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
551ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
552COYLE FINANCIAL COUNSEL, LLC$320,863$543,049,228$129,799,775$672,849,003
553AFFILIATED PRIVATE INVESTORS LLC$22,421,314$672,639,433$672,639,433
554HUTCHINSON CAPITAL MANAGEMENT$1,020,661$665,713,987$6,901,751$672,615,738
555BAXTER INVESTMENT MANAGEMENT$1,742,794$670,975,807$670,975,807
556GRANITE INVESTMENT ADVISORS, LLC$930,377$641,776,060$28,095,645$669,871,705
557OPUS CAPITAL MANAGEMENT$2,254,894$435,803,178$231,645,480$667,448,658
558THE MARSHALL FINANCIAL GROUP, INC$454,891$656,921,156$10,403,351$667,324,507
559GENERATION CAPITAL MANAGEMENT LLC$2,603,289$76,638,716$589,803,336$666,442,052
560RW INVESTMENT MANAGEMENT LLC$1,383,058$578,220,000$85,648,000$663,868,000
561KAYS FINANCIAL ADVISORY CORP$329,639$662,245,674$662,245,674
562PRAIRIEVIEW PARTNERS, LLC$2,038,736$656,484,087$4,066,419$660,550,506
563SCHAEFER FINANCIAL MANAGEMENT, INC.$414,881$658,001,811$658,001,811
564KEB WEALTH ADVISORS$382,206$567,849,223$88,398,804$656,248,027
565NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.$317,358$652,339,207$2,686,877$655,026,084
566THE H GROUP, INC.$315,198$654,036,123$654,036,123
567EVERMAY WEALTH MANAGEMENT, LLC$682,624$625,822,168$28,131,475$653,953,643
568FAMILY WMS, LLC$1,004,068$536,774,261$115,870,192$652,644,453
569MOISAND FITZGERALD TAMAYO, LLC$276,893$648,180,983$2,239,948$650,420,931
570BURT WEALTH ADVISORS$576,562$648,055,923$648,055,923
571RESONANT CAPITAL ADVISORS, LLC$280,464$583,997,739$63,874,784$647,872,523
572FINANCIAL SERVICES ADVISORY$354,156$645,980,603$645,980,603
573SPECTRUM MANAGEMENT GROUP, LLC.$651,429$624,399,638$19,863,659$644,263,297
574BARRY INVESTMENT ADVISORS, LLC$458,759$552,511,214$91,127,308$643,638,522
575LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
576COLUMBIA ASSET MANAGEMENT, L.L.C.$722,884$590,700,317$51,943,621$642,643,938
577WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC$442,785$600,117,128$41,920,674$642,037,802
578RED DOOR WEALTH MANAGEMENT, LLC$532,761$420,141,850$221,835,173$641,977,023
579HTG INVESTMENT ADVISORS INC$535,125$641,614,535$641,614,535
580RIVER WEALTH ADVISORS LLC$380,204$639,882,519$639,882,519
581THUN FINANCIAL ADVISORS$1,261,408$1,000,000$637,272,632$638,272,632
582ARS WEALTH ADVISORS$417,709$627,044,500$10,379,918$637,424,418
583ARBOR INVESTMENT ADVISORS$657,667$619,001,795$16,962,251$635,964,046
584DARRELL & KING, LLC$3,548,787$635,232,804$635,232,804
585MINOT WEALTH MANAGEMENT LLC$1,465,554$634,093,566$491,412$634,584,978
587SEQUENT ASSET MANAGEMENT, LLC$1,569,115$344,446,718$287,906,692$632,353,410
588STAGE HARBOR FINANCIAL$750,857$631,470,357$631,470,357
589BUFFINGTON MOHR MCNEAL$535,956$611,897,820$18,922,320$630,820,140
590JGP WEALTH MANAGEMENT, LLC$398,504$628,440,669$628,440,669
591WESTSIDE INVESTMENT MANAGEMENT, INC.$595,344$626,897,512$626,897,512
592PREMIER FINANCIAL GROUP INC$553,857$505,371,663$121,040,486$626,412,149
593NORTHSTAR ASSET MANAGEMENT INC$1,323,581$589,057,253$36,996,634$626,053,887
594PATHWAY FINANCIAL ADVISORS, LLC$748,444$625,698,913$625,698,913
596AEQUITAS INVESTMENT ADVISORS, LLC$563,021$623,827,690$623,827,690
597PRIVATE WEALTH MANAGEMENT, INC.$1,152,761$623,643,433$623,643,433
598DERBY AND COMPANY INC$705,366$622,132,744$622,132,744
599SUNESIS ADVISORS, LLC$1,797,995$490,121,119$131,985,256$622,106,375
600MONTEREY PRIVATE WEALTH, INC.$397,154$568,592,580$52,953,605$621,546,185
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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 Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.