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
551Affinity Wealth Management LLC$335,364$517,251,776$58,233,397$575,485,173
552Intervest Ltd$509,948$107,327,794$57,385,348$164,713,142
553Great Point Wealth Advisors, LLC$472,467$412,015,000$57,145,000$469,160,000
554Essex LLC$277,112$362,751,227$57,073,351$419,824,578
555Belleair Asset Management, LLC$616,908$121,890,769$57,012,611$178,903,380
556Longview Financial Advisors, LLC$587,374$203,233,256$56,973,298$260,206,554
557J.W. Coons Advisors, LLC$1,325,459$399,041,227$56,916,732$455,957,959
558Wilbanks, Smith & Thomas Asset Management, LLC$893,635$3,957,295,550$56,912,219$4,014,207,769
559Riverview Capital Advisers LLC$798,049$327,966,174$56,693,324$384,659,498
560Delta Financial Group, Inc.$290,656$854,988,022$56,508,868$911,496,890
561SADDOCK WEALTH, LLC$1,868,116$72,400,000$56,500,000$128,900,000
562The High Net Worth Advisory Group, LLC$674,505$347,165,542$56,188,699$403,354,241
563Ridgewood Investments LLC$630,613$297,434,701$55,708,845$353,143,546
564MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
565Bell Investment Advisors Inc$525,448$500,472,899$55,450,927$555,923,826
566Kailasa Capital Management LLC$605,136$181,350,945$55,257,209$236,608,154
567Foundation Wealth Management, LLC$373,708$400,675,771$55,248,597$455,924,368
568Straightline Group, LLC$187,281$1,001,745,133$55,083,164$1,056,828,297
569River Capital Advisors, Lc$469,193$175,300,052$55,073,616$230,373,668
570Financial Life Advisors LLC$425,754$229,517,682$54,886,134$284,403,816
571Sightline Wealth Advisors, LLC$249,082$143,250,563$54,769,542$198,020,105
572Briggs Wealth Management, Inc.$342,344$147,917,001$54,408,208$202,325,209
573THE BERRY GROUP$518,727$498,806,243$54,156,296$552,962,539
574Column Capital Advisors, LLC$783,905$1,107,748,767$53,998,476$1,161,747,243
575Trinity Portfolio Advisors, LLC$253,855$129,310,897$53,972,567$183,283,464
576Grey Street Capital, LLC$1,723,867$907,976,959$53,940,848$961,917,807
577Total Wealth Planning, LLC$382,082$587,303,178$53,830,132$641,133,310
578Acropolis Investment Management, L.L.C.$487,098$1,600,751,093$53,433,029$1,654,184,122
579Global Wealth Management, LLC$736,366$232,458,086$53,252,038$285,710,124
580Successful Portfolios LLC$326,835$214,628,354$53,049,800$267,678,154
581Resolute Wealth Advisor, Inc.$261,576$118,077,608$52,993,284$171,070,892
582Regentatlantic Capital, LLC$2,552,638$5,103,473,534$52,855,748$5,156,329,282
583The Money Advisor Group, LLC$456,350$221,036,000$52,773,774$273,809,774
584Sumnicht & Associates, LLC$505,388$317,330,231$52,613,613$369,943,844
585Krane Financial Solutions, LLC$292,455$90,303,881$52,414,240$142,718,121
586FCA Corp$691,452$400,081,062$52,128,867$452,209,929
587Treybourne Wealth Planners, Inc.$330,041$370,083,549$52,038,389$422,121,938
588MEANS WEALTH MANAGEMENT$205,230$373,591,527$51,645,198$425,236,725
589Sandy Cove Advisors, LLC$513,827$266,042,142$51,503,090$317,545,232
590LEGA Z ADVISORY LLC$11,783,677$266,830,327$51,328,960$318,159,287
591Bourgeon Capital Management LLC$1,978,249$649,300,000$51,000,000$700,300,000
592Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
593Absher Wealth Management, LLC$425,599$558,833,039$50,199,694$609,032,733
594Park, Miller, LLC$1,243,390$177,363,640$50,176,816$227,540,456
595Diversified Portfolios Inc$703,567$1,152,944,551$50,154,328$1,203,098,879
596North Star Asset Management Inc$916,465$2,125,601,296$50,087,201$2,175,688,497
597Mitchell & Pahl Private Wealth, LLC$346,613$271,621,487$50,035,230$321,656,717
598Full Sail Capital, LLC$1,249,779$1,280,989,249$50,024,922$1,331,014,171
599TFI Portfolios, LLC$398,792$82,000,000$50,000,000$132,000,000
600Virginia Wealth Management Group, Inc.$705,838$150,013,423$49,738,725$199,752,148
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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.