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
    1801CARSWELL INVESTMENTS, LLC$501,932$246,950,449$246,950,449
    1803WEALTH TEAMS ALLIANCE$270,295$246,779,538$246,779,538
    1804HASSELL WEALTH MANAGEMENT$294,785$246,735,025$246,735,025
    1805THE MONEY ADVISOR GROUP, LLC$422,316$197,977,861$48,654,689$246,632,550
    1806PATHWAYS ADVISORY GROUP, INC.$280,494$246,273,482$246,273,482
    1808BENNICAS & ASSOCIATES, INC.$1,864,031$246,052,039$246,052,039
    1809EMPYRION WEALTH MANAGEMENT, INC.$2,827,586$246,000,000$246,000,000
    1810REDE WEALTH, LLC$525,587$179,396,000$66,578,700$245,974,700
    1811INTERGY PRIVATE WEALTH, LLC$154,567$245,760,853$245,760,853
    1812BLUESTONE WEALTH MANAGEMENT LLC$2,234,182$245,760,025$245,760,025
    1813BULL STREET ADVISORS$1,545,646$245,757,722$245,757,722
    1814MONARCH WEALTH STRATEGIES$475,064$228,615,961$16,992,210$245,608,171
    1815MARMO FINANCIAL GROUP, LLC$158,713$245,369,535$245,369,535
    1816ARCADIA WEALTH MANAGEMENT$305,126$241,785,327$3,536,277$245,321,604
    1817SIMPLIFI, INC.$456,275$245,019,686$245,019,686
    1818GS INVESTMENT INC$1,407,583$237,770,304$7,149,105$244,919,409
    1819CARMEL CAPITAL MANAGEMENT L.L.C.$2,551,042$244,900,000$244,900,000
    1820PRUDENT INVESTORS NETWORK, INC.$604,474$244,811,821$244,811,821
    1821SILIGMUELLER & NORVID WEALTH ADVISORS LLC$2,717,786$244,600,730$244,600,730
    1822THE J. ARNOLD WEALTH MANAGEMENT CO., LLC$136,841$244,534,453$244,534,453
    1823CARLSBAD WEALTH ADVISORY GROUP, INC.$338,359$244,295,531$244,295,531
    1824SHIRA RIDGE WEALTH MANAGEMENT$362,447$242,595,181$1,694,068$244,289,249
    1825STRATEGENT FINANCIAL, LLC$2,199,822$244,180,228$244,180,228
    1826RM PRIVATE WEALTH MANAGEMENT INC.$1,461,911$244,139,093$244,139,093
    1827LINDA A. BARLOW, CFP$315,274$244,021,924$244,021,924
    1828SALTMARSH FINANCIAL ADVISORS, L.L.C.$521,111$243,880,000$243,880,000
    1829CHIRON CAPITAL MANAGEMENT, LLC$258,336$236,706,951$7,162,339$243,869,290
    1830MONEYWATCH ADVISORS, INC.$643,437$243,862,619$243,862,619
    1831CREEKMUR ASSET MANAGEMENT, LLC$283,606$243,333,922$243,333,922
    1832LANDING POINT FINANCIAL GROUP, LLC$177,755$187,471,897$54,986,469$242,458,366
    1833BRYSPEN, INCORPORATED$3,786,131$242,312,374$242,312,374
    1834WALLACE HART CAPITAL MANAGEMENT$295,390$215,220,000$27,000,000$242,220,000
    1835DARROW WEALTH MANAGEMENT$631,645$241,920,094$241,920,094
    1836WHITEROCK WEALTH MANAGEMENT CO.$692,051$202,207,676$39,318,066$241,525,742
    1837LANDMARK WEALTH MANAGEMENT, LLC$391,447$241,522,541$241,522,541
    1838HERON BAY CAPITAL MANAGEMENT$1,241,373$240,826,424$240,826,424
    1839CONSILIO WEALTH ADVISORS, LLC$295,958$240,613,799$240,613,799
    1840BEACON FINANCIAL STRATEGIES CORP.$454,615$234,442,840$6,048,641$240,491,481
    1841ASSET MANAGEMENT RESOURCES, LLC$275,715$223,178,622$17,245,238$240,423,860
    1842SECOND HALF FINANCIAL PARTNERS, LLC$202,712$240,416,458$240,416,458
    1843HERITAGE FINANCIAL LLC$200,082$209,627,579$30,670,900$240,298,479
    1844IFC PERSONAL MONEY MANAGERS, INC.$600,000$240,000,000$240,000,000
    1845CAUBLE & HARRE WEALTH MANAGEMENT, INC.$587,681$239,774,000$239,774,000
    1846CARTER FINANCIAL, LLC$442,709$237,854,260$1,208,404$239,062,664
    1847CAISSA WEALTH STRATEGIES$480,899$236,417,921$2,588,760$239,006,681
    1848PRIVATE FINANCIAL COUNSELING$536,886$238,914,220$238,914,220
    1849TANDEM CAPITAL MANAGEMENT, INC.$1,090,752$236,107,714$2,767,051$238,874,765
    1850R.P. BOGGS & CO. WEALTH MANAGEMENT$337,374$230,569,439$8,291,610$238,861,049
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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.