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
1Corinthian Wealth Management$1,818,182$100,000,000$100,000,000
2Archetype Advisors, LLC$195,479$100,085,333$100,085,333
3Taylor And Taylor Financial Services Usa LLC$690,474$100,118,658$100,118,658
4Kure Advisory, LLC$151,511$100,300,000$100,300,000
5Oceaniq Capital, LLC$478,320$77,862,077$22,585,208$100,447,285
6A.O. Wealth Advisory,LLC$112,414$91,587,404$8,910,939$100,498,343
7Armory Capital Management, LLC$389,477$82,658,413$18,216,111$100,874,524
8Financial Counseling, Inc.$106,908$100,498,478$530,000$101,028,478
9Fortune 45, LLC.$250,635$95,982,966$5,524,104$101,507,070
10Waypoint Strategic Advisors, LLC$175,475$101,600,000$101,600,000
11Keystone Global Partners LLC$482,464$97,500,000$4,300,000$101,800,000
12YHB Wealth Advisors, LLC$471,312$101,803,457$101,803,457
13Rockhill Advisors LLC$1,958,026$101,817,346$101,817,346
14Lumina Financial Consultants, LLC$680,432$94,359,732$7,705,050$102,064,782
15Clark Asset Management, LLC$479,230$98,181,814$4,373,404$102,555,218
16Carillon Advisors, LLC$662,124$81,422,055$21,207,125$102,629,180
17Bauerle Financial, Inc$199,129$95,761,933$6,988,778$102,750,711
18Capstone Investment Financial Group, LLC$284,651$98,513,050$4,245,823$102,758,873
19Capital Management Consultants, Inc.$337,322$101,293,653$1,589,406$102,883,059
20Eagle Bluffs Wealth Management LLC$526,249$103,144,744$103,144,744
21Collins Advisors, LLC$555,844$100,283,251$3,103,691$103,386,942
22Triad Investment Management, LLC$1,521,537$103,464,506$103,464,506
23Omega Capital Management,LLC$189,130$104,400,000$104,400,000
24FALCON CAPITAL MANAGEMENT INC$1,219,581$99,716,000$5,168,000$104,884,000
25Dedicated Capital Advisors, LLC$1,082,106$91,133,764$13,830,536$104,964,300
26Three Sixty Wealth Management, LLC$218,750$105,000,000$105,000,000
27Napatree Capital LLC$533,271$91,714,800$13,339,532$105,054,332
28Oxley, Harry Keir$1,167,525$105,077,252$105,077,252
29Safran Wealth Advisors, LLC$260,749$97,851,844$7,229,914$105,081,758
30Goldman Financial Planning, LLC$385,943$105,362,385$105,362,385
31Wealthplans, LLC$462,426$105,433,025$105,433,025
32Clear Sky Financial, Lp$366,122$105,443,079$105,443,079
33Kastel Capital Advisors, LLC$713,426$70,180,070$36,120,388$106,300,458
34Kairos Private Wealth, Inc.$208,531$99,666,710$6,892,413$106,559,123
35Wealth Quest Partners, Inc.$358,889$106,590,112$106,590,112
36Agilis Wealth Management,LLC$306,418$106,633,297$106,633,297
37TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
38Capital Financial Services LLC$231,017$106,729,793$106,729,793
39Amara Financial, LLC$265,373$66,516,613$40,428,669$106,945,282
40Alchemi Wealth, LLC$218,367$67,944,791$39,054,880$106,999,671
41Roserock Wealth Management, LLC$414,729$98,000,000$9,000,000$107,000,000
42Figure 8 Investment Strategies LLC$453,622$107,054,862$107,054,862
43Sea Hunter Capital LLC$1,409,919$107,153,851$107,153,851
44Fc360 Wealth Management, Inc.$313,905$85,798,333$21,557,133$107,355,466
45Saratoga Wealth Advisors, LLC$358,406$106,496,951$1,024,973$107,521,924
46Equita Financial Network, Inc.$195,649$107,311,632$295,190$107,606,822
47First Mason Financial, LLC$160,628$107,781,083$107,781,083
48CDKV Holdings LLC$436,498$107,324,771$490,271$107,815,042
49PERSONAL BUSINESS MANAGEMENT GROUP LTD$1,135,830$107,903,885$107,903,885
50Ironridge Wealth Management, LLC$282,526$107,924,874$107,924,874
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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) not one who is an insurance company or agency.

Database last updated on July 2021.