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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
551Matrix Asset Advisors Inc$680,056$790,905,683$790,905,683
552Steigerwald, Gordon & Koch Inc.$1,505,211$790,236,000$790,236,000
553Lyell Wealth Management Lp$3,723,525$785,663,753$785,663,753
554Destiny Wealth Partners, LLC$338,325$780,801,015$4,450,934$785,251,949
555Aspen Capital Management$785,038$785,038,007$785,038,007
556J. L. Bainbridge & Co., Inc.$454,366$783,326,590$783,326,590
557PRINCIPLE WEALTH PARTNERS LLC$767,157$783,267,081$783,267,081
558Headinvest, LLC$821,011$782,423,323$782,423,323
559CONFLUENCE WEALTH MANAGEMENT LLC$569,718$772,279,810$9,943,485$782,223,295
560TBH Global Asset Management, LLC$383,003$761,111,405$19,831,842$780,943,247
561Insight Wealth Strategies, LLC$372,671$780,373,193$780,373,193
562Burleson & Company, LLC$981,507$645,504,267$134,793,423$780,297,690
563Janiczek Wealth Management, LLC$716,253$780,000,000$780,000,000
564Isthmus Partners, LLC$655,146$779,624,047$779,624,047
565Vintage Financial Services LLC$1,498,529$779,235,000$779,235,000
566Fierston Financial Group Inc$855,862$776,266,438$776,266,438
567Wealthgate Family Office LLC$7,329,031$769,548,212$769,548,212
568Sharkey Howes & Javer Inc$288,413$769,485,101$769,485,101
569Hengehold Capital Management LLC$347,941$767,904,803$767,904,803
570Hartford Financial Management Inc$3,773,924$723,606,972$42,499,556$766,106,528
571New England Investment & Retirement Group, Inc.$349,446$750,743,376$15,241,258$765,984,634
572Aufman Associates Inc$3,473,100$764,081,967$764,081,967
573Howard Financial Services, Ltd.$710,052$746,128,761$16,467,244$762,596,005
574Roble, Belko And Company, Inc.$988,541$761,176,655$761,176,655
575Covenant Partners, LLC$1,297,471$683,334,488$75,686,073$759,020,561
576RICHARD P. SLAUGHTER ASSOCIATES, INC.$534,688$622,756,284$134,896,419$757,652,703
577WSFS Capital Management, LLC$538,827$734,688,425$22,363,589$757,052,014
578Hemington Wealth Management, LLC$586,878$755,898,708$755,898,708
579Generation Capital Management LLC$2,933,112$97,981,584$655,828,109$753,809,693
580Opus Capital Group, LLC$2,421,920$503,536,348$249,680,826$753,217,174
581Sage Mountain Advisors, LLC$10,754,632$752,824,239$752,824,239
582Cutler Investment Counsel, LLC$676,895$725,000,000$25,000,000$750,000,000
583Goldstein Munger + Associates$2,370,768$643,337,199$105,825,624$749,162,823
584Strategiq Financial Group, LLC$266,571$708,550,040$39,713,435$748,263,475
585Roberts, Glore & Co.$729,490$521,684,712$226,042,664$747,727,376
586The Marshall Financial Group, Inc$501,827$735,715,156$12,006,963$747,722,119
587JGP Wealth Management, LLC$411,355$747,021,315$747,021,315
588Prairieview Partners, LLC$356,014$740,305,825$5,187,527$745,493,352
589Arbor Investment Advisors, LLC$720,959$728,731,460$15,298,339$744,029,799
590Moisand Fitzgerald Tamayo, LLC$290,710$735,319,371$7,445,057$742,764,428
591Diastole Wealth Management, Inc.$614,458$211,259,346$530,391,954$741,651,300
592Private Wealth Management, Inc.$1,247,873$741,236,598$741,236,598
593Foster Victor Wealth Advisors, LLC$251,266$697,464,849$43,770,748$741,235,597
594Justinvest, LLC$1,164,558$739,494,392$739,494,392
595Coyle Financial Counsel, LLC$348,632$590,110,674$148,989,793$739,100,467
596Evermay Wealth Management, LLC$716,717$703,879,450$32,905,588$736,785,038
597TBFM LLP$563,718$718,088,808$16,999,233$735,088,041
598Burns J W & Co Inc$621,075$709,558,760$24,552,038$734,110,798
599Galapagos Partners, L.P.$25,269,101$270,807,033$461,996,902$732,803,935
600MCGOWAN GROUP ASSET MANAGEMENT, INC.$351,161$696,740,196$35,782,201$732,522,397
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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.