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
651WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.$501,087$315,488,648$31,263,432$346,752,080
652HELLER WEALTH MANAGEMENT$476,744$215,000,000$31,000,000$246,000,000
653BT WEALTH MANAGEMENT, LLC$901,391$994,791,367$30,991,896$1,025,783,263
654ROCKBRIDGE INVESTMENT MANAGEMENT, LLC$295,523$848,292,348$30,887,168$879,179,516
655STEWART WEALTH MANAGEMENT, INC.$193,988$170,765,629$30,788,055$201,553,684
656COLONY FAMILY OFFICES, LLC$4,794,873$1,743,378,518$30,724,549$1,774,103,067
658KM CAPITAL MANAGEMENT, LTD.$858,768$165,149,000$30,650,000$195,799,000
659WELLESLEY INVESTMENT PARTNERS, LLC$679,911$388,979,601$30,525,788$419,505,389
660MCCARTHY GRITTINGER FINANCIAL GROUP, LLC$417,516$277,666,483$30,460,252$308,126,735
661EQUIUS PARTNERS, INC.$705,661$1,037,386,815$30,278,122$1,067,664,937
662MULLANEY KEATING & WRIGHT INC$552,334$235,964,949$30,260,171$266,225,120
663CRESCENT STERLING LTD.$383,077$144,100,000$30,200,000$174,300,000
664ROWLING & ASSOCIATES$409,125$388,802,238$30,141,456$418,943,694
665POLARIS ADVISORS, LLC$477,965$101,396,599$30,043,852$131,440,451
666HARFST AND ASSOCIATES, INC.$349,500$403,479,730$29,900,136$433,379,866
667HIGHLAND PRIVATE WEALTH MANAGEMENT$826,727$786,924,700$29,881,938$816,806,638
668NIKULSKI FINANCIAL, INC.$185,622$156,373,042$29,806,028$186,179,070
669AVIANCE CAPITAL PARTNERS LLC$1,054,623$565,003,592$29,803,554$594,807,146
670JNBA FINANCIAL ADVISORS INC$314,515$1,038,327,332$29,765,698$1,068,093,030
671BOYLE CAPITAL$144,030$273,347,064$29,547,720$302,894,784
672VAN STRUM & TOWNE INC$1,104,504$283,160,072$29,414,496$312,574,568
673BEACON HARBOR WEALTH ADVISORS$345,090$289,121,003$29,397,392$318,518,395
674EPIQ PARTNERS, LLC$730,719$178,926,800$29,328,207$208,255,007
675SEBOLD CAPITAL MANAGEMENT, INC$305,515$176,694,984$29,222,292$205,917,276
676JEPPSON WEALTH MANAGEMENT, LLC$614,983$336,732,190$29,182,667$365,914,857
677RFM FINANCIAL SOLUTIONS, LLC$211,677$91,538,136$29,117,626$120,655,762
678MENTOR CAPITAL MANAGEMENT INC.$133,153$91,825,409$29,077,559$120,902,968
679THE RICE PARTNERSHIP, LLC$800,172$306,267,126$29,005,139$335,272,265
680FUSION FAMILY WEALTH, LLC$598,230$647,000,000$29,000,000$676,000,000
681HOLCOMBE FINANCIAL, INC.$449,247$233,575,675$28,784,784$262,360,459
682BALTIMORE-WASHINGTON FINANCIAL ADVISORS$1,494,855$983,312,543$28,704,037$1,012,016,580
683ATEGRA CAPITAL MANAGEMENT, LLC$1,682,378$196,777,596$28,661,095$225,438,691
684TEN CAPITAL WEALTH ADVISORS, LLC$296,032$423,817,260$28,518,960$452,336,220
685MATTHIAS PRIVATE WEALTH, LLC$344,866$98,756,240$28,499,216$127,255,456
686CORPS CAPITAL ADVISORS, LLC$1,785,518$91,387,837$28,241,849$119,629,686
687CAMBRIDGE CAPITAL MANAGEMENT, LLC$243,962$186,471,902$28,214,248$214,686,150
688EVERMAY WEALTH MANAGEMENT, LLC$682,624$625,822,168$28,131,475$653,953,643
689GRANITE INVESTMENT ADVISORS, LLC$930,377$641,776,060$28,095,645$669,871,705
690THE WEALTH CONSERVANCY, INC.$488,409$77,524,567$27,971,751$105,496,318
691THE FINANCIAL ADVISORS, LLC$361,709$703,867,978$27,868,491$731,736,469
692MARIACA WEALTH MANAGEMENT, LLC$321,218$138,527,516$27,863,479$166,390,995
693CAMBRIDGE ADVISORS INC$621,937$459,155,337$27,821,259$486,976,596
694ALHAMBRA INVESTMENT MANAGEMENT LLC$519,429$147,278,841$27,768,596$175,047,437
695BLUE SQUARE ASSET MANAGEMENT, LLC$612,159$148,541,559$27,760,346$176,301,905
696SALEM INVESTMENT COUNSELORS INC$914,031$1,613,012,118$27,673,866$1,640,685,984
697WICK CAPITAL PARTNERS, LLC$409,150$123,370,065$27,606,390$150,976,455
698LEGACY INVESTMENT PARTNERS, LLC$396,006$122,192,480$27,497,918$149,690,398
699WOODMONT INVESTMENT COUNSEL, LLC$1,039,033$814,220,407$27,396,007$841,616,414
700WEALTH ADVISORS GROUP$341,705$533,431,245$27,306,360$560,737,605
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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.