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
    851INVESTMENT PARTNERS ASSET MANAGEMENT$514,653$188,880,270$7,202,433$196,082,703
    852FLOWER CITY CAPITAL LLC$379,408$174,473,221$22,060,084$196,533,305
    853COLLEY ASSET MANAGEMENT, INC.$448,177$196,749,914$196,749,914
    854SOUND INVESTMENT MANAGEMENT INC$1,789,883$196,887,156$196,887,156
    855WALKER FINANCIAL ADVISORS INC$1,201,055$171,284,252$25,688,789$196,973,041
    856ALL SEASON FINANCIAL ADVISORS, INC.$277,308$197,165,856$197,165,856
    857THE PROFESSIONAL FINANCIAL COMPANY LLC$420,584$197,253,782$197,253,782
    858BIRCHCREEK WEALTH MANAGEMENT, LLC$1,210,227$189,454,635$7,812,324$197,266,959
    859RELIANT INVESTMENT PARTNERS, LLC$235,210$197,341,189$197,341,189
    861COPPERLEAF CAPITAL, LLC$303,514$180,695,455$17,195,898$197,891,353
    862STARFOX FINANCIAL SERVICES, LLC$323,887$162,381,500$35,513,349$197,894,849
    863FAMILY CFO, LLC$1,154,703$190,914,451$7,694,526$198,608,977
    864EPIC TRUST INVESTMENT ADVISORS LLC$149,049$198,831,504$198,831,504
    865OMEGA WEALTH MANAGEMENT LLC$351,938$58,459,151$140,385,642$198,844,793
    866ESTATE & TRUST ADVISORS$1,371,624$174,275,722$24,609,722$198,885,444
    867THE PERSONAL WEALTH COACH$248,772$199,266,555$199,266,555
    868CLARK ASSET MANAGEMENT, LLC$685,143$194,387,684$4,989,056$199,376,740
    869BETTER MONEY DECISIONS$389,565$199,457,431$199,457,431
    870PREMIS ADVISORS, LLC$1,502,865$24,581,000$175,300,000$199,881,000
    871TUCKER FINANCIAL GROUP$75,665$199,905,708$199,905,708
    872THE ARANDA GROUP ADVISORS, LLC$502,598$111,980,736$88,053,413$200,034,149
    873DIVERGENT PLANNING$283,969$200,198,469$200,198,469
    874CAMPION ASSET MANAGEMENT, LLC$693,258$163,302,673$37,048,751$200,351,424
    875BRADLEY WEALTH LLC$234,041$200,572,763$200,572,763
    876BLACKTOWER FINANCIAL MANAGEMENT (US) LLC$636,863$200,611,899$200,611,899
    877TRUNORTH FINANCIAL SERVICES, INC.$267,147$200,100,827$526,471$200,627,298
    878KILTERHOWLING LLC$360,938$171,414,500$29,266,931$200,681,431
    879INDEPENDENCE WEALTH ADVISORS INC.$454,400$184,206,912$16,637,863$200,844,775
    880RIVERPLACE CAPITAL MANAGEMENT INC$707,700$200,986,846$200,986,846
    881LIFEWORKS ADVISORS, LLC$192,964$174,614,980$26,839,776$201,454,756
    882ASSETGRADE, LLC$338,954$201,096,694$581,186$201,677,880
    883TRUENORTH WEALTH ADVISORS$439,528$201,743,225$201,743,225
    884VERITY WEALTH ADVISORS, LLC$1,402,314$201,933,158$201,933,158
    885THE ETF STORE, INC.$206,287$167,845,372$34,109,349$201,954,721
    886VODIA CAPITAL, LLC$565,820$199,346,428$2,651,255$201,997,683
    887STRAUSS FINANCIAL GROUP$404,000$202,000,000$202,000,000
    888MONTVUE CAPITAL MANAGEMENT, INC.$481,236$196,599,735$5,519,582$202,119,317
    889CAPE ANN CAPITAL, INC.$290,467$181,411,539$20,753,579$202,165,118
    890NEW POTOMAC PARTNERS LLC$1,218,002$187,314,944$14,873,336$202,188,280
    891KINLOCH CAPITAL, LLC$411,176$202,298,364$202,298,364
    892CROWN WEALTH GROUP LLC$265,324$202,441,997$202,441,997
    893CROWN WEALTH GROUP LLC$265,324$202,441,997$202,441,997
    894DEANE RETIREMENT STRATEGIES, INC.$655,199$202,456,645$202,456,645
    895HOLDER WEALTH MANAGEMENT$287,763$202,584,800$202,584,800
    896TRINITY WEALTH MANAGEMENT, LLC$426,939$168,190,878$34,605,151$202,796,029
    897COMPOUND ADVISERS, INC.$493,568$185,983,834$16,872,595$202,856,429
    898CARPENTER, CLAYDON ADVISORS, INC.$548,652$3,887,265$199,113,861$203,001,126
    899THAMES FINANCIAL MANAGEMENT$423,938$100,938,640$102,127,502$203,066,142
    900KENSINGTON INVESTMENT COUNSEL$958,635$203,230,691$203,230,691
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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.