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 | TFC FINANCIAL MANAGEMENT INC | $1,116,163 | $1,394,087,469 | — | $1,394,087,469 |
| 2702 | SHOTWELL RUTTER BAER INC | $227,087 | $137,387,530 | — | $137,387,530 |
| 2703 | FAMILY WEALTH PARTNERS, LLC | $231,093 | $131,029,886 | — | $131,029,886 |
| 2704 | MARK SHEPTOFF FINANCIAL PLANNING LLC | $507,935 | $411,427,392 | — | $411,427,392 |
| 2705 | INTERGY PRIVATE WEALTH, LLC | $154,567 | $245,760,853 | — | $245,760,853 |
| 2706 | WOODWARD FINANCIAL ADVISORS, INC. | $705,174 | $511,250,999 | — | $511,250,999 |
| 2707 | FOURTHOUGHT PRIVATE WEALTH | $39,849 | $1,191,207,558 | — | $1,191,207,558 |
| 2708 | THE GOFF FINANCIAL GROUP | $824,419 | $457,552,800 | — | $457,552,800 |
| 2709 | WPA FAMILY OFFICE, LLC | $1,259,036 | $135,975,850 | — | $135,975,850 |
| 2710 | SEABRIDGE INVESTMENT ADVISORS LLC | $1,395,714 | $421,505,588 | — | $421,505,588 |
| 2711 | KIMERY WEALTH MANAGEMENT, LLC | $249,692 | $324,600,000 | — | $324,600,000 |
| 2712 | CLEAR ROCK ADVISORS, LLC | $775,916 | $388,734,152 | — | $388,734,152 |
| 2713 | THE ARCHER CONSULTING GROUP, LLC | $553,777 | $163,918,112 | — | $163,918,112 |
| 2714 | AMERICAN FINANCIAL ADVISORS, LLC. | $439,225 | $925,887,267 | — | $925,887,267 |
| 2715 | WINDSOR CAPITAL MANAGEMENT, LLC | $518,519 | $626,371,000 | — | $626,371,000 |
| 2716 | RINALDI WEALTH MANAGEMENT, INC. | $186,592 | $133,600,000 | — | $133,600,000 |
| 2717 | BROADLAKE FINANCIAL MANAGEMENT | $253,661 | $319,106,092 | — | $319,106,092 |
| 2718 | PRUDENT INVESTORS NETWORK, INC. | $604,474 | $244,811,821 | — | $244,811,821 |
| 2719 | HOLCOMBE & MCGRATH | $417,683 | $116,533,595 | — | $116,533,595 |
| 2720 | VISION CAPITAL MANAGEMENT INC | $709,903 | $1,021,550,392 | — | $1,021,550,392 |
| 2721 | KNUFF & COMPANY LLC | $14,965,049 | $359,161,178 | — | $359,161,178 |
| 2722 | WEALTH CMT | $245,163 | $290,762,729 | — | $290,762,729 |
| 2723 | VIRTUE ASSET MANAGEMENT LLC | $760,048 | $112,487,106 | — | $112,487,106 |
| 2724 | VIRTUS FAMILY OFFICE | $1,745,481 | $335,132,366 | — | $335,132,366 |
| 2725 | EAGLE BAY ADVISORS LLC | $867,700 | $806,093,560 | — | $806,093,560 |
| 2726 | NBW CAPITAL LLC | $1,794,998 | $495,419,489 | — | $495,419,489 |
| 2727 | LINDA A. BARLOW, CFP | $315,274 | $244,021,924 | — | $244,021,924 |
| 2728 | HASSELL WEALTH MANAGEMENT | $294,785 | $246,735,025 | — | $246,735,025 |
| 2729 | FOUNDRY WEALTH ADVISORS, LLC | $491,455 | $121,389,412 | — | $121,389,412 |
| 2730 | ARLINGTON WEALTH MANAGEMENT | $231,901 | $119,660,804 | — | $119,660,804 |
| 2731 | FBB CAPITAL PARTNERS | $648,707 | $1,806,000,000 | — | $1,806,000,000 |
| 2732 | CLARK FINANCIAL ADVISORS | $300,893 | $282,237,939 | — | $282,237,939 |
| 2733 | TRUE FINANCIAL GROUP | $141,972 | $252,000,000 | — | $252,000,000 |
| 2734 | HOPWOOD FINANCIAL SERVICES, INC. | $552,770 | $531,765,109 | — | $531,765,109 |
| 2735 | BARNETT & CO INC | $510,468 | $157,224,136 | — | $157,224,136 |
| 2736 | ARTEMIS FINANCIAL ADVISORS | $806,625 | $265,379,677 | — | $265,379,677 |
| 2737 | DELAP WEALTH ADVISORY, LLC | $884,929 | $253,089,719 | — | $253,089,719 |
| 2738 | YOUNGS ADVISORY GROUP, INC. | $609,704 | $587,755,086 | — | $587,755,086 |
| 2739 | DELTA INVESTMENT MANAGEMENT, LLC | $309,760 | $513,891,606 | — | $513,891,606 |
| 2740 | SAGE FINANCIAL ADVISORS INC. | $666,027 | $193,813,969 | — | $193,813,969 |
| 2741 | MCM WEALTH | $511,635 | $137,629,793 | — | $137,629,793 |
| 2742 | CABOT WEALTH MANAGEMENT | $629,132 | $1,101,610,638 | — | $1,101,610,638 |
| 2743 | T.T.G. FINANCIAL, INC. | $774,194 | $144,000,000 | — | $144,000,000 |
| 2744 | RETIREMENT PLANNING SERVICES | $372,280 | $153,751,610 | — | $153,751,610 |
| 2745 | PROCTOR FINANCIAL | $1,332,991 | $293,258,116 | — | $293,258,116 |
| 2746 | MG FINANCIAL LLC | $10,700,987 | $1,252,015,531 | — | $1,252,015,531 |
| 2747 | HIGHPASS ASSET MANAGEMENT LLC | $852,667 | $174,796,637 | — | $174,796,637 |
| 2748 | CONSILIO WEALTH ADVISORS, LLC | $295,958 | $240,613,799 | — | $240,613,799 |
| 2749 | ASPIRE PLANNING ASSOCIATES, INC. | $344,805 | $125,509,086 | — | $125,509,086 |
| 2750 | VERICREST PRIVATE WEALTH, LLC | $1,121,753 | $121,149,333 | — | $121,149,333 |
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.
