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
    651TREE CITY ADVISORS, LLC$193,840$152,160,184$35,670,892$187,831,076
    652THE RUDD COMPANY, LLC$337,873$152,168,295$23,863,788$176,032,083
    653ATLAS FIDUCIARY FINANCIAL, LLC$392,216$152,179,853$152,179,853
    654WILLIAMS FINANCIAL, LLC$218,266$152,366,787$1,947,165$154,313,952
    655MD FINANCIAL / VESTMENT FINANCIAL$62,276$152,390,327$152,390,327
    656BRIDGEMARK WEALTH MANAGEMENT$233,217$152,524,182$152,524,182
    657FINARC INVESTMENTS, INC.$400,441$152,567,923$152,567,923
    658FINANCIALLY SPEAKING INC$276,739$152,802,524$3,001,295$155,803,819
    659STRATEGIC ADVISORY SERVICES, L.L.C.$404,380$152,855,585$152,855,585
    660ANDREW HILL INVESTMENT ADVISORS, INC.$436,800$152,880,000$152,880,000
    661EAGLE BLUFFS WEALTH MANAGEMENT LLC$474,310$153,202,113$153,202,113
    662S.F. EHRLICH ASSOCIATES, INC.$444,100$153,214,338$153,214,338
    663SCOTTSDALE WEALTH PLANNING, INC.$349,940$153,273,938$153,273,938
    664RETIREMENT ADVISORS, INC.$439,441$153,421,822$1,261,317$154,683,139
    665RETIREMENT PLANNING SERVICES$372,280$153,751,610$153,751,610
    666SHEPPARD WEALTH MANAGEMENT, LLC$425,687$153,786,063$21,171,098$174,957,161
    667J.E. SIMMONS & CO., P.C.$429,592$153,794,049$153,794,049
    668CANNON BEACH FINANCIAL ADVISORS$340,720$153,852,060$75,112,030$228,964,090
    669PATRICK M. SWEENEY & ASSOCIATES, INC$777,931$153,901,992$7,129,780$161,031,772
    670VALPEY FINANCIAL SERVICES LLC$321,324$153,962,124$10,234,241$164,196,365
    671MICHAEL J. CREW, INVESTMENT ADVISOR$1,107,765$153,979,300$153,979,300
    672PIONEER WEALTH MANAGEMENT GROUP, INC$154,229$154,000,000$1,000,000$155,000,000
    673ELITE FINANCIAL, INC.$216,717$154,085,439$154,085,439
    674J2 CAPITAL MANAGEMENT, INC.$135,467$154,161,667$154,161,667
    675LUMINA WEALTH MANAGEMENT, LLC$332,933$154,229,935$9,240,407$163,470,342
    676BRIGGS WEALTH MANAGEMENT, INC.$344,814$154,237,469$59,547,125$213,784,594
    677CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC$321,098$154,292,540$3,687,496$157,980,036
    678HAVERDINK FINANCIAL MANAGEMENT, LLC$373,024$154,432,000$154,432,000
    679CALVARY WEALTH, LLC$391,043$154,462,030$154,462,030
    680BOYLE CAPITAL$138,937$154,832,184$83,861,972$238,694,156
    681ORCA WEALTH MANAGEMENT, LLC$380,265$155,031,030$2,398,487$157,429,517
    682FORTERIS WEALTH MANAGEMENT, INC.$366,276$155,084,200$949,500$156,033,700
    683VITAL INVESTMENT MANAGEMENT LLC$327,760$155,171,226$1,170,499$156,341,725
    684GUIDESTREAM FINANCIAL, INC.$113,458$155,218,065$7,254,129$162,472,194
    685HORIZON FAMILY WEALTH, INC.$483,689$155,264,045$155,264,045
    686INFINITI WEALTH MANAGEMENT$291,731$155,492,849$155,492,849
    687OLISTICO WEALTH, LLC$843,516$155,619,107$8,866,428$164,485,535
    688EQUITAS CAPITAL ADVISORS,LLC$8,350,845$155,931,123$303,365,353$459,296,476
    689SACKS & ASSOCIATES, LLC$538,136$156,000,000$34,500,000$190,500,000
    690VIRGINIA WEALTH MANAGEMENT GROUP, INC.$833,543$156,543,800$98,520,302$255,064,102
    691ENDEAVOR WEALTH ADVISORS, LLC$422,136$156,658,466$2,064,692$158,723,158
    692BANTA ASSET MANAGEMENT LP$631,950$156,723,525$156,723,525
    693ALPHA FIDUCIARY$580,160$156,825,600$397,779$157,223,379
    694BUTTONWOOD FINANCIAL ADVISORS, INC.$255,692$156,891,518$12,376,770$169,268,288
    695MGM LLC$648,830$157,016,785$157,016,785
    696AHL INVESTMENT MANAGEMENT, INC.$485,645$157,105,369$729,161$157,834,530
    697BARNETT & CO INC$510,468$157,224,136$157,224,136
    698ECHO WEALTH MANAGEMENT, LLC$424,072$157,237,705$4,757,708$161,995,413
    699VESTA WEALTH MANAGEMENT, LLC$907,935$157,365,564$132,265,825$289,631,389
    700ASSET MANAGEMENT STRATEGIES, INC.$96,421$157,456,068$157,456,068
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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.