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
    701FRAZEE INVESTMENT CONSULTING, INC.$607,060$176,654,343$176,654,343
    702LIGHTHOUSE FINANCIAL MANAGEMENT, LLC$379,638$176,911,423$176,911,423
    703FRIEDENTHAL FINANCIAL, LLC$388,031$175,129,000$1,813,000$176,942,000
    704UNITED FINANCIAL PLANNING GROUP LLC$338,505$172,431,995$4,605,881$177,037,876
    705RFM FINANCIAL SOLUTIONS, LLC$284,411$137,676,515$39,511,767$177,188,282
    706BAZIS PRIVATE WEALTH, LLC$344,790$173,270,211$3,952,041$177,222,252
    707SJBENEN ADVISORY, LLC$839,997$177,239,391$177,239,391
    708EXECUTIVE WEALTH COUNSELORS, LLC$371,595$168,450,501$8,800,366$177,250,867
    709BIRKS FINANCIAL CORP.$523,770$177,558,000$177,558,000
    710VALLEY BROOK CAPITAL GROUP$596,005$161,146,323$17,059,190$178,205,513
    711CONVERGENT FINANCIAL STRATEGIES LLC$463,518$178,454,534$178,454,534
    712SUSTAINABLE ADVISORS ALLIANCE LLC$187,277$178,475,095$178,475,095
    713EARTH EQUITY ADVISORS, LLC$284,221$178,491,035$178,491,035
    714MUIRFIELD WEALTH ADVISORS LLC$494,460$178,500,000$178,500,000
    715SAGE STONE WEALTH MANAGEMENT LLC$539,815$173,066,167$5,612,517$178,678,684
    716CEDAR VALLEY WEALTH ADVISORS$540,088$178,768,983$178,768,983
    717HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.$738,748$178,777,014$178,777,014
    718KAHLER FINANCIAL GROUP, INC.$328,768$178,850,000$178,850,000
    719PETROVIC FINANCIAL SERVICES$321,018$168,888,876$10,239,257$179,128,133
    720ALLIED PORTFOLIO MANAGEMENT, INC.$507,737$179,231,161$179,231,161
    721INTEGRITY WEALTH SOLUTIONS LLC$351,307$176,047,943$3,470,131$179,518,074
    722FISCHER INVESTMENT STRATEGIES, LLC$223,638$179,581,475$179,581,475
    723TABR CAPITAL MANAGEMENT, LLC$305,024$179,963,936$179,963,936
    724COMPASS WEALTH MANAGEMENT, LLC$274,123$180,098,980$180,098,980
    725AVERY WEALTH, INC.$204,603$179,973,604$281,689$180,255,293
    726SEASON INVESTMENTS, LLC$533,389$148,210,202$32,075,270$180,285,472
    727ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC$223,710$180,310,154$180,310,154
    728PURPOSEFUL WEALTH$241,723$174,642,171$5,683,220$180,325,391
    729AN EXCEPTIONAL LIFE FINANCIAL, LLC$237,789$172,249,319$8,232,812$180,482,131
    730MACROCLIMATE LLC$3,009,983$180,598,970$180,598,970
    731BRETON CO$5,477,099$180,744,267$180,744,267
    732MODEL WEALTH$493,846$180,747,498$180,747,498
    733WESTVIEW INVESTMENT ADVISORS$413,612$175,283,108$5,465,154$180,748,262
    734CAMELOTTA ADVISORS$741,792$179,972,543$1,024,783$180,997,326
    735LEDGEWOOD WEALTH ADVISORS, LLC$1,361,277$181,049,884$181,049,884
    736KRANE FINANCIAL SOLUTIONS$380,301$106,458,281$74,945,390$181,403,671
    737KOTYS WEALTH PROFESSIONALS$278,792$181,493,871$181,493,871
    738FINANCIAL ADVISORY SERVICES, LLC$231,528$181,749,115$181,749,115
    739THEORY FINANCIAL$428,675$181,758,228$181,758,228
    740ROBBINS WEALTH MANAGEMENT$504,901$18,965,052$162,799,194$181,764,246
    741PARAGON PRIVATE WEALTH MANAGEMENT LLC$491,311$181,785,194$181,785,194
    742THE H GROUP WASHINGTON, INC.$269,024$181,860,014$181,860,014
    743CONCORDIA WEALTH MANAGEMENT, LLC$1,596,313$171,388,213$10,591,475$181,979,688
    74446 PEAKS INVESTMENT ADVISORY GROUP$571,541$182,321,461$182,321,461
    745PURTILL FINANCIAL LLC$301,656$182,501,617$182,501,617
    746SANTA FE ADVISORS LLC$833,411$178,605,000$3,912,000$182,517,000
    747THE WORLEY BANKS GROUP, LLC$163,120$182,530,752$182,530,752
    748ALTAMONT WEALTH MANAGEMENT, INC.$1,209,061$182,568,174$182,568,174
    749BOULDER WEALTH ADVISORS, LLC$336,973$182,639,110$182,639,110
    750NAVIGEN WEALTH MANAGEMENT$243,997$182,997,927$182,997,927
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    Showing 701 to 750 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.