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
701Braeburn Wealth Management, LLC$240,013$183,944,787$37,826,944$221,771,731
702Causey Demgen & Moore P.C.$631,981$215,626,621$37,797,599$253,424,220
703HBC Financial Services, PLLC$607,445$360,217,071$37,659,152$397,876,223
704Canal Capital Management, LLC$453,646$591,097,312$37,656,577$628,753,889
705Trinity Legacy Partners, LLC$501,099$244,733,810$37,384,909$282,118,719
706Savior LLC$222,025$221,136,495$37,301,054$258,437,549
707Evergreen Advisors, LLC$270,675$268,582,669$37,279,562$305,862,231
708Guardian Investment Management, LLC$1,552,571$239,091,967$37,265,732$276,357,699
709Anson Capital, Inc.$367,158$131,020,181$37,138,018$168,158,199
710Alpha Omega Group, Inc.$210,278$225,111,175$36,685,100$261,796,275
711Tranquility Partners, LLC$697,134$276,538,456$36,474,754$313,013,210
712Sweeney & Michel, LLC$603,224$388,900,568$36,372,438$425,273,006
713Kastel Capital Advisors, LLC$713,426$70,180,070$36,120,388$106,300,458
714Gen Financial Management Inc.$858,505$361,388,000$36,100,000$397,488,000
715Long Run Wealth Advisors, LLC$202,264$240,819,032$36,080,175$276,899,207
716Lanier Asset Management, LLC$349,244$142,745,562$36,067,392$178,812,954
717Cornerstone Wealth Advisors, Inc.$295,371$337,181,371$35,872,684$373,054,055
718COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
719MCGOWAN GROUP ASSET MANAGEMENT, INC.$351,161$696,740,196$35,782,201$732,522,397
720Lifesteps Financial, Inc.$302,654$204,042,068$35,659,687$239,701,755
721Campion Asset Management, LLC$808,974$184,386,562$35,654,355$220,040,917
722Boltwood Capital Management$696,498$172,639,074$35,613,928$208,253,002
723Seabridge Wealth Management, LLC$8,683,096$528,812,374$35,588,874$564,401,248
724Advisors Management Group Inc$121,617$449,770,472$35,482,963$485,253,435
725Landmark Financial Advisors, LLC$333,917$369,239,000$35,469,000$404,708,000
726Courage Miller Partners, LLC$488,139$311,718,882$35,347,635$347,066,517
727MKD Wealth Coaches, LLC$303,108$268,154,317$35,257,110$303,411,427
728Ten Capital Wealth Advisors, LLC$354,842$762,866,935$35,173,747$798,040,682
729The Rice Partnership, LLC$814,818$398,413,559$35,069,383$433,482,942
730Scott Capital Advisors, LLC$1,550,623$647,274,000$35,000,000$682,274,000
731Wechter Feldman Wealth Management, Inc.$483,781$315,024,939$34,749,048$349,773,987
732Mariaca Wealth Management, LLC$353,209$166,610,735$34,718,600$201,329,335
733Biechele Royce Advisors, Inc.$696,420$333,764,604$34,641,655$368,406,259
734Stewart Wealth Management, Inc.$201,204$204,292,256$34,537,395$238,829,651
735Hudson Advisor Services, Inc.$431,442$204,921,092$34,529,471$239,450,563
736Boston Hill Advisors, LLC$279,306$885,829,540$34,483,041$920,312,581
737Rowling & Associates LLC$485,767$494,399,475$34,114,707$528,514,182
738Obrien Greene & Co Inc$1,281,678$304,275,906$34,087,105$338,363,011
739Horizon Advisors, LLC$485,307$267,787,635$34,073,590$301,861,225
740RFM Financial Solutions, LLC$245,357$102,893,224$34,015,862$136,909,086
741McCarthy Grittinger Financial Group, LLC$464,237$320,761,632$33,915,554$354,677,186
742Meridian Wealth Advisors, LLC$719,557$839,743,048$33,799,718$873,542,766
743Matrix Planning Inc$1,109,738$97,189,920$33,759,218$130,949,138
744Whiterock Wealth Management Co.$608,631$185,055,912$33,442,466$218,498,378
745Tree City Advisors, LLC$185,524$102,732,625$33,441,698$136,174,323
746Surevest, LLC$535,383$417,904,667$33,423,453$451,328,120
747Evermay Wealth Management, LLC$716,717$703,879,450$32,905,588$736,785,038
748Private Wealth Partners, LLC$6,312,949$1,280,345,565$32,747,785$1,313,093,350
749Miller Gesko & Co Inc.$616,874$128,270,000$32,734,000$161,004,000
750Cambridge Advisors Inc$685,744$505,633,730$32,675,270$538,309,000
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Showing 701 to 750 of 2,851 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 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.