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
351Autus Asset Management, LLC$551,291$1,244,816,007$1,244,816,007
352Corda Investment Management, LLC$497,195$1,195,187,987$47,800,000$1,242,987,987
353Baltimore-Washington Financial Advisors, Inc.$524,704$1,205,884,388$32,417,924$1,238,302,312
354RKL Wealth Management LLC$1,469,687$1,081,997,708$145,190,550$1,227,188,258
355Tanglewood Wealth Management, Inc.$1,042,339$1,224,748,000$1,224,748,000
356Novare Capital Management$2,104,274$1,221,876,662$2,810,878$1,224,687,540
357Private Capital Group, LLC$544,788$1,223,593,499$1,223,593,499
358JNBA Financial Advisors, LLC$367,527$1,191,643,309$25,237,494$1,216,880,803
359TFC Financial Management, Inc.$1,022,737$1,200,875,421$5,953,751$1,206,829,172
360Forte Capital LLC$562,392$1,129,876,092$73,643,383$1,203,519,475
361Crescent Capital Consulting, LLC$1,428,901$1,024,152,725$178,981,807$1,203,134,532
362Diversified Portfolios Inc$703,567$1,152,944,551$50,154,328$1,203,098,879
363Cable Hill Partners, LLC$538,379$1,018,738,550$184,000,000$1,202,738,550
364Capwealth Advisors, LLC$1,789,369$1,163,342,841$28,376,594$1,191,719,435
365Schaper Benz & Wise Investment Counsel Inc$1,519,983$1,174,132,896$17,533,758$1,191,666,654
366Lee Financial Company, LLC$685,492$1,177,344,720$5,814,456$1,183,159,176
367MG Financial LLC$9,929,412$1,165,075,926$16,524,104$1,181,600,030
368Wealthstreet Investment Advisors, LLC$1,529,480$1,178,354,743$874,633$1,179,229,376
369Austin Asset Management Co$615,480$1,162,227,195$14,571,243$1,176,798,438
370Alpha Omega Wealth Management, LLC$948,169$834,419,858$341,310,229$1,175,730,087
371CYPRESS CAPITAL MANAGEMENT, LLC$1,828,073$1,175,451,059$1,175,451,059
372Rodgers & Associates, Ltd.$372,313$1,172,414,107$1,172,414,107
373Tortoise Investment Management, LLC$505,904$1,152,792,253$12,811,065$1,165,603,318
374Column Capital Advisors, LLC$783,905$1,107,748,767$53,998,476$1,161,747,243
375Rex Capital Advisors, LLC$1,406,628$871,463,325$284,784,878$1,156,248,203
376CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
377D'Orazio & Associates, Inc.$690,602$1,137,551,451$1,941,397$1,139,492,848
378ROUND TABLE WEALTH MANAGEMENT$1,062,530$993,753,493$136,778,401$1,130,531,894
379Galvin, Gaustad & Stein, LLC$562,134$1,090,314,319$39,012,102$1,129,326,421
380The Retirement Planning Group, Inc.$297,480$1,124,177,216$1,124,177,216
381Paragon Capital Management$1,636,262$1,000,482,171$115,448,292$1,115,930,463
382Pennington Partners & Co., LLC$2,483,347$503,846,698$606,209,607$1,110,056,305
383Equius Partners, Inc.$736,911$1,077,247,083$31,066,953$1,108,314,036
384Intellectus Partners, LLC$1,525,499$840,191,652$264,269,808$1,104,461,460
385Clayton Financial Group, LLC$462,962$55,909,317$1,046,865,460$1,102,774,777
386Colonial Trust Advisors, Inc.$665,656$1,023,821,200$77,839,427$1,101,660,627
387Edgemoor Investment Advisors, Inc.$1,201,222$1,101,520,202$1,101,520,202
388Prudent Management Associates$1,895,823$1,101,473,105$1,101,473,105
389Sargent Investment Group, LLC$1,022,489$657,863,000$437,223,000$1,095,086,000
390Sax Wealth Advisors, LLC$526,356$1,048,331,966$44,910,020$1,093,241,986
391Endurance Wealth Management, Inc.$1,429,350$975,990,811$116,032,641$1,092,023,452
392Wingate Wealth Advisors, Inc.$401,332$741,535,598$347,678,219$1,089,213,817
393Planning Alternatives Ltd$1,586,316$1,086,626,640$1,086,626,640
394The Financial Advisory Group, Inc.$532,329$1,082,224,661$1,082,224,661
395Beese, Fulmer Investment Management, Inc.$1,121,334$1,082,087,361$1,082,087,361
396Silveroak Wealth Management LLC$735,480$1,009,541,053$69,407,949$1,078,949,002
397Adviceone Advisory Services, LLC$266,574$1,074,024,830$1,074,024,830
398Godsey & Gibb Inc$705,243$1,065,037,635$8,341,962$1,073,379,597
399Fiduciary Wealth Partners, LLC$5,870,748$1,068,476,095$1,068,476,095
400BT Wealth Management, LLC$851,082$1,046,435,485$19,118,641$1,065,554,126
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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.