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 |
|---|---|---|---|---|---|
| 2401 | W.H. CORNERSTONE INVESTMENTS INC. | $429,536 | $145,052,903 | $4,425,507 | $149,478,410 |
| 2402 | COLE WEALTH MANAGEMENT, LLC | $508,772 | $145,000,000 | — | $145,000,000 |
| 2403 | PARAGON WEALTH MANAGEMENT | $376,343 | $144,859,240 | $4,549,062 | $149,408,302 |
| 2404 | KOA WEALTH MANAGEMENT, LLC | $328,383 | $144,709,608 | $31,303,810 | $176,013,418 |
| 2405 | ALETHEIAN WEALTH ADVISORS LLC | $393,720 | $144,650,000 | $18,350,000 | $163,000,000 |
| 2406 | CAPITAL ASSET MANAGEMENT, INC. | $541,320 | $144,542,105 | $2,155,574 | $146,697,679 |
| 2407 | GASBER FINANCIAL ADVISORS, INC | $1,068,697 | $144,130,125 | $7,624,873 | $151,754,998 |
| 2408 | T.T.G. FINANCIAL, INC. | $774,194 | $144,000,000 | — | $144,000,000 |
| 2409 | COPPER LEAF FINANCIAL, LLC | $319,041 | $143,887,713 | — | $143,887,713 |
| 2410 | INDEPENDENT WEALTH MANAGEMENT, LLC | $307,421 | $143,735,175 | $9,360,347 | $153,095,522 |
| 2411 | GREEN RIDGE WEALTH PLANNING LLC | $812,904 | $143,500,000 | $8,513,000 | $152,013,000 |
| 2412 | BECKERMAN INSTITUTIONAL, LLC | $328,752 | $143,352,990 | $5,900,606 | $149,253,596 |
| 2413 | MENTOR CAPITAL MANAGEMENT INC. | $176,375 | $143,140,194 | $31,118,648 | $174,258,842 |
| 2414 | EASLEY INVESTMENT CONSULTANTS, INC. | $209,450 | $143,030,285 | $23,273,174 | $166,303,459 |
| 2415 | FIGURE 8 INVESTMENT STRATEGIES LLC | $456,891 | $143,006,868 | — | $143,006,868 |
| 2416 | FARTHER FINANCE ADVISORS, LLC | $175,982 | $142,897,678 | — | $142,897,678 |
| 2417 | ECON WEALTH MANAGEMENT | $238,764 | $142,804,460 | $10,720,758 | $153,525,218 |
| 2418 | FLORIAN FINANCIAL GROUP LLC | $196,969 | $142,802,713 | — | $142,802,713 |
| 2419 | ADDIS & HILL, INCORPORATED | $402,241 | $142,795,441 | — | $142,795,441 |
| 2420 | MINERVA PLANNING GROUP | $348,199 | $142,761,591 | — | $142,761,591 |
| 2421 | FORTITUDE FAMILY OFFICE | $2,697,605 | $142,441,400 | $3,229,243 | $145,670,643 |
| 2422 | EXCOMP ASSET MANAGEMENT LTD | $368,809 | $142,360,199 | — | $142,360,199 |
| 2423 | HOLLINGSWORTH AVENT AVERRE & PURVIS, PA | $862,580 | $142,325,738 | — | $142,325,738 |
| 2424 | KEYSTONE FINANCIAL GROUP, INC. | $339,413 | $141,969,116 | $244,761 | $142,213,877 |
| 2425 | CEDARSTONE ADVISORS | $801,946 | $141,731,644 | $1,014,746 | $142,746,390 |
| 2426 | MATTHIAS PRIVATE WEALTH, LLC | $413,938 | $141,641,234 | $23,933,963 | $165,575,197 |
| 2427 | DENTAL WEALTH ADVISORS, LLC | $395,100 | $141,445,781 | — | $141,445,781 |
| 2428 | BRIGHTPATH WEALTH PLANNING, LLC | $482,715 | $141,435,545 | — | $141,435,545 |
| 2429 | FORTUNE 360 GROUP LLC | $303,986 | $141,353,614 | — | $141,353,614 |
| 2430 | BKA WEALTH CONSULTING, INC. | $222,070 | $141,236,732 | — | $141,236,732 |
| 2431 | FILIGREE WEALTH ADVISORS, LLC | $1,166,570 | $141,155,000 | — | $141,155,000 |
| 2432 | CAPITAL CS GROUP, LLC | $477,049 | $140,942,740 | $19,822,635 | $160,765,375 |
| 2433 | MCCARTNEY WEALTH MANAGEMENT LLC | $403,787 | $140,921,825 | — | $140,921,825 |
| 2434 | BROWN WEALTH MANAGEMENT, LLC | $296,638 | $140,869,000 | $22,282,000 | $163,151,000 |
| 2435 | MERIDIAN CAPITAL MANAGEMENT GROUP, INC. | $215,589 | $140,795,889 | $1,708,449 | $142,504,338 |
| 2436 | BARKER WEALTH MANAGEMENT, LLC | $703,309 | $140,661,740 | — | $140,661,740 |
| 2437 | DEW POINT CAPITAL | $254,965 | $140,610,000 | $6,760,000 | $147,370,000 |
| 2438 | THE INVICTUS COLLECTIVE, LLC | $1,562,717 | $140,568,794 | $151,659,250 | $292,228,044 |
| 2439 | WITTLIN ADVISORY | $34,984,971 | $140,567,755 | $244,266,922 | $384,834,677 |
| 2440 | THE MONITOR GROUP, INC. | $245,523 | $140,373,948 | $1,292,982 | $141,666,930 |
| 2441 | CLEARVIEW WEALTH MANAGEMENT | $304,348 | $140,000,000 | — | $140,000,000 |
| 2442 | HANSEATIC MANAGEMENT SERVICES INC | $927,152 | $140,000,000 | — | $140,000,000 |
| 2443 | THE HOLBEN GROUP, LLC | $318,182 | $140,000,000 | — | $140,000,000 |
| 2444 | DES MOINES INVESTMENTS, LLC | $350,000 | $140,000,000 | — | $140,000,000 |
| 2445 | TOAMS FINANCIAL | $160,367 | $140,000,000 | — | $140,000,000 |
| 2446 | G & O FINANCIAL SERVICES, INC. | $1,522,476 | $139,909,953 | $36,697,207 | $176,607,160 |
| 2447 | JE WILSON ADVISORS, LLC | $592,694 | $139,875,774 | — | $139,875,774 |
| 2448 | MARK BELL ADVISORY SERVICES, INC. | $1,075,543 | $139,820,585 | — | $139,820,585 |
| 2449 | DEFINE FINANCIAL, LLC | $475,252 | $139,723,964 | — | $139,723,964 |
| 2450 | IMPERIUM WEALTH MANAGEMENT, LLC | $227,026 | $139,616,014 | $1,367,214 | $140,983,228 |
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.
