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
    451TRUE NORTH FINANCIAL$269,846$309,243,419$309,243,419
    452BIVIN & ASSOCIATES, INC.$269,883$129,003,852$129,003,852
    453WEALTH TEAMS ALLIANCE$270,295$246,779,538$246,779,538
    454M.C. BYRD WEALTH MANAGEMENT, LLC$270,484$184,284,080$53,471,206$237,755,286
    455GRANGE CAPITAL, LLC$270,494$135,688,000$3,887,000$139,575,000
    456TED BUCHAN & COMPANY$270,579$241,470,265$30,731,768$272,202,033
    457THE H GROUP, INC.$271,388$891,237,188$891,237,188
    458OLIO FINANCIAL PLANNING$271,389$279,052,766$18,389,420$297,442,186
    459NORTHAVENUE LLC$271,389$118,597,040$118,597,040
    460DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC$271,397$295,551,798$295,551,798
    46193 FINANCIAL GROUP, LLC$271,898$629,444,458$629,444,458
    462AVERA CAPITAL WEALTH MANAGEMENT$272,023$105,722,979$7,982,829$113,705,808
    463CAM INVESTOR SOLUTIONS$272,383$216,000,000$216,000,000
    464SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$272,742$461,504,590$14,430,187$475,934,777
    465SOUTHERN CAPITAL ADVISORS, LLC$273,772$369,876,245$2,727,872$372,604,117
    466TRUENORTH WEALTH$274,101$652,633,504$652,633,504
    467COMPASS WEALTH MANAGEMENT, LLC$274,123$180,098,980$180,098,980
    468WALKNER CONDON FINANCIAL ADVISORS LLC$274,334$425,251,371$33,984,192$459,235,563
    469C-J ADVISORY, INC.$274,421$250,546,454$250,546,454
    470FFG RETIREMENT COUNSELING$274,557$159,242,923$159,242,923
    471SAVIOR WEALTH$274,852$185,897,507$8,697,757$194,595,264
    472COHEN INVESTMENT ADVISORS, LLC$275,487$151,793,393$151,793,393
    473ASSET MANAGEMENT RESOURCES, LLC$275,715$223,178,622$17,245,238$240,423,860
    474CONTINUUM WEALTH ADVISORS, LLC$275,828$177,502,000$5,648,000$183,150,000
    475RETIREMENT BENCHMARK, LLC$276,559$13,726,085$3,454,319,529$3,468,045,614
    476LONGVIEW FINANCIAL ADVISORS, INC.$276,561$192,133,888$75,842$192,209,730
    477MICHAEL BRADY & CO., LLC$276,564$160,406,998$160,406,998
    478GLOBAL VIEW INVESTMENT ADVISORS, LLC$276,605$400,493,555$3,626,486$404,120,041
    479FINANCIALLY SPEAKING INC$276,739$152,802,524$3,001,295$155,803,819
    480REITZ CAPITAL ADVISORS LLC$277,021$167,874,874$167,874,874
    481ALL SEASON FINANCIAL ADVISORS, INC.$277,308$197,165,856$197,165,856
    482PROFOCUS INCORPORATED$278,195$103,000,000$8,000,000$111,000,000
    483PEACE OF MIND WEALTH MANAGEMENT$278,200$132,402,912$9,200,972$141,603,884
    484CORNERSTONE WEALTH PLANNING$278,293$179,157,593$5,907,062$185,064,655
    485HCO PRIVATE WEALTH$278,522$165,720,756$165,720,756
    486KOTYS WEALTH PROFESSIONALS$278,792$181,493,871$181,493,871
    487WEALTH MANAGEMENT SOLUTIONS$278,969$385,535,080$385,535,080
    488WATERFRONT WEALTH INC.$279,156$675,000,000$675,000,000
    490SCULATI WEALTH MANAGEMENT, LLC$279,292$255,273,054$255,273,054
    491ESSEX LLC$279,575$389,439,647$50,331,437$439,771,084
    492SPARTAN PLANNING GROUP$279,633$125,196,172$123,677,084$248,873,256
    493WEALTH MANAGEMENT SOLUTIONS, LLC$280,097$107,082,222$8,037,440$115,119,662
    494PATHWAYS ADVISORY GROUP, INC.$280,494$246,273,482$246,273,482
    495SOLUTIONS 4 WEALTH$281,082$63,816,122$79,535,689$143,351,811
    496WISDOM INDEX ADVISORS$281,301$169,343,106$169,343,106
    497FORTRESS FINANCIAL GROUP, LLC$281,363$130,091,782$17,060,909$147,152,691
    498HAUSMAN ADVISORS, LLC$281,553$129,795,932$129,795,932
    499CUSHING CAPITAL PARTNERS, LLC$281,846$184,955,525$25,301,575$210,257,100
    500FLYING POINT FINANCIAL, INC.$282,794$166,000,000$166,000,000
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    Showing 451 to 500 of 2,983 entries

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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.