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
    901SHOTWELL RUTTER BAER INC$227,087$137,387,530$137,387,530
    902FAMILY WEALTH PARTNERS, LLC$231,093$131,029,886$131,029,886
    903MARK SHEPTOFF FINANCIAL PLANNING LLC$507,935$411,427,392$411,427,392
    904INTERGY PRIVATE WEALTH, LLC$154,567$245,760,853$245,760,853
    905WOODWARD FINANCIAL ADVISORS, INC.$705,174$511,250,999$511,250,999
    906FOURTHOUGHT PRIVATE WEALTH$39,849$1,191,207,558$1,191,207,558
    907THE GOFF FINANCIAL GROUP$824,419$457,552,800$457,552,800
    908WPA FAMILY OFFICE, LLC$1,259,036$135,975,850$135,975,850
    909SEABRIDGE INVESTMENT ADVISORS LLC$1,395,714$421,505,588$421,505,588
    910KIMERY WEALTH MANAGEMENT, LLC$249,692$324,600,000$324,600,000
    911CLEAR ROCK ADVISORS, LLC$775,916$388,734,152$388,734,152
    912THE ARCHER CONSULTING GROUP, LLC$553,777$163,918,112$163,918,112
    913AMERICAN FINANCIAL ADVISORS, LLC.$439,225$925,887,267$925,887,267
    914WINDSOR CAPITAL MANAGEMENT, LLC$518,519$626,371,000$626,371,000
    915RINALDI WEALTH MANAGEMENT, INC.$186,592$133,600,000$133,600,000
    916BROADLAKE FINANCIAL MANAGEMENT$253,661$319,106,092$319,106,092
    917PRUDENT INVESTORS NETWORK, INC.$604,474$244,811,821$244,811,821
    918HOLCOMBE & MCGRATH$417,683$116,533,595$116,533,595
    919VISION CAPITAL MANAGEMENT INC$709,903$1,021,550,392$1,021,550,392
    920KNUFF & COMPANY LLC$14,965,049$359,161,178$359,161,178
    921WEALTH CMT$245,163$290,762,729$290,762,729
    922VIRTUE ASSET MANAGEMENT LLC$760,048$112,487,106$112,487,106
    923VIRTUS FAMILY OFFICE$1,745,481$335,132,366$335,132,366
    924EAGLE BAY ADVISORS LLC$867,700$806,093,560$806,093,560
    925NBW CAPITAL LLC$1,794,998$495,419,489$495,419,489
    926LINDA A. BARLOW, CFP$315,274$244,021,924$244,021,924
    927HASSELL WEALTH MANAGEMENT$294,785$246,735,025$246,735,025
    928FOUNDRY WEALTH ADVISORS, LLC$491,455$121,389,412$121,389,412
    929ARLINGTON WEALTH MANAGEMENT$231,901$119,660,804$119,660,804
    930FBB CAPITAL PARTNERS$648,707$1,806,000,000$1,806,000,000
    931CLARK FINANCIAL ADVISORS$300,893$282,237,939$282,237,939
    932TRUE FINANCIAL GROUP$141,972$252,000,000$252,000,000
    933HOPWOOD FINANCIAL SERVICES, INC.$552,770$531,765,109$531,765,109
    934BARNETT & CO INC$510,468$157,224,136$157,224,136
    935ARTEMIS FINANCIAL ADVISORS$806,625$265,379,677$265,379,677
    936DELAP WEALTH ADVISORY, LLC$884,929$253,089,719$253,089,719
    937YOUNGS ADVISORY GROUP, INC.$609,704$587,755,086$587,755,086
    938DELTA INVESTMENT MANAGEMENT, LLC$309,760$513,891,606$513,891,606
    939SAGE FINANCIAL ADVISORS INC.$666,027$193,813,969$193,813,969
    940MCM WEALTH$511,635$137,629,793$137,629,793
    941CABOT WEALTH MANAGEMENT$629,132$1,101,610,638$1,101,610,638
    942T.T.G. FINANCIAL, INC.$774,194$144,000,000$144,000,000
    943RETIREMENT PLANNING SERVICES$372,280$153,751,610$153,751,610
    944PROCTOR FINANCIAL$1,332,991$293,258,116$293,258,116
    945MG FINANCIAL LLC$10,700,987$1,252,015,531$1,252,015,531
    946HIGHPASS ASSET MANAGEMENT LLC$852,667$174,796,637$174,796,637
    947CONSILIO WEALTH ADVISORS, LLC$295,958$240,613,799$240,613,799
    948ASPIRE PLANNING ASSOCIATES, INC.$344,805$125,509,086$125,509,086
    949VERICREST PRIVATE WEALTH, LLC$1,121,753$121,149,333$121,149,333
    950CLEARVIEW INVESTMENT PARTNERS, LLC$302,136$114,509,721$114,509,721
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    Showing 901 to 950 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.