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
351Fiduciary Wealth Partners, Llc$5,357,639$964,375,024$964,375,024
352Sax Wealth Advisors, Llc$486,904$959,833,241$44,162,194$1,003,995,435
353Steel Peak Wealth Management, Llc$244,096$957,673,366$18,953,053$976,626,419
354The Financial Advisory Group, Inc.$484,096$957,057,157$957,057,157
355Hardy Reed, Llc$3,769,479$945,043,137$106,641,429$1,051,684,566
356Edge Wealth Management, Llc$1,148,359$933,616,108$933,616,108
358Ellenbecker Investment Group$185,766$931,002,235$17,705,817$948,708,052
359Mitchell, Mcleod, Pugh & Williams, Inc.$935,369$927,911,024$376,928,167$1,304,839,191
360The Retirement Planning Group, Inc.$257,023$927,337,499$927,337,499
361Adell Harriman & Carpenter$542,804$921,138,152$921,138,152
362Tradewinds Capital Management, Llc$255,682$920,710,396$920,710,396
363Johnson Financial Group Llc$2,051,827$920,565,791$201,783,806$1,122,349,597
364Pacific Portfolio Consulting, Llc$13,498,639$918,899,914$2,847,220,311$3,766,120,225
365Telarray, Llc$1,517,238$913,377,343$913,377,343
366Forte Capital Llc$476,579$907,476,139$79,994,661$987,470,800
367Smith Shellnut Wilson$5,297,599$904,017,735$2,189,780,223$3,093,797,958
368Colonial Trust Advisors, Inc.$583,784$903,746,769$54,826,429$958,573,198
369East End Advisors$187,834,233$898,706,873$5,111,988,573$6,010,695,446
370Meyer Capital Group$503,532$898,495,140$107,058,484$1,005,553,624
371Madison Wealth Management$461,093$898,208,661$898,208,661
372Klcm Advisors, Inc.$1,922,409$893,920,294$893,920,294
373Cardan Capital Partners, Llc$427,107$888,740,839$52,603,263$941,344,102
374Hemington Wealth Management$531,679$885,777,887$885,777,887
375California Financial Advisors$471,802$885,014,182$405,364,683$1,290,378,865
376Tc Wealth Partners, Llc$547,821$884,641,351$16,523,880$901,165,231
377Silveroak Wealth Management Llc$685,863$884,516,155$66,090,099$950,606,254
378Full Sail Capital, Llc$1,058,637$884,486,920$42,878,791$927,365,711
379Baltimore-Washington Financial Advisors$1,428,008$883,007,913$28,060,889$911,068,802
380Alpha Omega Investment Advisors$821,957$881,438,757$84,360,179$965,798,936
381Northern Oak Wealth Management, Inc.$921,530$879,488,942$2,415,122$881,904,064
382Weatherly Asset Management$719,237$878,431,577$9,826,618$888,258,195
383Zuckerman Investment Group$1,064,644$875,006,834$71,461,625$946,468,459
384Gamble Jones Investment Counsel$1,254,122$874,854,737$684,019,043$1,558,873,780
385Palisade Asset Management, Llc$1,847,814$862,239,731$69,058,352$931,298,083
386Endurance Wealth Management, Inc.$1,313,521$862,081,705$105,982,906$968,064,611
387Asset Planning Services Ltd.$612,999$860,465,650$6,314,967$866,780,617
388Willingdon Wealth Management Llc$348,254$858,106,781$6,955,023$865,061,804
389Fundx Investment Group, Llc$1,378,638$857,512,551$857,512,551
390Corrigan Financial Inc$841,607$857,285,000$6,204,000$863,489,000
391Oakwood Capital Management Llc$1,054,037$855,877,721$855,877,721
392Cjm Wealth Advisers, Ltd.$403,707$855,624,045$34,145,316$889,769,361
393Sather Financial Group, Inc.$786,813$853,692,481$853,692,481
394Estabrook Capital Management Llc$863,426$851,337,741$851,337,741
395Rockbridge Investment Management, Llc$295,523$848,292,348$30,887,168$879,179,516
396Paragon Capital Management$1,491,853$843,781,014$119,955,716$963,736,730
397Northstar Investment Advisors Llc$979,800$843,607,987$843,607,987
398Matheys Lane Capital Management L.P.$1,873,381$841,467,986$522,353,630$1,363,821,616
399Reliant Investment Management, Llc$2,710,530$840,869,284$275,869,222$1,116,738,506
400Cable Hill Partners, Llc$376,721$832,820,000$155,318,000$988,138,000
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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 Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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 June 5, 2019.