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
351BEESE FULMER PRIVATE WEALTH MANAGEMENT$1,082,516$1,012,152,565$1,012,152,565
352BALTIMORE-WASHINGTON FINANCIAL ADVISORS$1,494,855$983,312,543$28,704,037$1,012,016,580
353MEYER CAPITAL GROUP$503,532$898,495,140$107,058,484$1,005,553,624
354SAX WEALTH ADVISORS, LLC$486,904$959,833,241$44,162,194$1,003,995,435
355WEALTHQUEST CORPORATION$252,664$990,712,019$2,511,899$993,223,918
356CABLE HILL PARTNERS, LLC$376,721$832,820,000$155,318,000$988,138,000
357FORTE CAPITAL LLC$476,579$907,476,139$79,994,661$987,470,800
359WACKER WEALTH PARTNERS, LLC$1,544,623$978,812,113$6,657,578$985,469,691
360MARCO INVESTMENT MANAGEMENT LLC$1,914,349$978,232,587$978,232,587
361THE MOSAIC FINANCIAL GROUP, LLC$1,639,451$386,033,526$589,440,046$975,473,572
362SARGENT INVESTMENT GROUP$1,018,117$469,176,000$502,108,000$971,284,000
363ENDURANCE WEALTH MANAGEMENT, INC.$1,313,521$862,081,705$105,982,906$968,064,611
364ALPHA OMEGA INVESTMENT ADVISORS$821,957$881,438,757$84,360,179$965,798,936
365FIDUCIARY WEALTH PARTNERS, LLC$5,357,639$964,375,024$964,375,024
366PARAGON CAPITAL MANAGEMENT$1,491,853$843,781,014$119,955,716$963,736,730
367NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
368COLONIAL TRUST ADVISORS, INC.$583,784$903,746,769$54,826,429$958,573,198
369THE FINANCIAL ADVISORY GROUP, INC.$484,096$957,057,157$957,057,157
370OHANA ADVISORS$79,317,747$694,985,675$256,827,285$951,812,960
371SILVEROAK WEALTH MANAGEMENT LLC$685,863$884,516,155$66,090,099$950,606,254
372CLAYTON FINANCIAL GROUP, LLC$398,224$24,188,175$924,380,487$948,568,662
373REX CAPITAL ADVISORS, LLC$1,217,522$758,165,008$190,284,618$948,449,626
374BOGART WEALTH, LLC$346,811$645,727,400$301,759,902$947,487,302
375ZUCKERMAN INVESTMENT GROUP$1,064,644$875,006,834$71,461,625$946,468,459
376PARAGON ADVISORS, INC.$12,772,973$577,600,000$367,600,000$945,200,000
377CARDAN CAPITAL PARTNERS, LLC$427,107$888,740,839$52,603,263$941,344,102
378BITTERROOT CAPITAL ADVISORS LLC$62,351,426$33,207,524$902,063,865$935,271,389
379HOLLOW BROOK WEALTH MANAGEMENT LLC$3,695,257$282,700,000$652,200,000$934,900,000
380EDGE WEALTH MANAGEMENT, LLC$1,148,359$933,616,108$933,616,108
381PALISADE ASSET MANAGEMENT, LLC$1,847,814$862,239,731$69,058,352$931,298,083
382URBAN FINANCIAL ADVISORY CORPORATION$1,276,736$815,351,819$112,834,900$928,186,719
383FULL SAIL CAPITAL, LLC$1,058,637$884,486,920$42,878,791$927,365,711
384THE RETIREMENT PLANNING GROUP, INC.$257,023$927,337,499$927,337,499
385SCHNIEDERS CAPITAL MANAGEMENT, LLC.$1,071,480$422,455,259$503,303,672$925,758,931
386ADELL HARRIMAN & CARPENTER$542,804$921,138,152$921,138,152
387TRADEWINDS CAPITAL MANAGEMENT, LLC$255,682$920,710,396$920,710,396
388WINGATE WEALTH ADVISORS, INC.$340,578$626,440,049$293,460,560$919,900,609
389TELARRAY, LLC$1,517,238$913,377,343$913,377,343
390GREENLINE PARTNERS$22,775,000$616,000,000$295,000,000$911,000,000
391INTELLECTUS PARTNERS, LLC$1,212,919$562,413,869$346,062,294$908,476,163
392TC WEALTH PARTNERS, LLC$547,821$884,641,351$16,523,880$901,165,231
393MADISON WEALTH MANAGEMENT$461,093$898,208,661$898,208,661
394FINANCIAL SYNERGIES$495,006$894,971,212$894,971,212
395KLCM ADVISORS, INC.$1,922,409$893,920,294$893,920,294
396CJM WEALTH ADVISERS, LTD.$403,707$855,624,045$34,145,316$889,769,361
397YORKBRIDGE WEALTH PARTNERS, LLC$1,062,571$794,730,601$92,516,545$887,247,146
398HEMINGTON WEALTH MANAGEMENT$531,679$885,777,887$885,777,887
399OAKBRIDGE PARTNERS, LTD.$529,341$868,003,696$17,582,988$885,586,684
400WEATHERLY ASSET MANAGEMENT$718,088$875,111,645$8,854,135$883,965,780
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Showing 351 to 400 of 2,491 entries

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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 Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.