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
    801BCR WEALTH STRATEGIES$343,247$353,544,205$353,544,205
    802VOYAGER CAPITAL MANAGEMENT, LLC$343,355$208,746,194$5,507,323$214,253,517
    803MELIORA CAPITAL$343,746$66,161,910$37,305,713$103,467,623
    805REDWOOD COAST FINANCIAL PARTNERS$343,822$143,030,000$143,030,000
    806WEALTH ADVISORS GROUP$344,053$754,999,486$29,786,508$784,785,994
    807SWEENEY & MICHEL, LLC$344,367$449,106,618$43,682,094$492,788,712
    808MKD WEALTH COACHES, LLC$344,476$320,908,240$28,734,594$349,642,834
    809BAZIS PRIVATE WEALTH, LLC$344,790$173,270,211$3,952,041$177,222,252
    810ASPIRE PLANNING ASSOCIATES, INC.$344,805$125,509,086$125,509,086
    811BRIGGS WEALTH MANAGEMENT, INC.$344,814$154,237,469$59,547,125$213,784,594
    812CAPITA FINANCIAL NETWORK, LLC$344,908$1,248,566,752$1,248,566,752
    813DIAMOND WEALTH MANAGEMENT, LLC$345,236$125,946,748$15,945,261$141,892,009
    814OWEN LARUE FINANCIAL GROUP$345,572$216,123,118$54,805,577$270,928,695
    815CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC$345,629$342,172,297$342,172,297
    817RAINSBERGER WEALTH ADVISORS$345,691$287,693,471$19,971,624$307,665,095
    818SHAKESPEARE WEALTH MANAGEMENT, LLC$345,764$387,601,090$387,601,090
    819IMPACT INVESTORS$346,157$217,038,045$41,195,128$258,233,173
    820BUCKLEY INVESTMENT GROUP, LLC$346,395$114,656,791$114,656,791
    821ARCHETYPE ADVISORS, LLC$346,512$120,586,288$120,586,288
    822STONY POINT WEALTH MANAGEMENT INC.$346,572$380,536,016$380,536,016
    823SANCTUARY WEALTH MANAGEMENT, LLC$347,389$220,244,549$220,244,549
    824ECLECTIC ASSOCIATES, INC.$347,723$905,408,774$165,579,070$1,070,987,844
    825WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$347,884$464,816,430$69,184,860$534,001,290
    826MAYFAIR ADVISORY GROUP, LLC$347,972$295,940,325$880,000$296,820,325
    827WILSEY ASSET MANAGEMENT INCORPORATED$348,077$479,650,469$479,650,469
    828CAMBRIDGE CAPE COD ADVISORS, LLC$348,107$158,388,604$158,388,604
    829MINERVA PLANNING GROUP$348,199$142,761,591$142,761,591
    830DELTA FINANCIAL GROUP, INC.$348,524$1,015,390,531$60,851,146$1,076,241,677
    831TANDEMGROWTH FINANCIAL ADVISORS, LLC$348,841$224,627,833$723,570$225,351,403
    832COTTONWOOD WEALTH STRATEGIES, LLC$349,040$204,996,636$25,718,916$230,715,552
    833ADIRONDACK CAPITAL ADVISORS, LLC$349,172$265,719,615$265,719,615
    834SANFORD ADVISORY$349,624$936,529,701$21,091,601$957,621,302
    835OLD MISSION INVESTMENT COMPANY, LLC$349,682$426,323,116$155,198,064$581,521,180
    836THE MILLSTONE EVANS GROUP, LLC$349,915$718,601,955$12,019,758$730,621,713
    837SCOTTSDALE WEALTH PLANNING, INC.$349,940$153,273,938$153,273,938
    838FINANCIAL ARCHITECTS, LLC$349,975$124,590,957$124,590,957
    839DES MOINES INVESTMENTS, LLC$350,000$140,000,000$140,000,000
    841TOWNSEND WEALTH MANAGEMENT$350,236$130,786,655$1,252,229$132,038,884
    842CASCADES CAPITAL ASSET MANAGEMENT, LLC$350,455$194,432,494$20,396,386$214,828,880
    843HOEY INVESTMENTS, INC.$350,909$386,000,442$386,000,442
    844INTEGRITY WEALTH SOLUTIONS LLC$351,307$176,047,943$3,470,131$179,518,074
    845BREAKWATER CAPITAL$351,373$131,413,439$131,413,439
    846FRANGO FINANCIAL$351,485$106,500,000$106,500,000
    847HARMONY ASSET MANAGEMENT LLC$351,497$116,697,087$116,697,087
    848CAPITAL MANAGEMENT ADVISORS INC$351,866$102,780,012$19,317,511$122,097,523
    849STERN CAPITAL MANAGEMENT, INC.$351,925$222,315,851$100,834$222,416,685
    850OMEGA WEALTH MANAGEMENT LLC$351,938$58,459,151$140,385,642$198,844,793
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    Showing 801 to 850 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.