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
    301PARIAX PRIVATE WEALTH MANAGEMENT$1,277,381$130,311,000$3,814,000$134,125,000
    302PARKWORTH WEALTH MANAGEMENT, INC.$384,501$134,190,713$134,190,713
    303IVY LEAGUE FINANCIAL ADVISORS LLC$416,324$134,472,785$134,472,785
    304FIRST MASON FINANCIAL, LLC$233,794$134,665,528$134,665,528
    305GATHER FINANCIAL PLANNING$403,599$134,802,226$134,802,226
    306BENCHMARK CAPITAL GROUP LTD.$377,316$131,794,032$3,285,037$135,079,069
    307BLEDSOE ASSET MANAGEMENT, LLC$225,453$133,756,389$1,515,503$135,271,892
    308SURIENCE PRIVATE WEALTH LLC$340,927$134,469,209$878,718$135,347,927
    309HALBERSTADT FINANCIAL CONSULTANTS INC$796,913$64,067,526$71,407,662$135,475,188
    310LIFEPLAN GROUP$217,505$135,505,585$135,505,585
    311DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC$290,816$135,290,848$229,237$135,520,085
    312ERICKSON FINANCIAL GROUP, LLC$199,530$134,307,718$1,572,381$135,880,099
    313WPA FAMILY OFFICE, LLC$1,259,036$135,975,850$135,975,850
    314TRUSTWELL FINANCIAL ADVISORS, LLC$147,255$135,740,240$323,694$136,063,934
    315CEDAR POINT CAPITAL PARTNERS, LLC$152,310$135,831,074$639,085$136,470,159
    316INNOVATIVE ADVISORY GROUP$165,655$136,500,000$136,500,000
    317GREAT GABLE WEALTH MANAGEMENT, LLC$361,130$136,507,086$136,507,086
    318JOHN T. MCCARTHY, LLC$286,497$136,659,000$136,659,000
    319SAYBROOK WEALTH GROUP, INC.$353,183$10,029,215$126,652,526$136,681,741
    320GRIFFITH & WERNER, INC.$412,951$135,298,897$1,387,965$136,686,862
    321MEIXLER INVESTMENT MANAGEMENT, LTD.$177,950$137,021,405$137,021,405
    322DWR WEALTH MANAGEMENT, LLC$253,940$131,420,313$5,707,437$137,127,750
    323ASSET STRATEGIES, INC.$908,993$130,705,230$6,552,776$137,258,006
    324WP ASSET MANAGEMENT$390,110$132,159,328$5,159,373$137,318,701
    325EUBANK, HUTSON & ASSOCIATES, LLC$247,887$137,329,198$137,329,198
    326SHOTWELL RUTTER BAER INC$227,087$137,387,530$137,387,530
    327SUMMIT PORTFOLIO MANAGEMENT LLC$496,222$131,786,910$5,666,531$137,453,441
    328R.L.K. ADVISORY GROUP$151,221$137,611,477$137,611,477
    329MCM WEALTH$511,635$137,629,793$137,629,793
    330ROI FINANCIAL$192,543$133,890,917$3,777,190$137,668,107
    331FINANCIAL SOLUTIONS ASSOCIATES$288,100$137,712,000$137,712,000
    332CROSSGRAIN FAMILY INVESTMENTS, LLC$626,162$120,062,864$17,692,867$137,755,731
    333SCHWALLIER WEALTH MANAGEMENT$176,712$124,390,689$13,444,883$137,835,572
    334FORTUNE 45, LLC.$204,899$137,663,479$233,632$137,897,111
    335ROSEROCK WEALTH MANAGEMENT, LLC$483,217$132,500,000$5,700,000$138,200,000
    336LONG ISLAND WEALTH MANAGEMENT, INC.$386,203$134,738,135$3,522,542$138,260,677
    337MILLER EQUITY CAPITAL ADVISORS$606,875$138,367,494$138,367,494
    338ASPIREAN WEALTH, LLC$286,700$49,239,365$89,236,670$138,476,035
    339MAGNOLIA FINANCIAL PLANNING SERVICES, INC.$205,358$138,821,999$138,821,999
    340OREGON PACIFIC WEALTH MANAGEMENT$293,869$139,000,000$139,000,000
    341LEGACY ASSET MANAGEMENT, INC.$695,079$139,015,884$139,015,884
    342INTERNATIONAL MANAGEMENT ADVISORS LTD.$2,242,393$133,076,660$5,951,702$139,028,362
    343KORVING & COMPANY LLC$227,507$134,491,897$4,742,136$139,234,033
    344TITANIUM ADVISORS, LLC$614,041$139,387,284$139,387,284
    345FIFTH SET PRIVATE WEALTH MANAGEMENT LLC$508,739$111,132,418$28,262,102$139,394,520
    346GRANGE CAPITAL, LLC$270,494$135,688,000$3,887,000$139,575,000
    347TALISMAN WEALTH ADVISORS, LLC$365,391$139,579,244$139,579,244
    348STRUCTURED ASSET MANAGEMENT, INC.$1,587,096$134,865,050$4,799,432$139,664,482
    349CORNERSTONE INVESTMENT ADVISORS, LLC$539,365$93,603,015$46,092,448$139,695,463
    350DEFINE FINANCIAL, LLC$475,252$139,723,964$139,723,964
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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.