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
    851MRAZ, AMERINE & ASSOCIATES, INC.$387,335$565,509,753$565,509,753
    852SHIKIAR ASSET MANAGEMENT INC$2,511,111$512,000,000$53,000,000$565,000,000
    853HOGANTAYLOR WEALTH$572,973$462,394,422$100,838,196$563,232,618
    854DE GROOTE FINANCIAL GROUP, LLC$309,001$562,690,300$562,690,300
    855JEPPSON WEALTH MANAGEMENT, LLC$673,173$463,586,458$98,512,705$562,099,163
    856PERSONAL FINANCIAL MANAGEMENT$1,467,548$392,268,421$169,802,486$562,070,907
    857WESTHILL FINANCIAL ADVISORS, INC.$537,549$549,509,609$12,228,701$561,738,310
    858CONCENTRIC WEALTH MANAGEMENT LLC$630,272$561,572,340$561,572,340
    859MERITAS WEALTH MANAGEMENT, LLC$614,663$560,572,253$560,572,253
    860SOURCE FINANCIAL ADVISORS, LLC$1,418,370$478,449,065$81,807,076$560,256,141
    861ELWOOD & GOETZ$213,397$558,460,716$558,460,716
    862BUCKLEY WEALTH MANAGEMENT, LLC$891,453$558,049,491$558,049,491
    863HAYMARKET WEALTH MANAGEMENT LLC$2,089,977$110,743,127$447,280,659$558,023,786
    864PENINSULA WEALTH, LLC$798,289$558,003,681$558,003,681
    865C.J. LAWRENCE$1,549,891$554,496,277$1,914,456$556,410,733
    866LJI WEALTH MANAGEMENT, LLC$215,119$553,716,122$553,716,122
    867ROCK POINT ADVISORS, LLC$931,962$553,585,275$553,585,275
    868PARAGON FINANCIAL ADVISORS$339,079$553,377,657$553,377,657
    869INTEGRITY FINANCIAL CORPORATION$356,067$485,520,160$67,808,149$553,328,309
    870AMERICAN MONEY MANAGEMENT, LLC$354,253$541,554,684$11,433,517$552,988,201
    871CADENT CAPITAL ADVISORS, LLC$461,303$474,993,977$77,646,801$552,640,778
    872WEALTH DIMENSIONS FAMILY OFFICE, INC$5,213,471$552,627,925$552,627,925
    873JAMISON PRIVATE WEALTH MANAGEMENT, INC.$617,859$531,571,948$20,175,926$551,747,874
    874BOND & DEVICK WEALTH PARTNERS$496,038$545,522,935$6,071,798$551,594,733
    875BLACK DIAMOND FINANCIAL, LLC$949,190$481,004,570$70,474,985$551,479,555
    876CGN ADVISORS, LLC$283,362$535,632,000$15,507,500$551,139,500
    877JOHN E. SESTINA AND COMPANY$246,984$550,774,332$550,774,332
    878CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1,174,091$466,889,684$82,584,755$549,474,439
    879THE RICE PARTNERSHIP, LLC$815,730$507,120,553$41,865,566$548,986,119
    880GREAT POINT WEALTH ADVISORS, LLC$523,757$518,857,000$30,040,000$548,897,000
    881OSHER VAN DE VOORDE INVESTMENT MANAGEMENT$1,384,699$548,340,619$548,340,619
    882BOSTON RESEARCH AND MANAGEMENT, INC.$1,302,400$548,310,400$548,310,400
    883OAK HARBOR WEALTH PARTNERS, LLC$449,394$304,892,114$242,919,657$547,811,771
    884MOLLER FINANCIAL SERVICES$544,633$545,043,200$1,223,443$546,266,643
    885CLARIS ADVISORS, LLC$695,513$545,978,059$545,978,059
    886LEVEL FINANCIAL ADVISORS, INC.$303,396$545,201,873$545,201,873
    887RENAISSANCE INVESTMENT GROUP, LLC$1,178,482$528,294,779$16,163,973$544,458,752
    888S.A. MASON, LLC$868,200$267,118,513$277,243,010$544,361,523
    889IRONWOOD WEALTH MANAGEMENT, LLC$259,684$536,373,007$4,807,845$541,180,852
    890SUREVEST PRIVATE WEALTH$607,338$498,860,059$42,278,155$541,138,214
    891MCGLONE SUTTNER WEALTH MANAGEMENT, INC.$323,075$532,750,015$8,078,284$540,828,299
    892IWP WEALTH - PRIVATE CLIENT ADVISORS$559,182$240,106,073$297,827,355$537,933,428
    893RHAME & GORRELL WEALTH MANAGEMENT$425,491$537,821,041$537,821,041
    894EMERALD ADVISORS, LLC$1,004,213$534,965,163$2,288,595$537,253,758
    895THE RELAXING RETIREMENT COACH, INC.$485,304$536,260,452$536,260,452
    896ROOTSTOCK ADVISORS$2,805,134$300,011,967$235,768,687$535,780,654
    897SJA FINANCIAL ADVISORY, LLC$438,241$534,899,605$631,046$535,530,651
    898KNIGHTSBRIDGE WEALTH MANAGEMENT$628,606$527,841,704$7,101,948$534,943,652
    899HC FINANCIAL ADVISORS INC$530,524$534,768,166$534,768,166
    900WEBER ASSET MANAGEMENT, INC.$761,067$534,269,297$534,269,297
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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.