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
    1151REGENCY WEALTH MANAGEMENT$406,105$382,923,993$33,333,529$416,257,522
    1152LOUNTZIS ASSET MANAGEMENT, LLC$1,696,123$415,550,049$415,550,049
    1153THOR WEALTH MANAGEMENT INC$313,127$414,599,721$294,040$414,893,761
    1154BETTERWEALTH LLC$357,396$406,292,073$8,287,323$414,579,396
    1155GEM ASSET MANAGEMENT, LLC$431,332$414,078,422$414,078,422
    1156BRIGHT FINANCIAL ADVISORS, INC.$128,077$412,919,402$412,919,402
    1157DECKER WEALTH MANAGEMENT, LLC$647,918$400,947,260$11,776,398$412,723,658
    1158SCHOLTZ & CO$1,121,275$405,160,255$7,468,792$412,629,047
    1159ROBINSWOOD FINANCIAL$419,319$409,523,469$3,086,619$412,610,088
    1160DAY & ENNIS, LLC$495,178$411,467,423$1,015,505$412,482,928
    1161CLARE MARKET INVESTMENTS, LLC$624,856$412,405,000$412,405,000
    1162ALPHA FINANCIAL ADVISORS, LLC$294,319$412,341,503$412,341,503
    1163ARQ WEALTH ADVISORS, LLC$379,417$410,074,287$1,972,342$412,046,629
    1164CLEARLOGIC FINANCIAL, INC.$452,287$364,244,717$47,788,963$412,033,680
    1165SOUNDMARK WEALTH MANAGEMENT, LLC$482,365$411,939,374$411,939,374
    1166TRIUMPH CAPITAL MANAGEMENT$120,264$411,903,849$411,903,849
    1167ORIN GREEN FINANCIAL, LLC$511,369$408,489,448$3,162,608$411,652,056
    1168MARK SHEPTOFF FINANCIAL PLANNING LLC$507,935$411,427,392$411,427,392
    1169CAMBRIDGE FINANCIAL GROUP, LLC$335,639$411,157,806$411,157,806
    1170WESTOVER CAPITAL ADVISORS, LLC$732,879$411,144,992$411,144,992
    1171CORE WEALTH ADVISORS, INC.$580,086$410,561,029$139,678$410,700,707
    1172BETA WEALTH GROUP, INC$1,043,003$409,900,000$409,900,000
    1173WOLFF FINANCIAL MANAGEMENT LLC$410,865$403,533,488$6,098,435$409,631,923
    1175WOLF GROUP CAPITAL ADVISORS$598,294$400,368,797$8,266,304$408,635,101
    1176SELECTIVE WEALTH MANAGEMENT, INC.$210,811$406,714,067$1,838,522$408,552,589
    1177IFG ADVISORS, LLC$228,828$391,000,000$17,000,000$408,000,000
    1178HARBOUR INVESTMENT MANAGEMENT L.L.C.$840,625$406,862,546$406,862,546
    1179SENSIBLE MONEY, LLC$441,427$405,671,398$405,671,398
    1180DEDORA CAPITAL, INC.$312,467$400,115,577$5,465,977$405,581,554
    1181BEACON HARBOR WEALTH ADVISORS$387,953$405,410,468$405,410,468
    1182ATWATER MALICK$475,797$405,379,058$405,379,058
    1183WIMMER ASSOCIATES LLC$2,846,296$374,071,000$30,103,000$404,174,000
    1184GLOBAL VIEW INVESTMENT ADVISORS, LLC$276,605$400,493,555$3,626,486$404,120,041
    1185HERITAGE WEALTH ADVISORS$687,173$404,057,501$404,057,501
    1186QUATTRO ADVISORS L.L.C.$284,068$385,978,824$17,965,752$403,944,576
    1187VAN STRUM & TOWNE INC$1,552,842$359,015,322$44,723,495$403,738,817
    1188ARJUNA CAPITAL, LLC$962,731$403,384,379$403,384,379
    1189ALPHAMARK ADVISORS, LLC$409,156$403,018,605$403,018,605
    1190MOUNTAIN CAPITAL INVESTMENT ADVISORS INC$183,850$403,000,000$403,000,000
    1191DELTA FINANCIAL ADVISORS$862,653$337,113,488$65,745,412$402,858,900
    1192MMHP INVESTMENT ADVISORS$284,788$402,690,744$402,690,744
    1193ALLRED CAPITAL MANAGEMENT, LLC$441,490$367,458,220$35,180,922$402,639,142
    1194LOWE WEALTH ADVISORS, LLC$312,648$392,290,874$9,773,864$402,064,738
    1195MCCARTHY GRITTINGER FINANCIAL GROUP, LLC$525,735$392,155,561$8,980,353$401,135,914
    1196HARVEST FINANCIAL ADVISORS, LLC$407,641$380,094,735$21,023,901$401,118,636
    1197JUPITER WEALTH MANAGEMENT, LLC$1,601,953$367,259,963$33,228,232$400,488,195
    1198WHITE PINE INVESTMENT CO$467,820$399,986,095$399,986,095
    1199ANDESA FINANCIAL MANAGEMENT, INC.$522,508$370,069,650$29,648,894$399,718,544
    1200WEALTH PRESERVATION ADVISORS, LLC$484,163$373,093,331$26,341,402$399,434,733
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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.