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
    1301CARLSON FINANCIAL$143,355$364,265,980$364,265,980
    1302CEDRUS LLC$315,154$364,003,434$364,003,434
    1303TRINITY LEGACY PARTNERS, LLC$553,329$325,609,741$37,374,141$362,983,882
    1304HALL CAPITAL MANAGEMENT COMPANY, INC.$796,688$361,079,957$1,413,275$362,493,232
    1305TINGEY ADVISORS INC$910,496$361,263,087$1,114,222$362,377,309
    1306GRAYBILL BARTZ ASSOCIATES, LTD$729,264$339,546,185$22,168,950$361,715,135
    1307DICKINSON INVESTMENT ADVISORS$679,629$339,073,025$22,489,407$361,562,432
    1308MIDWEST FINANCIAL GROUP LLC$205,532$355,529,371$6,001,696$361,531,067
    1309LBJ FAMILY WEALTH ADVISORS, LTD.$4,013,143$361,182,830$361,182,830
    1310TRINITY FINANCIAL ADVISORS LLC$422,714$360,574,741$360,574,741
    1311FINANCIAL LIFE ADVISORS$500,078$281,565,731$78,990,591$360,556,322
    1312ATTICUS WEALTH MANAGEMENT$558,826$322,605,507$37,837,563$360,443,070
    1313INVESTORS ASSET MANAGEMENT OF GEORGIA INC$794,022$359,692,008$359,692,008
    1314ROTH FINANCIAL PARTNERS LLC$538,166$359,494,846$359,494,846
    1315CYPRESS CAPITAL, LLC$296,769$359,387,124$359,387,124
    1316KNUFF & COMPANY LLC$14,965,049$359,161,178$359,161,178
    1317FIRST WILSHIRE SECURITIES MANAGEMENT, INC.$1,325,008$359,077,070$359,077,070
    1318MERIDIAN FINANCIAL PARTNERS LLC$352,569$358,914,757$358,914,757
    1319GROVE STREET FIDUCIARY, LLC$301,224$345,405,527$13,352,208$358,757,735
    1320MARBLE TRAIL ADVISORS$401,854$351,290,157$7,163,550$358,453,707
    1321TGS FINANCIAL ADVISORS$317,557$331,828,741$25,740,447$357,569,188
    1322SOCHA FINANCIAL GROUP, LLC$494,978$357,374,320$357,374,320
    1323ALLIANCE ADVISORY & SECURITIES, INC$210,996$202,486,165$154,518,651$357,004,816
    1324NARUS FINANCIAL PARTNERS, LLC$872,834$343,197,169$13,792,115$356,989,284
    1325DENT WEALTH ADVISORS$2,051,075$356,886,978$356,886,978
    1326HSC WEALTH ADVISORS$233,632$356,522,643$356,522,643
    1327CLARK FINANCIAL SERVICES GROUP, INC.$210,063$323,671,116$32,175,125$355,846,241
    1328MORRIS FINANCIAL CONCEPTS, INC.$437,504$345,638,268$10,052,417$355,690,685
    1329G&H INVESTMENTS$3,320,561$325,300,000$30,000,000$355,300,000
    1330OPTIMUM INVESTMENT ADVISORS, LLC$608,750$290,629,582$64,271,581$354,901,163
    1331SAGE PRIVATE WEALTH GROUP, LLC$335,761$352,399,688$1,827,854$354,227,542
    1332ALEXANDER RANDOLPH ADVISORY INC$742,445$217,099,043$137,047,140$354,146,183
    1333ACUMEN WEALTH ADVISORS, LLC$1,753,096$309,612,983$44,512,321$354,125,304
    1334BCR WEALTH STRATEGIES$343,247$353,544,205$353,544,205
    1335PRIVATE WEALTH ADVISORS$851,759$353,480,056$353,480,056
    1336CLAYBROOK CAPITAL, LLC$4,361,107$353,249,694$353,249,694
    1337HOTALING INVESTMENT MANAGEMENT, LLC$652,882$353,209,299$353,209,299
    1338HAROLD DAVIDSON & ASSOCIATES INC$802,373$353,044,173$353,044,173
    1339PATHWAY FINANCIAL ADVISERS, LLC$247,845$351,939,635$351,939,635
    1340NOVAPOINT CAPITAL LLC$514,402$348,767,000$3,084,000$351,851,000
    1341DLK INVESTMENT MANAGEMENT$388,979$320,174,796$30,684,436$350,859,232
    1342MARKS WEALTH MANAGEMENT$455,729$325,000,000$25,000,000$350,000,000
    1343MKD WEALTH COACHES, LLC$344,476$320,908,240$28,734,594$349,642,834
    1344MITCHELL & PAHL PRIVATE WEALTH$392,856$315,899,050$33,743,044$349,642,094
    1345DIASTOLE WEALTH MANAGEMENT$299,080$220,959,129$128,665,716$349,624,845
    1346REICHARD CAPITAL, LLC$2,283,866$349,431,440$349,431,440
    1347VANTAGE FINANCIAL PARTNERS, LLC$154,767$348,000,000$1,000,000$349,000,000
    1348EDGE FINANCIAL ADVISORS, LLC$375,994$339,601,285$9,320,977$348,922,262
    1349MARQUIS WEALTH MANAGEMENT GROUP$383,775$57,118,481$291,732,868$348,851,349
    1350SILVERLEAFE CAPITAL PARTNERS, LLC$678,625$309,345,865$39,467,490$348,813,355
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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.