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
    1151BRYSPEN, INCORPORATED$3,786,131$242,312,374$242,312,374
    1152LANDING POINT FINANCIAL GROUP, LLC$177,755$187,471,897$54,986,469$242,458,366
    1153CREEKMUR ASSET MANAGEMENT, LLC$283,606$243,333,922$243,333,922
    1154MONEYWATCH ADVISORS, INC.$643,437$243,862,619$243,862,619
    1155CHIRON CAPITAL MANAGEMENT, LLC$258,336$236,706,951$7,162,339$243,869,290
    1156SALTMARSH FINANCIAL ADVISORS, L.L.C.$521,111$243,880,000$243,880,000
    1157LINDA A. BARLOW, CFP$315,274$244,021,924$244,021,924
    1158RM PRIVATE WEALTH MANAGEMENT INC.$1,461,911$244,139,093$244,139,093
    1159STRATEGENT FINANCIAL, LLC$2,199,822$244,180,228$244,180,228
    1160SHIRA RIDGE WEALTH MANAGEMENT$362,447$242,595,181$1,694,068$244,289,249
    1161CARLSBAD WEALTH ADVISORY GROUP, INC.$338,359$244,295,531$244,295,531
    1162THE J. ARNOLD WEALTH MANAGEMENT CO., LLC$136,841$244,534,453$244,534,453
    1163SILIGMUELLER & NORVID WEALTH ADVISORS LLC$2,717,786$244,600,730$244,600,730
    1164PRUDENT INVESTORS NETWORK, INC.$604,474$244,811,821$244,811,821
    1165CARMEL CAPITAL MANAGEMENT L.L.C.$2,551,042$244,900,000$244,900,000
    1166GS INVESTMENT INC$1,407,583$237,770,304$7,149,105$244,919,409
    1167SIMPLIFI, INC.$456,275$245,019,686$245,019,686
    1168ARCADIA WEALTH MANAGEMENT$305,126$241,785,327$3,536,277$245,321,604
    1169MARMO FINANCIAL GROUP, LLC$158,713$245,369,535$245,369,535
    1170MONARCH WEALTH STRATEGIES$475,064$228,615,961$16,992,210$245,608,171
    1171BULL STREET ADVISORS$1,545,646$245,757,722$245,757,722
    1172BLUESTONE WEALTH MANAGEMENT LLC$2,234,182$245,760,025$245,760,025
    1173INTERGY PRIVATE WEALTH, LLC$154,567$245,760,853$245,760,853
    1174REDE WEALTH, LLC$525,587$179,396,000$66,578,700$245,974,700
    1175EMPYRION WEALTH MANAGEMENT, INC.$2,827,586$246,000,000$246,000,000
    1176BENNICAS & ASSOCIATES, INC.$1,864,031$246,052,039$246,052,039
    1178PATHWAYS ADVISORY GROUP, INC.$280,494$246,273,482$246,273,482
    1179THE MONEY ADVISOR GROUP, LLC$422,316$197,977,861$48,654,689$246,632,550
    1180HASSELL WEALTH MANAGEMENT$294,785$246,735,025$246,735,025
    1181WEALTH TEAMS ALLIANCE$270,295$246,779,538$246,779,538
    1183CARSWELL INVESTMENTS, LLC$501,932$246,950,449$246,950,449
    1184PORTLAND PRIVATE WEALTH MANAGEMENT, INC.$252,051$238,665,672$8,344,323$247,009,995
    1185INTRACK INVESTMENT MANAGEMENT, INC.$525,811$246,188,166$942,844$247,131,010
    1186INTELLIGENT CAPITALWORKS$919,331$247,100,000$200,000$247,300,000
    1187THE CLARK GROUP ASSET MANAGEMENT$403,318$198,462,799$49,174,163$247,636,962
    1188CONSILIUM WEALTH ADVISORY, LLC$510,762$247,719,618$247,719,618
    1189BENCHMARK INVESTMENT ADVISORS LLC$2,723,939$247,878,412$247,878,412
    1190MOTIVE WEALTH ADVISORS, LLC$1,003,656$246,810,796$1,092,165$247,902,961
    1191TEMPUS WEALTH PLANNING, LLC$262,660$188,442,986$59,508,312$247,951,298
    1192SKY ALPHA ASSET ADVISORS LLC$558,569$248,004,800$248,004,800
    1193ASPEN WEALTH STRATEGIES, LLC$220,879$244,889,415$3,599,328$248,488,743
    1194TRAIL RIDGE INVESTMENT ADVISORS, LLC$866,497$244,039,562$4,645,160$248,684,722
    1195CALLAHAN FINANCIAL PLANNING$306,673$245,876,384$2,835,492$248,711,876
    1196WASHINGTON WEALTH ADVISORS, LLC$170,728$226,691,105$22,059,457$248,750,562
    1197SPARTAN PLANNING GROUP$279,633$125,196,172$123,677,084$248,873,256
    1198PETRA FINANCIAL ADVISORS INC$385,398$248,967,083$248,967,083
    1199PROFESSIONAL FINANCIAL SOLUTIONS, LLC$313,174$225,596,486$23,689,790$249,286,276
    1200SALVUS WEALTH MANAGEMENT, LLC$437,244$249,666,338$249,666,338
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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.