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
    501ELITE FINANCIAL, INC.$216,717$154,085,439$154,085,439
    502J2 CAPITAL MANAGEMENT, INC.$135,467$154,161,667$154,161,667
    503GLOBAL FINANCIAL ADVISORY SERVICES, INC.$308,009$154,312,473$154,312,473
    504WILLIAMS FINANCIAL, LLC$218,266$152,366,787$1,947,165$154,313,952
    505HAVERDINK FINANCIAL MANAGEMENT, LLC$373,024$154,432,000$154,432,000
    506CALVARY WEALTH, LLC$391,043$154,462,030$154,462,030
    507INVESTOR ADVISORY GROUP$362,781$154,544,746$154,544,746
    508RETIREMENT ADVISORS, INC.$439,441$153,421,822$1,261,317$154,683,139
    509MY WEALTH MANAGEMENT, INC$540,909$150,000,000$4,700,000$154,700,000
    510PIONEER WEALTH MANAGEMENT GROUP, INC$154,229$154,000,000$1,000,000$155,000,000
    511ATTENTIVE INVESTMENTS, LLC$146,582$139,317,609$15,765,845$155,083,454
    512HORIZON FAMILY WEALTH, INC.$483,689$155,264,045$155,264,045
    513ARMADA ADVISORS$194,868$151,130,720$4,178,851$155,309,571
    514WEALTH MANAGEMENT SOLUTIONS$299,293$152,096,000$3,237,000$155,333,000
    515INFINITI WEALTH MANAGEMENT$291,731$155,492,849$155,492,849
    516CREDENTIALED WEALTH ADVISORS, LLC$145,734$103,423,852$52,365,516$155,789,368
    517FINANCIALLY SPEAKING INC$276,739$152,802,524$3,001,295$155,803,819
    518EQUITA FINANCIAL NETWORK, INC.$209,024$150,860,308$5,071,951$155,932,259
    519FORTERIS WEALTH MANAGEMENT, INC.$366,276$155,084,200$949,500$156,033,700
    520VITAL INVESTMENT MANAGEMENT LLC$327,760$155,171,226$1,170,499$156,341,725
    521FMA WEALTH MANAGEMENT, LLC$360,841$147,060,868$9,544,202$156,605,070
    522BANTA ASSET MANAGEMENT LP$631,950$156,723,525$156,723,525
    523GUTT FINANCIAL MANAGEMENT, LLC$593,838$133,424,523$23,348,687$156,773,210
    524MGM LLC$648,830$157,016,785$157,016,785
    525ALPHA FIDUCIARY$580,160$156,825,600$397,779$157,223,379
    526BARNETT & CO INC$510,468$157,224,136$157,224,136
    527THE WEALTH CONSERVANCY, INC.$738,804$91,426,987$65,938,199$157,365,186
    528ORCA WEALTH MANAGEMENT, LLC$380,265$155,031,030$2,398,487$157,429,517
    529ASSET MANAGEMENT STRATEGIES, INC.$96,421$157,456,068$157,456,068
    530HERITAGE FINANCIAL ADVISORS, LLC$333,783$157,545,608$157,545,608
    531ENSPYRE WEALTH ADVISORS, INC.$563,308$157,726,332$157,726,332
    532ALPHA ADVISORS, LLC$471,013$157,789,370$157,789,370
    533FORT VANCOUVER INVESTMENT MANAGEMENT, LLC$302,927$157,825,101$157,825,101
    534AHL INVESTMENT MANAGEMENT, INC.$485,645$157,105,369$729,161$157,834,530
    535CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC$321,098$154,292,540$3,687,496$157,980,036
    536SAGE HILL CAPITAL$575,282$158,202,436$158,202,436
    537CAMBRIDGE CAPE COD ADVISORS, LLC$348,107$158,388,604$158,388,604
    538STONEPOINT CAPITAL, LLC$6,889,446$158,457,267$158,457,267
    539WAYCROSS INVESTMENT MANAGEMENT CO$506,313$158,476,095$158,476,095
    540NEW MILLENNIUM GROUP$206,096$158,487,570$158,487,570
    541ENDEAVOR WEALTH ADVISORS, LLC$422,136$156,658,466$2,064,692$158,723,158
    542ACAP ASSET MANAGEMENT, INC.$144,917$102,914,936$55,914,107$158,829,043
    543M WEALTH MANAGEMENT, LLC$167,590$158,875,573$158,875,573
    544FOREST ASSET MANAGEMENT LLC$382,501$159,120,590$159,120,590
    545FFG RETIREMENT COUNSELING$274,557$159,242,923$159,242,923
    546ANTONETTI CAPITAL MANAGEMENT, LLC$463,328$133,368,529$26,016,459$159,384,988
    547PETERSON FINANCIAL GROUP, INC.$176,743$159,776,027$159,776,027
    548MAREST CAPITAL, LLC$1,582,399$159,822,341$159,822,341
    549ALDER FINANCIAL GROUP INC$641,989$157,934,387$1,920,907$159,855,294
    550BLUEKEY WEALTH ADVISORS, LLC$438,231$133,443,768$26,510,540$159,954,308
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    Showing 501 to 550 of 2,983 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 Research.

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

    *Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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) not one who is an insurance company or agency.

    Database last updated on July 2021.