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
101Payne Capital Management, LLC$241,755$260,662,403$621,502,942$882,165,345
102Inverness Counsel, LLC$3,068,120$3,229,075,162$621,415,681$3,850,490,843
103Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
104Pennington Partners & Co., LLC$2,483,347$503,846,698$606,209,607$1,110,056,305
105Alphacore Capital LLC$630,542$441,580,965$601,966,709$1,043,547,674
106Promus Capital, LLC$2,415,056$411,299,764$590,948,397$1,002,248,161
107Manchester Capital Management LLC$2,294,986$3,026,475,470$590,421,700$3,616,897,170
108Mill Creek Capital Advisors, LLC$22,678,633$7,469,029,616$581,885,093$8,050,914,709
109SYM Financial Corporation$838,108$2,539,927,397$581,188,153$3,121,115,550
110ATHENA CAPITAL ADVISORS LLC$14,277,853$5,678,956,725$574,742,954$6,253,699,679
111MERCER GLOBAL ADVISORS INC.$484,544$15,278,918,122$570,047,462$15,848,965,584
112Scott Snow (Financial Advisors) LLC$1,007,695$565,316,734$565,316,734
113Schnieders Capital Management, LLC.$1,112,312$463,920,886$561,630,907$1,025,551,793
114Moss Adams Wealth Advisors LLC$807,402$2,220,511,241$560,180,550$2,780,691,791
115New England Private Wealth Advisors, LLC$930,957$1,762,361,820$551,065,574$2,313,427,394
116The Mosaic Financial Group, LLC$1,746,231$447,926,677$535,201,375$983,128,052
117Trebuchet Consulting, LLC$563,484$532,492,074$532,492,074
118Diastole Wealth Management, Inc.$614,458$211,259,346$530,391,954$741,651,300
119MATHEYS LANE CAPITAL MANAGEMENT L.P.$1,873,381$841,467,986$522,353,630$1,363,821,616
120Kings Path Partners LLC$3,174,458$161,769,600$520,738,768$682,508,368
121Beekman Wealth Advisory, LLC$73,571,429$515,000,000$515,000,000
122LOGAN CAPITAL MANAGEMENT, INC.$1,414,620$1,544,818,644$514,867,866$2,059,686,510
123Fitzroy Investment Advisors LLC$10,691,404$513,187,389$513,187,389
124AJ Wealth Strategies, LLC$1,921,698$1,534,000,000$503,000,000$2,037,000,000
125Association Financial Services Inc.$304,546$493,363,966$493,363,966
126Optima Asset Management Inc$2,345,100$490,125,863$490,125,863
127INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
128CDA GROUP$480,522$480,521,690$480,521,690
129Alpha & Omega Financial Management Consultants, Inc.$3,470$479,190,284$479,190,284
130Hollow Brook Wealth Management LLC$2,595,017$254,599,853$466,814,804$721,414,657
131Galapagos Partners, L.P.$25,269,101$270,807,033$461,996,902$732,803,935
132Maloon, Powers, Pitre & Higgins, LLC$510,201$1,001,627,829$454,995,698$1,456,623,527
133Requisite Capital Management LLC$3,403,288$553,520,116$453,853,165$1,007,373,281
134Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
135Kutscher Benner Barsness & Stevens, Inc.$617,357$443,261,996$443,261,996
136Sargent Investment Group, LLC$1,022,489$657,863,000$437,223,000$1,095,086,000
137H. M. Payson & Co.$1,638,146$4,761,827,948$424,543,104$5,186,371,052
138Lido Advisors, LLC$935,245$7,269,566,926$422,819,680$7,692,386,606
139The Junk Investment Group, LLC$424,146$422,025,480$422,025,480
140Dynamic Advisor Solutions LLC$282,830$2,383,759,498$415,128,400$2,798,887,898
141Signaturefd, LLC$669,004$4,163,203,313$414,793,741$4,577,997,054
142HACKETT ROBERTSON TOBE GROUP$3,862,385$10,000,000$411,000,000$421,000,000
143Financial Architects Inc$634,316$916,840,378$409,515,373$1,326,355,751
144CRA Financial Services, L.L.C.$365,187$501,246,307$405,878,539$907,124,846
145Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
146Jasper Ridge Partners, L.P.$584,691,178$27,093,509,709$386,975,675$27,480,485,384
147ZWJ Investment Counsel Inc$1,338,246$2,328,903,876$386,397,573$2,715,301,449
148BRITE ADVISORS USA, INC.$442,744$384,744,795$384,744,795
149Nelson, Van Denburg & Campbell Wealth Management Group, LLC$1,058,463$1,289,554,646$383,874,732$1,673,429,378
150Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
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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.