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
451Clearpath Capital Partners LLC$1,141,147$242,273,849$82,953,117$325,226,966
452Schiavi & Company LLC$406,519$367,027,972$82,581,510$449,609,482
453PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
454Sage Capital Management LLC$751,120$252,190,649$82,057,808$334,248,457
455Meritage Portfolio Management, Inc.$1,475,504$1,866,137,155$81,527,555$1,947,664,710
456Legacy Financial Strategies, LLC$269,546$347,595,298$81,521,814$429,117,112
457Fiduciary Wealth Advisors, LLC$3,559,422$157,000,423$81,480,837$238,481,260
458Integrity Financial Corporation$251,331$279,771,214$81,140,653$360,911,867
459Cornerstone Investment Advisors, LLC$401,135$83,054,834$80,608,097$163,662,931
460Palisade Asset Management, LLC$1,850,481$933,525,014$80,538,711$1,014,063,725
461Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
462Summit Asset Management LLC$482,560$594,350,245$79,786,359$674,136,604
463Elm Advisors, LLC$896,755$259,284,460$79,688,964$338,973,424
464Timonier Family Office, Ltd.$537,473$258,216,230$78,779,453$336,995,683
465CDM Financial Counseling Services, Inc.$358,926$83,524,855$78,709,721$162,234,576
466GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
467South Shore Capital Advisors, LLC$1,182,126$145,376,990$78,044,852$223,421,842
468Colonial Trust Advisors, Inc.$665,656$1,023,821,200$77,839,427$1,101,660,627
469Shade Tree Advisors LLC$8,401,016$149,239,517$77,587,903$226,827,420
470The Planning Center, Inc.$293,609$765,785,061$77,167,430$842,952,491
471Affinity Capital Advisors LLC$373,378$339,238,997$77,077,208$416,316,205
472Amore Ambro, LLC$651,797$87,496,000$76,105,164$163,601,164
473Trinity Fiduciary Partners, LLC$568,054$47,253,825$76,013,885$123,267,710
474Spartan Planning & Wealth Management, LLC$197,464$106,920,917$75,930,321$182,851,238
475Covenant Partners, LLC$1,297,471$683,334,488$75,686,073$759,020,561
476Check Capital Management Inc$618,881$1,180,097,002$75,611,808$1,255,708,810
477Wakefield Wealth Management, LLLP$617,950$249,512,557$75,528,991$325,041,548
478Eagle Ridge Investment Management LLC$1,228,189$882,980,496$75,007,045$957,987,541
479DHR Investment Counsel Ltd$614,222$363,075,159$74,865,020$437,940,179
480Diversified Management Inc$899,491$1,288,917,247$74,711,421$1,363,628,668
481Optimum Investment Advisors, LLC$642,567$368,892,721$74,478,536$443,371,257
482Hamilton Capital, LLC$430,242$2,836,769,363$74,247,002$2,911,016,365
483Contravisory Investment Management, Inc.$1,068,333$395,855,527$74,210,817$470,066,344
484Forte Capital LLC$562,392$1,129,876,092$73,643,383$1,203,519,475
485Gradient Capital Advisors, LLC$332,999$347,593,375$73,317,531$420,910,906
486Bay Colony Advisory Group, Inc.$298,006$462,575,081$73,240,358$535,815,439
487Stephenson And Company, Inc.$461,501$100,754,541$73,231,289$173,985,830
488Halberstadt Financial Consultants, Inc.$373,013$54,495,219$73,075,387$127,570,606
489Pan Global Advisers, LLC$792,061$101,246,684$73,006,800$174,253,484
490Covenant Multi-Family Offices, LLC$1,089,833$1,986,473,095$72,221,769$2,058,694,864
491Diamond Wealth Management, LLC$337,373$146,331,628$71,948,456$218,280,084
492Jeffrey N. Mehler, Cfp LLC$209,796$164,528,020$71,702,669$236,230,689
493W.G.Shaheen & Associates,Ltd.$590,939$630,418,456$71,617,663$702,036,119
494Blueline Advisors LLC$719,211$149,253,748$71,544,165$220,797,913
495Polaris Wealth Advisory Group, LLC$490,815$1,564,880,502$71,497,866$1,636,378,368
496Adviceperiod, LLC$924,862$4,387,303,464$71,457,070$4,458,760,534
497Schoolcraft Capital LLC$5,681,426$798,605,836$70,652,372$869,258,208
498George Mckelvey Co., Inc.$688,403$888,362,913$70,581,940$958,944,853
499Milestones Private Investment Advisors LLC$257,534$80,706,961$70,208,124$150,915,085
500Caerus Investment Advisors, LLC$621,974$151,230,384$70,192,522$221,422,906
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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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.