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
    1351RESOURCE PLANNING GROUP, LTD.$338,917$348,745,575$348,745,575
    1352PIEDMONT CAPITAL MANAGEMENT, LLC$1,914,049$348,357,005$348,357,005
    1353FINANCIAL FREEDOM$477,961$347,478,000$347,478,000
    1354NOVI WEALTH PARTNERS$514,769$337,287,654$10,181,279$347,468,933
    1355BARON FINANCIAL GROUP LLC$383,045$342,973,286$4,065,320$347,038,606
    1356CERRO PACIFIC WEALTH ADVISORS, LLC$544,294$346,715,581$346,715,581
    1357JOHNSTON & ASSOCIATES INC$2,111,505$201,874,962$144,411,881$346,286,843
    1358PACES FERRY WEALTH ADVISORS, LLC$616,977$276,646,696$69,477,449$346,124,145
    1359ROSECAP INVESTMENT ADVISORS, LLC$543,900$331,500,100$14,420,000$345,920,100
    1360CEDAR WEALTH MANAGEMENT$1,579,330$308,860,741$37,012,620$345,873,361
    1361MB, LEVIS & ASSOCIATES,LLC$601,851$345,462,211$345,462,211
    1362INLIGHT WEALTH$432,139$328,712,173$16,566,603$345,278,776
    1363WILLS FINANCIAL GROUP$517,509$345,178,384$345,178,384
    1364HAYES FINANCIAL, INC.$496,412$342,047,535$2,958,936$345,006,471
    1365LINCOLN CAPITAL CORPORATION$447,539$342,882,955$1,721,964$344,604,919
    1366GUARDIAN WEALTH MANAGEMENT, INC.$324,938$343,399,658$710,038$344,109,696
    1367AUCTUS ADVISORS LLC$624,866$342,961,738$714,821$343,676,559
    1368MONTE FINANCIAL GROUP, LLC$1,013,321$341,060,177$2,455,810$343,515,987
    1369HALTER FERGUSON FINANCIAL INC$456,226$342,928,967$153,216$343,082,183
    1370VICKERMAN INVESTMENT ADVISORS, INC.$420,941$343,067,000$343,067,000
    1371VAQUERO PRIVATE WEALTH, LTD.$853,045$314,119,385$28,804,661$342,924,046
    1372SILVER OAK ADVISORY GROUP$524,912$252,079,800$90,687,426$342,767,226
    1373R.W. ROGE & COMPANY, INC$471,479$325,230,114$17,535,078$342,765,192
    1374CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC$345,629$342,172,297$342,172,297
    1375LIFEGUIDE FINANCIAL ADVISORS, LLC$154,982$339,474,303$2,570,738$342,045,041
    1376CHANEY CAPITAL MANAGEMENT INC.$375,824$342,000,000$342,000,000
    1377LAUREL WEALTH PLANNING$437,627$329,277,851$12,508,683$341,786,534
    1378SUMNICHT & ASSOCIATES, LLC$918,686$289,822,302$51,928,824$341,751,126
    1379THE HELMSTAR GROUP, LLC$267,793$341,704,173$341,704,173
    1380COOPER LAPMAN FINANCIAL, LLC$1,080,268$341,364,764$341,364,764
    1381WWM FINANCIAL$218,767$323,654,696$17,621,641$341,276,337
    1382HARBOR FINANCIAL GROUP, INC.$403,274$336,765,300$4,404,700$341,170,000
    1383RIDGEWOOD INVESTMENTS$641,877$278,074,208$62,762,303$340,836,511
    1384TRUE NORTH RETIREMENT ADVISORS, LLC$1,074,458$311,082,983$29,520,100$340,603,083
    1385ZIMMERMAN WEALTH MANAGEMENT, LLC$524,450$339,925,821$442,221$340,368,042
    1386HOWARD BAILEY SECURITIES, LLC$65,653$324,368,189$15,846,232$340,214,421
    1387MONEY MANAGEMENT SERVICES INC$291,143$334,050,702$6,004,578$340,055,280
    1388DISCIPLINED EQUITY MANAGEMENT, INC.$503,479$339,848,079$339,848,079
    1389CROWLEY WEALTH MANAGEMENT, INC.$359,503$339,371,220$339,371,220
    1390AVALON CAPITAL MANAGEMENT$1,059,955$339,185,647$339,185,647
    1391CAPSTONE CAPITAL WEALTH ADVISORS$413,633$339,178,819$339,178,819
    1392MENDOTA FINANCIAL GROUP, LLC$299,580$329,942,076$9,182,835$339,124,911
    1393SOVEREIGN WEALTH ADVISORS, INC.$393,285$295,032,409$43,585,786$338,618,195
    1394LITTLE HOUSE CAPITAL, LLC$796,608$322,525,639$16,032,893$338,558,532
    1395TIM LOONEY INVESTMENTS, LLC$307,848$338,324,498$338,324,498
    1396STERLING INVESTMENT MANAGEMENT, LLC$774,594$337,723,197$337,723,197
    1397FINANCIAL AVENGERS, INC.$476,817$337,586,672$337,586,672
    1398LESJAK PLANNING, LLC$904,826$330,700,000$6,800,000$337,500,000
    1399KEYSTONE FINANCIAL PLANNING, INC$817,649$336,871,318$336,871,318
    1400FINANCIAL ASSET MANAGEMENT CORP$464,906$287,741,553$48,850,106$336,591,659
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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.