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
    1901PURE PORTFOLIOS$378,088$231,389,928$231,389,928
    1902SCHLINDWEIN ASSOCIATES LLC$519,892$231,351,764$231,351,764
    1903INTEGRAL WEALTH MANAGEMENT$423,646$187,579,870$43,730,867$231,310,737
    1904EDGEROCK WEALTH MANAGEMENT$256,265$231,151,051$231,151,051
    1905EDGEROCK WEALTH MANAGEMENT$256,265$231,151,051$231,151,051
    1906PRESTON WEALTH ADVISORS, LLC.$305,728$215,450,717$15,679,637$231,130,354
    1907DIVERSIFIED FINANCIAL MANAGEMENT$566,367$108,752,602$122,325,044$231,077,646
    1908SAGE FINANCIAL ADVISORS INC$400,840$227,961,114$2,922,486$230,883,600
    1909PERSPECTIVE FINANCIAL SERVICES LLC$297,736$229,042,449$1,702,891$230,745,340
    1910COTTONWOOD WEALTH STRATEGIES, LLC$349,040$204,996,636$25,718,916$230,715,552
    1911J.F. WILLIAMS CO., INC.$465,859$230,134,188$230,134,188
    1912TAGSTONE CAPITAL, INC.$7,418,974$228,380,658$1,607,547$229,988,205
    1913ALLIANCE WEALTH ADVISORS, LLC$226,800$229,975,579$229,975,579
    1914RACHOR INVESTMENT ADVISORY SERVICES, LLC$215,918$229,952,952$229,952,952
    1915CLIENTFIRST WEALTH MANAGEMENT, LLC$5,474,701$229,937,442$229,937,442
    1916SHARPER & GRANITE LLC$598,358$229,769,653$229,769,653
    1917SIMPLEX WEALTH MANAGEMENT$352,336$221,992,147$7,731,248$229,723,395
    1918SPOOR BEHRINS CAMPBELL & YOUNG SECURITIES CORP$1,171,336$229,581,902$229,581,902
    1919BONNER & SMITH, LLC$247,137$229,343,130$229,343,130
    1920SPOTLIGHT ASSET GROUP$631,754$226,676,561$2,649,968$229,326,529
    1921CREEGAN & NASSOURA FINANCIAL GROUP, LLC$658,560$229,178,817$229,178,817
    1922DENALI WEALTH MANAGEMENT, INC.$627,518$219,606,000$9,438,000$229,044,000
    1923CANNON BEACH FINANCIAL ADVISORS$340,720$153,852,060$75,112,030$228,964,090
    1924BENEMARK, INC$1,008,264$228,875,940$228,875,940
    1925MAINSTREAM CAPITAL MANAGEMENT$388,244$228,675,766$228,675,766
    1926PRESIDIO CAPITAL MANAGEMENT, LLC$364,056$228,575,586$51,308$228,626,894
    1927MOSER WEALTH ADVISORS$497,853$228,514,676$228,514,676
    1928AMERICAN FINANCIAL & TAX STRATEGIES, INC.$393,081$228,380,286$228,380,286
    1929KAIZEN FINANCIAL ADVISORS, LLC$440,815$173,765,000$54,577,000$228,342,000
    1930ALETHEA CAPITAL MANAGEMENT, LLC$1,727,842$228,075,166$228,075,166
    1931UP CAPITAL MANAGEMENT, INC.$631,714$127,864,160$100,184,691$228,048,851
    1932FIRST FINANCIAL GROUP$303,595$217,000,000$11,000,000$228,000,000
    1933KESSLER INVESTMENT GROUP, LLC$202,124$219,651,033$8,345,208$227,996,241
    1934STEPHENSON AND COMPANY, INC.$539,733$137,185,630$90,581,889$227,767,519
    1935AMORE AMBRO, LLC$831,144$95,672,577$132,060,984$227,733,561
    1936PREMIER ESTATE PLANNERS, LLC$218,458$124,389,284$103,244,368$227,633,652
    1937CORE FINANCIAL$390,951$223,743,124$3,790,362$227,533,486
    1938SENESCHAL ADVISORS, LLC$406,982$227,503,103$227,503,103
    1939CLARITY ASSET MANAGEMENT, INC.$402,983$227,282,155$227,282,155
    1940BREAKWATER INVESTMENT MANAGEMENT$409,892$227,080,444$227,080,444
    1941JARVIS FINANCIAL$383,532$226,375,000$676,000$227,051,000
    1942ELEVATION CAPITAL ADVISORY$189,974$216,702,508$10,316,979$227,019,487
    1943BIG INVESTMENT SERVICES$199,803$223,686,000$3,290,000$226,976,000
    1944STEGENT EQUITY ADVISORS INC.$571,534$225,147,361$1,751,490$226,898,851
    1945LECONTE WEALTH MANAGEMENT, LLC$414,694$225,280,243$1,557,240$226,837,483
    1946BARKER FINANCIAL GROUP, INC.$366,534$225,254,978$1,263,072$226,518,050
    1947TRUE MEASURE WEALTH MANAGEMENT$716,338$226,362,761$226,362,761
    1948VERGEPOINTE WEALTH MANAGEMENT, LLC$2,663,091$218,405,312$7,957,392$226,362,704
    1949CLEAR POINT ADVISORS, INC.$403,711$226,077,883$226,077,883
    1950WISER WEALTH MANAGEMENT, INC$255,854$224,372,630$1,546,198$225,918,828
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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.