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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Spoor Behrins Campbell & Young Securities Corp$1,159,246$199,390,345$199,390,345
2Heritage Financial Counselors, LLC$386,703$140,760,000$140,760,000
3Benemark, Inc$989,388$221,622,902$221,622,902
4HFH Planning Inc.$342,586$147,312,143$147,312,143
5South Bay Financial Partners Group, Inc.$798,687$154,945,209$154,945,209
6Perspective Wealth Partners, LLC$2,111,342$367,373,582$367,373,582
7Portola Partners Group LLC$3,143,712$4,998,501,584$4,998,501,584
8Purtill Financial LLC$275,857$158,065,817$158,065,817
9Fitzroy Investment Advisors LLC$10,691,404$513,187,389$513,187,389
10W.E. Family Offices, LLC$118,612,102$10,200,640,735$10,200,640,735
11IFC Personal Money Managers, Inc.$764,444$172,000,000$172,000,000
12John T. Mccarthy, LLC$1,231,481$133,000,000$133,000,000
13BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
14Aspen Capital Management$785,038$785,038,007$785,038,007
15SFC Financial LLC$921,294$183,337,439$183,337,439
16Trebuchet Consulting, LLC$563,484$532,492,074$532,492,074
17Old Peak Finance LLC$721,760$327,679,141$327,679,141
18Kutscher Benner Barsness & Stevens, Inc.$617,357$443,261,996$443,261,996
19Altamont Wealth Management, Inc.$2,053,091$172,459,625$172,459,625
20Sechrest Financial Services LLC$457,131$145,824,644$145,824,644
21Kapusta Financial Group, Inc.$154,046$133,711,750$133,711,750
22Tim Looney Investments, LLC$279,169$288,102,838$288,102,838
23CAMBRIDGE ASSOCIATES LTD LLC$222,637,701$3,339,565,520$3,339,565,520
24TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
25American Financial Advisors, LLC.$409,823$843,006,517$843,006,517
26Sundvold Capital Management LLC$322,196$135,000,000$135,000,000
27CTB Financial Services, Ltd.$214,052$208,272,587$208,272,587
28Global Financial Advisory Services, Inc.$305,710$124,423,884$124,423,884
29Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
30ADC Wealth Management, LLC$623,500$143,405,000$143,405,000
31Optima Asset Management Inc$2,345,100$490,125,863$490,125,863
32J.F. Williams Co., Inc.$430,169$194,006,362$194,006,362
33The Junk Investment Group, LLC$424,146$422,025,480$422,025,480
34BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
35Fenton Gregory Coleman$374,732$152,515,726$152,515,726
36Aequitas Investment Advisors, LLC$568,099$653,881,992$653,881,992
37Pathways Advisory Group, Inc.$230,356$203,173,711$203,173,711
38Waypoint Strategic Advisors, LLC$175,475$101,600,000$101,600,000
39Blacktower Financial Management (Us) LLC$568,364$131,291,982$131,291,982
40Portfolio Advisors, Inc.$264,189$205,010,504$205,010,504
41Taylor And Taylor Financial Services Usa LLC$690,474$100,118,658$100,118,658
42Sound Investment Management Inc$1,623,784$165,625,974$165,625,974
43Comprehensive Financial Planning Inc$445,338$149,188,170$149,188,170
44American Financial Advisors Inc$439,769$635,027,053$635,027,053
45Mindful Asset Planning LLC$202,415$281,964,467$281,964,467
46Heritage Financial Advisors, LLC$275,780$137,338,542$137,338,542
47Omega Capital Management,LLC$189,130$104,400,000$104,400,000
48Schaefer Financial Management, Inc.$403,191$672,523,282$672,523,282
49Convergent Financial Strategies LLC$393,199$136,046,742$136,046,742
50Mozaic, LLC$47,740,514$3,150,873,899$3,150,873,899
Next Page »

Showing 1 to 50 of 2,851 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.