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 |
|---|---|---|---|---|---|
| 2001 | CITRINE CAPITAL | $358,119 | $192,310,021 | — | $192,310,021 |
| 2002 | LONGVIEW FINANCIAL ADVISORS, INC. | $276,561 | $192,133,888 | $75,842 | $192,209,730 |
| 2003 | CLARITY CAPITAL ADVISORS, LLC | $1,047,556 | $191,731,943 | $28,254,887 | $219,986,830 |
| 2004 | VALUES FIRST ADVISORS, INC. | $134,531 | $191,628,699 | $4,383,066 | $196,011,765 |
| 2005 | MADDEN FUNDS MANAGEMENT | $871,028 | $191,626,253 | — | $191,626,253 |
| 2006 | HERITAGE RETIREMENT ADVISORS, LLC | $593,236 | $191,615,164 | — | $191,615,164 |
| 2007 | BCK PARTNERS, INC. | $355,978 | $191,516,171 | — | $191,516,171 |
| 2008 | PANORAMIC INVESTMENT ADVISORS | $294,556 | $191,461,660 | — | $191,461,660 |
| 2009 | WAYPOINT WEALTH MANAGEMENT | $376,548 | $191,286,596 | — | $191,286,596 |
| 2010 | FOREFRONT WEALTH MANAGEMENT | $517,247 | $191,251,658 | $23,923,186 | $215,174,844 |
| 2011 | FAMILY CFO, LLC | $1,154,703 | $190,914,451 | $7,694,526 | $198,608,977 |
| 2012 | WOODSIDE WEALTH MANAGEMENT | $468,082 | $190,866,796 | $110,649 | $190,977,445 |
| 2013 | SOLITUDE FINANCIAL SERVICES, INC. | $372,780 | $190,580,367 | $283,237 | $190,863,604 |
| 2014 | PROFESSIONAL FINANCIAL SERVICES, INC. | $304,717 | $190,448,052 | — | $190,448,052 |
| 2015 | JEFFREY N. MEHLER, CFP LLC | $234,617 | $190,392,522 | $94,432,702 | $284,825,224 |
| 2016 | FINANCIAL PLANNING SOLUTIONS, LLC | $213,163 | $190,366,859 | $24,927,965 | $215,294,824 |
| 2017 | MOS CAPITAL, INC. | $601,472 | $190,224,965 | $1,644,692 | $191,869,657 |
| 2018 | WEALTH LEGACY INSTITUTE, INC. | $399,405 | $190,116,711 | — | $190,116,711 |
| 2019 | INSTRUMENTAL WEALTH, LLC | $137,526 | $189,952,799 | $3,821,921 | $193,774,720 |
| 2020 | NEW PERSPECTIVES, INC. | $189,672 | $189,862,000 | — | $189,862,000 |
| 2021 | SHELTON WEALTH MANAGEMENT, LLC | $688,258 | $189,590,083 | $87,089,498 | $276,679,581 |
| 2022 | BIRCHCREEK WEALTH MANAGEMENT, LLC | $1,210,227 | $189,454,635 | $7,812,324 | $197,266,959 |
| 2023 | MADDEN ADVISORY SERVICES, INC. | $316,050 | $189,314,214 | — | $189,314,214 |
| 2024 | CRUICE FINANCIAL ORGANIZATION OR CFO CAPITAL MANAGEMENT | $376,330 | $189,294,074 | — | $189,294,074 |
| 2025 | LINDAHL & MANSAGER INC | $253,232 | $189,164,586 | — | $189,164,586 |
| 2026 | GRIFFIN BLACK, INC. | $359,228 | $188,953,738 | — | $188,953,738 |
| 2027 | GEORGE M. HILLER COMPANIES, LLC | $417,464 | $188,915,000 | $1,866,000 | $190,781,000 |
| 2028 | INVESTMENT PARTNERS ASSET MANAGEMENT | $514,653 | $188,880,270 | $7,202,433 | $196,082,703 |
| 2029 | CATHY PARETO AND ASSOCIATES | $379,209 | $188,467,006 | — | $188,467,006 |
| 2030 | TEMPUS WEALTH PLANNING, LLC | $262,660 | $188,442,986 | $59,508,312 | $247,951,298 |
| 2031 | WESTFIELD FINANCIAL PLANNING | $366,774 | $188,407,013 | $848,268 | $189,255,281 |
| 2032 | PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. | $494,592 | $188,193,869 | $2,224,195 | $190,418,064 |
| 2033 | BRC WEALTH MANAGEMENT, LLC | $508,968 | $187,809,294 | — | $187,809,294 |
| 2034 | INSIGHT STRATEGIC WEALTH LLC | $433,461 | $187,658,239 | $2,631,293 | $190,289,532 |
| 2035 | INTEGRAL WEALTH MANAGEMENT | $423,646 | $187,579,870 | $43,730,867 | $231,310,737 |
| 2036 | LANDING POINT FINANCIAL GROUP, LLC | $177,755 | $187,471,897 | $54,986,469 | $242,458,366 |
| 2037 | ROBERT GORDON & ASSOCIATES INC | $426,608 | $187,441,438 | $103,078,276 | $290,519,714 |
| 2038 | POWELL WEALTH | $662,162 | $187,391,778 | — | $187,391,778 |
| 2039 | NEW POTOMAC PARTNERS LLC | $1,218,002 | $187,314,944 | $14,873,336 | $202,188,280 |
| 2040 | ADAMS ASHBY FINANCIAL ADVISORS | $1,704,335 | $187,062,076 | $414,792 | $187,476,868 |
| 2041 | ALPHA CAPITAL FAMILY OFFICE, LLC | $420,889 | $186,830,029 | $4,674,427 | $191,504,456 |
| 2042 | MERIDIAN FINANCIAL, LLC | $1,443,328 | $186,189,298 | — | $186,189,298 |
| 2043 | OPEN WINDOW FINANCIAL SOLUTIONS, LTD. | $669,470 | $186,112,658 | — | $186,112,658 |
| 2044 | ACCESS INVESTMENT ADVISORS INC | $339,596 | $186,098,524 | — | $186,098,524 |
| 2045 | LEGACY INVESTMENT PARTNERS, LLC | $530,337 | $186,033,516 | $8,600,122 | $194,633,638 |
| 2046 | COMPOUND ADVISERS, INC. | $493,568 | $185,983,834 | $16,872,595 | $202,856,429 |
| 2047 | SAVIOR WEALTH | $274,852 | $185,897,507 | $8,697,757 | $194,595,264 |
| 2048 | SUCCESSFUL MONEY STRATEGIES INC | $283,232 | $185,800,000 | — | $185,800,000 |
| 2049 | NORTHSTAR FINANCIAL PLANNING, LLC | $511,936 | $185,600,000 | $7,400,000 | $193,000,000 |
| 2050 | CERTIFIED PLANNERS, INC. | $293,928 | $185,468,350 | — | $185,468,350 |
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.
