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 |
|---|---|---|---|---|---|
| 1801 | TRUE MEASURE WEALTH MANAGEMENT | $716,338 | $226,362,761 | — | $226,362,761 |
| 1802 | CLEAR POINT ADVISORS, INC. | $403,711 | $226,077,883 | — | $226,077,883 |
| 1803 | PROFESSIONAL FINANCIAL SOLUTIONS, LLC | $313,174 | $225,596,486 | $23,689,790 | $249,286,276 |
| 1804 | NORTHSTAR FINANCIAL COMPANIES, INC. | $318,869 | $225,437,000 | $9,888,000 | $235,325,000 |
| 1805 | FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. | $1,322,297 | $225,436,420 | $7,287,881 | $232,724,301 |
| 1806 | NORTHSTAR ADVISORY GROUP, LLC | $383,383 | $225,400,749 | $28,217 | $225,428,966 |
| 1807 | LECONTE WEALTH MANAGEMENT, LLC | $414,694 | $225,280,243 | $1,557,240 | $226,837,483 |
| 1808 | BARKER FINANCIAL GROUP, INC. | $366,534 | $225,254,978 | $1,263,072 | $226,518,050 |
| 1809 | STEGENT EQUITY ADVISORS INC. | $571,534 | $225,147,361 | $1,751,490 | $226,898,851 |
| 1810 | BLUE SQUARE ASSET MANAGEMENT, LLC | $605,652 | $224,877,587 | $66,440,856 | $291,318,443 |
| 1811 | TANDEMGROWTH FINANCIAL ADVISORS, LLC | $348,841 | $224,627,833 | $723,570 | $225,351,403 |
| 1812 | WISER WEALTH MANAGEMENT, INC | $255,854 | $224,372,630 | $1,546,198 | $225,918,828 |
| 1813 | CORE FINANCIAL | $390,951 | $223,743,124 | $3,790,362 | $227,533,486 |
| 1814 | BIG INVESTMENT SERVICES | $199,803 | $223,686,000 | $3,290,000 | $226,976,000 |
| 1815 | CAFG WEALTH MANAGEMENT, INC. | $935,469 | $223,577,113 | — | $223,577,113 |
| 1816 | FORTHRIGHT FAMILY WEALTH ADVISORY LLC | $1,345,688 | $223,384,150 | — | $223,384,150 |
| 1817 | ASSET MANAGEMENT RESOURCES, LLC | $275,715 | $223,178,622 | $17,245,238 | $240,423,860 |
| 1818 | INVESTMENTS & FINANCIAL PLANNING, LLC | $356,827 | $223,016,793 | — | $223,016,793 |
| 1819 | FINANCIAL FORUM, INC. | $160,609 | $222,764,042 | — | $222,764,042 |
| 1820 | HWA FINANCIAL GROUP | $520,351 | $222,710,159 | — | $222,710,159 |
| 1821 | CAPITAL FINANCIAL PLANNERS | $391,376 | $222,692,721 | — | $222,692,721 |
| 1822 | SHORELINE WEALTH ADVISORS | $335,247 | $222,603,939 | — | $222,603,939 |
| 1823 | HIGH PINES WEALTH MANAGEMENT LLC | $949,708 | $222,592,608 | $588,855 | $223,181,463 |
| 1824 | STERN CAPITAL MANAGEMENT, INC. | $351,925 | $222,315,851 | $100,834 | $222,416,685 |
| 1825 | PEAK FINANCIAL ADVISORS | $569,485 | $222,119,157 | $1,688,606 | $223,807,763 |
| 1826 | EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT | $320,006 | $222,083,927 | — | $222,083,927 |
| 1827 | SIMPLEX WEALTH MANAGEMENT | $352,336 | $221,992,147 | $7,731,248 | $229,723,395 |
| 1828 | JPS FINANCIAL, LLC | $358,237 | $221,380,767 | $15,413,686 | $236,794,453 |
| 1829 | WARD & ASSOCIATES | $4,328,852 | $221,290,000 | $12,468,000 | $233,758,000 |
| 1830 | DIASTOLE WEALTH MANAGEMENT | $299,080 | $220,959,129 | $128,665,716 | $349,624,845 |
| 1831 | MAINSAIL ASSET MANAGEMENT, LLC | $444,522 | $220,927,438 | — | $220,927,438 |
| 1832 | VERIPAX WEALTH MANAGEMENT, INC. | $227,907 | $220,718,552 | $579,443 | $221,297,995 |
| 1833 | JEFFREY CHARLES LLOYD WOLMAN | $318,954 | $220,396,968 | — | $220,396,968 |
| 1834 | SANCTUARY WEALTH MANAGEMENT, LLC | $347,389 | $220,244,549 | — | $220,244,549 |
| 1835 | ENTRUST FINANCIAL LLC | $262,535 | $219,953,025 | $15,803,591 | $235,756,616 |
| 1836 | RPC PRIVATE WEALTH, LLC | $215,491 | $219,873,398 | $2,513,522 | $222,386,920 |
| 1837 | OTTO & ASSOCIATES, INC. | $386,807 | $219,706,127 | — | $219,706,127 |
| 1838 | KESSLER INVESTMENT GROUP, LLC | $202,124 | $219,651,033 | $8,345,208 | $227,996,241 |
| 1839 | DENALI WEALTH MANAGEMENT, INC. | $627,518 | $219,606,000 | $9,438,000 | $229,044,000 |
| 1840 | NICHOLSON MEYER CAPITAL MANAGEMENT, INC. | $419,431 | $219,362,499 | — | $219,362,499 |
| 1841 | VICTUS CAPITAL WEALTH | $416,997 | $218,873,753 | $2,134,442 | $221,008,195 |
| 1842 | KEYSTONE FINANCIAL SERVICES | $926,468 | $218,646,355 | — | $218,646,355 |
| 1843 | VERGEPOINTE WEALTH MANAGEMENT, LLC | $2,663,091 | $218,405,312 | $7,957,392 | $226,362,704 |
| 1844 | WEALTHSPAN PARTNERS, LLC | $213,575 | $218,366,163 | $6,955,532 | $225,321,695 |
| 1845 | JOHN A. BYSKO ASSOCIATES | $1,054,392 | $218,259,088 | — | $218,259,088 |
| 1846 | THE ELLERSON GROUP INC | $2,206,476 | $218,023,179 | $2,624,423 | $220,647,602 |
| 1847 | KOVALCIK & GERAGHTY WEALTH PARTNERS LLP | $353,768 | $217,952,226 | $2,799,310 | $220,751,536 |
| 1848 | RIVER CAPITAL ADVISORS, LC | $505,267 | $217,677,105 | $49,103,719 | $266,780,824 |
| 1849 | 5T WEALTH, LLC | $660,785 | $217,545,210 | $513,803 | $218,059,013 |
| 1850 | KAILASA CAPITAL MANAGEMENT LLC | $735,612 | $217,334,116 | $56,313,685 | $273,647,801 |
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.
