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 |
|---|---|---|---|---|---|
| 1651 | THE PROSPERITY PEOPLE | $241,343 | $122,504,848 | $1,304,310 | $123,809,158 |
| 1652 | OAK ADVISORS, LLC | $506,592 | $206,401,845 | $1,300,988 | $207,702,833 |
| 1653 | DEFENDER CAPITAL | $787,368 | $372,700,000 | $1,300,000 | $374,000,000 |
| 1654 | THE MONITOR GROUP, INC. | $245,523 | $140,373,948 | $1,292,982 | $141,666,930 |
| 1655 | FINANCIAL SECURITY MANAGEMENT, INC | $186,355 | $415,044,292 | $1,272,348 | $416,316,640 |
| 1656 | BARKER FINANCIAL GROUP, INC. | $366,534 | $225,254,978 | $1,263,072 | $226,518,050 |
| 1657 | RETIREMENT ADVISORS, INC. | $439,441 | $153,421,822 | $1,261,317 | $154,683,139 |
| 1658 | AMPHORA WEALTH MANAGEMENT, LLC | $232,532 | $102,454,886 | $1,254,254 | $103,709,140 |
| 1659 | TOWNSEND WEALTH MANAGEMENT | $350,236 | $130,786,655 | $1,252,229 | $132,038,884 |
| 1660 | MOLLER FINANCIAL SERVICES | $544,633 | $545,043,200 | $1,223,443 | $546,266,643 |
| 1661 | FORTRESS WEALTH MANAGEMENT, INC. | $334,068 | $291,097,434 | $1,212,289 | $292,309,723 |
| 1662 | CARTER FINANCIAL, LLC | $442,709 | $237,854,260 | $1,208,404 | $239,062,664 |
| 1663 | KAIZEN FINANCIAL STRATEGIES, LLC | $297,783 | $175,382,332 | $1,203,138 | $176,585,470 |
| 1664 | WEDGEWOOD INVESTORS INC | $750,843 | $215,040,887 | $1,201,790 | $216,242,677 |
| 1665 | HAMRICK INVESTMENT COUNSEL, LLC | $1,054,522 | $272,985,201 | $1,190,543 | $274,175,744 |
| 1666 | INTEGRATED WEALTH ADVISORS, LLC | $396,472 | $123,700,352 | $1,188,359 | $124,888,711 |
| 1667 | ASSET PLANNING, INC | $1,194,374 | $445,513,644 | $1,182,163 | $446,695,807 |
| 1668 | VITAL INVESTMENT MANAGEMENT LLC | $327,760 | $155,171,226 | $1,170,499 | $156,341,725 |
| 1669 | AGILI, P.C. | $549,195 | $1,065,388,598 | $1,148,790 | $1,066,537,388 |
| 1670 | MONACO CAPITAL MANAGEMENT, LLC | $201,225 | $203,709,201 | $1,138,199 | $204,847,400 |
| 1671 | CFM WEALTH PARTNERS LLC | $954,169 | $575,182,632 | $1,135,425 | $576,318,057 |
| 1672 | TINGEY ADVISORS INC | $910,496 | $361,263,087 | $1,114,222 | $362,377,309 |
| 1673 | MSP WEALTH MANAGEMENT, LLC | $441,343 | $169,701,420 | $1,098,444 | $170,799,864 |
| 1674 | MOTIVE WEALTH ADVISORS, LLC | $1,003,656 | $246,810,796 | $1,092,165 | $247,902,961 |
| 1675 | WARBURTON CAPITAL MANAGEMENT, LLC | $478,984 | $490,839,502 | $1,076,719 | $491,916,221 |
| 1676 | BRIGHT INVESTMENTS, LLC | $2,692,359 | $122,774,786 | $1,073,750 | $123,848,536 |
| 1677 | AVESTAR CAPITAL, LLC | $859,016 | $724,797,722 | $1,071,000 | $725,868,722 |
| 1678 | HARRINGTON INVESTMENTS, INC. | $1,539,430 | $328,380,757 | $1,057,359 | $329,438,116 |
| 1679 | BRAZOS CAPITAL | $423,134 | $127,585,289 | $1,047,321 | $128,632,610 |
| 1680 | B & L ASSET MANAGEMENT, LLC | $788,451 | $162,168,662 | $1,040,619 | $163,209,281 |
| 1681 | CAMELOTTA ADVISORS | $741,792 | $179,972,543 | $1,024,783 | $180,997,326 |
| 1682 | HIGHLAND INVESTMENT ADVISORS LLC | $606,271 | $162,675,998 | $1,017,272 | $163,693,270 |
| 1683 | DAY & ENNIS, LLC | $495,178 | $411,467,423 | $1,015,505 | $412,482,928 |
| 1684 | CEDARSTONE ADVISORS | $801,946 | $141,731,644 | $1,014,746 | $142,746,390 |
| 1685 | HARFST AND ASSOCIATES, INC. | $422,036 | $582,667,131 | $1,008,625 | $583,675,756 |
| 1686 | OARSMAN CAPITAL, INC | $331,947 | $468,039,499 | $1,001,510 | $469,041,009 |
| 1687 | VANTAGE FINANCIAL PARTNERS, LLC | $154,767 | $348,000,000 | $1,000,000 | $349,000,000 |
| 1688 | PIONEER WEALTH MANAGEMENT GROUP, INC | $154,229 | $154,000,000 | $1,000,000 | $155,000,000 |
| 1689 | J. MARK NICKELL & CO. | $760,076 | $124,425,049 | $987,536 | $125,412,585 |
| 1690 | ROOTED WEALTH ADVISORS | $132,073 | $152,115,900 | $956,897 | $153,072,797 |
| 1691 | CHERRYDALE WEALTH MANAGEMENT, LLC | $1,041,043 | $253,061,238 | $953,139 | $254,014,377 |
| 1692 | FORTERIS WEALTH MANAGEMENT, INC. | $366,276 | $155,084,200 | $949,500 | $156,033,700 |
| 1693 | INTRACK INVESTMENT MANAGEMENT, INC. | $525,811 | $246,188,166 | $942,844 | $247,131,010 |
| 1694 | GSB WEALTH MANAGEMENT, LLC | $416,649 | $529,055,639 | $921,806 | $529,977,445 |
| 1695 | BELLINGHAM CAPITAL | $174,027 | $113,590,541 | $919,327 | $114,509,868 |
| 1696 | LIGHT FINANCIAL SERVICES, INC. | $80,094 | $109,618,120 | $912,044 | $110,530,164 |
| 1697 | PARADIEM, LLC | $1,487,095 | $428,859,650 | $910,869 | $429,770,519 |
| 1698 | BEAR MOUNTAIN CAPITAL INC. | $296,691 | $280,381,835 | $881,603 | $281,263,438 |
| 1699 | MAYFAIR ADVISORY GROUP, LLC | $347,972 | $295,940,325 | $880,000 | $296,820,325 |
| 1700 | SURIENCE PRIVATE WEALTH LLC | $340,927 | $134,469,209 | $878,718 | $135,347,927 |
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.
