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
    1051REBALANCE LLC$909,291$1,462,139,862$1,462,139,862
    1052GIBSON WEALTH ADVISORS, LLC$328,521$114,653,700$114,653,700
    1053FACET WEALTH, INC$88,294$1,189,409,133$1,189,409,133
    1054MEREDITH WEALTH PLANNING$292,926$150,857,094$150,857,094
    1055SOCHA FINANCIAL GROUP, LLC$494,978$357,374,320$357,374,320
    1056POWELL WEALTH$662,162$187,391,778$187,391,778
    1057RICHWOOD INVESTMENT ADVISORS, LLC$307,704$120,312,261$120,312,261
    1058CORNELL POCHILY INVESTMENT ADVISORS, INC.$469,490$502,353,828$502,353,828
    1059RICHMOND BROTHERS, INC.$107,316$273,548,051$273,548,051
    1060ARMOR INVESTMENT ADVISORS, LLC$617,058$325,189,775$325,189,775
    1061MARATHON MISSION$238,557$106,635,049$106,635,049
    1062THE WORLEY BANKS GROUP, LLC$163,120$182,530,752$182,530,752
    1063PARKER ADVISORY GROUP, LLC$430,664$192,506,783$192,506,783
    1064GOODWIN INVESTMENT ADVISORY$164,233$203,977,292$203,977,292
    1065INSPIRED FINANCIAL$595,679$289,500,000$289,500,000
    1066COPPER LEAF FINANCIAL, LLC$319,041$143,887,713$143,887,713
    1067HILLCREST WEALTH ADVISORS - NY, LLC$1,469,621$371,814,134$371,814,134
    1068NEW PERSPECTIVES, INC.$189,672$189,862,000$189,862,000
    1069TALISMAN WEALTH ADVISORS, LLC$365,391$139,579,244$139,579,244
    1070APEX WEALTH MANAGEMENT, LLC$578,913$106,519,918$106,519,918
    1071MERIT FINANCIAL PARTNERS LLC$473,140$203,923,433$203,923,433
    1072HILEY HUNT WEALTH MANAGEMENT, INC.$233,143$164,832,127$164,832,127
    1073HOLDER WEALTH MANAGEMENT$287,763$202,584,800$202,584,800
    1074PARKWORTH WEALTH MANAGEMENT, INC.$384,501$134,190,713$134,190,713
    1075DESTINATION WEALTH MANAGEMENT$722,183$3,809,515,164$3,809,515,164
    1076DAVID WEALTH MANAGEMENT, LLC$456,209$130,019,674$130,019,674
    1077VINEYARD FAMILY WEALTH ADVISORS$1,340,401$104,551,267$104,551,267
    1078FREEDOM ADVISORY$752,754$462,943,992$462,943,992
    1079ELGETHUN CAPITAL MANAGEMENT$748,872$532,447,906$532,447,906
    1080ELIOT ROSE WEALTH MANAGEMENT, LLC$374,632$116,885,289$116,885,289
    1081CAVU WEALTH ADVISORS$1,760,231$114,415,000$114,415,000
    1082BIRCH HILL INVESTMENT ADVISORS LLC$2,059,942$2,511,069,033$2,511,069,033
    1083EUBANK, HUTSON & ASSOCIATES, LLC$247,887$137,329,198$137,329,198
    1084LCR WEALTH MANAGEMENT LLC$1,025,641$120,000,000$120,000,000
    1085PLANNING CAPITAL MANAGEMENT CORP.$359,163$269,372,285$269,372,285
    1086WJ INTERESTS, LLC$592,841$455,302,000$455,302,000
    1087SALVUS WEALTH MANAGEMENT, LLC$437,244$249,666,338$249,666,338
    1088TRADEWINDS, LLC$361,313$267,371,971$267,371,971
    1089ELEVAGE PARTNERS, LLC$263,999$134,111,589$134,111,589
    1090CLINTSMAN FINANCIAL PLANNING$362,767$508,599,590$508,599,590
    1091BLUE ZONE WEALTH ADVISORS, LLC$1,344,127$399,205,735$399,205,735
    1092BPC ADVISORS LLC$1,101,170$131,039,283$131,039,283
    1093EVEREST WEALTH MANAGEMENT$1,920,512$145,958,903$145,958,903
    1094COLLIE FINANCIAL PLANNING, INC.$207,819$126,562,000$126,562,000
    1095THE KELLY GROUP$786,854$744,363,798$744,363,798
    1096CANTER WEALTH$1,016,190$206,286,473$206,286,473
    1097ALPHAMARK ADVISORS, LLC$409,156$403,018,605$403,018,605
    1098CAPITAL TRUST ADVISORS$555,320$290,987,632$290,987,632
    1099KIKER WEALTH MANAGEMENT, LLC$95,492$164,150,783$164,150,783
    1100OXFORD FINANCIAL PARTNERS$529,281$277,872,677$277,872,677
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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.