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
551VERSANT CAPITAL MANAGEMENT, INC.$627,118$727,616,580$44,992,789$772,609,369
552CASTLE WEALTH MANAGEMENT$527,653$310,276,479$44,834,019$355,110,498
553WHITENER CAPITAL MANAGEMENT, INC$291,058$247,007,551$44,632,405$291,639,956
554BLACK DIAMOND FINANCIAL, LLC$857,913$320,091,000$44,522,000$364,613,000
555BLUELINE ADVISORS$557,725$174,273,485$44,354,692$218,628,177
556VENTURI PRIVATE WEALTH$662,506$1,576,180,000$44,310,000$1,620,490,000
557SAX WEALTH ADVISORS, LLC$486,904$959,833,241$44,162,194$1,003,995,435
558WALLER FINANCIAL PLANNING GROUP, INC.$258,017$404,665,528$43,767,229$448,432,757
559SKYOAK WEALTH$320,150$414,479,802$43,654,692$458,134,494
560FREESTATE ADVISORS LLC$266,912$132,308,574$43,586,134$175,894,708
561CLEARLOGIC FINANCIAL, INC.$374,460$282,099,469$43,306,066$325,405,535
562BOURGEON CAPITAL MANAGEMENT LLC$1,156,495$339,500,000$43,300,000$382,800,000
563CAMPION ASSET MANAGEMENT, LLC$855,006$173,089,784$43,226,790$216,316,574
564INTEGRAL WEALTH MANAGEMENT$358,016$117,979,476$43,127,676$161,107,152
565FULL SAIL CAPITAL, LLC$1,058,637$884,486,920$42,878,791$927,365,711
566THE MONEY ADVISOR GROUP, LLC$332,964$131,786,274$42,686,698$174,472,972
567SUCCESSFUL PORTFOLIOS LLC$291,472$186,323,162$42,190,558$228,513,720
568GUARDIAN INVESTMENT MANAGEMENT$1,304,911$227,959,639$42,156,930$270,116,569
569TSG ADVICE PARTNERS, LLC$209,581$244,829,508$42,086,217$286,915,725
570WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC$442,785$600,117,128$41,920,674$642,037,802
571FINANCIAL LIFE ADVISORS$347,354$190,450,323$41,582,449$232,032,772
572COLUMN CAPITAL ADVISORS, LLC$717,474$972,285,014$41,506,139$1,013,791,153
573RESOLUTE FINANCIAL, LLC$225,790$301,815,513$41,385,099$343,200,612
574MG FINANCIAL LLC$10,293,787$1,142,620,384$41,165,128$1,183,785,512
575INTEGRITY FINANCIAL CORPORATION$214,648$252,137,956$40,856,126$292,994,082
576FOSTER & MOTLEY INC$2,200,443$1,495,054,208$40,855,307$1,535,909,515
577TEMPUS WEALTH PLANNING, LLC$216,674$114,350,946$40,787,760$155,138,706
578CANOPY WEALTH MANAGEMENT$354,195$566,088,242$40,647,154$606,735,396
579SPRINGWATER WEALTH MANAGEMENT, LLC$1,140,000$130,498,000$40,502,000$171,000,000
580RTS PRIVATE WEALTH MANAGEMENT$373,974$269,386,288$40,264,270$309,650,558
581ELLIS INVESTMENT PARTNERS, LLC$374,633$543,964,661$40,088,390$584,053,051
582FORTRESS WEALTH GROUP, LLC$370,000$145,000,000$40,000,000$185,000,000
583FOUNDATIONS ASSET MANAGEMENT, LLC$250,000$145,000,000$40,000,000$185,000,000
584ASCENT WEALTH PARTNERS, LLC$563,559$729,479,746$39,778,357$769,258,103
585CAERUS INVESTMENT ADVISORS, LLC$593,329$136,019,865$39,605,636$175,625,501
586FCA CORP$812,165$396,647,276$39,485,170$436,132,446
587OBRIEN GREENE & CO INC$1,092,427$258,891,170$39,341,289$298,232,459
588MITCHELL & PAHL PRIVATE WEALTH$300,524$237,479,191$39,303,683$276,782,874
589BALDRIGE ASSET MANAGEMENT$466,603$382,659,135$39,150,311$421,809,446
590FINANCIAL ASSET MANAGEMENT CORP$363,237$207,516,459$39,121,489$246,637,948
591HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
592CORNERSTONE WEALTH ADVISORS, INC.$252,104$251,078,000$38,590,000$289,668,000
593MASCOMA WEALTH MANAGEMENT$289,358$227,336,439$38,583,623$265,920,062
594COLLEGIATE CAPITAL MANAGEMENT, INC.$220,833$325,160,977$38,550,184$363,711,161
595MEYERS WEALTH MANAGEMENT, LLC$1,492,505$778,400,000$38,000,000$816,400,000
596ACUMEN WEALTH ADVISORS, LLC$1,477,716$194,030,636$37,970,782$232,001,418
597GORDIAN ADVISORS, LLC$447,913$80,751,677$37,945,395$118,697,072
598GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
599CAUSEY DEMGEN & MOORE P.C.$631,981$215,626,621$37,797,599$253,424,220
600ELEMENT WEALTH, LLC$351,066$215,577,201$37,541,213$253,118,414
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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.