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 |
|---|---|---|---|---|---|
| 2701 | CAVU WEALTH ADVISORS | $1,760,231 | $114,415,000 | — | $114,415,000 |
| 2702 | OPTIMAL PORTFOLIO, LLC | $562,844 | $114,257,362 | — | $114,257,362 |
| 2703 | WISE WEALTH MANAGEMENT, LLC | $454,359 | $114,222,962 | $275,535 | $114,498,497 |
| 2704 | ST. JOHN & ASSOCIATES, INC. | $207,125 | $114,162,807 | $13,012,117 | $127,174,924 |
| 2705 | SAGEOAK FINANCIAL, LLC | $177,794 | $114,143,530 | — | $114,143,530 |
| 2706 | LIBERTY FINANCIAL GROUP, INC. | $618,277 | $113,862,390 | $518,870 | $114,381,260 |
| 2707 | CORPS CAPITAL ADVISORS, LLC | $4,897,966 | $113,838,000 | $28,203,000 | $142,041,000 |
| 2708 | BELLINGHAM CAPITAL | $174,027 | $113,590,541 | $919,327 | $114,509,868 |
| 2709 | OPUS FINANCIAL SOLUTIONS LLC | $976,473 | $113,230,396 | $7,852,293 | $121,082,689 |
| 2710 | MATRIX PLANNING INC | $1,573,928 | $113,135,966 | $36,387,217 | $149,523,183 |
| 2711 | ACADIA LEGACY GROUP | $1,313,965 | $113,000,971 | — | $113,000,971 |
| 2712 | DAVIS PRIVATE WEALTH, LLC | $325,843 | $112,700,000 | $3,300,000 | $116,000,000 |
| 2713 | FARRIS CAPITAL MANAGEMENT INC. | $166,261 | $112,656,548 | $2,396,227 | $115,052,775 |
| 2714 | SINECERA CAPITAL, LLC | $1,245,054 | $112,508,806 | $4,526,269 | $117,035,075 |
| 2715 | VIRTUE ASSET MANAGEMENT LLC | $760,048 | $112,487,106 | — | $112,487,106 |
| 2716 | FONTE FINANCIAL ADVISORS | $372,034 | $112,473,949 | $3,228,659 | $115,702,608 |
| 2717 | DOUBLE BAY MANAGEMENT & PLANNING | $1,235,446 | $112,425,565 | — | $112,425,565 |
| 2718 | WHITE WING WEALTH MANAGEMENT, LLC | $283,869 | $112,412,000 | — | $112,412,000 |
| 2719 | WHITE WING WEALTH MANAGEMENT, LLC | $283,869 | $112,412,000 | — | $112,412,000 |
| 2720 | O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC | $318,886 | $112,384,386 | $182,521 | $112,566,907 |
| 2721 | IRONRIDGE WEALTH MANAGEMENT, LLC | $326,492 | $112,313,224 | — | $112,313,224 |
| 2722 | SCHERER FINANCIAL ADVISORY SERVICES, LLC | $307,434 | $112,301,175 | $10,057,632 | $122,358,807 |
| 2723 | STEVE ROBBINS, INC. | $204,847 | $112,051,230 | — | $112,051,230 |
| 2724 | THE ARANDA GROUP ADVISORS, LLC | $502,598 | $111,980,736 | $88,053,413 | $200,034,149 |
| 2725 | BLOM & HOWELL FINANCIAL PLANNING, INC. | $139,294 | $111,857,000 | $3,200,000 | $115,057,000 |
| 2726 | PILE WEALTH MANAGEMENT | $631,247 | $111,730,632 | — | $111,730,632 |
| 2727 | BARRON FINANCIAL GROUP, LLP | $296,717 | $111,648,675 | $3,477,366 | $115,126,041 |
| 2728 | GENERATION CAPITAL MANAGEMENT LLC | $3,055,243 | $111,350,662 | $741,062,232 | $852,412,894 |
| 2729 | OMICRON ADVISORS, LLC | $746,521 | $111,231,558 | — | $111,231,558 |
| 2730 | FIFTH SET PRIVATE WEALTH MANAGEMENT LLC | $508,739 | $111,132,418 | $28,262,102 | $139,394,520 |
| 2731 | LXG WEALTH ADVISORY LLC | $18,242,908 | $111,057,807 | $34,885,453 | $145,943,260 |
| 2732 | WILDES FINANCIAL STRATEGIES, INC | $134,773 | $111,053,069 | — | $111,053,069 |
| 2733 | VINES CAPITAL MANAGEMENT, LLC | $450,978 | $110,940,518 | — | $110,940,518 |
| 2734 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $439,383 | $110,806,803 | $6,069,193 | $116,875,996 |
| 2735 | POLARIS ADVISORS, LLC | $982,605 | $110,786,795 | $36,603,961 | $147,390,756 |
| 2736 | HAYMARKET WEALTH MANAGEMENT LLC | $2,089,977 | $110,743,127 | $447,280,659 | $558,023,786 |
| 2737 | FREEDOM FAMILY OFFICE, LLC | $1,034,790 | $110,722,483 | — | $110,722,483 |
| 2738 | VESTPOINTE WEALTH MANAGEMENT, LLC | $314,552 | $110,449,553 | $11,596,780 | $122,046,333 |
| 2739 | TITLETOWN WEALTH MANAGEMENT, LLC | $122,940 | $110,400,000 | — | $110,400,000 |
| 2740 | OCEANIQ CAPITAL, LLC | $448,751 | $110,103,702 | $15,097,903 | $125,201,605 |
| 2741 | COGNIZANT WEALTH ADVISORS | $764,210 | $110,046,250 | — | $110,046,250 |
| 2742 | BLUELINE ADVISORS | $429,453 | $109,800,494 | $82,594,663 | $192,395,157 |
| 2743 | MONSON WEALTH MANAGEMENT, INC. | $126,841 | $109,717,842 | — | $109,717,842 |
| 2744 | LIGHT FINANCIAL SERVICES, INC. | $80,094 | $109,618,120 | $912,044 | $110,530,164 |
| 2745 | SIZEMORE CAPITAL MANAGEMENT, LLC | $123,570 | $109,483,441 | — | $109,483,441 |
| 2746 | SEA HUNTER CAPITAL | $1,709,209 | $109,389,391 | — | $109,389,391 |
| 2747 | COVE PRIVATE WEALTH, LLC | $9,938,607 | $109,324,677 | — | $109,324,677 |
| 2748 | WEALTHCOLLAB | $436,808 | $109,202,080 | — | $109,202,080 |
| 2749 | KEEN CAPITAL, LLC | $359,188 | $109,077,075 | $2,630,475 | $111,707,550 |
| 2750 | CRAWFORD FINANCIAL PLANNING & CONSULTING | $312,179 | $108,950,510 | — | $108,950,510 |
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.
