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
    501GRANGE CAPITAL, LLC$270,494$135,688,000$3,887,000$139,575,000
    502TRUSTWELL FINANCIAL ADVISORS, LLC$147,255$135,740,240$323,694$136,063,934
    503FRANK FINANCIAL ADVISORS$318,745$135,804,096$6,674,704$142,478,800
    504CEDAR POINT CAPITAL PARTNERS, LLC$152,310$135,831,074$639,085$136,470,159
    505WPA FAMILY OFFICE, LLC$1,259,036$135,975,850$135,975,850
    506LEWIS ASSET MANAGEMENT$312,629$135,991,199$5,004,534$140,995,733
    507KEYSTONE GLOBAL PARTNERS LLC$608,872$136,281,762$6,803,148$143,084,910
    508INNOVATIVE ADVISORY GROUP$165,655$136,500,000$136,500,000
    509GREAT GABLE WEALTH MANAGEMENT, LLC$361,130$136,507,086$136,507,086
    510MEIXLER INVESTMENT MANAGEMENT, LTD.$177,950$137,021,405$137,021,405
    511STEPHENSON AND COMPANY, INC.$539,733$137,185,630$90,581,889$227,767,519
    512EUBANK, HUTSON & ASSOCIATES, LLC$247,887$137,329,198$137,329,198
    513SHOTWELL RUTTER BAER INC$227,087$137,387,530$137,387,530
    514R.L.K. ADVISORY GROUP$151,221$137,611,477$137,611,477
    515MCM WEALTH$511,635$137,629,793$137,629,793
    516BIRD ROCK ASSET MANAGEMENT, LP$365,350$137,652,464$7,026,141$144,678,605
    517FORTUNE 45, LLC.$204,899$137,663,479$233,632$137,897,111
    518RFM FINANCIAL SOLUTIONS, LLC$284,411$137,676,515$39,511,767$177,188,282
    519FINANCIAL SOLUTIONS ASSOCIATES$288,100$137,712,000$137,712,000
    520CANTY FINANCIAL MANAGEMENT, INC.$385,381$138,149,263$14,076,171$152,225,434
    521MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.$166,040$138,185,843$4,276,276$142,462,119
    522PRIME INVESTMENT ADVISORS$1,731,034$138,200,000$12,400,000$150,600,000
    523MILLER EQUITY CAPITAL ADVISORS$606,875$138,367,494$138,367,494
    524HERITAGE WEALTH MANAGEMENT GROUP, LTD$302,081$138,573,135$21,529,839$160,102,974
    525WEALTHPLANS, LLC$454,392$138,766,405$28,449,695$167,216,100
    526MAGNOLIA FINANCIAL PLANNING SERVICES, INC.$205,358$138,821,999$138,821,999
    527MARKLE FINANCIAL LLC$333,524$138,937,453$10,815,024$149,752,477
    528OREGON PACIFIC WEALTH MANAGEMENT$293,869$139,000,000$139,000,000
    529LEGACY ASSET MANAGEMENT, INC.$695,079$139,015,884$139,015,884
    530ATTENTIVE INVESTMENTS, LLC$146,582$139,317,609$15,765,845$155,083,454
    531TITANIUM ADVISORS, LLC$614,041$139,387,284$139,387,284
    532JOHNSON LYMAN WEALTH ADVISORS$2,928,845$139,398,784$7,043,454$146,442,238
    533TALISMAN WEALTH ADVISORS, LLC$365,391$139,579,244$139,579,244
    534IMPERIUM WEALTH MANAGEMENT, LLC$227,026$139,616,014$1,367,214$140,983,228
    535DEFINE FINANCIAL, LLC$475,252$139,723,964$139,723,964
    536MARK BELL ADVISORY SERVICES, INC.$1,075,543$139,820,585$139,820,585
    537JE WILSON ADVISORS, LLC$592,694$139,875,774$139,875,774
    538G & O FINANCIAL SERVICES, INC.$1,522,476$139,909,953$36,697,207$176,607,160
    539CLEARVIEW WEALTH MANAGEMENT$304,348$140,000,000$140,000,000
    540HANSEATIC MANAGEMENT SERVICES INC$927,152$140,000,000$140,000,000
    541THE HOLBEN GROUP, LLC$318,182$140,000,000$140,000,000
    542DES MOINES INVESTMENTS, LLC$350,000$140,000,000$140,000,000
    543TOAMS FINANCIAL$160,367$140,000,000$140,000,000
    544THE MONITOR GROUP, INC.$245,523$140,373,948$1,292,982$141,666,930
    545WITTLIN ADVISORY$34,984,971$140,567,755$244,266,922$384,834,677
    546THE INVICTUS COLLECTIVE, LLC$1,562,717$140,568,794$151,659,250$292,228,044
    547DEW POINT CAPITAL$254,965$140,610,000$6,760,000$147,370,000
    548BARKER WEALTH MANAGEMENT, LLC$703,309$140,661,740$140,661,740
    549MERIDIAN CAPITAL MANAGEMENT GROUP, INC.$215,589$140,795,889$1,708,449$142,504,338
    550BROWN WEALTH MANAGEMENT, LLC$296,638$140,869,000$22,282,000$163,151,000
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    Showing 501 to 550 of 2,983 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 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.