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
701ERTS WEALTH ADVISORS, LLC$185,336$295,000,000$27,300,000$322,300,000
702TRUE NORTH RETIREMENT ADVISORS, LLC$877,904$237,839,125$27,287,780$265,126,905
703LIFEPLAN FINANCIAL GROUP, INC.$195,652$340,613,866$27,212,302$367,826,168
704REDE WEALTH, LLC$293,566$116,974,000$27,167,000$144,141,000
705CHANCELLOR FINANCIAL GROUP WB LP$204,274$98,112,570$27,107,527$125,220,097
706ROFFMAN MILLER ASSOCIATES INC$1,438,914$1,708,232,445$27,098,435$1,735,330,880
707COUNCIL OAK WEALTH ADVISORS$358,925$160,000,000$27,000,000$187,000,000
708TED BUCHAN & COMPANY$202,640$152,164,222$26,766,754$178,930,976
709HUDSON ADVISOR SERVICES, INC.$423,313$205,791,404$26,607,357$232,398,761
710PRIVATE CAPITAL MANAGEMENT, INC.$558,713$123,333,000$26,402,000$149,735,000
711SUREVEST PRIVATE WEALTH$494,909$355,728,023$26,341,467$382,069,490
712GW FINANCIAL$393,915$82,013,649$26,312,889$108,326,538
713MILLER CAPITAL$1,055,765$140,585,658$26,225,183$166,810,841
714WFA WEALTH MANAGERS$387,387$262,454,427$26,149,170$288,603,597
715MY WEALTH MANAGEMENT, INC$439,394$104,500,000$26,000,000$130,500,000
716GRAND CENTRAL INVESTMENT GROUP, LLC$309,589$111,226,026$25,921,765$137,147,791
717MILLS WEALTH ADVISORS, LLC$185,016$203,324,973$25,910,316$229,235,289
718GARDEY FINANCIAL ADVISORS INC$294,392$157,360,000$25,752,000$183,112,000
719MEYER FINANCIAL SERVICES, INC.$295,610$79,508,165$25,728,948$105,237,113
720MKD WEALTH COACHES, LLC$245,541$223,459,885$25,518,955$248,978,840
721ORIN GREEN FINANCIAL, LLC$438,544$273,653,091$25,434,242$299,087,333
722LIFESTEPS FINANCIAL$278,796$182,549,285$25,432,680$207,981,965
723CANAL CAPITAL MANAGEMENT, LLC$374,941$450,880,964$25,294,438$476,175,402
724ANGELES WEALTH MANAGEMENT, LLC$4,474,328$457,956,344$25,271,028$483,227,372
725WALTER & KEENAN FINANICAL CONSULTING CO$2,747,411$527,030,001$25,199,529$552,229,530
726GREENHOUSE WEALTH MANAGEMENT, LLC$632,175$140,522,769$25,106,989$165,629,758
727HERITAGE WEALTH ARCHITECTS, INC.$291,339$120,620,906$25,048,388$145,669,294
728BAKER & ASSOCIATES$404,406$162,726,562$24,917,745$187,644,307
729KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP$166,842$450,927,524$24,904,693$475,832,217
730WALKER FINANCIAL ADVISORS INC$465,963$122,495,856$24,748,520$147,244,376
731PJS INVESTMENT MANAGEMENT$1,029,425$574,410,160$24,715,218$599,125,378
732GARRETT INVESTMENT ADVISORS, LLC$261,613$248,677,937$24,707,150$273,385,087
733FOSTER VICTOR WEALTH ADVISORS, LLC$210,530$473,899,461$24,424,608$498,324,069
735VALIANT WEALTH, LLC$309,871$165,877,635$24,382,856$190,260,491
736PEAK ASSET MANAGEMENT, LLC$614,063$595,876,445$24,327,159$620,203,604
737NEW CAPITAL MANAGEMENT, LP$3,464,480$284,178,527$24,160,164$308,338,691
738DLK INVESTMENT MANAGEMENT$332,919$188,578,142$24,157,000$212,735,142
739STEPP & ROTHWELL INC$409,758$668,842,695$24,057,628$692,900,323
740HAMILTON WEALTH, LLC$498,784$219,354,009$24,052,534$243,406,543
741ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.$499,696$1,420,619,854$24,000,154$1,444,620,008
742GEORGE M. HILLER COMPANIES, LLC$249,841$129,956,588$23,945,353$153,901,941
743REDMOND ASSET MANAGEMENT, LLC$800,535$297,074,016$23,940,683$321,014,699
744VESTA WEALTH MANAGEMENT, LLC$437,500$113,444,867$23,930,129$137,374,996
745COURT PLACE ADVISORS LLC$1,086,005$334,571,257$23,810,506$358,381,763
746BERNO FINANCIAL MANAGEMENT INC$364,364$214,617,358$23,676,385$238,293,743
747ISTO ADVISORS, LLC$250,631$431,994,611$23,651,787$455,646,398
748AVALAN, LLC$538,555$210,391,000$23,342,000$233,733,000
749ESTATE & TRUST ADVISORS$491,127$135,300,000$23,334,000$158,634,000
750DAINTREE ADVISORS LLC$864,986$1,127,964,000$23,332,000$1,151,296,000
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Showing 701 to 750 of 2,491 entries

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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.