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
251CHARLES PRATT & COMPANY, L.L.C.$1,106,109$565,199,158$159,302,391$724,501,549
252ROOSEVELT INVESTMENTS$572,661$2,538,869,168$158,366,293$2,697,235,461
253BLB & B ADVISORS, LLC$589,086$1,263,340,094$158,123,254$1,421,463,348
254SOUND STEWARDSHIP, LLC$200,611$157,880,488$157,880,488
255SOUTH BAY FINANCIAL PARTNERS$652,364$156,567,337$156,567,337
256SOUND INVESTMENT MANAGEMENT INC$1,545,417$156,087,132$156,087,132
257GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
258BUCKHEAD CAPITAL MANAGEMENT, LLC$14,309,572$1,876,500,802$155,458,386$2,031,959,188
259CABLE HILL PARTNERS, LLC$376,721$832,820,000$155,318,000$988,138,000
260BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
261ASHFORD ADVISORS, LLC$2,315,093$387,054,680$154,677,079$541,731,759
262PERSONAL FINANCIAL MANAGEMENT$1,221,751$307,933,488$153,888,290$461,821,778
263AHC ADVISORS, INC.$1,147,453$102,250,612$153,631,472$255,882,084
264TRIUNE FINANCIAL PARTNERS, LLC$320,590$545,009,762$153,555,030$698,564,792
265WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
266CHURCHILL MANAGEMENT GROUP$366,624$6,400,581,247$151,729,837$6,552,311,084
267BRETON CO$3,981,816$151,309,020$151,309,020
268ALL TERRAIN FINANCIAL ADVISORS$747,084$273,572,291$150,771,487$424,343,778
269IFC PERSONAL MONEY MANAGERS, INC.$745,000$149,000,000$149,000,000
270SITRIN CAPITAL MANAGEMENT, LLC$747,437$305,739,235$147,954,775$453,694,010
271&WEALTH PARTNERS$1,151,718$104,044,440$147,030,147$251,074,587
272CRESCENT CAPITAL CONSULTING, LLC$1,084,947$610,423,236$146,869,909$757,293,145
273CHESLEY, TAFT & ASSOCIATES, LLC$1,225,497$1,797,142,947$146,494,732$1,943,637,679
274EARLY MCCLINTIC & MCMILLAN, LLP$361,966$217,854,002$146,284,234$364,138,236
275THE ARANDA GROUP ADVISORS, LLC$406,871$145,252,852$145,252,852
276CLELLAND & COMPANY INC$1,597,425$203,078,687$145,160,006$348,238,693
277WATER OAK ADVISORS, LLC$1,111,937$2,101,164,206$144,948,809$2,246,113,015
278PENNSYLVANIA CAPITAL MANAGEMENT INC.$502,114$319,379,284$144,072,180$463,451,464
279180 WEALTH ADVISORS, LLC$285,714$335,097,710$142,902,290$478,000,000
280N.D. PITMAN & COMPANY, INC.$614,960$5,488,723$142,101,659$147,590,382
281ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
282ADC WEALTH MANAGEMENT, LLC$593,107$139,973,229$139,973,229
283COMPTON WEALTH ADVISORY GROUP, LLC$1,499,876$377,891,498$139,565,839$517,457,337
284PERSIMMON CAPITAL MANAGEMENT LP$2,607,161$103,217,000$139,249,000$242,466,000
285ROBBINS WEALTH MANAGEMENT$428,963$10,125,723$137,437,556$147,563,279
286ROUND TABLE WEALTH MANAGEMENT$1,062,530$993,753,493$136,778,401$1,130,531,894
287R H BLUESTEIN & CO$2,056,339$3,237,812,543$136,639,019$3,374,451,562
288COMPREHENSIVE FINANCIAL PLANNING INC$386,421$135,633,716$135,633,716
289SECHREST FINANCIAL SERVICES$434,482$135,558,529$135,558,529
290CORNELL POCHILY INVESTMENT ADVISORS, INC.$417,242$362,025,034$135,327,652$497,352,686
291RICHARD P. SLAUGHTER ASSOCIATES, INC.$534,688$622,756,284$134,896,419$757,652,703
292MEADOW CREEK WEALTH ADVISORS, LLC$990,907$242,963,493$134,571,938$377,535,431
293STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.$289,844$692,587,511$134,338,509$826,926,020
294ECLECTIC ASSOCIATES, INC.$302,648$688,219,051$133,772,023$821,991,074
295SUNESIS ADVISORS, LLC$1,797,995$490,121,119$131,985,256$622,106,375
296CONDOR CAPITAL WEALTH MANAGEMENT$416,122$1,034,825,468$131,979,911$1,166,805,379
297CAMBRIDGE CAPE COD ADVISORS$406,371$131,664,082$131,664,082
298HERITAGE FINANCIAL ADVISORS, LLC$223,860$130,734,267$130,734,267
299ROPES WEALTH ADVISORS$1,861,760$4,883,134,774$130,585,803$5,013,720,577
300COYLE FINANCIAL COUNSEL, LLC$320,863$543,049,228$129,799,775$672,849,003
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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.