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
    751TREASURE COAST FINANCIAL PLANNING, INC.$305,675$179,908,992$3,190,311$183,099,303
    752CONTINUUM WEALTH ADVISORS, LLC$275,828$177,502,000$5,648,000$183,150,000
    753HFM INVESTMENT ADVISORS, LLC$187,978$179,898,064$3,380,633$183,278,697
    754GORDIAN ADVISORS, LLC$671,488$129,381,569$53,934,531$183,316,100
    755BEACON FINANCIAL ADVISORS$569,403$170,734,240$12,613,621$183,347,861
    756INTRINSIC VALUE PARTNERS, LLC$873,256$183,383,721$183,383,721
    757PINNACLE WEALTH ADVISORS$422,598$148,143,370$35,264,085$183,407,455
    758PRING TURNER CAPITAL GROUP$563,213$183,179,163$428,201$183,607,364
    759NAPLES MONEY MANAGEMENT LLC$317,145$171,818,147$11,808,667$183,626,814
    760CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC$412,556$184,000,000$184,000,000
    761RCS FINANCIAL PLANNING, LLC$362,813$184,672,011$184,672,011
    762CHANCELLOR FINANCIAL GROUP WB LP$228,327$132,412,708$52,304,096$184,716,804
    764LOTUSGROUP ADVISORS$223,078$91,645,040$93,286,909$184,931,949
    765MELONE PRIVATE WEALTH, LLC$1,541,667$160,000,000$25,000,000$185,000,000
    766CORNERSTONE WEALTH PLANNING$278,293$179,157,593$5,907,062$185,064,655
    767WILLOW GROVE ADVISORS, LLC$443,904$185,103,991$4,104$185,108,095
    768PACIFICA WEALTH ADVISORS, INC.$886,294$173,364,880$11,870,498$185,235,378
    769CATALYST FINANCIAL PARTNERS$1,494,486$185,316,206$185,316,206
    770RHS FINANCIAL, LLC$312,523$177,718,079$7,608,090$185,326,169
    771CERTIFIED PLANNERS, INC.$293,928$185,468,350$185,468,350
    772CERTIFIED PLANNERS, INC.$293,928$185,468,350$185,468,350
    773SUCCESSFUL MONEY STRATEGIES INC$283,232$185,800,000$185,800,000
    774PLAN FINANCIAL$246,603$182,124,123$3,814,339$185,938,462
    775WALL ADVISORS, INC.$425,592$181,181,193$4,802,650$185,983,843
    776ACCESS INVESTMENT ADVISORS INC$339,596$186,098,524$186,098,524
    777OPEN WINDOW FINANCIAL SOLUTIONS, LTD.$669,470$186,112,658$186,112,658
    778MERIDIAN FINANCIAL, LLC$1,443,328$186,189,298$186,189,298
    779RIVER STREET ADVISORS, LLC$361,052$182,302,710$4,000,115$186,302,825
    780TEAM FINANCIAL STRATEGIES$207,043$176,697,136$9,641,664$186,338,800
    781BRIGHT ROAD WEALTH MANAGEMENT, LLC$191,707$176,089,435$10,441,537$186,530,972
    782SYMPHONY FINANCIAL PLANNING LLC$369,132$184,320,827$2,459,719$186,780,546
    783WASHINGTON AVENUE ADVISORS$201,670$33,362,290$153,787,236$187,149,526
    784JOHNSON WEALTH MANAGEMENT, LLC$489,956$171,084,186$16,078,888$187,163,074
    785POWELL WEALTH$662,162$187,391,778$187,391,778
    786ADAMS ASHBY FINANCIAL ADVISORS$1,704,335$187,062,076$414,792$187,476,868
    787BRC WEALTH MANAGEMENT, LLC$508,968$187,809,294$187,809,294
    788TREE CITY ADVISORS, LLC$193,840$152,160,184$35,670,892$187,831,076
    790RPA WEALTH MANAGEMENT$205,704$161,466,590$26,547,082$188,013,672
    791CATHY PARETO AND ASSOCIATES$379,209$188,467,006$188,467,006
    792GRIFFIN BLACK, INC.$359,228$188,953,738$188,953,738
    793LINDAHL & MANSAGER INC$253,232$189,164,586$189,164,586
    794WESTFIELD FINANCIAL PLANNING$366,774$188,407,013$848,268$189,255,281
    796MADDEN ADVISORY SERVICES, INC.$316,050$189,314,214$189,314,214
    797DAVIS & SEILEY WEALTH MANAGEMENT, INC.$265,639$175,961,232$13,439,681$189,400,913
    798NEW PERSPECTIVES, INC.$189,672$189,862,000$189,862,000
    799LOCKSHIELD PARTNERS, INC.$159,066$189,924,314$189,924,314
    800FFP WEALTH MANAGEMENT, LLC$248,610$184,877,031$5,060,903$189,937,934
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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.