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
    1751CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.$583,962$256,359,525$256,359,525
    1752BRADY FAMILY WEALTH, LLC$1,220,496$199,903,727$56,400,339$256,304,066
    1753LIFE PLANNING PARTNERS, INC.$491,926$255,712,388$581,218$256,293,606
    1754VELA INVESTMENT MANAGEMENT, LLC$1,384,955$256,127,081$89,673$256,216,754
    1755WALDEN WEALTH PARTNERS LLC$514,447$247,668,688$8,011,384$255,680,072
    1756SHAKER INVESTMENTS$1,156,429$255,492,445$78,453$255,570,898
    1757SCULATI WEALTH MANAGEMENT, LLC$279,292$255,273,054$255,273,054
    1758WILLIAMS FINANCIAL GROUP$228,611$249,676,604$5,452,765$255,129,369
    1759VIRGINIA WEALTH MANAGEMENT GROUP, INC.$833,543$156,543,800$98,520,302$255,064,102
    1760GOEPPER BURKHARDT LLC$528,763$250,403,857$4,459,835$254,863,692
    1761CAPASSO PLANNING PARTNERS LLC$199,092$251,091,363$3,546,839$254,638,202
    1762WESTERN FINANCIAL CORPORATION$701,001$254,463,487$254,463,487
    1763LOKKEN INVESTMENT GROUP, LLC$247,403$254,330,072$254,330,072
    1764TAYLOR & MORGAN ASSET MANAGEMENT, LLC$291,120$254,147,833$254,147,833
    1765CLAY NORTHAM WEALTH MANAGEMENT$247,134$254,053,459$254,053,459
    1766CHERRYDALE WEALTH MANAGEMENT, LLC$1,041,043$253,061,238$953,139$254,014,377
    1767VESTURA, LLC$1,085,118$253,917,600$253,917,600
    1768THE MENARD FINANCIAL GROUP, LLC$629,723$253,778,305$253,778,305
    1769DELAP WEALTH ADVISORY, LLC$884,929$253,089,719$253,089,719
    1770NOBLE FAMILY WEALTH$2,480,392$253,000,000$253,000,000
    1772PATRON PARTNERS, LLC$426,227$244,505,837$8,246,816$252,752,653
    1773GOALVEST ADVISORY LLC$458,463$252,154,542$252,154,542
    1774TRUE FINANCIAL GROUP$141,972$252,000,000$252,000,000
    1775WINNING POINTS ADVISORS, L.L.C.$541,712$251,896,182$251,896,182
    1776MORTON BROWN FAMILY WEALTH LLC$467,762$251,655,802$251,655,802
    1777ALTUS WEALTH MANAGEMENT, LLC$619,342$251,452,874$251,452,874
    1778CTB FINANCIAL SERVICES, LTD.$239,727$251,233,943$251,233,943
    1779C-J ADVISORY, INC.$274,421$250,546,454$250,546,454
    1780CHARTER RESEARCH & INVESTMENT GROUP INC$674,646$250,293,661$250,293,661
    1781WEALTH ANALYTICS PARTNERS, LLC$619,426$250,248,174$250,248,174
    1782ARCHVEST WEALTH ADVISORS, INC.$806,452$244,800,000$5,200,000$250,000,000
    1783CYPRESS FINANCIAL PLANNING$183,085$147,852,323$101,875,582$249,727,905
    1784SALVUS WEALTH MANAGEMENT, LLC$437,244$249,666,338$249,666,338
    1785PROFESSIONAL FINANCIAL SOLUTIONS, LLC$313,174$225,596,486$23,689,790$249,286,276
    1786PETRA FINANCIAL ADVISORS INC$385,398$248,967,083$248,967,083
    1787SPARTAN PLANNING GROUP$279,633$125,196,172$123,677,084$248,873,256
    1788WASHINGTON WEALTH ADVISORS, LLC$170,728$226,691,105$22,059,457$248,750,562
    1789CALLAHAN FINANCIAL PLANNING$306,673$245,876,384$2,835,492$248,711,876
    1790TRAIL RIDGE INVESTMENT ADVISORS, LLC$866,497$244,039,562$4,645,160$248,684,722
    1791ASPEN WEALTH STRATEGIES, LLC$220,879$244,889,415$3,599,328$248,488,743
    1792SKY ALPHA ASSET ADVISORS LLC$558,569$248,004,800$248,004,800
    1793TEMPUS WEALTH PLANNING, LLC$262,660$188,442,986$59,508,312$247,951,298
    1794MOTIVE WEALTH ADVISORS, LLC$1,003,656$246,810,796$1,092,165$247,902,961
    1795BENCHMARK INVESTMENT ADVISORS LLC$2,723,939$247,878,412$247,878,412
    1796CONSILIUM WEALTH ADVISORY, LLC$510,762$247,719,618$247,719,618
    1797THE CLARK GROUP ASSET MANAGEMENT$403,318$198,462,799$49,174,163$247,636,962
    1798INTELLIGENT CAPITALWORKS$919,331$247,100,000$200,000$247,300,000
    1799INTRACK INVESTMENT MANAGEMENT, INC.$525,811$246,188,166$942,844$247,131,010
    1800PORTLAND PRIVATE WEALTH MANAGEMENT, INC.$252,051$238,665,672$8,344,323$247,009,995
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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.