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
501Financial Service Group Inc$272,961$284,971,179$284,971,179
502Squire Investment Management Company, LLC$273,034$243,495,356$3,054,295$246,549,651
503The Rudd Company, LLC$273,407$133,407,934$18,059,648$151,467,582
504Compass Wealth Management, LLC$273,438$250,469,210$250,469,210
505Poehling Capital Management, Inc.$273,705$311,219,463$4,909,767$316,129,230
506All Season Financial Advisors, Inc.$273,706$204,731,971$204,731,971
507Hassell Wealth Management, L.L.C.$274,094$202,829,858$202,829,858
508Arcadia Wealth Management, Inc.$274,172$194,356,049$2,773,518$197,129,567
509Retirement Benchmark, LLC$274,298$13,550,787$2,990,564,357$3,004,115,144
510Starfox Financial Services, LLC$274,507$132,389,838$12,000,830$144,390,668
511SGH Wealth Management$274,533$225,117,074$225,117,074
512RHS Financial, LLC$274,733$140,975,270$6,831,287$147,806,557
513GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
514Cahill Financial Advisors, Inc.$275,545$832,895,467$134,267,025$967,162,492
515Heritage Financial Advisors, LLC$275,780$137,338,542$137,338,542
516Purtill Financial LLC$275,857$158,065,817$158,065,817
517MSP Wealth Management, LLC$276,122$134,682,686$5,863,243$140,545,929
518Schwarz Dygos Wheeler Investment Advisors LLC$276,168$428,346,284$14,627,825$442,974,109
519Focus Wealth Planning Inc$276,254$115,474,005$115,474,005
520Essex LLC$277,112$362,751,227$57,073,351$419,824,578
521Family Investment Center, Inc.$277,660$391,068,891$10,982,962$402,051,853
522Thor Investment Management Inc$278,419$359,717,964$359,717,964
523Stony Point Wealth Management Inc.$278,873$287,061,848$455,837$287,517,685
524BLUE WATER WEALTH$278,912$192,000,000$13,000,000$205,000,000
525Tull Financial Group, Inc.$279,074$226,698,940$2,979,356$229,678,296
526Tim Looney Investments, LLC$279,169$288,102,838$288,102,838
527Boston Hill Advisors, LLC$279,306$885,829,540$34,483,041$920,312,581
528Kaydan Wealth Management, Inc.$279,601$547,459,112$547,459,112
529Sachetta & Callahan, LLC$279,761$268,849,926$268,849,926
530BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
531Windward Private Wealth Management Inc.$280,878$234,533,071$234,533,071
532Galecki Financial Management Inc$280,918$552,566,334$552,566,334
533TABR Capital Management, LLC$280,924$165,744,978$165,744,978
534Jackson Financial Services, LLC$281,110$14,025,956$234,756,536$248,782,492
535Flagstone Financial Management, LLC$281,496$209,151,734$209,151,734
536Griffin Black, Inc.$281,548$147,531,179$147,531,179
537Vam Group, Inc.$281,629$254,169,914$4,084,010$258,253,924
538Holifield Financial Advisory Services, Inc$281,860$104,100,000$26,683,000$130,783,000
539Waller Financial Planning Group, Inc.$281,887$443,857,580$60,437,513$504,295,093
540Garrett Investment Advisors, LLC$281,965$435,543,003$30,545,475$466,088,478
541Mascoma Wealth Management LLC$282,058$259,132,759$45,207,933$304,340,692
542Deighan Associates Inc$282,342$208,368,753$3,105,364$211,474,117
543Ironridge Wealth Management, LLC$282,526$107,924,874$107,924,874
544Carbahal Olsen Financial Services Group LLC$282,545$129,776,658$3,301,805$133,078,463
545Dynamic Advisor Solutions LLC$282,830$2,383,759,498$415,128,400$2,798,887,898
546Kane Company, P.C.$282,932$134,109,582$134,109,582
547Koenig Investment Advisory, LLC$282,977$199,781,708$199,781,708
548The Legacy Financial Group, Inc.$283,100$263,000,000$263,000,000
549Financially Speaking Inc$283,167$163,926,735$3,141,644$167,068,379
550Geier Asset Management Inc$283,299$323,299,000$30,258,000$353,557,000
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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.