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
351Fenway Financial Advisors, LLC$447,547$128,445,870$128,445,870
352Strategic Family Wealth Counselors, L.L.C.$314,381$813,000,000$127,000,000$940,000,000
353Evergreen Capital Management LLC$1,513,988$2,865,090,036$126,550,823$2,991,640,859
354Beaird Harris Wealth Management, LLC$505,031$1,135,832,001$126,239,328$1,262,071,329
355Rinet Company, LLC$1,477,651$1,897,678,484$125,225,841$2,022,904,325
356Lowery Thomas, LLC$450,482$120,376,059$125,136,675$245,512,734
357Global Financial Advisory Services, Inc.$305,710$124,423,884$124,423,884
358Alexander Randolph Advisory Inc$697,806$197,364,371$124,324,218$321,688,589
359Donaldson Capital Management LLC$618,454$2,018,120,165$123,585,077$2,141,705,242
360Martel Wealth Advisors Inc$296,655$692,691,790$123,407,471$816,099,261
361Joslin Capital Advisors LLC$694,478$259,718,760$122,938,495$382,657,255
362TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
363Corkern Barry M Advisory Services Inc$1,608,241$122,226,352$122,226,352
364IMC Advisors, LLC$4,105,198$276,685,360$121,518,812$398,204,172
365Waters, Parkerson & Co., LLC$1,233,760$1,987,832,940$120,663,528$2,108,496,468
366Regatta Capital Group, LLC$286,953$563,612,476$119,048,528$682,661,004
367Traynor Capital Management, Inc.$373,271$608,240,360$117,772,448$726,012,808
368BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
369Johnston James M & Associates Inc$1,672,975$136,809,431$117,482,710$254,292,141
370Review Services Inc$140,658$117,449,233$117,449,233
371Landsberg, Bennett, & Dubbaneh LLC$381,480$760,022,048$117,381,359$877,403,407
372Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
373Ballast Financial Advisors, LLC$233,317$4,066,557$117,025,145$121,091,702
374Cornell Pochily Investment Advisors, Inc.$432,397$408,053,971$116,876,322$524,930,293
375Sfmg, LLC.$503,911$1,551,583,328$116,864,879$1,668,448,207
376Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
377Ram Investment Partners, LLC$342,524$415,434,597$116,504,857$531,939,454
378PRIVATE ASSET MANAGEMENT INC$526,725$10,638,337$116,302,489$126,940,826
379Endurance Wealth Management, Inc.$1,429,350$975,990,811$116,032,641$1,092,023,452
380Cypress Point Wealth Management, LLC$125,380$514,111,530$115,545,082$629,656,612
381Paragon Capital Management$1,636,262$1,000,482,171$115,448,292$1,115,930,463
382Buttonwood Financial Group, LLC$255,103$396,411,761$114,303,512$510,715,273
383Equity Advisors Of Kentucky Inc$882,274$9,028,345$113,607,777$122,636,122
384Hendershott Wealth Management, LLC$285,539$113,073,448$113,073,448
385Urban Financial Advisory Corp$1,276,736$815,351,819$112,834,900$928,186,719
386Burton Enright Welch$622,859$757,068,453$112,442,181$869,510,634
387PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
388Heron Financial Group, LLC$241,675$240,157,447$112,205,256$352,362,703
389Aptus Financial LLC$465,649$10,000,000$112,000,000$122,000,000
390Capital Advisors Wealth Management, LLC$350,081$370,864,559$109,796,500$480,661,059
391Summa Global Advisors, LLC$670,895$136,868,301$109,350,173$246,218,474
392Gibson Capital, LLC$2,146,869$1,870,250,109$109,163,275$1,979,413,384
393Keudell Morrison Wealth Management, LLC$336,873$450,559,746$108,649,211$559,208,957
394TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
395HARDY REED, LLC$3,769,479$945,043,137$106,641,429$1,051,684,566
396Cresset Asset Management, LLC$1,917,103$11,570,814,863$106,261,425$11,677,076,288
397Disciplined Investments, LLC$577,367$372,550,455$106,086,590$478,637,045
398Goldstein Munger + Associates$2,370,768$643,337,199$105,825,624$749,162,823
399Sunesis Advisors, LLC$1,793,643$516,577,507$105,816,584$622,394,091
400Diversified Financial Management Associates, Inc.$489,073$83,086,155$105,695,981$188,782,136
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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.