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
1Chesney & Company$349,954$34,592,441$48,346,554$82,938,995
2Keystone Global Partners Llc$588,591$85,100,000$2,600,000$87,700,000
3Acap Asset Management, Inc.$93,124$78,731,935$21,469,597$100,201,532
4Dedicated Capital Advisors, Llc$1,114,698$86,333,840$13,989,022$100,322,862
5Bird Rock Asset Management, Lp$279,246$87,682,966$13,124,764$100,807,730
6Agile Capital Management, Llc. (Dba Personal Benefit Services)$296,228$101,310,106$101,310,106
7Canty Financial Management, Inc.$281,797$101,446,824$101,446,824
8Next Horizon Advisors Llc$472,165$101,214,908$300,627$101,515,535
9Markle Financial Llc$281,968$93,815,194$7,975,108$101,790,302
10Cedarstone Advisors$728,652$101,244,711$766,517$102,011,228
11Delap Wealth Advisory, Llc$495,329$102,533,136$102,533,136
1246 Peaks Investment Advisory Group$405,913$98,631,225$4,064,673$102,695,898
13Addis & Hill, Incorporated$295,374$102,790,239$102,790,239
14Saos Capital, Llc$99,312$90,778,332$12,208,311$102,986,643
15Goodwin Investment Advisory$403,922$103,000,000$103,000,000
16Stw Associates$6,082,235$103,398,000$103,398,000
17Safran Wealth Advisors, Llc$252,246$92,080,939$11,339,931$103,420,870
18Double Bay Management & Planning$553,108$103,431,146$103,431,146
19Capital Management Consultants, Inc.$312,839$102,311,030$1,551,412$103,862,442
20David S Reinders$243,991$104,184,103$104,184,103
21United Financial Planning Group Llc$281,023$104,259,396$104,259,396
22Birks Financial Corp.$372,857$104,400,000$104,400,000
23Hallett Advisors$145,127$104,491,200$104,491,200
24Infinium Investment Advisors, Llc$182,796$104,741,903$104,741,903
25Bourke Wealth Management$410,876$103,965,028$808,458$104,773,486
26Falcon Capital Management Inc$1,219,581$99,716,000$5,168,000$104,884,000
27Flagship Capital Management Inc$891,525$105,200,000$105,200,000
28The Wealth Conservancy, Inc.$488,409$77,524,567$27,971,751$105,496,318
29Asset Management Strategies, Inc.$72,374$105,810,353$105,810,353
30Everest Wealth Management$1,559,916$106,074,285$106,074,285
31Gw Financial$355,979$95,014,592$11,067,089$106,081,681
32Daniels & Erickson Financial Advisors, Llc$742,143$106,126,443$106,126,443
33Altius Financial, Inc.$808,186$106,680,606$106,680,606
34Horizons Wealth Management$269,081$106,825,078$106,825,078
35Florian Financial Group Llc$372,884$107,017,678$107,017,678
36Halberstadt Financial Consultants Inc$314,370$50,745,000$56,455,000$107,200,000
37Infiniti Wealth Management$214,522$107,260,806$107,260,806
38Advantage Capital Advisors, Llc$278,903$107,377,534$107,377,534
39Bellwether Investment Group, Llc$178,511$102,841,088$4,622,598$107,463,686
40Accruent Wealth Advisors$202,966$17,489,841$90,081,993$107,571,834
41Buttonwood Financial Advisors, Inc.$243,922$98,290,963$9,522,772$107,813,735
42Fenway Financial Advisors, Llc$449,360$107,846,300$107,846,300
43Personal Business Management Group Ltd$1,135,830$107,903,885$107,903,885
44Oceaniq Capital, Llc$719,593$96,027,346$11,911,545$107,938,891
45Goldman Financial Planning, Llc$469,106$108,363,562$108,363,562
46Hiley Hunt Wealth Management, Inc.$184,938$108,373,532$108,373,532
47W.H. Cornerstone Investments Inc.$348,661$102,110,908$6,322,599$108,433,507
48Canter Wealth$822,060$108,511,917$108,511,917
49Robert Priske, Llc$274,886$108,580,000$108,580,000
50Echo Wealth Management, Llc$319,459$103,748,386$4,867,707$108,616,093
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Showing 1 to 50 of 2,336 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.