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
    401ADELL HARRIMAN & CARPENTER$653,316$1,259,593,077$1,259,593,077
    402DUDLEY CAPITAL MANAGEMENT LLC$647,831$160,014,200$160,014,200
    403IAM ADVISORY LLC$216,602$526,125,315$526,125,315
    404ROYAL OAK FINANCIAL GROUP$714,286$115,000,000$115,000,000
    405DONALDSON CAPITAL MANAGEMENT LLC$739,409$2,616,028,278$2,616,028,278
    406NBZ INVESTMENT ADVISORS, LLC$747,895$301,401,640$301,401,640
    407CERRO PACIFIC WEALTH ADVISORS, LLC$544,294$346,715,581$346,715,581
    408SCOTTSDALE WEALTH PLANNING, INC.$349,940$153,273,938$153,273,938
    409INVESTORS ASSET MANAGEMENT OF GEORGIA INC$794,022$359,692,008$359,692,008
    410JM2 CAPITAL INC.$990,208$122,785,796$122,785,796
    411VILLAGE WEALTH ADVISORS$444,825$126,330,421$126,330,421
    412JOHN E. SESTINA AND COMPANY$246,984$550,774,332$550,774,332
    413FINER WEALTH MANAGEMENT, INC.$266,892$163,871,463$163,871,463
    414CEDRUS LLC$315,154$364,003,434$364,003,434
    415LOKKEN INVESTMENT GROUP, LLC$247,403$254,330,072$254,330,072
    416PANORAMIC INVESTMENT ADVISORS$294,556$191,461,660$191,461,660
    417MAINSTREAM CAPITAL MANAGEMENT$388,244$228,675,766$228,675,766
    418STOKES FAMILY OFFICE LLC$1,064,920$1,644,236,484$1,644,236,484
    419SHERRILL & HUTCHINS FINANCIAL ADVISORY INC$427,165$571,546,813$571,546,813
    420PELOTON WEALTH STRATEGISTS, INC.$939,109$304,271,196$304,271,196
    421FINANCIAL SERVICES ADVISORY$395,726$842,896,540$842,896,540
    422DANIELS & ERICKSON FINANCIAL ADVISORS, LLC$944,636$118,079,541$118,079,541
    423CATHY PARETO AND ASSOCIATES$379,209$188,467,006$188,467,006
    424COGNIZANT WEALTH ADVISORS$764,210$110,046,250$110,046,250
    425MAREST CAPITAL, LLC$1,582,399$159,822,341$159,822,341
    426STEWARDSHIP ADVISORS, LLC$239,647$321,606,300$321,606,300
    427CENTRAL WEALTH MANAGEMENT LLC$199,879$126,123,797$126,123,797
    428LIBRA WEALTH LLC$794,224$373,285,321$373,285,321
    429BENNINGFIELD FINANCIAL ADVISORS, LLC$697,462$216,213,354$216,213,354
    430PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1,072,980$2,075,143,444$2,075,143,444
    431AMI INVESTMENT MANAGEMENT INC$2,590,645$730,561,763$730,561,763
    432PITZL FINANCIAL$218,856$278,384,301$278,384,301
    433LIFEPLAN GROUP$217,505$135,505,585$135,505,585
    434SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.$222,608$264,902,990$264,902,990
    435CATALYST FINANCIAL PARTNERS$1,494,486$185,316,206$185,316,206
    436ADAMS WEALTH ADVISORS$325,042$473,261,221$473,261,221
    437SENSIBLE MONEY, LLC$441,427$405,671,398$405,671,398
    438WELCH INVESTMENT GROUP, LLC$267,736$208,834,055$208,834,055
    439MILLER EQUITY CAPITAL ADVISORS$606,875$138,367,494$138,367,494
    440ALLIED PORTFOLIO MANAGEMENT, INC.$507,737$179,231,161$179,231,161
    441DENT WEALTH ADVISORS$2,051,075$356,886,978$356,886,978
    442DIAMANT ASSET MANAGEMENT, INC.$3,214,253$196,069,424$196,069,424
    444GENERATIONS WEALTH, LLC$944,005$271,873,313$271,873,313
    445AMERICAN ASSET MANAGEMENT INC.$523,544$160,728,135$160,728,135
    446TOWNELEY CAPITAL MANAGEMENT, INC.$2,530,581$954,028,878$954,028,878
    447ELWOOD & GOETZ$213,397$558,460,716$558,460,716
    448MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC$261,658$462,873,543$462,873,543
    449BRISTLECONE ADVISORS LLC$1,719,366$1,805,334,294$1,805,334,294
    450IRONRIDGE WEALTH MANAGEMENT, LLC$326,492$112,313,224$112,313,224
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    Showing 401 to 450 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.