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
      2951TRUENORTH WEALTH$274,101—$652,633,504$652,633,504
      2952CAMBRIDGE CAPE COD ADVISORS, LLC$348,107—$158,388,604$158,388,604
      2953DONALD W. NICHOLSON & ASSOCIATES LTD$475,020—$209,008,848$209,008,848
      2954FENWAY FINANCIAL ADVISORS, LLC$502,784—$166,924,168$166,924,168
      2955KEYSTONE WEALTH ADVISORS, INCORPORATED$1,429,443—$100,061,000$100,061,000
      2956TREBUCHET CONSULTING, LLC$980,555—$597,158,245$597,158,245
      2957SFC FINANCIAL LLC$988,796—$220,501,408$220,501,408
      2958WICKHAM FINANCIAL & INSURANCE SERVICES$192,975—$133,731,951$133,731,951
      2959FLOREK FINANCIAL, LLC$747,696—$373,848,000$373,848,000
      2960IFC PERSONAL MONEY MANAGERS, INC.$600,000—$240,000,000$240,000,000
      2961J.F. WILLIAMS CO., INC.$465,859—$230,134,188$230,134,188
      2962SPOOR BEHRINS CAMPBELL & YOUNG SECURITIES CORP$1,171,336—$229,581,902$229,581,902
      2963ALTAMONT WEALTH MANAGEMENT, INC.$1,209,061—$182,568,174$182,568,174
      2964AIO FINANCIAL, LLC$231,553—$150,509,163$150,509,163
      2965ADC WEALTH MANAGEMENT, LLC$797,781—$174,714,000$174,714,000
      2966PLAN FIRST WEALTH LLC$702,871—$131,436,862$131,436,862
      2967TFS ADVISORS, LLC$352,438—$121,591,218$121,591,218
      2968BLACKTOWER FINANCIAL MANAGEMENT (US) LLC$636,863—$200,611,899$200,611,899
      2969PAUL COMSTOCK PARTNERS$30,318,857—$3,365,393,181$3,365,393,181
      2970ANODOS ADVISORS, LLC$4,554,550—$860,810,000$860,810,000
      2971AMERICAN FINANCIAL ADVISORS INC$1,098,798—$732,898,362$732,898,362
      2972KUTSCHER BENNER BARSNESS & STEVENS, INC.$668,475—$518,068,411$518,068,411
      2973SCHULTZ FINANCIAL GROUP INCORPORATED$400,499—$165,806,673$165,806,673
      2974FRANGO FINANCIAL$351,485—$106,500,000$106,500,000
      2975SUNDVOLD FINANCIAL$388,372—$167,000,000$167,000,000
      2976PATHWAYS ADVISORY GROUP, INC.$280,494—$246,273,482$246,273,482
      2977SOUTH BAY FINANCIAL PARTNERS$840,313—$142,012,947$142,012,947
      2978AEQUITAS INVESTMENT ADVISORS, LLC$545,708—$684,863,869$684,863,869
      2979NORTH SHORE INVESTMENT CONSULTING LLC$399,076—$152,047,907$152,047,907
      2980FINANCIAL LIFE FOCUS, LLC$572,326—$317,068,506$317,068,506
      2981KAPUSTA FINANCIAL GROUP$159,115—$144,794,956$144,794,956
      2982FITZROY INVESTMENT ADVISORS LLC$12,396,056—$595,010,667$595,010,667
      2983BEEKMAN WEALTH ADVISORY, LLC$84,085,714—$588,600,000$588,600,000
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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.