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
451CAPITAL MANAGEMENT LLC$522,092$166,738,060$66,115,061$232,853,121
452SILVEROAK WEALTH MANAGEMENT LLC$685,863$884,516,155$66,090,099$950,606,254
453STEPHENSON AND COMPANY, INC.$408,567$80,326,938$65,122,908$145,449,846
454SOUND INCOME STRATEGIES, LLC$121,956$1,107,534,019$65,071,075$1,172,605,094
455RESONANT CAPITAL ADVISORS, LLC$280,464$583,997,739$63,874,784$647,872,523
456STRATEGIC WEALTH MANAGEMENT INC$6,442,619$464,729,042$63,565,693$528,294,735
457LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP$3,107,105$8,953,449,315$63,370,750$9,016,820,065
458CENTRICITY WEALTH MANAGEMENT, LLC$236,043$65,363,159$63,280,350$128,643,509
459APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC$336,099$347,011,000$63,030,319$410,041,319
460DHR INVESTMENT COUNSEL LTD$573,164$352,554,423$62,989,276$415,543,699
461SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC$397,180$472,830,355$62,964,903$535,795,258
462BURNETT FINANCIAL GROUP$455,929$57,419,061$62,946,261$120,365,322
463POLARIS WEALTH ADVISORY GROUP$417,453$1,091,776,010$62,063,047$1,153,839,057
464SUNPOINTE INVESTMENTS$1,871,556$48,705,243$61,716,535$110,421,778
465THE DAVID J. YVARS GROUP, INC.$290,704$178,953,863$61,458,245$240,412,108
466SENECA FINANCIAL ADVISORS LLC$595,635$331,874,703$61,244,446$393,119,149
467COVENANT PARTNERS, LLC$1,179,413$632,418,334$61,076,357$693,494,691
468EVANS CAPITAL MANAGEMENT ASSOCIATES$264,882$109,100,000$60,954,000$170,054,000
469SUMMITRY, LLC$1,245,962$1,708,745,750$60,520,974$1,769,266,724
470AOG WEALTH MANAGEMENT$169,740$172,811,821$60,071,084$232,882,905
471COBBLESTONE CAPITAL ADVISORS, LLC$824,202$1,933,035,300$59,885,245$1,992,920,545
472MILESTONES PRIVATE INVESTMENT ADVISORS LLC$248,973$75,543,353$59,648,774$135,192,127
473GREAT POINT WEALTH ADVISORS, LLC$438,215$356,585,000$59,281,000$415,866,000
474SHULMAN DEMEO ASSET MANAGEMENT, LLC$640,659$465,526,208$59,173,408$524,699,616
475LONGVIEW FINANCIAL ADVISORS, LLC$507,616$187,147,697$59,045,833$246,193,530
476EAGLE RIDGE INVESTMENT MANAGEMENT LLC$1,220,711$823,921,411$58,652,676$882,574,087
477OAK FAMILY ADVISORS, LLC$541,684$205,200,000$58,600,000$263,800,000
478HURLOW WEALTH MANAGEMENT GROUP, INC.$294,448$285,027,251$58,298,988$343,326,239
479ATON FINANCIAL LLC$872,020$164,080,000$58,285,000$222,365,000
480GOELZER INVESTMENT MANAGEMENT$1,463,445$1,827,416,529$57,501,095$1,884,917,624
481HOWARD FINANCIAL SERVICES, LTD.$464,523$644,850,086$56,579,580$701,429,666
482SADDOCK WEALTH, LLC$1,868,116$72,400,000$56,500,000$128,900,000
483REILLY FINANCIAL ADVISORS$193,595$1,545,808,076$56,380,834$1,602,188,910
484M.C. BYRD WEALTH MANAGEMENT, LLC$269,652$176,338,236$56,371,084$232,709,320
485TOTAL WEALTH PLANNING, LLC$355,956$502,532,536$56,318,460$558,850,996
486SCHIAVI + DATTANI$2,499,324$398,571,372$56,305,613$454,876,985
487EIGER WEALTH MANAGEMENT, LLC$600,277$99,948,885$56,123,189$156,072,074
488RITTER DANIHER FINANCIAL ADVISORY, LLC$399,552$391,102,957$55,995,733$447,098,690
489BELLEAIR ASSET MANAGEMENT, LLC$495,991$85,869,424$55,983,932$141,853,356
490AVIER WEALTH ADVISORS$327,167$398,129,060$55,979,133$454,108,193
491FMP WEALTH ADVISERS$327,183$670,870,000$55,803,000$726,673,000
492SIGHTLINE WEALTH ADVISORS, LLC$224,487$129,523,697$55,677,763$185,201,460
493THE PLANNING CENTER, INC.$281,735$720,848,277$55,613,846$776,462,123
494MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
495COLONIAL TRUST ADVISORS, INC.$583,784$903,746,769$54,826,429$958,573,198
496LANDMARK WEALTH MANAGEMENT$1,422,018$255,200,000$54,800,000$310,000,000
497HALBERSTADT FINANCIAL CONSULTANTS INC$310,149$50,239,619$54,590,807$104,830,426
498PILLAR PACIFIC CAPITAL MANAGEMENT LLC$3,098,744$1,219,009,526$54,574,269$1,273,583,795
500WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC$812,119$3,453,190,627$54,352,628$3,507,543,255
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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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.