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
    801NORTHWEST INVESTMENT COUNSELORS$693,439$599,779,000$1,433,000$601,212,000
    802TREBUCHET CONSULTING, LLC$980,555$597,158,245$597,158,245
    803GILMAN HILL ASSET MANAGEMENT, LLC$1,243,876$597,060,615$597,060,615
    804VANTAGE FINANCIAL PARTNERS LIMITED$616,783$591,199,664$5,846,213$597,045,877
    805GRANT STREET ASSET MANAGEMENT INC$605,358$587,617,819$8,054,423$595,672,242
    806FITZROY INVESTMENT ADVISORS LLC$12,396,056$595,010,667$595,010,667
    807WALLER FINANCIAL PLANNING GROUP, INC.$310,918$487,684,582$105,546,543$593,231,125
    808SPENCE ASSET MANAGEMENT$404,868$586,266,776$6,865,017$593,131,793
    809GOODMAN FINANCIAL CORPORATION$865,767$593,050,231$593,050,231
    810LIFECYCLE FINANCIAL PLANNERS INC.$157,344$436,635,959$154,191,213$590,827,172
    811RIDGECREST WEALTH PARTNERS, LLC$1,077,701$244,494,904$346,085,364$590,580,268
    812CHEQUERS FINANCIAL MANAGEMENT LLC$711,419$480,422,902$110,055,045$590,477,947
    813BASON ASSET MANAGEMENT$796,744$584,082,000$6,305,000$590,387,000
    814MCNAMARA FINANCIAL SERVICES, INC.$230,865$589,168,381$589,168,381
    815BEEKMAN WEALTH ADVISORY, LLC$84,085,714$588,600,000$588,600,000
    816YOUNGS ADVISORY GROUP, INC.$609,704$587,755,086$587,755,086
    817PARKSIDE ADVISORS LLC$736,675$587,130,325$587,130,325
    818FIRST FIDUCIARY INVESTMENT COUNSEL INC$1,265,252$587,076,897$587,076,897
    819JFG WEALTH MANAGEMENT, LLC$1,427,359$572,763,355$13,881,019$586,644,374
    820KINGFISHER CAPITAL, LLC$867,225$586,243,939$586,243,939
    821DIVIDEND ASSETS CAPITAL, LLC$711,329$578,914,606$6,509,479$585,424,085
    822BIRCHWOOD FINANCIAL PARTNERS, INC.$397,421$561,947,001$21,863,997$583,810,998
    823BUTTONWOOD FINANCIAL GROUP, LLC$295,120$448,827,547$134,920,277$583,747,824
    824HARFST AND ASSOCIATES, INC.$422,036$582,667,131$1,008,625$583,675,756
    825GRAND WEALTH MANAGEMENT, LLC$846,405$573,221,352$9,105,448$582,326,800
    826FPL CAPITAL MANAGEMENT, LLC$764,856$381,121,486$200,933,834$582,055,320
    827NET WORTH ADVISORY GROUP, LLC$242,776$341,361,910$240,328,956$581,690,866
    828PALO ALTO WEALTH ADVISORS, LLC$1,177,420$421,005,174$160,640,478$581,645,652
    829OLD MISSION INVESTMENT COMPANY, LLC$349,682$426,323,116$155,198,064$581,521,180
    830THE HIGH NET WORTH ADVISORY GROUP, LLC$590,444$529,567,681$51,428,887$580,996,568
    831BLUME CAPITAL MANAGEMENT, INC.$715,060$580,628,386$580,628,386
    832AFFILIATED PRIVATE INVESTORS LLC$6,378,208$580,416,933$580,416,933
    833SENECA FINANCIAL ADVISORS LLC$667,848$503,823,729$75,868,410$579,692,139
    834COMPTON WEALTH ADVISORY GROUP, LLC$1,367,020$449,613,738$128,635,668$578,249,406
    835HARBOUR CAPITAL ADVISORS, LLC$2,064,805$578,145,484$578,145,484
    836BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$392,277$530,025,582$47,405,578$577,431,160
    837CFM WEALTH PARTNERS LLC$954,169$575,182,632$1,135,425$576,318,057
    838NORTH BERKELEY WEALTH MANAGEMENT, LLC$463,973$555,284,496$20,970,266$576,254,762
    839ADVISORS MANAGEMENT GROUP INC$133,497$542,768,463$33,272,728$576,041,191
    840EXCALIBUR MANAGEMENT CORP$698,395$562,348,023$9,637,530$571,985,553
    841SHERRILL & HUTCHINS FINANCIAL ADVISORY INC$427,165$571,546,813$571,546,813
    842ABERDEEN WEALTH MANAGEMENT LLC$1,347,069$541,552,114$29,605,165$571,157,279
    843MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC$398,707$568,040,347$2,907,445$570,947,792
    844CAPITAL PLANNING LLC$419,683$569,283,815$1,484,640$570,768,455
    845ONE DAY IN JULY LLC$312,980$549,991,618$19,944,692$569,936,310
    846BARON WEALTH MANAGEMENT, LLC$1,067,206$557,323,968$12,564,262$569,888,230
    847MAROTTA WEALTH MANAGEMENT, INC.$330,193$550,852,298$18,731,278$569,583,576
    848BLUE OCEAN CAPITAL$1,242,864$567,988,832$567,988,832
    849TILSON FINANCIAL GROUP INC$375,735$331,225,692$236,510,419$567,736,111
    850BROOKER WEALTH MANAGEMENT$967,124$566,734,883$566,734,883
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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.