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
    1951SIGHTLINE WEALTH ADVISORS, LLC$266,538$168,639,303$57,118,544$225,757,847
    1952NORTHSTAR ADVISORY GROUP, LLC$383,383$225,400,749$28,217$225,428,966
    1953TANDEMGROWTH FINANCIAL ADVISORS, LLC$348,841$224,627,833$723,570$225,351,403
    1954WEALTHSPAN PARTNERS, LLC$213,575$218,366,163$6,955,532$225,321,695
    1955PEAK FINANCIAL ADVISORS$569,485$222,119,157$1,688,606$223,807,763
    1956BLACKSTON FINANCIAL ADVISORY GROUP, LLC$131,310$209,263,745$14,357,826$223,621,571
    1957CAFG WEALTH MANAGEMENT, INC.$935,469$223,577,113$223,577,113
    1958FORTHRIGHT FAMILY WEALTH ADVISORY LLC$1,345,688$223,384,150$223,384,150
    1959SHORELINE FINANCIAL ADVISORS, LLC$330,255$211,541,391$11,710,959$223,252,350
    1960HIGH PINES WEALTH MANAGEMENT LLC$949,708$222,592,608$588,855$223,181,463
    1961INVESTMENTS & FINANCIAL PLANNING, LLC$356,827$223,016,793$223,016,793
    1962FINANCIAL FORUM, INC.$160,609$222,764,042$222,764,042
    1963FINIVI INC.$220,537$202,138,647$20,603,664$222,742,311
    1964HWA FINANCIAL GROUP$520,351$222,710,159$222,710,159
    1965CAPITAL FINANCIAL PLANNERS$391,376$222,692,721$222,692,721
    1966SHORELINE WEALTH ADVISORS$335,247$222,603,939$222,603,939
    1967KLEINFELDER CAPITAL, INC.$263,011$216,139,200$6,367,789$222,506,989
    1968STERN CAPITAL MANAGEMENT, INC.$351,925$222,315,851$100,834$222,416,685
    1969RPC PRIVATE WEALTH, LLC$215,491$219,873,398$2,513,522$222,386,920
    1970EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT$320,006$222,083,927$222,083,927
    1971REBEL FINANCIAL, LLC$167,014$215,673,345$6,287,990$221,961,335
    1972VERIPAX WEALTH MANAGEMENT, INC.$227,907$220,718,552$579,443$221,297,995
    1973SANDIFER WEALTH MANAGEMENT, INC.$390,981$214,420,542$6,874,591$221,295,133
    1974BERKSON ASSET MANAGEMENT, INC.$1,294,104$27,027,453$194,264,253$221,291,706
    1975VICTUS CAPITAL WEALTH$416,997$218,873,753$2,134,442$221,008,195
    1976MAINSAIL ASSET MANAGEMENT, LLC$444,522$220,927,438$220,927,438
    1977KOVALCIK & GERAGHTY WEALTH PARTNERS LLP$353,768$217,952,226$2,799,310$220,751,536
    1978THE ELLERSON GROUP INC$2,206,476$218,023,179$2,624,423$220,647,602
    1979FOCUS WEALTH ADVISORS, LLC$614,313$217,083,128$3,455,086$220,538,214
    1980SFC FINANCIAL LLC$988,796$220,501,408$220,501,408
    1981JEFFREY CHARLES LLOYD WOLMAN$318,954$220,396,968$220,396,968
    1982BRIGHTWATER ADVISORY, LLC$356,520$212,123,077$8,206,440$220,329,517
    1983SANCTUARY WEALTH MANAGEMENT, LLC$347,389$220,244,549$220,244,549
    1984CLARITY CAPITAL ADVISORS, LLC$1,047,556$191,731,943$28,254,887$219,986,830
    1985OTTO & ASSOCIATES, INC.$386,807$219,706,127$219,706,127
    1986NICHOLSON MEYER CAPITAL MANAGEMENT, INC.$419,431$219,362,499$219,362,499
    1987AURORA INVESTMENT COUNSEL$3,651,593$215,179,441$3,916,116$219,095,557
    1988HERITAGE WEALTH MANAGEMENT$437,966$208,548,000$10,435,140$218,983,140
    1989GPM GROWTH INVESTORS, INC.$1,209,268$216,866,046$2,011,523$218,877,569
    1990KEYSTONE FINANCIAL SERVICES$926,468$218,646,355$218,646,355
    1991MILLER CAPITAL$1,341,090$175,530,805$43,066,890$218,597,695
    1992PRIVATE CAPITAL MANAGEMENT, INC.$702,066$198,650,687$19,691,869$218,342,556
    1993JOHN A. BYSKO ASSOCIATES$1,054,392$218,259,088$218,259,088
    19945T WEALTH, LLC$660,785$217,545,210$513,803$218,059,013
    1995ESSENTIAL INVESTMENT PARTNERS, LLC$825,233$208,776,507$9,084,970$217,861,477
    1996GARDEY FINANCIAL ADVISORS INC$357,966$180,984,110$36,659,258$217,643,368
    1997CLEARVIEW WEALTH ADVISORS, LLC$199,608$214,910,000$2,663,000$217,573,000
    1998STANGIER WEALTH MANAGEMENT$168,740$217,000,000$217,000,000
    1999ARTIFEX FINANCIAL GROUP, LLC$232,922$216,850,411$216,850,411
    2000MEZZASALMA ADVISORS$389,822$216,315,124$426,108$216,741,232
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    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.