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
    1151MONEYWATCH ADVISORS, INC.$643,437$243,862,619$243,862,619
    1152SAPERE WEALTH MANAGEMENT, LLC$1,380,182$303,639,981$303,639,981
    1153TAYLOR FINANCIAL GROUP, INC.$333,461$316,787,879$316,787,879
    1154INTEGRITY CAPITAL MANAGEMENT$321,026$128,731,453$128,731,453
    1156MONSON WEALTH MANAGEMENT, INC.$126,841$109,717,842$109,717,842
    1157KUHN ADVISORS, INC.$527,123$708,980,344$708,980,344
    1158GREENWOOD GEARHART INC.$444,297$844,164,509$844,164,509
    1159WJ FINANCIAL ADVISORS, LLC$292,574$145,116,902$145,116,902
    1160TITLETOWN WEALTH MANAGEMENT, LLC$122,940$110,400,000$110,400,000
    1161IRON GATE GLOBAL ADVISORS$141,095$615,031,491$615,031,491
    1162LEJEUNE PUETZ INVESTMENT COUNSEL$4,726,831$392,327,000$392,327,000
    1163TRIFECTA CAPITAL ADVISORS, LLC$2,378,159$297,269,926$297,269,926
    1164CHARTER RESEARCH & INVESTMENT GROUP INC$674,646$250,293,661$250,293,661
    1165BIVIN & ASSOCIATES, INC.$269,883$129,003,852$129,003,852
    1166TRIUMPH CAPITAL MANAGEMENT$120,264$411,903,849$411,903,849
    1167PARSONS CAPITAL MANAGEMENT, LLC$389,291$601,455,054$601,455,054
    1168BROOKER WEALTH MANAGEMENT$967,124$566,734,883$566,734,883
    1169CREEKMUR ASSET MANAGEMENT, LLC$283,606$243,333,922$243,333,922
    11703EDGE ASSET MANAGEMENT, LP$695,104$1,365,183,580$1,365,183,580
    1171THE RELAXING RETIREMENT COACH, INC.$485,304$536,260,452$536,260,452
    1173LIGHTHOUSE FINANCIAL MANAGEMENT, LLC$379,638$176,911,423$176,911,423
    1175ALETHEA CAPITAL MANAGEMENT, LLC$1,727,842$228,075,166$228,075,166
    1176MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC$2,676,572$2,010,105,437$2,010,105,437
    1177RAPPAPORT REICHES CAPITAL MANAGEMENT,$595,656$745,165,255$745,165,255
    1178SAGE RHINO CAPITAL LLC$573,996$746,769,280$746,769,280
    1179TFG ADVISORS$293,886$368,533,485$368,533,485
    1180INFINITI WEALTH MANAGEMENT$291,731$155,492,849$155,492,849
    1181CULTIVAR CAPITAL, INC.$400,895$319,112,724$319,112,724
    1182THEORY FINANCIAL$428,675$181,758,228$181,758,228
    1183PARK, MILLER, LLC$1,309,836$256,727,331$453$256,727,784
    1184BAUGH & ASSOCIATES, LLC$513,351$216,633,068$1,098$216,634,166
    1185WILLOW GROVE ADVISORS, LLC$443,904$185,103,991$4,104$185,108,095
    1186FINANCIAL ADVISORY CORPORATION$792,516$854,325,351$6,786$854,332,137
    1187DIVERSIFI CAPITAL LLC$456,036$262,667,800$9,100$262,676,900
    1188ARISTA WEALTH ADVISORS, LTD$504,262$292,964,769$11,588$292,976,357
    1189SOMERSET GROUP LLC$3,233,362$174,581,733$19,827$174,601,560
    1190NORTHSTAR ADVISORY GROUP, LLC$383,383$225,400,749$28,217$225,428,966
    11918TH STREET INVESTMENTS, LLC$852,653$164,533,124$28,926$164,562,050
    1192MAPLE CAPITAL MANAGEMENT, INC.$735,318$1,594,130,334$38,432$1,594,168,766
    1193PRESIDIO CAPITAL MANAGEMENT, LLC$364,056$228,575,586$51,308$228,626,894
    1194FINANCIAL DECISIONS, LLC$666,929$325,405,066$56,177$325,461,243
    1195LOCKER FINANCIAL SERVICES, LLC$420,889$147,254,503$56,738$147,311,241
    1196AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC$114,893$148,834,260$67,165$148,901,425
    1197LONGVIEW FINANCIAL ADVISORS, INC.$276,561$192,133,888$75,842$192,209,730
    1198SHAKER INVESTMENTS$1,156,429$255,492,445$78,453$255,570,898
    1199VELA INVESTMENT MANAGEMENT, LLC$1,384,955$256,127,081$89,673$256,216,754
    1200CALLAHAN CAPITAL MANAGEMENT$145,038$172,355,673$94,398$172,450,071
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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.