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
    151ALPHA FINANCIAL ADVISORS, LLC$294,319$412,341,503$412,341,503
    152STONEPOINT CAPITAL, LLC$6,889,446$158,457,267$158,457,267
    153MAIN STREET RESEARCH LLC$849,924$1,963,324,024$1,963,324,024
    154SAGEVEST WEALTH MANAGEMENT$742,347$297,681,010$297,681,010
    155MADISON WEALTH MANAGEMENT$553,845$1,293,782,083$1,293,782,083
    156EARTH EQUITY ADVISORS, LLC$284,221$178,491,035$178,491,035
    157PATHWAY FINANCIAL ADVISORS, LLC$838,725$766,594,754$766,594,754
    158ADVISORS FINANCIAL, INC.$357,714$257,196,040$257,196,040
    159CLAYTON WEALTH PARTNERS$429,602$706,694,758$706,694,758
    160PINE RIDGE ADVISERS LLC$116,301,668$2,674,938,353$2,674,938,353
    161RAINEY & RANDALL INVESTMENT MANAGEMENT, INC.$957,781$742,280,000$742,280,000
    162BEACON WEALTH CONSULTANTS, INC.$176,835$172,590,500$172,590,500
    163TRANQUILLI FINANCIAL ADVISOR, LLC$360,525$161,515,341$161,515,341
    164STONE ISLAND FINANCIAL PLANNING$610,040$168,981,136$168,981,136
    165MARMO FINANCIAL GROUP, LLC$158,713$245,369,535$245,369,535
    166ASPYRE WEALTH PARTNERS$426,895$516,970,077$516,970,077
    167VERITY WEALTH ADVISORS, LLC$1,402,314$201,933,158$201,933,158
    168MARQUETTE WEALTH MANAGEMENT$1,553,623$810,991,000$810,991,000
    169MCGUIRE WEALTH MANAGEMENT$958,498$687,242,743$687,242,743
    170FORNESS FINANCIAL LLC$238,231$167,000,000$167,000,000
    171THE SUM$535,583$128,004,388$128,004,388
    172THE MENARD FINANCIAL GROUP, LLC$629,723$253,778,305$253,778,305
    173CRANBROOK WEALTH MANAGEMENT, LLC$831,926$1,002,471,125$1,002,471,125
    174STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS$535,159$969,172,113$969,172,113
    175DARROW WEALTH MANAGEMENT$631,645$241,920,094$241,920,094
    176VANNOY ADVISORY GROUP, INC.$471,231$126,289,783$126,289,783
    177GOODMAN FINANCIAL CORPORATION$865,767$593,050,231$593,050,231
    178SHARPER & GRANITE LLC$598,358$229,769,653$229,769,653
    179FIGURE 8 INVESTMENT STRATEGIES LLC$456,891$143,006,868$143,006,868
    180INDEX FUND ADVISORS, INC.$776,976$4,937,682,218$4,937,682,218
    181HANSEATIC MANAGEMENT SERVICES INC$927,152$140,000,000$140,000,000
    182CONCENTRIC WEALTH MANAGEMENT LLC$630,272$561,572,340$561,572,340
    183CARMEL CAPITAL MANAGEMENT L.L.C.$2,551,042$244,900,000$244,900,000
    184RGA INVESTMENT ADVISORS, LLC$420,600$115,665,055$115,665,055
    185GUYASUTA INVESTMENT ADVISORS, INCORPORATED$1,551,416$1,985,812,000$1,985,812,000
    186GREAT GABLE WEALTH MANAGEMENT, LLC$361,130$136,507,086$136,507,086
    187HOULIHAN FINANCIAL RESOURCE GROUP, LTD.$571,721$313,303,141$313,303,141
    188HAVERDINK FINANCIAL MANAGEMENT, LLC$373,024$154,432,000$154,432,000
    189JLFRANKLIN WEALTH PLANNING$946,612$195,001,984$195,001,984
    190FIRST PACIFIC FINANCIAL, INC.$366,294$1,047,966,061$1,047,966,061
    191JGP WEALTH MANAGEMENT, LLC$469,501$979,379,206$979,379,206
    192BRICKLEY WEALTH MANAGEMENT$1,427,039$724,935,685$724,935,685
    193HURLEY CAPITAL, LLC$628,128$120,600,581$120,600,581
    194STRAUSS FINANCIAL GROUP$404,000$202,000,000$202,000,000
    195TOTAL WEALTH ADVISORS, LLC$500,468$171,660,636$171,660,636
    196RELEVANCE CAPITAL MANAGEMENT$1,332,441$325,115,698$325,115,698
    197VISTA CAPITAL PARTNERS, INC.$1,121,962$2,656,805,764$2,656,805,764
    198VICKERMAN INVESTMENT ADVISORS, INC.$420,941$343,067,000$343,067,000
    199BELLEVUE ASSET MANAGEMENT, LLC$563,790$323,615,382$323,615,382
    200NEW MILLENNIUM GROUP$206,096$158,487,570$158,487,570
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    Showing 151 to 200 of 2,983 entries

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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.