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
    701CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC$321,098$154,292,540$3,687,496$157,980,036
    702WPG FINANCIAL GROUP, LLC$321,244$215,089,281$54,434,701$269,523,982
    703BREWSTER FINANCIAL PLANNING LLC$321,310$176,065,178$333,875$176,399,053
    704VALPEY FINANCIAL SERVICES LLC$321,324$153,962,124$10,234,241$164,196,365
    705FINANCIAL HARVEST WEALTH ADVISORS$321,659$268,459,357$447,483$268,906,840
    706BLUEPRINT PARTNERS LLC$321,705$166,000,000$166,000,000
    707JACKSON FINANCIAL SERVICES, LLC$321,864$26,523,535$258,970,038$285,493,573
    708HORIZONS WEALTH MANAGEMENT$322,087$163,298,018$163,298,018
    7095C CAPITAL MANAGEMENT, LLC$322,734$390,786,307$49,099,920$439,886,227
    710MCGLONE SUTTNER WEALTH MANAGEMENT, INC.$323,075$532,750,015$8,078,284$540,828,299
    711STARFOX FINANCIAL SERVICES, LLC$323,887$162,381,500$35,513,349$197,894,849
    712STERLING WEALTH ADVISORS, INC.$324,424$149,883,686$149,883,686
    713SAXON FINANCIAL GROUP$324,536$299,705,318$149,128,428$448,833,746
    714ADVANCE CAPITAL MANAGEMENT INC$324,732$4,018,991,314$50,545,492$4,069,536,806
    715GUARDIAN WEALTH MANAGEMENT, INC.$324,938$343,399,658$710,038$344,109,696
    716ADAMS WEALTH ADVISORS$325,042$473,261,221$473,261,221
    717CORNERSTONE FINANCIAL PLANNING, LLC$325,094$256,532,126$10,045,067$266,577,193
    718CORDANT, INC.$325,159$254,109,897$5,366,974$259,476,871
    719GENESIS WEALTH ADVISORS, LLC$325,354$210,829,362$210,829,362
    720DAVIS PRIVATE WEALTH, LLC$325,843$112,700,000$3,300,000$116,000,000
    721IRONRIDGE WEALTH MANAGEMENT, LLC$326,492$112,313,224$112,313,224
    722ISTO ADVISORS, LLC$327,242$643,959,548$30,486,437$674,445,985
    723VAWTER FINANCIAL LTD$327,473$215,477,134$215,477,134
    724VITAL INVESTMENT MANAGEMENT LLC$327,760$155,171,226$1,170,499$156,341,725
    725CAMBRIDGE CAPITAL MANAGEMENT, LLC$327,779$258,665,422$36,663,856$295,329,278
    726TEAMWORK FINANCIAL ADVISORS, LLC$328,014$606,169,667$606,169,667
    727KOA WEALTH MANAGEMENT, LLC$328,383$144,709,608$31,303,810$176,013,418
    728GIBSON WEALTH ADVISORS, LLC$328,521$114,653,700$114,653,700
    729BECKERMAN INSTITUTIONAL, LLC$328,752$143,352,990$5,900,606$149,253,596
    730KAHLER FINANCIAL GROUP, INC.$328,768$178,850,000$178,850,000
    731GALECKI FINANCIAL MANAGEMENT INC$328,951$621,059,259$621,059,259
    732PRAIRIEWOOD WEALTH MANAGEMENT$329,056$151,694,613$151,694,613
    733RABE INVESTMENT CONSULTING GROUP$329,238$106,427,035$16,378,909$122,805,944
    734GATEWAY ADVISORY, LLC$329,345$738,721,602$738,721,602
    735MAROTTA WEALTH MANAGEMENT, INC.$330,193$550,852,298$18,731,278$569,583,576
    736SHORELINE FINANCIAL ADVISORS, LLC$330,255$211,541,391$11,710,959$223,252,350
    737SAMALIN WEALTH$330,444$284,269,659$41,217,960$325,487,619
    738COIGN CAPITAL ADVISORS LLC$330,548$316,334,125$316,334,125
    740SUNBURST FINANCIAL GROUP, LLC$330,655$457,991,142$35,677,471$493,668,613
    741NVEST WEALTH STRATEGIES, INC.$330,876$151,101,819$1,762,867$152,864,686
    742DAVIS CAPITAL MANAGEMENT$331,014$166,200,000$300,000$166,500,000
    743ABOUND WEALTH MANAGEMENT, LLC$331,128$758,604,290$32,790,882$791,395,172
    744SACHETTA, LLC$331,227$660,918,091$15,116,217$676,034,308
    745KOENIG INVESTMENT ADVISORY, LLC$331,834$214,032,937$214,032,937
    746OARSMAN CAPITAL, INC$331,947$468,039,499$1,001,510$469,041,009
    747FINANCIAL FREEDOM FOR DENTISTS LLC$332,000$116,200,000$116,200,000
    748FINANCIAL DESIGNS CORPORATION$332,297$326,955,463$98,716,775$425,672,238
    750APPROACH RETIREMENT ADVISORS, LLC$332,716$65,056,855$99,970,065$165,026,920
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    Showing 701 to 750 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.