, LLC | $614,663 | $560,572,253 | — | $560,572,253 |
| 768 | ELWOOD & GOETZ | $213,397 | $558,460,716 | — | $558,460,716 |
| 769 | BUCKLEY WEALTH MANAGEMENT, LLC | $891,453 | $558,049,491 | — | $558,049,491 |
| 770 | PENINSULA WEALTH, LLC | $798,289 | $558,003,681 | — | $558,003,681 |
| 771 | BARON WEALTH MANAGEMENT, LLC | $1,067,206 | $557,323,968 | $12,564,262 | $569,888,230 |
| 772 | NORTH BERKELEY WEALTH MANAGEMENT, LLC | $463,973 | $555,284,496 | $20,970,266 | $576,254,762 |
| 773 | C.J. LAWRENCE | $1,549,891 | $554,496,277 | $1,914,456 | $556,410,733 |
| 774 | LJI WEALTH MANAGEMENT, LLC | $215,119 | $553,716,122 | — | $553,716,122 |
| 775 | ROCK POINT ADVISORS, LLC | $931,962 | $553,585,275 | — | $553,585,275 |
| 776 | PARAGON FINANCIAL ADVISORS | $339,079 | $553,377,657 | — | $553,377,657 |
| 777 | WEALTH DIMENSIONS FAMILY OFFICE, INC | $5,213,471 | $552,627,925 | — | $552,627,925 |
| 778 | IRONSIDES ASSET ADVISORS, LLC | $1,808,450 | $552,570,026 | $313,677,617 | $866,247,643 |
| 779 | MAROTTA WEALTH MANAGEMENT, INC. | $330,193 | $550,852,298 | $18,731,278 | $569,583,576 |
| 780 | JOHN E. SESTINA AND COMPANY | $246,984 | $550,774,332 | — | $550,774,332 |
| 781 | BLACK CORAL FINANCIAL ADVISORS, LLC | $416,425 | $550,034,000 | $202,029,000 | $752,063,000 |
| 782 | ONE DAY IN JULY LLC | $312,980 | $549,991,618 | $19,944,692 | $569,936,310 |
| 783 | WESTHILL FINANCIAL ADVISORS, INC. | $537,549 | $549,509,609 | $12,228,701 | $561,738,310 |
| 784 | OSHER VAN DE VOORDE INVESTMENT MANAGEMENT | $1,384,699 | $548,340,619 | — | $548,340,619 |
| 785 | BOSTON RESEARCH AND MANAGEMENT, INC. | $1,302,400 | $548,310,400 | — | $548,310,400 |
| 786 | CLARIS ADVISORS, LLC | $695,513 | $545,978,059 | — | $545,978,059 |
| 787 | BOND & DEVICK WEALTH PARTNERS | $496,038 | $545,522,935 | $6,071,798 | $551,594,733 |
| 788 | LEVEL FINANCIAL ADVISORS, INC. | $303,396 | $545,201,873 | — | $545,201,873 |
| 789 | MOLLER FINANCIAL SERVICES | $544,633 | $545,043,200 | $1,223,443 | $546,266,643 |
| 790 | ADVISORS MANAGEMENT GROUP INC | $133,497 | $542,768,463 | $33,272,728 | $576,041,191 |
| 791 | AMERICAN MONEY MANAGEMENT, LLC | $354,253 | $541,554,684 | $11,433,517 | $552,988,201 |
| 792 | ABERDEEN WEALTH MANAGEMENT LLC | $1,347,069 | $541,552,114 | $29,605,165 | $571,157,279 |
| 793 | RHAME & GORRELL WEALTH MANAGEMENT | $425,491 | $537,821,041 | — | $537,821,041 |
| 794 | IRONWOOD WEALTH MANAGEMENT, LLC | $259,684 | $536,373,007 | $4,807,845 | $541,180,852 |
| 795 | THE RELAXING RETIREMENT COACH, INC. | $485,304 | $536,260,452 | — | $536,260,452 |
| 796 | CGN ADVISORS, LLC | $283,362 | $535,632,000 | $15,507,500 | $551,139,500 |
| 797 | EMERALD ADVISORS, LLC | $1,004,213 | $534,965,163 | $2,288,595 | $537,253,758 |
| 798 | SJA FINANCIAL ADVISORY, LLC | $438,241 | $534,899,605 | $631,046 | $535,530,651 |
| 799 | HC FINANCIAL ADVISORS INC | $530,524 | $534,768,166 | — | $534,768,166 |
| 800 | HORST & GRABEN WEALTH MANAGEMENT, LLC | $243,673 | $534,748,821 | $70,778,066 | $605,526,887 |
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.
