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
    801CHANEY CAPITAL MANAGEMENT INC.$375,824$342,000,000$342,000,000
    802SAVANT WEALTH MANAGEMENT$1,622,838$12,849,631,158$12,849,631,158
    803BERKELEY, INC$400,131$287,294,000$287,294,000
    804YALE CAPITAL CORP.$20,947,930$2,450,907,779$2,450,907,779
    805MATTERN CAPITAL MANAGEMENT, LLC$698,323$733,238,738$733,238,738
    806DUNNAVAN & CO.$783,634$426,296,663$426,296,663
    807MADDEN FUNDS MANAGEMENT$871,028$191,626,253$191,626,253
    808PAINTED PORCH ADVISORS LLC$508,103$147,349,880$147,349,880
    809STACK FINANCIAL MANAGEMENT INC$1,242,463$1,712,114,137$1,712,114,137
    810TRUE NORTH FINANCIAL$269,846$309,243,419$309,243,419
    811BCK PARTNERS, INC.$355,978$191,516,171$191,516,171
    812TITANIUM ADVISORS, LLC$614,041$139,387,284$139,387,284
    813BREAKWATER INVESTMENT MANAGEMENT$409,892$227,080,444$227,080,444
    814COTTAGE STREET ADVISORS$2,337,990$233,798,953$233,798,953
    815ATLAS FIDUCIARY FINANCIAL, LLC$392,216$152,179,853$152,179,853
    816PIN OAK INVESTMENT ADVISORS INC$888,455$616,588,013$616,588,013
    817MGM LLC$648,830$157,016,785$157,016,785
    818PARAGON PRIVATE WEALTH MANAGEMENT LLC$491,311$181,785,194$181,785,194
    819MY PERSONAL CFO, LLC$875,937$206,721,226$206,721,226
    820MMHP INVESTMENT ADVISORS$284,788$402,690,744$402,690,744
    821WAYPOINT WEALTH PARTNERS$1,185,670$896,366,542$896,366,542
    822NORTHSTAR ASSET MANAGEMENT INC$1,696,443$792,239,004$792,239,004
    823OBJECTIVITY SQUARED WEALTH MANAGEMENT$985,030$329,000,000$329,000,000
    824SMITH & HOWARD WEALTH MANAGEMENT, LLC$830,314$484,073,078$484,073,078
    825DAVID S REINDERS$230,560$151,938,744$151,938,744
    826JOHN MOORE & ASSOCIATES INC$1,237,706$784,705,786$784,705,786
    827RCW MANAGEMENT, LLC$492,469$126,072,169$126,072,169
    828ALL SEASON FINANCIAL ADVISORS, INC.$277,308$197,165,856$197,165,856
    829PROSPERITY WEALTH PLANNING LLC$250,119$117,305,710$117,305,710
    830APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC$457,638$710,712,492$710,712,492
    831PLANNING ALTERNATIVES LTD$1,823,532$1,219,942,741$1,219,942,741
    832FISCHER INVESTMENT STRATEGIES, LLC$223,638$179,581,475$179,581,475
    833ARIN RISK ADVISORS LLC$16,902,462$287,341,858$287,341,858
    834TEAMWORK FINANCIAL ADVISORS, LLC$328,014$606,169,667$606,169,667
    836ARIES WEALTH MANAGEMENT, LLC$1,096,903$367,462,622$367,462,622
    837SLOCUM, GORDON & CO. LLP$975,431$263,366,404$263,366,404
    838HOLBROOK GLOBAL STRATEGIES$4,571,429$160,000,000$160,000,000
    839WISDOM INDEX ADVISORS$281,301$169,343,106$169,343,106
    840MERITAS WEALTH MANAGEMENT, LLC$614,663$560,572,253$560,572,253
    841MCCOLLUM CHRISTOFERSON GROUP, LLC$695,491$509,795,227$509,795,227
    842STONEHEARTH CAPITAL MANAGEMENT$252,554$310,641,843$310,641,843
    843FINANCIAL SOLUTIONS ASSOCIATES$864,907$130,600,885$130,600,885
    844MAGNOLIA WEALTH MANAGEMENT LLC$198,682$118,414,724$118,414,724
    845REICHARD CAPITAL, LLC$2,283,866$349,431,440$349,431,440
    846COOK WEALTH MANAGEMENT GROUP, LLC$432,503$456,290,351$456,290,351
    847MARKET GUARD$197,952$299,501,051$299,501,051
    848AMICUS FINANCIAL ADVISORS, LLC$292,776$364,506,125$364,506,125
    849CEDAR VALLEY WEALTH ADVISORS$540,088$178,768,983$178,768,983
    850GLASSMAN WEALTH SERVICES, LLC$873,963$1,942,819,910$1,942,819,910
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    Showing 801 to 850 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.