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
    301WILKINSON WEALTH MANAGEMENT, LLC$167,922$103,440,080$103,440,080
    302WILLIAM ALLAN, LLC$286,272$170,618,269$170,618,269
    303FIRST OAK WEALTH MANAGEMENT, LLC$410,060$232,503,952$232,503,952
    304OPTIMAL PORTFOLIO, LLC$562,844$114,257,362$114,257,362
    305BLUE SUMMIT WEALTH MANAGEMENT$289,440$168,743,694$168,743,694
    306FREEDOM FAMILY OFFICE, LLC$1,034,790$110,722,483$110,722,483
    307MILLARES ASSET MANAGEMENT, LLC$1,321,609$173,130,762$173,130,762
    308JACOBSON & SCHMITT ADVISORS, LLC$512,102$456,282,437$456,282,437
    309PRAIRIEWOOD WEALTH MANAGEMENT$329,056$151,694,613$151,694,613
    310DESERANNO WEALTH MANAGEMENT$581,358$172,081,901$172,081,901
    311FINANCIAL PLAN, INC.$291,824$935,880,675$935,880,675
    312PARKSTONE WEALTH MANAGEMENT, LLC$2,056,163$170,661,553$170,661,553
    313ALTIUS FINANCIAL, INC.$247,792$131,577,506$131,577,506
    314COMPASS WEALTH MANAGEMENT, LLC$274,123$180,098,980$180,098,980
    315INSIGHT WEALTH STRATEGIES, LLC$523,907$777,477,686$777,477,686
    316CHATHAM WEALTH MANAGEMENT$544,008$440,646,436$440,646,436
    317HFG WEALTH MANAGEMENT, LLC$412,712$525,794,823$525,794,823
    318OAK WEALTH ADVISORS LLC$2,552,563$204,205,000$204,205,000
    319ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC$223,710$180,310,154$180,310,154
    320WMS WEALTH PLANNERS$386,182$236,343,377$236,343,377
    321ROCK POINT ADVISORS, LLC$931,962$553,585,275$553,585,275
    322THE H GROUP, INC.$271,388$891,237,188$891,237,188
    323FLAGSTONE FINANCIAL MANAGEMENT, LLC$310,346$261,311,572$261,311,572
    324BLUESTONE WEALTH MANAGEMENT LLC$2,234,182$245,760,025$245,760,025
    325DENTAL WEALTH ADVISORS, LLC$395,100$141,445,781$141,445,781
    326THE RETIREMENT PLANNING GROUP, INC.$310,215$1,431,334,279$1,431,334,279
    327LITTON FINANCIAL$368,744$333,713,048$333,713,048
    328T. ANTON INVESTMENT HOUSE, INC.$293,753$277,009,514$277,009,514
    329M WEALTH MANAGEMENT, LLC$167,590$158,875,573$158,875,573
    330CLIENTFIRST WEALTH MANAGEMENT, LLC$5,474,701$229,937,442$229,937,442
    331JP WEALTH MANAGEMENT, INC.$1,008,246$233,913,109$233,913,109
    332S.F. EHRLICH ASSOCIATES, INC.$444,100$153,214,338$153,214,338
    333BOSTON STANDARD WEALTH MANAGEMENT, LLC$252,310$374,932,485$374,932,485
    334BECKER CAPITAL MANAGEMENT, INC.$2,751,917$4,356,284,397$4,356,284,397
    335DEANE RETIREMENT STRATEGIES, INC.$655,199$202,456,645$202,456,645
    336INNOVIS ASSET MANAGEMENT LLC$1,442,211$287,000,000$287,000,000
    337THE PROFESSIONAL FINANCIAL COMPANY LLC$420,584$197,253,782$197,253,782
    338HODGE FINANCIAL SERVICES, LLC$2,713,038$160,069,220$160,069,220
    339THE HOLBEN GROUP, LLC$318,182$140,000,000$140,000,000
    340AVL/WEALTHCARE, LLC$434,479$122,088,640$122,088,640
    341JONATHAN D. POND, LLC$2,203,112$398,763,287$398,763,287
    342INVESTMENT ADVISORY PROFESSIONALS LLC$655,422$272,000,000$272,000,000
    343RAY|THEIL WEALTH MANAGEMENT, LLC$974,408$234,832,258$234,832,258
    344WINDWARD WEALTH STRATEGIES, INC.$436,802$168,605,663$168,605,663
    345ADIRONDACK CAPITAL ADVISORS, LLC$349,172$265,719,615$265,719,615
    346WEALTH LEGACY INSTITUTE, INC.$399,405$190,116,711$190,116,711
    347TAYLOR FRIGON CAPITAL MANAGEMENT LLC$3,150,793$419,055,483$419,055,483
    348STERLING WEALTH MANAGEMENT, INC.$617,583$306,321,412$306,321,412
    349PACIFIC FINANCIAL STRATEGIES, INC$183,881$145,265,781$145,265,781
    350CYNDEO WEALTH PARTNERS$435,147$1,385,506,598$1,385,506,598
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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.