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
    1251BALLAST CAPITAL ADVISORS, LLC$1,880,593$261,402,490$261,402,490
    1252WAYFINDING FINANCIAL, LLC$267,073$260,948,676$515,930$261,464,606
    1253MEASURED RISK PORTFOLIOS$262,639$259,110,902$3,003,242$262,114,144
    1254MILLER FINANCIAL SERVICES LLC$166,780$238,752,057$23,426,202$262,178,259
    1255SFM, LLC$504,416$262,296,071$262,296,071
    1256PSI CAPITAL MANAGEMENT$223,673$260,370,936$1,997,161$262,368,097
    1257S. R. SCHILL & ASSOCIATES, INC.$439,619$262,196,390$255,917$262,452,307
    1258HERITAGE FINANCIAL PLANNING$520,828$262,497,085$262,497,085
    1259DIVERSIFI CAPITAL LLC$456,036$262,667,800$9,100$262,676,900
    1260SLOCUM, GORDON & CO. LLP$975,431$263,366,404$263,366,404
    1261RAMSEY & ASSOCIATES INC$763,544$65,429,827$197,992,711$263,422,538
    1262CAMARDA WEALTH ADVISORY GROUP$219,596$260,569,880$2,945,079$263,514,959
    1263PILLAR FINANCIAL ADVISORS, LLC$381,740$263,782,220$263,782,220
    1264PARAGON FINANCIAL PARTNERS$550,846$170,883,374$92,971,645$263,855,019
    1265PLATT WEALTH MANAGEMENT$637,583$262,218,640$1,740,848$263,959,488
    1266WEALTHVIEW CAPITAL, LLC$490,851$252,816,969$11,260,764$264,077,733
    1267COMPREHENSIVE FINANCIAL PLANNING INC$573,004$231,995,944$32,159,019$264,154,963
    1268SLAYTON LEWIS INC$752,620$256,266,536$7,902,927$264,169,463
    12691 NORTH WEALTH SERVICES, LLC$379,841$264,369,164$264,369,164
    1270LOVELESS WEALTH MANAGEMENT, LLC$370,585$264,597,832$264,597,832
    1271SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.$222,608$264,902,990$264,902,990
    1272EADS & HEALD WEALTH MANAGEMENT$877,713$265,069,300$265,069,300
    1273KM CAPITAL MANAGEMENT, LTD.$940,289$192,969,182$72,192,201$265,161,383
    1274ARTEMIS FINANCIAL ADVISORS$806,625$265,379,677$265,379,677
    1275THE LEWIS FINANCIAL GROUP$608,928$265,492,656$265,492,656
    1276ADIRONDACK CAPITAL ADVISORS, LLC$349,172$265,719,615$265,719,615
    1277FAMILY WEALTH ADVISORY GROUP, LLC$357,905$172,715,069$93,208,473$265,923,542
    1278ALL TERRAIN FINANCIAL ADVISORS$507,602$255,635,947$10,347,667$265,983,614
    1279ELMWOOD WEALTH MANAGEMENT$470,011$253,535,523$12,490,790$266,026,313
    1280ACCRETIVE WEALTH PARTNERS, LLC$566,888$250,452,942$15,984,562$266,437,504
    1281CORNERSTONE FINANCIAL PLANNING, LLC$325,094$256,532,126$10,045,067$266,577,193
    1282DIBENEDETTO & ASSOCIATES LTD$455,780$244,910,863$21,720,251$266,631,114
    1283RIVER CAPITAL ADVISORS, LC$505,267$217,677,105$49,103,719$266,780,824
    1284EIGER WEALTH MANAGEMENT, LLC$629,278$200,365,584$66,448,475$266,814,059
    1285GREAT OAK CAPITAL PARTNERS, LLC$204,755$255,000,000$12,000,000$267,000,000
    1286TULL FINANCIAL GROUP, INC.$288,871$262,391,506$4,813,940$267,205,446
    1287RED TORTOISE$1,336,172$265,789,952$1,444,411$267,234,363
    1288TRADEWINDS, LLC$361,313$267,371,971$267,371,971
    1289UNIONVIEW WEALTH PARTNERS$528,255$265,112,755$2,712,738$267,825,493
    1290NBS FINANCIAL SERVICES, INC.$632,573$265,296,408$2,914,361$268,210,769
    1291ENZI WEALTH$379,409$262,457,661$5,784,619$268,242,280
    1292FINANCIAL HARVEST WEALTH ADVISORS$321,659$268,459,357$447,483$268,906,840
    1293FINANCIAL COACH$456,631$268,955,376$268,955,376
    1294EVANS CAPITAL MANAGEMENT ASSOCIATES$364,840$202,020,000$67,232,000$269,252,000
    1295RIGGS CAPITAL MANAGEMENT, LLC$716,151$269,272,732$269,272,732
    1296PLANNING CAPITAL MANAGEMENT CORP.$359,163$269,372,285$269,372,285
    1297WPG FINANCIAL GROUP, LLC$321,244$215,089,281$54,434,701$269,523,982
    1298STRATEGIC PLANNING, INC.$308,072$269,870,741$269,870,741
    1299TRINITY WEALTH MANAGEMENT LLC$2,755,102$270,000,000$270,000,000
    1300O'BOYLE WEALTH MANAGEMENT, INC.$218,170$244,784,575$25,309,333$270,093,908
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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.