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
401Azzad Asset Management, Inc.$361,021$1,056,128,038$7,439,550$1,063,567,588
402Bitterroot Capital Advisors LLC$70,699,785$42,457,419$1,018,039,359$1,060,496,778
403TC Wealth Partners, LLC$650,451$1,049,152,464$8,481,191$1,057,633,655
404Straightline Group, LLC$187,281$1,001,745,133$55,083,164$1,056,828,297
405HARDY REED, LLC$3,769,479$945,043,137$106,641,429$1,051,684,566
406Wacker Wealth Partners, LLC$1,668,311$1,044,291,815$6,744,006$1,051,035,821
407Sather Financial Group, Inc.$974,268$1,050,261,019$1,050,261,019
408Zuckerman Investment Group, LLC$1,168,729$952,601,112$95,748,722$1,048,349,834
409Alphacore Capital LLC$630,542$441,580,965$601,966,709$1,043,547,674
410Madison Financial Advisors, Ltd$483,439$1,040,843,381$1,040,843,381
411Rockwood Wealth Management, LLC$387,527$1,007,312,574$30,871,001$1,038,183,575
412Adell Harriman & Carpenter Inc$575,797$1,032,403,916$1,032,403,916
413Rockbridge Investment Management, LLC$319,096$965,163,260$65,835,873$1,030,999,133
414Weatherly Asset Management Lp$815,876$1,018,183,828$9,820,014$1,028,003,842
415Schnieders Capital Management, LLC.$1,112,312$463,920,886$561,630,907$1,025,551,793
416Highland Private Wealth Management$896,548$1,013,781,432$8,282,963$1,022,064,395
417Telos Capital Management, Inc.$564,647$1,017,493,974$1,017,493,974
418Financial Synergies Wealth Advisors, Inc.$1,580,415$1,016,206,821$1,016,206,821
419Palisade Asset Management, LLC$1,850,481$933,525,014$80,538,711$1,014,063,725
420Tradewinds Capital Management, LLC$260,281$1,009,631,757$1,009,631,757
421Marco Investment Management LLC$2,049,483$1,008,345,568$1,008,345,568
422Requisite Capital Management LLC$3,403,288$553,520,116$453,853,165$1,007,373,281
423Baldwin Investment Management, LLC$908,577$627,573,609$378,221,196$1,005,794,805
424Ellevest, Inc.$9,117$1,005,597,453$1,005,597,453
425Promus Capital, LLC$2,415,056$411,299,764$590,948,397$1,002,248,161
426Sheets Smith Wealth Management$1,190,246$998,616,543$998,616,543
427Yorkbridge Wealth Partners, LLC$1,029,460$925,721,328$69,766,502$995,487,830
428Cardan Capital Partners, LLC$450,317$992,498,537$992,498,537
429The Hoerner Planning Group, LLC$983,005$681,403,902$305,533,251$986,937,153
430Lesesne Capital Management Inc$564,761$971,782,242$13,160,534$984,942,776
431Rebalance LLC$740,603$984,261,417$984,261,417
432Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
433The Mosaic Financial Group, LLC$1,746,231$447,926,677$535,201,375$983,128,052
434Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
435Telarray, LLC$1,550,155$978,147,753$978,147,753
436Wealthstream Advisors, Inc.$608,155$968,790,124$968,790,124
437Cahill Financial Advisors, Inc.$275,545$832,895,467$134,267,025$967,162,492
438Prism Financial Group, L.L.C.$497,509$831,254,205$133,913,674$965,167,879
439NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
440Grey Street Capital, LLC$1,723,867$907,976,959$53,940,848$961,917,807
441Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
442George Mckelvey Co., Inc.$688,403$888,362,913$70,581,940$958,944,853
443Woodmont Investment Counsel, LLC$1,083,243$872,069,487$86,600,146$958,669,633
444Eagle Ridge Investment Management LLC$1,228,189$882,980,496$75,007,045$957,987,541
445CWS Financial Advisors LLC$458,062$941,096,450$13,504,394$954,600,844
446Reliant Investment Management, LLC$2,221,694$937,581,234$15,525,695$953,106,929
447Fourthought Financial, LLC$363,624$950,514,383$950,514,383
448Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
449CJM Wealth Advisers, Ltd.$1,200,027$901,779,530$43,841,682$945,621,212
450Corrigan Financial Inc$921,077$938,717,000$5,387,000$944,104,000
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Showing 401 to 450 of 2,851 entries

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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.