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
    951KAHALA FINANCIAL ADVISORS, LLC$385,135$167,148,452$167,148,452
    952VERUS FINANCIAL PARTNERS$437,688$983,047,963$983,047,963
    953MUTUAL TRUST ADVISORY GROUP$660,424$235,771,231$235,771,231
    954ROCKY MOUNTAIN ADVISERS, LLC$6,303,750$2,086,541,387$2,086,541,387
    955BEERS KIGHT FINANCIAL ADVISORS, LLC$503,861$176,351,200$176,351,200
    956PERSONAL INVESTMENT MANAGEMENT INC$407,209$533,851,522$533,851,522
    957EPIC TRUST INVESTMENT ADVISORS LLC$149,049$198,831,504$198,831,504
    958DEAN INVESTMENTS$1,423,217$744,342,589$744,342,589
    959SILICON VALLEY CAPITAL PARTNERS, L.P.$665,602$845,313,930$845,313,930
    960PINE GROVE FINANCIAL GROUP$203,711$626,206,273$626,206,273
    961CLARIS ADVISORS, LLC$695,513$545,978,059$545,978,059
    962PENOBSCOT FINANCIAL ADVISORS$153,827$281,657,713$281,657,713
    963EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT$320,006$222,083,927$222,083,927
    964CORE WEALTH MANAGEMENT, INC.$424,580$271,306,891$271,306,891
    965RD LEWIS WEALTH MANAGEMENT$259,601$173,413,745$173,413,745
    966ALIGN IMPACT, LLC$6,616,102$205,099,167$205,099,167
    967COIGN CAPITAL ADVISORS LLC$330,548$316,334,125$316,334,125
    968COMPREHENSIVE FINANCIAL MANAGEMENT LLC$812,662,569$22,754,551,937$22,754,551,937
    969INTRINSIC VALUE PARTNERS, LLC$873,256$183,383,721$183,383,721
    970THE HOGAN-KNOTTS FINANCIAL GROUP, INC.$474,456$304,126,578$304,126,578
    971DEL-SETTE CAPITAL MANAGEMENT, LLC$236,107$147,094,691$147,094,691
    972WEALTH TEAMS ALLIANCE$270,295$246,779,538$246,779,538
    973SUCCESSFUL MONEY STRATEGIES INC$283,232$185,800,000$185,800,000
    974COHEN INVESTMENT ADVISORS, LLC$275,487$151,793,393$151,793,393
    975MCRAE CAPITAL MANAGEMENT INC.$859,583$667,896,289$667,896,289
    976POWERS ADVISORY GROUP, LLC$165,142$164,646,939$164,646,939
    977FINANCIAL CONCEPTS$158,141$794,341,659$794,341,659
    978SECURE FINANCIAL MANAGEMENT$530,318$164,398,425$164,398,425
    979NEUMANN CAPITAL MANAGEMENT$949,236$515,435,206$515,435,206
    980CONSILIUM WEALTH ADVISORY, LLC$510,762$247,719,618$247,719,618
    981TRUST INVESTMENT ADVISORS$435,895$170,434,821$170,434,821
    982LAKE HILLS WEALTH MANAGEMENT, LLC$231,796$160,866,640$160,866,640
    983COMPASS FINANCIAL GROUP, INC$133,333$760,000,000$760,000,000
    984CHICAGO WEALTH MANAGEMENT, INC.$267,607$233,085,272$233,085,272
    985IVY LEAGUE FINANCIAL ADVISORS LLC$416,324$134,472,785$134,472,785
    986FIRST WILSHIRE SECURITIES MANAGEMENT, INC.$1,325,008$359,077,070$359,077,070
    987MUIRFIELD WEALTH ADVISORS LLC$494,460$178,500,000$178,500,000
    988COOPER LAPMAN FINANCIAL, LLC$1,080,268$341,364,764$341,364,764
    989MMBG INVESTMENT ADVISORS CO.$16,871,414$2,041,441,088$2,041,441,088
    990PEAK FINANCIAL MANAGEMENT INC$304,586$395,961,220$395,961,220
    991LOUNTZIS ASSET MANAGEMENT, LLC$1,696,123$415,550,049$415,550,049
    992CMH WEALTH MANAGEMENT, LLC$1,274,773$616,990,175$616,990,175
    993RETIREMENT MANAGEMENT SYSTEMS$456,204$1,612,679,618$1,612,679,618
    994PILE WEALTH MANAGEMENT$631,247$111,730,632$111,730,632
    995WINNING POINTS ADVISORS, L.L.C.$541,712$251,896,182$251,896,182
    996MAXELE ADVISORS, LLC$243,317$131,148,000$131,148,000
    997DEFINE FINANCIAL, LLC$475,252$139,723,964$139,723,964
    998BANTA ASSET MANAGEMENT LP$631,950$156,723,525$156,723,525
    1000CAP PARTNERS, LLC$155,285$163,980,867$163,980,867
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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.