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
    1001DIVERSIFIED ASSET MANAGEMENT, INC.$1,455,837$117,922,794$117,922,794
    1002INTEGRITY WEALTH PARTNERS, LLC$320,144$172,877,760$172,877,760
    1003STEVE ROBBINS, INC.$204,847$112,051,230$112,051,230
    1004REDMONT WEALTH$1,830,677$170,253,000$170,253,000
    1005TABR CAPITAL MANAGEMENT, LLC$305,024$179,963,936$179,963,936
    1006FFG RETIREMENT COUNSELING$274,557$159,242,923$159,242,923
    1007FULLEN FINANCIAL GROUP, INC.$1,124,203$236,082,578$236,082,578
    1008BLUESTEM FINANCIAL ADVISORS, LLC$1,795,893$256,812,704$256,812,704
    1009ALTUS WEALTH MANAGEMENT, LLC$619,342$251,452,874$251,452,874
    1010LIFE PLAN FINANCIAL ADVISORY GROUP, LLC$259,908$147,368,000$147,368,000
    1011MCILRATH & ECK, LLC$249,373$645,376,243$645,376,243
    1012RESOURCE PLANNING GROUP, LTD.$338,917$348,745,575$348,745,575
    1013THE NALLS SHERBAKOFF GROUP, LLC$289,803$238,507,962$238,507,962
    1014HAMILTON POINT INVESTMENT ADVISORS, LLC$1,171,791$755,805,023$755,805,023
    1015PURE PORTFOLIOS$378,088$231,389,928$231,389,928
    1016AG ASSET ADVISORY, LLC$2,048,385$307,257,783$307,257,783
    1017LBJ FAMILY WEALTH ADVISORS, LTD.$4,013,143$361,182,830$361,182,830
    1018CAPITAL ENDURANCE GROUP, INC$387,727$148,111,818$148,111,818
    1019ISI FINANCIAL GROUP INC$359,529$721,935,095$721,935,095
    1020JOHN A. BYSKO ASSOCIATES$1,054,392$218,259,088$218,259,088
    1021CTB FINANCIAL SERVICES, LTD.$239,727$251,233,943$251,233,943
    1022KMG FIDUCIARY PARTNERS, LLC$361,767$924,313,971$924,313,971
    1023WAYPOINT WEALTH MANAGEMENT$376,548$191,286,596$191,286,596
    1024PETERSON WEALTH ADVISORS, LLC$377,505$505,479,272$505,479,272
    1025TRUE WEALTH DESIGN, LLC$389,604$416,875,913$416,875,913
    1026CORDIS FINANCIAL, LLC$339,842$164,143,690$164,143,690
    1027DIVERGENT PLANNING$283,969$200,198,469$200,198,469
    1028ESTABROOK CAPITAL MANAGEMENT LLC$1,035,746$889,706,058$889,706,058
    1029HCO PRIVATE WEALTH$278,522$165,720,756$165,720,756
    1030STEWARD WEALTH MANAGEMENT$459,387$507,163,091$507,163,091
    1031FIERSTON FINANCIAL GROUP INC$918,642$835,963,837$835,963,837
    1032IFRAH FINANCIAL SERVICES, INC.$687,971$428,605,849$428,605,849
    1033DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC$271,397$295,551,798$295,551,798
    1034DECISIONPOINT FINANCIAL, LLC$631,243$495,525,785$495,525,785
    1035JDH WEALTH MANAGEMENT, LLC$827,151$305,218,644$305,218,644
    1036KENNETH FRENKE & CO$714,149$174,252,234$174,252,234
    1037ALLGEN FINANCIAL ADVISORS, INC.$142,580$321,518,894$321,518,894
    1038STAGE HARBOR FINANCIAL$834,702$836,371,229$836,371,229
    1039MD FINANCIAL / VESTMENT FINANCIAL$62,276$152,390,327$152,390,327
    1040GOLDEN GATE PERSONAL FINANCIAL PLANNING$724,406$115,180,497$115,180,497
    1041ARTHUR M. COHEN & ASSOCIATES LLC$1,306,513$1,059,582,281$1,059,582,281
    1042GODSHALK WELSH CAPITAL MANAGEMENT, INC.$1,110,973$281,076,292$281,076,292
    1043INVESTMENT ADVISORY SERVICES, INC$490,158$427,908,045$427,908,045
    1044THOMAS WRIGHT ASSET MANAGEMENT, INC.$4,798,132$278,291,634$278,291,634
    1045ASSET DEDICATION, LLC$387,767$2,015,222,595$2,015,222,595
    1046FINARC INVESTMENTS, INC.$400,441$152,567,923$152,567,923
    1047IMPACTFOLIO LLC$434,116$146,297,039$146,297,039
    1048AUTUS ASSET MANAGEMENT, LLC$597,794$1,438,890,003$1,438,890,003
    1049WEINBERGER ASSET MANAGEMENT, INC$611,831$214,752,613$214,752,613
    1050HC FINANCIAL ADVISORS INC$530,524$534,768,166$534,768,166
    « Previous PageNext Page »

    Showing 1,001 to 1,050 of 2,983 entries

    Page 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28

    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.