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
    551MCCARTNEY WEALTH MANAGEMENT LLC$403,787$140,921,825$140,921,825
    552CAPITAL CS GROUP, LLC$477,049$140,942,740$19,822,635$160,765,375
    553FILIGREE WEALTH ADVISORS, LLC$1,166,570$141,155,000$141,155,000
    554BKA WEALTH CONSULTING, INC.$222,070$141,236,732$141,236,732
    555FORTUNE 360 GROUP LLC$303,986$141,353,614$141,353,614
    556BRIGHTPATH WEALTH PLANNING, LLC$482,715$141,435,545$141,435,545
    557DENTAL WEALTH ADVISORS, LLC$395,100$141,445,781$141,445,781
    558MATTHIAS PRIVATE WEALTH, LLC$413,938$141,641,234$23,933,963$165,575,197
    559CEDARSTONE ADVISORS$801,946$141,731,644$1,014,746$142,746,390
    560KEYSTONE FINANCIAL GROUP, INC.$339,413$141,969,116$244,761$142,213,877
    561HOLLINGSWORTH AVENT AVERRE & PURVIS, PA$862,580$142,325,738$142,325,738
    562EXCOMP ASSET MANAGEMENT LTD$368,809$142,360,199$142,360,199
    563FORTITUDE FAMILY OFFICE$2,697,605$142,441,400$3,229,243$145,670,643
    564MINERVA PLANNING GROUP$348,199$142,761,591$142,761,591
    565ADDIS & HILL, INCORPORATED$402,241$142,795,441$142,795,441
    566FLORIAN FINANCIAL GROUP LLC$196,969$142,802,713$142,802,713
    567ECON WEALTH MANAGEMENT$238,764$142,804,460$10,720,758$153,525,218
    568FARTHER FINANCE ADVISORS, LLC$175,982$142,897,678$142,897,678
    569FIGURE 8 INVESTMENT STRATEGIES LLC$456,891$143,006,868$143,006,868
    570EASLEY INVESTMENT CONSULTANTS, INC.$209,450$143,030,285$23,273,174$166,303,459
    571MENTOR CAPITAL MANAGEMENT INC.$176,375$143,140,194$31,118,648$174,258,842
    572BECKERMAN INSTITUTIONAL, LLC$328,752$143,352,990$5,900,606$149,253,596
    573GREEN RIDGE WEALTH PLANNING LLC$812,904$143,500,000$8,513,000$152,013,000
    574INDEPENDENT WEALTH MANAGEMENT, LLC$307,421$143,735,175$9,360,347$153,095,522
    575COPPER LEAF FINANCIAL, LLC$319,041$143,887,713$143,887,713
    576T.T.G. FINANCIAL, INC.$774,194$144,000,000$144,000,000
    577GASBER FINANCIAL ADVISORS, INC$1,068,697$144,130,125$7,624,873$151,754,998
    578CAPITAL ASSET MANAGEMENT, INC.$541,320$144,542,105$2,155,574$146,697,679
    579ALETHEIAN WEALTH ADVISORS LLC$393,720$144,650,000$18,350,000$163,000,000
    580KOA WEALTH MANAGEMENT, LLC$328,383$144,709,608$31,303,810$176,013,418
    581PARAGON WEALTH MANAGEMENT$376,343$144,859,240$4,549,062$149,408,302
    582COLE WEALTH MANAGEMENT, LLC$508,772$145,000,000$145,000,000
    583W.H. CORNERSTONE INVESTMENTS INC.$429,536$145,052,903$4,425,507$149,478,410
    584WJ FINANCIAL ADVISORS, LLC$292,574$145,116,902$145,116,902
    585ASPEN PRIVATE ADVISORS, LLC$358,383$145,145,021$145,145,021
    586PACIFIC FINANCIAL STRATEGIES, INC$183,881$145,265,781$145,265,781
    587FLAGSHIP CAPITAL MANAGEMENT INC$1,002,800$145,406,000$145,406,000
    588THE SHARP FINANCIAL GROUP$496,487$145,613,404$1,843,238$147,456,642
    589MACROVIEW INVESTMENT MANAGEMENT LLC$309,470$145,760,182$145,760,182
    590EVEREST WEALTH MANAGEMENT$1,920,512$145,958,903$145,958,903
    591D'ARCY CAPITAL MANAGEMENT, LLC$649,394$146,113,613$146,113,613
    592SPRINGWATER WEALTH MANAGEMENT, LLC$376,537$146,149,632$44,754,559$190,904,191
    593RETIREMENT RESOURCES, LLC$137,783$146,187,745$146,187,745
    594IMPACTFOLIO LLC$434,116$146,297,039$146,297,039
    595PERSONAL CHOICE FINANCIAL ADVISORS, LLC$372,378$146,304,397$16,052,490$162,356,887
    596CAPSTONE WEALTH MANAGEMENT CORP.$393,790$146,478,615$1,586,407$148,065,022
    597PROSPERITY ROAD, LLC$1,105,162$146,542,717$3,759,336$150,302,053
    598FORZA WEALTH MANAGEMENT$653,536$146,703,515$2,302,796$149,006,311
    599CAPITOL FAMILY OFFICE, INC.$238,974$146,936,677$3,616,745$150,553,422
    600THE KEYSTONE FINANCIAL ALLIANCE, LLC$333,333$147,000,000$3,000,000$150,000,000
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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.