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
    501MASCOMA WEALTH MANAGEMENT$282,920$340,578,116$40,797,566$381,375,682
    502ADVICEONE ADVISORY SERVICES, LLC$282,928$1,299,488,224$1,299,488,224
    503BEACON WEALTHCARE LLC$283,085$232,941,056$2,868,836$235,809,892
    504SUCCESSFUL MONEY STRATEGIES INC$283,232$185,800,000$185,800,000
    505CGN ADVISORS, LLC$283,362$535,632,000$15,507,500$551,139,500
    506VOISARD ASSET MANAGEMENT GROUP$283,557$306,690,587$4,938,524$311,629,111
    507CREEKMUR ASSET MANAGEMENT, LLC$283,606$243,333,922$243,333,922
    508WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000$112,412,000
    509WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000$112,412,000
    510DIVERGENT PLANNING$283,969$200,198,469$200,198,469
    511FOSTER VICTOR WEALTH ADVISORS$284,033$990,674,000$127,278,000$1,117,952,000
    512QUATTRO ADVISORS L.L.C.$284,068$385,978,824$17,965,752$403,944,576
    513EARTH EQUITY ADVISORS, LLC$284,221$178,491,035$178,491,035
    514RFM FINANCIAL SOLUTIONS, LLC$284,411$137,676,515$39,511,767$177,188,282
    515MMHP INVESTMENT ADVISORS$284,788$402,690,744$402,690,744
    517STAKEHOLDERS CAPITAL$286,172$134,909,253$16,189,310$151,098,563
    518WILLIAM ALLAN, LLC$286,272$170,618,269$170,618,269
    519JOHN T. MCCARTHY, LLC$286,497$136,659,000$136,659,000
    520ASPIREAN WEALTH, LLC$286,700$49,239,365$89,236,670$138,476,035
    521PORTFOLIO ADVISORS, INC.$287,062$236,251,628$236,251,628
    522HOLDER WEALTH MANAGEMENT$287,763$202,584,800$202,584,800
    523BONFIRE FINANCIAL, LLC$287,941$148,103,663$3,065,407$151,169,070
    524FINANCIAL SOLUTIONS ASSOCIATES$288,100$137,712,000$137,712,000
    525TULL FINANCIAL GROUP, INC.$288,871$262,391,506$4,813,940$267,205,446
    526CEDAR FINANCIAL ADVISORS, LLC$289,013$121,385,291$121,385,291
    527WEALTHSTAR ADVISORS, LLC$289,128$717,616,108$717,616,108
    528BLUE SUMMIT WEALTH MANAGEMENT$289,440$168,743,694$168,743,694
    529THE NALLS SHERBAKOFF GROUP, LLC$289,803$238,507,962$238,507,962
    530COLLEGIATE CAPITAL MANAGEMENT, INC.$289,825$450,924,819$48,153,401$499,078,220
    532CAPE ANN CAPITAL, INC.$290,467$181,411,539$20,753,579$202,165,118
    533FINANCIAL CONSULTANTS GROUP INC$290,504$98,495,567$2,890,351$101,385,918
    534CX INSTITUTIONAL, LLC$290,552$1,480,654,465$1,480,654,465
    535DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC$290,816$135,290,848$229,237$135,520,085
    536TAYLOR & MORGAN ASSET MANAGEMENT, LLC$291,120$254,147,833$254,147,833
    537MONEY MANAGEMENT SERVICES INC$291,143$334,050,702$6,004,578$340,055,280
    538PITTSBURGH FINANCIAL PLANNERS, INC.$291,329$20,499,647$93,992,596$114,492,243
    539STRATEGIC PLANNING GROUP, INC.$291,391$202,735,534$10,853,982$213,589,516
    540INFINITI WEALTH MANAGEMENT$291,731$155,492,849$155,492,849
    541FINANCIAL PLAN, INC.$291,824$935,880,675$935,880,675
    542INTEGRITY ADVISORY, LLC$291,872$256,617,882$21,827,925$278,445,807
    543COVERED BRIDGE ADVISORS, LLC$292,080$134,604,985$12,895,273$147,500,258
    544WJ FINANCIAL ADVISORS, LLC$292,574$145,116,902$145,116,902
    545AMICUS FINANCIAL ADVISORS, LLC$292,776$364,506,125$364,506,125
    546MEREDITH WEALTH PLANNING$292,926$150,857,094$150,857,094
    547BLUE WATER WEALTH$293,560$292,385,972$292,385,972
    548T. ANTON INVESTMENT HOUSE, INC.$293,753$277,009,514$277,009,514
    549OREGON PACIFIC WEALTH MANAGEMENT$293,869$139,000,000$139,000,000
    550TFG ADVISORS$293,886$368,533,485$368,533,485
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    Showing 501 to 550 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.