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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
701Onyx Financial Advisors, LLC$314,776$260,634,932$260,634,932
702Wall Advisors, Inc.$314,872$121,906,371$4,042,567$125,948,938
703Chaney Capital Management Inc.$315,127$283,299,003$283,299,003
704Guardian Wealth Advisors, LLC$315,288$131,827,631$17,619,035$149,446,666
705Crossgate Wealth Advisors, LLC$315,550$186,815,387$1,568,248$188,383,635
706Excomp Asset Management Ltd$315,654$122,473,740$122,473,740
707Pure Financial Advisors, Inc.$315,989$3,252,712,647$38,940,547$3,291,653,194
708BCK Partners, Inc.$316,253$154,963,891$154,963,891
709ISI Financial Group Inc$316,403$610,025,923$610,025,923
710First Pacific Financial, Inc.$316,683$841,111,158$841,111,158
711Haverdink Financial Management, LLC$316,798$139,391,000$139,391,000
712Stern Capital Management, Inc.$316,930$189,311,437$212,650$189,524,087
713Bird Rock Asset Management, Lp.$316,955$113,019,352$5,204,988$118,224,340
714Jojenco Holdings, LLC$317,333$419,831,406$419,831,406
715West Financial Advisors, L.L.C.$317,343$365,900,000$9,200,000$375,100,000
716Carmichael Hill & Associates Inc$317,429$253,625,927$253,625,927
717Boulder Wealth Advisors, LLC$317,592$156,255,111$156,255,111
718Trisperity Advisors, LLC$317,679$200,903,704$2,410,642$203,314,346
719Litton Financial, LLC$317,789$279,972,495$279,972,495
720Gateway Advisory, LLC$318,050$684,442,727$684,442,727
721Crowley Wealth Management, Inc.$318,072$308,847,752$308,847,752
722Cornerstone Financial Planning, LLC$318,121$215,247,595$22,388,582$237,636,177
723KOENIG INVESTMENT ADVISORY, LLC$318,273$183,007,038$183,007,038
724R.P. Boggs & Co.$318,639$177,698,036$20,177,011$197,875,047
725Oldfather Financial Services LLC$318,844$269,527,808$19,664,072$289,191,880
726Rosecap Investment Advisors, LLC$318,891$200,713,062$15,495,373$216,208,435
727Rockbridge Investment Management, LLC$319,096$965,163,260$65,835,873$1,030,999,133
728RCS Financial Planning, LLC$319,110$135,302,683$135,302,683
729American Money Management, LLC$319,241$382,450,072$10,535,248$392,985,320
730Cairn Investment Group, Inc.$319,543$179,038,921$38,569,522$217,608,443
731Avion Wealth, LLC$319,724$500,687,553$500,687,553
732Meridian Financial Partners LLC$320,017$284,174,801$284,174,801
733Prospect Capital Services, Inc.$320,491$155,239,178$198,775$155,437,953
734Hurlow Wealth Management Group, Inc.$320,501$331,494,173$58,555,507$390,049,680
735Campbell Financial Partners, LLC$320,541$134,947,835$134,947,835
736Canvas Wealth Advisors, LLC$320,802$293,854,851$293,854,851
737Tru Independence Asset Management 2$320,938$140,249,842$140,249,842
7385C Capital Management, LLC$320,966$330,267,648$23,757,562$354,025,210
739Breakwater Capital, LLC$320,972$125,500,000$125,500,000
740Orca Wealth Management, LLC$321,646$115,970,487$15,582,589$131,553,076
741Sanford Advisory Services, LLC$322,089$800,943,270$20,383,559$821,326,829
742Sundvold Capital Management LLC$322,196$135,000,000$135,000,000
743Market Street Wealth Management Advisors, LLC$322,937$423,024,876$1,637,597$424,662,473
744Benchmark Capital Group Ltd.$323,007$108,804,014$2,956,530$111,760,544
745Minerva Planning Group, Inc.$323,397$121,273,710$121,273,710
746Loveless Wealth Management, LLC$323,812$205,620,347$205,620,347
747Beckerman Institutional, LLC$323,897$103,014,825$16,503,078$119,517,903
748Investor Advisory Group, LLC$323,956$141,568,794$141,568,794
749Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
750Thrive Wealth Management, LLC$324,638$518,330,582$38,098,990$556,429,572
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Showing 701 to 750 of 2,851 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.