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 |
|---|---|---|---|---|---|
| 1151 | ALLODIUM INVESTMENT CONSULTANTS, LLC | $619,257 | $374,650,372 | — | $374,650,372 |
| 1152 | PEREGRINE ASSET ADVISERS, INC. | $1,144,544 | $374,212,951 | $4,630,968 | $378,843,919 |
| 1153 | WIMMER ASSOCIATES LLC | $2,846,296 | $374,071,000 | $30,103,000 | $404,174,000 |
| 1154 | MCCARTHY ASSET MANAGEMENT, INC. | $514,482 | $374,028,444 | — | $374,028,444 |
| 1155 | IMS CAPITAL MANAGEMENT | $736,592 | $373,997,807 | $16,395,837 | $390,393,644 |
| 1156 | MULLOOLY ASSET MANAGEMENT, INC. | $228,686 | $373,920,986 | $666,955 | $374,587,941 |
| 1157 | F&V CAPITAL MANAGEMENT, L.L.C. | $2,186,742 | $373,520,488 | $15,719,655 | $389,240,143 |
| 1158 | FRUTH INVESTMENT MANAGEMENT | $894,587 | $373,450,325 | $2,276,310 | $375,726,635 |
| 1159 | LIBRA WEALTH LLC | $794,224 | $373,285,321 | — | $373,285,321 |
| 1160 | STOKES CAPITAL ADVISORS, LLC | $539,242 | $373,260,218 | $9,601,883 | $382,862,101 |
| 1161 | WEALTH PRESERVATION ADVISORS, LLC | $484,163 | $373,093,331 | $26,341,402 | $399,434,733 |
| 1162 | JOURNEY WEALTH MANAGEMENT | $910,993 | $372,793,119 | $14,378,754 | $387,171,873 |
| 1163 | DEFENDER CAPITAL | $787,368 | $372,700,000 | $1,300,000 | $374,000,000 |
| 1164 | OARS CAPITAL | $524,394 | $372,319,599 | — | $372,319,599 |
| 1165 | HILLCREST WEALTH ADVISORS - NY, LLC | $1,469,621 | $371,814,134 | — | $371,814,134 |
| 1166 | HILLTOP WEALTH ADVISORS, LLC | $258,930 | $370,270,127 | — | $370,270,127 |
| 1167 | CURTIS ADVISORY GROUP, LLC | $1,110,753 | $370,208,958 | $782,400 | $370,991,358 |
| 1168 | ANDESA FINANCIAL MANAGEMENT, INC. | $522,508 | $370,069,650 | $29,648,894 | $399,718,544 |
| 1169 | SALING WEALTH ADVISORS | $531,094 | $370,001,776 | $13,447,739 | $383,449,515 |
| 1170 | LIFE LINE WEALTH MANAGEMENT LLC | $1,457,538 | $369,902,542 | $10,514,885 | $380,417,427 |
| 1171 | SOUTHERN CAPITAL ADVISORS, LLC | $273,772 | $369,876,245 | $2,727,872 | $372,604,117 |
| 1172 | SPIELBERGER & BROOKS, INC. | $1,599,965 | $369,729,902 | $7,861,896 | $377,591,798 |
| 1173 | LAKESIDE ADVISORS INC | $592,506 | $369,438,559 | $10,950,269 | $380,388,828 |
| 1174 | NEW CAPITAL MANAGEMENT, LP | $3,868,687 | $369,000,000 | $14,000,000 | $383,000,000 |
| 1175 | WINFIELD ASSOCIATES INC | $597,070 | $368,805,064 | $184,387 | $368,989,451 |
| 1176 | TFG ADVISORS | $293,886 | $368,533,485 | — | $368,533,485 |
| 1177 | ARIES WEALTH MANAGEMENT, LLC | $1,096,903 | $367,462,622 | — | $367,462,622 |
| 1178 | ALLRED CAPITAL MANAGEMENT, LLC | $441,490 | $367,458,220 | $35,180,922 | $402,639,142 |
| 1179 | JUPITER WEALTH MANAGEMENT, LLC | $1,601,953 | $367,259,963 | $33,228,232 | $400,488,195 |
| 1180 | COMPOUND FAMILY OFFICES, LLC | $1,870,085 | $366,536,667 | — | $366,536,667 |
| 1181 | AMICUS FINANCIAL ADVISORS, LLC | $292,776 | $364,506,125 | — | $364,506,125 |
| 1182 | KELLY FINANCIAL SERVICES LLC | $120,087 | $364,282,219 | $26,960,277 | $391,242,496 |
| 1183 | CARLSON FINANCIAL | $143,355 | $364,265,980 | — | $364,265,980 |
| 1184 | CLEARLOGIC FINANCIAL, INC. | $452,287 | $364,244,717 | $47,788,963 | $412,033,680 |
| 1185 | TEALWOOD ASSET MANAGEMENT | $434,752 | $364,054,288 | $267,470 | $364,321,758 |
| 1186 | CEDRUS LLC | $315,154 | $364,003,434 | — | $364,003,434 |
| 1187 | PROSPERITY PLANNING | $364,876 | $363,036,381 | $7,312,605 | $370,348,986 |
| 1188 | OAKMONT CAPITAL MANAGEMENT, LLC | $616,361 | $361,295,526 | $112,070,037 | $473,365,563 |
| 1189 | TINGEY ADVISORS INC | $910,496 | $361,263,087 | $1,114,222 | $362,377,309 |
| 1190 | LBJ FAMILY WEALTH ADVISORS, LTD. | $4,013,143 | $361,182,830 | — | $361,182,830 |
| 1191 | WARREN FINANCIAL SERVICE | $1,007,111 | $361,095,247 | $4,486,056 | $365,581,303 |
| 1192 | HALL CAPITAL MANAGEMENT COMPANY, INC. | $796,688 | $361,079,957 | $1,413,275 | $362,493,232 |
| 1193 | TRINITY FINANCIAL ADVISORS LLC | $422,714 | $360,574,741 | — | $360,574,741 |
| 1194 | PARKSHORE WEALTH MANAGEMENT | $258,116 | $360,242,697 | $13,767,822 | $374,010,519 |
| 1195 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC | $794,022 | $359,692,008 | — | $359,692,008 |
| 1196 | ROTH FINANCIAL PARTNERS LLC | $538,166 | $359,494,846 | — | $359,494,846 |
| 1197 | CYPRESS CAPITAL, LLC | $296,769 | $359,387,124 | — | $359,387,124 |
| 1198 | KNUFF & COMPANY LLC | $14,965,049 | $359,161,178 | — | $359,161,178 |
| 1199 | FIRST WILSHIRE SECURITIES MANAGEMENT, INC. | $1,325,008 | $359,077,070 | — | $359,077,070 |
| 1200 | VAN STRUM & TOWNE INC | $1,552,842 | $359,015,322 | $44,723,495 | $403,738,817 |
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.
