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
251Artemis Wealth Advisors, LLC$114,842,022$1,534,855,407$187,774,925$1,722,630,332
252Gamble Jones Investment Counsel$1,489,497$822,871,532$893,028,659$1,715,900,191
253TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
254Rocky Mountain Advisers, LLC$5,377,836$1,694,018,241$1,694,018,241
255BLB & B Advisors, LLC$654,686$1,527,079,327$161,356,239$1,688,435,566
256Veris Wealth Partners, LLC$914,543$1,533,452,919$147,476,748$1,680,929,667
257PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
258Nelson, Van Denburg & Campbell Wealth Management Group, LLC$1,058,463$1,289,554,646$383,874,732$1,673,429,378
259Sfmg, LLC.$503,911$1,551,583,328$116,864,879$1,668,448,207
260Glassman Wealth Services, LLC$787,072$1,662,297,089$1,662,297,089
261Apella Capital, LLC$338,976$1,662,000,000$1,662,000,000
262Acropolis Investment Management, L.L.C.$487,098$1,600,751,093$53,433,029$1,654,184,122
263Tom Johnson Investment Management, LLC$328,725$1,642,967,252$1,642,967,252
264Polaris Wealth Advisory Group, LLC$490,815$1,564,880,502$71,497,866$1,636,378,368
265Guyasuta Investment Advisors, Incorporated$1,402,127$1,634,880,000$1,634,880,000
266Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
267Parsons Capital Management Inc$1,006,414$1,597,583,211$20,731,093$1,618,314,304
268FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
269Punch & Associates Investment Management, Inc.$869,826$1,602,219,240$1,602,219,240
270Bedel Financial Consulting Inc$404,530$1,576,014,403$4,482,582$1,580,496,985
271Summit Financial Strategies Inc$362,721$1,240,403,696$332,716,399$1,573,120,095
272NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
273BIP Wealth, LLC$483,673$1,218,621,091$342,675,835$1,561,296,926
274Monograph Wealth Advisors, LLC$2,094,425$1,492,237,053$68,109,466$1,560,346,519
275Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
276Bristlecone Advisors LLC$1,660,195$1,525,719,576$1,525,719,576
277Parcion Private Wealth LLC$1,695,894$1,521,216,909$1,521,216,909
278Breed'S Hill Capital LLC$3,265,187$174,517,829$1,343,794,207$1,518,312,036
279Well Done, LLC$652,946$1,517,445,895$1,517,445,895
280Moody, Lynn & Lieberson, LLC$1,803,555$1,516,789,629$1,516,789,629
281BSW Wealth Partners, Inc., A Public Benefit Corporation$501,831$1,508,512,895$7,519,184$1,516,032,079
282Portfolio Solutions LLC$850,466$1,504,474,077$1,504,474,077
283Wall Capital Group, Inc.$2,198,788$517,676,250$986,294,642$1,503,970,892
284Pinnacle Wealth Planning Services, Inc.$601,329$1,490,239,519$13,684,848$1,503,924,367
285Altfest L J & Co Inc$445,841$1,484,687,455$15,565,887$1,500,253,342
286Embree Financial Group$2,767,278$577,499,322$911,296,278$1,488,795,600
287Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
288MMBG Investment Advisors Co.$17,448,611$1,483,131,951$1,483,131,951
289Sadoff Investment Management LLC$1,221,163$1,473,943,668$1,473,943,668
290Maloon, Powers, Pitre & Higgins, LLC$510,201$1,001,627,829$454,995,698$1,456,623,527
291Abacus Planning Group, Inc.$599,296$1,452,693,162$1,452,693,162
292Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
293FFT Wealth Management LLC$9,098,447$255,012,676$1,191,640,472$1,446,653,148
294STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
295Asset Dedication, LLC$908,970$1,437,081,527$1,437,081,527
296Lutz Financial Services, LLC$821,265$1,271,546,124$162,381,693$1,433,927,817
297Sigma Investment Counselors, Inc.$622,325$1,431,346,806$1,431,346,806
298Cornerstone Advisory, LLC$1,138,062$1,429,405,386$1,429,405,386
299Albion Management Group$673,879$1,328,670,255$98,606,074$1,427,276,329
300Pine Ridge Advisers LLC$79,198,267$1,425,568,811$1,425,568,811
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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.