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
    551CERTIFIED PLANNERS, INC.$293,928$185,468,350$185,468,350
    552CERTIFIED PLANNERS, INC.$293,928$185,468,350$185,468,350
    553ALPHA FINANCIAL ADVISORS, LLC$294,319$412,341,503$412,341,503
    554NORTH RIDGE WEALTH ADVISORS, INC.$294,518$130,177,138$130,177,138
    555PANORAMIC INVESTMENT ADVISORS$294,556$191,461,660$191,461,660
    556EVERHART ADVISORS$294,635$995,655,133$98,913,077$1,094,568,210
    557HASSELL WEALTH MANAGEMENT$294,785$246,735,025$246,735,025
    558BUTTONWOOD FINANCIAL GROUP, LLC$295,120$448,827,547$134,920,277$583,747,824
    559MCCLARREN FINANCIAL ADVISORS$295,228$246,962,500$44,427,500$291,390,000
    560WALLACE HART CAPITAL MANAGEMENT$295,390$215,220,000$27,000,000$242,220,000
    561BERNARD WEALTH MANAGEMENT CORP.$295,514$147,123,739$23,683,431$170,807,170
    562CONSILIO WEALTH ADVISORS, LLC$295,958$240,613,799$240,613,799
    563BROWN WEALTH MANAGEMENT, LLC$296,638$140,869,000$22,282,000$163,151,000
    564BEAR MOUNTAIN CAPITAL INC.$296,691$280,381,835$881,603$281,263,438
    565BARRON FINANCIAL GROUP, LLP$296,717$111,648,675$3,477,366$115,126,041
    566CYPRESS CAPITAL, LLC$296,769$359,387,124$359,387,124
    567PERSPECTIVE FINANCIAL SERVICES LLC$297,736$229,042,449$1,702,891$230,745,340
    568KAIZEN FINANCIAL STRATEGIES, LLC$297,783$175,382,332$1,203,138$176,585,470
    569HIGHLAND FINANCIAL ADVISORS, LLC$297,967$377,822,340$377,822,340
    570S.E.E.D. PLANNING GROUP, LLC$298,297$329,916,002$329,916,002
    571DIASTOLE WEALTH MANAGEMENT$299,080$220,959,129$128,665,716$349,624,845
    572GRAND CENTRAL INVESTMENT GROUP, LLC$299,180$96,234,126$28,224,779$124,458,905
    573WEALTH MANAGEMENT SOLUTIONS$299,293$152,096,000$3,237,000$155,333,000
    574MACKE FINANCIAL ADVISORY GROUP$299,537$128,201,895$128,201,895
    575GREY FOX WEALTH ADVISORS, LLC$299,563$119,160,002$31,520,342$150,680,344
    576QUARRY HILL ADVISORS$299,567$174,930,218$19,189,057$194,119,275
    577MENDOTA FINANCIAL GROUP, LLC$299,580$329,942,076$9,182,835$339,124,911
    578EVERGREEN ADVISORS, LLC$300,057$323,396,596$45,073,063$368,469,659
    579IOWA WEALTH MANAGEMENT, LLC$300,210$100,484,966$4,288,189$104,773,155
    580NORTHSTAR FINANCIAL PLANNERS, INC.$300,262$236,005,602$236,005,602
    581AGILIS WEALTH MANAGEMENT,LLC$300,771$101,359,732$101,359,732
    582SQUIRE WEALTH ADVISORS$300,849$302,820,505$4,045,708$306,866,213
    583CLARK FINANCIAL ADVISORS$300,893$282,237,939$282,237,939
    584BURNS MATTESON CAPITAL MANAGEMENT, LLC$300,943$326,068,170$4,066,215$330,134,385
    585GROVE STREET FIDUCIARY, LLC$301,224$345,405,527$13,352,208$358,757,735
    586FAMILY INVESTMENT CENTER$301,276$483,548,203$483,548,203
    587PURTILL FINANCIAL LLC$301,656$182,501,617$182,501,617
    588HERITAGE WEALTH MANAGEMENT GROUP, LTD$302,081$138,573,135$21,529,839$160,102,974
    589STONEBRIDGE WEALTH MANAGEMENT$302,085$162,087,659$9,496,742$171,584,401
    590CLEARVIEW INVESTMENT PARTNERS, LLC$302,136$114,509,721$114,509,721
    591WINDWARD PRIVATE WEALTH MANAGEMENT INC.$302,159$276,475,386$276,475,386
    592FOCUS FINANCIAL ADVISORS$302,456$130,055,949$130,055,949
    593SANCHEZ & ZURES, LLC$302,561$165,198,502$165,198,502
    594HERON WEALTH$302,751$321,134,708$133,596,688$454,731,396
    595FORT VANCOUVER INVESTMENT MANAGEMENT, LLC$302,927$157,825,101$157,825,101
    596ARISTA ADVISORY GROUP, LLC$302,998$206,079,038$10,564,793$216,643,831
    597NORTHLAND CAPITAL MANAGEMENT$303,160$151,883,044$151,883,044
    598LEVEL FINANCIAL ADVISORS, INC.$303,396$545,201,873$545,201,873
    599ASCEND INVESTMENT PARTNERS$303,437$493,388,105$493,388,105
    600COPPERLEAF CAPITAL, LLC$303,514$180,695,455$17,195,898$197,891,353
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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.