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
    1301DAY & ENNIS, LLC$495,178$411,467,423$1,015,505$412,482,928
    1302HIGHLAND INVESTMENT ADVISORS LLC$606,271$162,675,998$1,017,272$163,693,270
    1303CAMELOTTA ADVISORS$741,792$179,972,543$1,024,783$180,997,326
    1304B & L ASSET MANAGEMENT, LLC$788,451$162,168,662$1,040,619$163,209,281
    1305BRAZOS CAPITAL$423,134$127,585,289$1,047,321$128,632,610
    1306HARRINGTON INVESTMENTS, INC.$1,539,430$328,380,757$1,057,359$329,438,116
    1307AVESTAR CAPITAL, LLC$859,016$724,797,722$1,071,000$725,868,722
    1308BRIGHT INVESTMENTS, LLC$2,692,359$122,774,786$1,073,750$123,848,536
    1309WARBURTON CAPITAL MANAGEMENT, LLC$478,984$490,839,502$1,076,719$491,916,221
    1310MOTIVE WEALTH ADVISORS, LLC$1,003,656$246,810,796$1,092,165$247,902,961
    1311MSP WEALTH MANAGEMENT, LLC$441,343$169,701,420$1,098,444$170,799,864
    1312TINGEY ADVISORS INC$910,496$361,263,087$1,114,222$362,377,309
    1313CFM WEALTH PARTNERS LLC$954,169$575,182,632$1,135,425$576,318,057
    1314MONACO CAPITAL MANAGEMENT, LLC$201,225$203,709,201$1,138,199$204,847,400
    1315AGILI, P.C.$549,195$1,065,388,598$1,148,790$1,066,537,388
    1316VITAL INVESTMENT MANAGEMENT LLC$327,760$155,171,226$1,170,499$156,341,725
    1317ASSET PLANNING, INC$1,194,374$445,513,644$1,182,163$446,695,807
    1318INTEGRATED WEALTH ADVISORS, LLC$396,472$123,700,352$1,188,359$124,888,711
    1319HAMRICK INVESTMENT COUNSEL, LLC$1,054,522$272,985,201$1,190,543$274,175,744
    1320WEDGEWOOD INVESTORS INC$750,843$215,040,887$1,201,790$216,242,677
    1321KAIZEN FINANCIAL STRATEGIES, LLC$297,783$175,382,332$1,203,138$176,585,470
    1322CARTER FINANCIAL, LLC$442,709$237,854,260$1,208,404$239,062,664
    1323FORTRESS WEALTH MANAGEMENT, INC.$334,068$291,097,434$1,212,289$292,309,723
    1324MOLLER FINANCIAL SERVICES$544,633$545,043,200$1,223,443$546,266,643
    1325TOWNSEND WEALTH MANAGEMENT$350,236$130,786,655$1,252,229$132,038,884
    1326AMPHORA WEALTH MANAGEMENT, LLC$232,532$102,454,886$1,254,254$103,709,140
    1327RETIREMENT ADVISORS, INC.$439,441$153,421,822$1,261,317$154,683,139
    1328BARKER FINANCIAL GROUP, INC.$366,534$225,254,978$1,263,072$226,518,050
    1329FINANCIAL SECURITY MANAGEMENT, INC$186,355$415,044,292$1,272,348$416,316,640
    1330THE MONITOR GROUP, INC.$245,523$140,373,948$1,292,982$141,666,930
    1331DEFENDER CAPITAL$787,368$372,700,000$1,300,000$374,000,000
    1332OAK ADVISORS, LLC$506,592$206,401,845$1,300,988$207,702,833
    1333THE PROSPERITY PEOPLE$241,343$122,504,848$1,304,310$123,809,158
    1334ROCKHILL ADVISORS LLC$1,071,469$121,899,633$1,319,281$123,218,914
    1335MARTIN CAPITAL ADVISORS, LLP$1,382,583$168,737,906$1,319,833$170,057,739
    1336PINNACLE WEALTH MANAGEMENT, INC.$209,363$161,136,207$1,329,164$162,465,371
    1337IMPERIUM WEALTH MANAGEMENT, LLC$227,026$139,616,014$1,367,214$140,983,228
    1338GRIFFITH & WERNER, INC.$412,951$135,298,897$1,387,965$136,686,862
    1339CAPITAL MANAGEMENT CONSULTANTS, INC.$364,398$99,168,152$1,405,655$100,573,807
    1340BOURKE WEALTH MANAGEMENT$516,562$118,950,870$1,407,966$120,358,836
    1341HALL CAPITAL MANAGEMENT COMPANY, INC.$796,688$361,079,957$1,413,275$362,493,232
    1342NORTHWEST INVESTMENT COUNSELORS$693,439$599,779,000$1,433,000$601,212,000
    1343ZRC WEALTH MANAGEMENT, LLC$479,419$282,861,747$1,433,434$284,295,181
    1344RED TORTOISE$1,336,172$265,789,952$1,444,411$267,234,363
    1345WISDOM FINANCIAL SERVICES, L.L.C.$163,409$507,235,751$1,456,763$508,692,514
    1346CAPITAL PLANNING LLC$419,683$569,283,815$1,484,640$570,768,455
    1347FAIRBANKS CAPITAL MANAGEMENT, INC.$1,176,470$210,266,899$1,497,735$211,764,634
    1348BLEDSOE ASSET MANAGEMENT, LLC$225,453$133,756,389$1,515,503$135,271,892
    1349LAUTERBACH FINANCIAL ADVISORS, LLC$556,110$524,558,268$1,521,769$526,080,037
    1350KEENE & DORCHAK$541,242$166,262,698$1,522,228$167,784,926
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    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.