RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      2201EXECUTIVE WEALTH COUNSELORS, LLC$371,595$168,450,501$8,800,366$177,250,867
      2202PARTNERSHIP WEALTH MANAGEMENT$385,697$168,210,000$4,968,000$173,178,000
      2203VISTA ADVISOR GROUP, LLC$361,867$168,201,869$2,961,236$171,163,105
      2204TRINITY WEALTH MANAGEMENT, LLC$426,939$168,190,878$34,605,151$202,796,029
      2205ATLAS WEALTH PARTNERS LLC$227,228$168,148,951—$168,148,951
      2206REITZ CAPITAL ADVISORS LLC$277,021$167,874,874—$167,874,874
      2207WEALTH ADVISORS NW$199,639$167,856,936$3,433,316$171,290,252
      2208THE ETF STORE, INC.$206,287$167,845,372$34,109,349$201,954,721
      2209WERNAU ASSET MANAGEMENT$769,313$167,710,325—$167,710,325
      2210HERITAGE WEALTH ARCHITECTS, INC.$379,612$167,561,997$43,502,047$211,064,044
      2211APRICUS WEALTH LLC$1,691,756$167,483,863—$167,483,863
      2212KAHALA FINANCIAL ADVISORS, LLC$385,135$167,148,452—$167,148,452
      2213SPECTRA INVESTMENT MANAGEMENT, LLC$1,806,941$167,009,474$6,456,864$173,466,338
      2214FORNESS FINANCIAL LLC$238,231$167,000,000—$167,000,000
      2215REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.$113,783$166,277,442$1,780,726$168,058,168
      2216KEENE & DORCHAK$541,242$166,262,698$1,522,228$167,784,926
      2217DAVIS CAPITAL MANAGEMENT$331,014$166,200,000$300,000$166,500,000
      2218FLYING POINT FINANCIAL, INC.$282,794$166,000,000—$166,000,000
      2219HCO PRIVATE WEALTH$278,522$165,720,756—$165,720,756
      2220CAPITAL MANAGEMENT ADVISOR GROUP, LLC$772,150$165,240,000—$165,240,000
      2221PENSION & WEALTH MANAGEMENT ADVISORS$768,411$165,208,313—$165,208,313
      2222PENSION & WEALTH MANAGEMENT ADVISORS$768,411$165,208,313—$165,208,313
      2223SANCHEZ & ZURES, LLC$302,561$165,198,502—$165,198,502
      2224HILEY HUNT WEALTH MANAGEMENT, INC.$233,143$164,832,127—$164,832,127
      2225MILLER GLOBAL INVESTMENTS, L.L.C.$1,017,134$164,775,737—$164,775,737
      2226POWERS ADVISORY GROUP, LLC$165,142$164,646,939—$164,646,939
      2227CAMPBELL FINANCIAL PARTNERS, LLC$342,254$164,624,048—$164,624,048
      22288TH STREET INVESTMENTS, LLC$852,653$164,533,124$28,926$164,562,050
      2229SECURE FINANCIAL MANAGEMENT$530,318$164,398,425—$164,398,425
      2230FRAZIER FINANCIAL CONSULTANTS, LLC$552,914$164,215,520—$164,215,520
      2231BARNSTONE ADVISORS LLC$1,116,735$164,160,000—$164,160,000
      2232KIKER WEALTH MANAGEMENT, LLC$95,492$164,150,783—$164,150,783
      2233CORDIS FINANCIAL, LLC$339,842$164,143,690—$164,143,690
      2234CASSIA CAPITAL PARTNERS LLC$478,495$164,123,645—$164,123,645
      2235CAP PARTNERS, LLC$155,285$163,980,867—$163,980,867
      2236THE ARCHER CONSULTING GROUP, LLC$553,777$163,918,112—$163,918,112
      2237FINER WEALTH MANAGEMENT, INC.$266,892$163,871,463—$163,871,463
      2238HUGHES WARREN, INC.$225,708$163,638,189—$163,638,189
      2239STRATEGIC FINANCIAL PLANNING, INC.$311,308$163,436,933—$163,436,933
      2240CAMPION ASSET MANAGEMENT, LLC$693,258$163,302,673$37,048,751$200,351,424
      2241HORIZONS WEALTH MANAGEMENT$322,087$163,298,018—$163,298,018
      2242PARKRIDGE|JCAM$5,491,469$163,090,681$34,602,200$197,692,881
      2243MUELLER FINANCIAL SOLUTIONS CO.$653,404$162,975,877$6,909,211$169,885,088
      2244BUSH WEALTH MANAGEMENT$178,961$162,947,200$265,235$163,212,435
      2245HIGHLAND INVESTMENT ADVISORS LLC$606,271$162,675,998$1,017,272$163,693,270
      2246JHP WEALTH MANAGEMENT, LLC$568,328$162,541,926—$162,541,926
      2247STARFOX FINANCIAL SERVICES, LLC$323,887$162,381,500$35,513,349$197,894,849
      2248B & L ASSET MANAGEMENT, LLC$788,451$162,168,662$1,040,619$163,209,281
      2249EXCELSIOR INVESTORS$428,389$162,116,131$13,523,238$175,639,369
      2250STONEBRIDGE WEALTH MANAGEMENT$302,085$162,087,659$9,496,742$171,584,401
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      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.