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 |
|---|---|---|---|---|---|
| 2651 | DREHER FINANCIAL PARTNERS | $244,819 | $119,226,742 | — | $119,226,742 |
| 2652 | GREY FOX WEALTH ADVISORS, LLC | $299,563 | $119,160,002 | $31,520,342 | $150,680,344 |
| 2653 | SENSENIG CAPITAL ADVISORS, INC. | $610,309 | $119,005,056 | $93,382,462 | $212,387,518 |
| 2654 | BOURKE WEALTH MANAGEMENT | $516,562 | $118,950,870 | $1,407,966 | $120,358,836 |
| 2655 | WINDLE WEALTH | $229,763 | $118,905,726 | $14,356,890 | $133,262,616 |
| 2656 | NORTHAVENUE LLC | $271,389 | $118,597,040 | — | $118,597,040 |
| 2657 | CLUTINGER WILLIAMS & VERHOYE INC | $484,373 | $118,507,517 | $10,819,983 | $129,327,500 |
| 2658 | CASCADE WEALTH ADVISORS, INC | $532,309 | $118,485,067 | $2,349,138 | $120,834,205 |
| 2659 | MAGNOLIA WEALTH MANAGEMENT LLC | $198,682 | $118,414,724 | — | $118,414,724 |
| 2660 | BUTLER FINANCIAL SERVICES | $412,034 | $118,368,959 | $1,533,024 | $119,901,983 |
| 2661 | CLARITY WEALTH MANAGEMENT, INC. | $440,525 | $118,315,336 | $9,436,822 | $127,752,158 |
| 2662 | DANIELS & ERICKSON FINANCIAL ADVISORS, LLC | $944,636 | $118,079,541 | — | $118,079,541 |
| 2663 | DIVERSIFIED ASSET MANAGEMENT, INC. | $1,455,837 | $117,922,794 | — | $117,922,794 |
| 2664 | TRUMBOWER FINANCIAL ADVISORS LLC | $1,910,888 | $117,867,868 | $1,529,317,775 | $1,647,185,643 |
| 2665 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $1,428,012 | $117,846,713 | $23,526,472 | $141,373,185 |
| 2666 | CLEARVIEW WEALTH MANAGEMENT | $220,987 | $117,758,000 | $2,680,000 | $120,438,000 |
| 2667 | PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC | $653,889 | $117,700,055 | — | $117,700,055 |
| 2668 | ARBOR FINANCIAL SERVICES, LLC | $216,545 | $117,367,501 | — | $117,367,501 |
| 2669 | PROSPERITY WEALTH PLANNING LLC | $250,119 | $117,305,710 | — | $117,305,710 |
| 2670 | REDBUD ADVISORS | $601,233 | $117,240,530 | — | $117,240,530 |
| 2671 | WAVERLEY WEALTH MANAGEMENT LLC | $364,885 | $117,151,044 | $2,531,323 | $119,682,367 |
| 2672 | YOUNG WEALTH MANAGEMENT | $1,114,507 | $117,023,216 | — | $117,023,216 |
| 2673 | ELIOT ROSE WEALTH MANAGEMENT, LLC | $374,632 | $116,885,289 | — | $116,885,289 |
| 2674 | HARMONY ASSET MANAGEMENT LLC | $351,497 | $116,697,087 | — | $116,697,087 |
| 2675 | HOLCOMBE & MCGRATH | $417,683 | $116,533,595 | — | $116,533,595 |
| 2676 | SENTARA CAPITAL | $198,296 | $116,399,753 | — | $116,399,753 |
| 2677 | CONVERGENT WEALTH MANAGEMENT, LLC | $490,671 | $116,289,000 | — | $116,289,000 |
| 2678 | COLORADO WEALTH GROUP LLC | $450,563 | $116,245,250 | — | $116,245,250 |
| 2679 | AO WEALTH ADVISORY | $134,050 | $116,239,868 | $10,035,155 | $126,275,023 |
| 2680 | BULL OAK CAPITAL, LLC | $494,613 | $116,234,129 | — | $116,234,129 |
| 2681 | CLEAR SKY FINANCIAL, LP | $387,405 | $116,221,613 | — | $116,221,613 |
| 2682 | FINANCIAL FREEDOM FOR DENTISTS LLC | $332,000 | $116,200,000 | — | $116,200,000 |
| 2683 | SARATOGA WEALTH ADVISORS, LLC | $403,443 | $116,082,230 | $512,747 | $116,594,977 |
| 2684 | ENTASIS ASSET MANAGEMENT LLC | $333,796 | $116,070,279 | $3,762,649 | $119,832,928 |
| 2685 | NEWBRIDGE WEALTH MANAGEMENT | $133,188 | $115,740,000 | — | $115,740,000 |
| 2686 | RGA INVESTMENT ADVISORS, LLC | $420,600 | $115,665,055 | — | $115,665,055 |
| 2687 | AVOCET CAPITAL MANAGEMENT LLC | $768,703 | $115,575,531 | $5,110,857 | $120,686,388 |
| 2688 | NERAD + DEPPE WEALTH MANAGEMENT | $197,562 | $115,555,932 | $1,993,614 | $117,549,546 |
| 2689 | GOLDEN GATE PERSONAL FINANCIAL PLANNING | $724,406 | $115,180,497 | — | $115,180,497 |
| 2690 | CENTENNIAL ADVISORS, LLC | $112,353 | $115,069,042 | $5,935,518 | $121,004,560 |
| 2691 | HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. | $172,434 | $115,055,457 | $475,116 | $115,530,573 |
| 2692 | MARATHON WEALTH MANAGEMENT, INC. | $525,114 | $115,000,000 | — | $115,000,000 |
| 2693 | ROYAL OAK FINANCIAL GROUP | $714,286 | $115,000,000 | — | $115,000,000 |
| 2694 | ILLUMINATION WEALTH MANAGEMENT | $193,244 | $114,883,203 | $9,566,130 | $124,449,333 |
| 2695 | STEWARD ADVISORS, LLC | $418,066 | $114,850,586 | $3,880,163 | $118,730,749 |
| 2696 | LITTLEJOHN FINANCIAL SERVICES INC | $100,515 | $114,785,807 | $14,275,668 | $129,061,475 |
| 2697 | BUCKLEY INVESTMENT GROUP, LLC | $346,395 | $114,656,791 | — | $114,656,791 |
| 2698 | GIBSON WEALTH ADVISORS, LLC | $328,521 | $114,653,700 | — | $114,653,700 |
| 2699 | CAPSTONE INVESTMENT FINANCIAL GROUP, LLC | $131,708 | $114,611,957 | $4,583,890 | $119,195,847 |
| 2700 | CLEARVIEW INVESTMENT PARTNERS, LLC | $302,136 | $114,509,721 | — | $114,509,721 |
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.
