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
    751LUMINA WEALTH MANAGEMENT, LLC$332,933$154,229,935$9,240,407$163,470,342
    752OLDFATHER FINANCIAL SERVICES LLC$333,280$323,563,000$11,049,711$334,612,711
    753THE KEYSTONE FINANCIAL ALLIANCE, LLC$333,333$147,000,000$3,000,000$150,000,000
    754CORNERSTONE WEALTH ADVISORS, INC.$333,388$419,376,648$35,364,613$454,741,261
    755TAYLOR FINANCIAL GROUP, INC.$333,461$316,787,879$316,787,879
    756MARKLE FINANCIAL LLC$333,524$138,937,453$10,815,024$149,752,477
    757HERITAGE FINANCIAL ADVISORS, LLC$333,783$157,545,608$157,545,608
    758ENTASIS ASSET MANAGEMENT LLC$333,796$116,070,279$3,762,649$119,832,928
    759FORTRESS WEALTH MANAGEMENT, INC.$334,068$291,097,434$1,212,289$292,309,723
    760PATRIOT INVESTMENT MANAGEMENT GROUP INC$334,243$1,605,415,069$5,299,797$1,610,714,866
    761FREEDOM DAY SOLUTIONS, LLC$334,687$345,076,732$21,405,688$366,482,420
    762SHORELINE WEALTH ADVISORS$335,247$222,603,939$222,603,939
    763SHARKEY HOWES & JAVER INC$335,297$903,625,913$903,625,913
    764CHRISTINE MESSMER, P.C.$335,351$1,232,132$168,119,940$169,352,072
    765CAMBRIDGE FINANCIAL GROUP, LLC$335,639$411,157,806$411,157,806
    766RUEDI WEALTH MANAGEMENT, INC.$335,726$318,804,006$11,549,922$330,353,928
    767FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC$335,757$125,237,537$125,237,537
    768SAGE PRIVATE WEALTH GROUP, LLC$335,761$352,399,688$1,827,854$354,227,542
    769DESTINY CAPITAL CORPORATION$336,235$266,676,348$27,529,393$294,205,741
    770ROSSJOHNSON & ASSOCIATES, LLC$336,658$133,989,797$133,989,797
    771BOULDER WEALTH ADVISORS, LLC$336,973$182,639,110$182,639,110
    772R.P. BOGGS & CO. WEALTH MANAGEMENT$337,374$230,569,439$8,291,610$238,861,049
    773THE RUDD COMPANY, LLC$337,873$152,168,295$23,863,788$176,032,083
    774TBH GLOBAL ASSET MANAGEMENT, LLC$337,930$832,882,751$56,211,942$889,094,693
    775REVOLVE WEALTH PARTNERS, LLC$338,086$640,335,096$640,335,096
    776ASCENT CAPITAL MANAGEMENT, LLC$338,298$357,912,095$14,554,229$372,466,324
    777CARLSBAD WEALTH ADVISORY GROUP, INC.$338,359$244,295,531$244,295,531
    778EQ WEALTH MANAGEMENT$338,360$356,022,051$130,877,652$486,899,703
    779UNITED FINANCIAL PLANNING GROUP LLC$338,505$172,431,995$4,605,881$177,037,876
    780BEACON FINANCIAL PLANNING, INC$338,516$260,657,661$260,657,661
    781WEST FINANCIAL ADVISORS, L.L.C.$338,560$463,900,000$11,100,000$475,000,000
    782TETLEY INVESTMENTS, LLC$338,626$129,435,161$16,512,735$145,947,896
    783GREAT RIVER FINANCIAL$338,808$108,290,774$6,226,345$114,517,119
    784RESOURCE PLANNING GROUP, LTD.$338,917$348,745,575$348,745,575
    785ASSETGRADE, LLC$338,954$201,096,694$581,186$201,677,880
    786PARAGON FINANCIAL ADVISORS$339,079$553,377,657$553,377,657
    787KEYSTONE FINANCIAL GROUP, INC.$339,413$141,969,116$244,761$142,213,877
    788ACCESS INVESTMENT ADVISORS INC$339,596$186,098,524$186,098,524
    789CORDIS FINANCIAL, LLC$339,842$164,143,690$164,143,690
    790MARTEL WEALTH ADVISORS INC$340,509$832,797,102$178,175,409$1,010,972,511
    791CANNON BEACH FINANCIAL ADVISORS$340,720$153,852,060$75,112,030$228,964,090
    792MEANS WEALTH MANAGEMENT$340,836$743,988,746$116,282,514$860,271,260
    793SURIENCE PRIVATE WEALTH LLC$340,927$134,469,209$878,718$135,347,927
    794TRISPERITY ADVISORS, LLC$341,028$236,472,231$2,247,464$238,719,695
    795CORINTHIAN WEALTH MANAGEMENT$341,871$102,677,231$1,593,484$104,270,715
    796AWM GLOBAL ADVISORS$342,025$103,633,443$103,633,443
    797CHAPMAN & CHAPMAN ADVISORS LLC$342,234$131,760,244$131,760,244
    798CAMPBELL FINANCIAL PARTNERS, LLC$342,254$164,624,048$164,624,048
    799LIGHTHOUSE FINANCIAL ADVISORS, INC.$342,808$91,303,899$523,350,596$614,654,495
    800HENDERSHOTT WEALTH MANAGEMENT, LLC$342,888$153,613,622$153,613,622
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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.