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
    851FOUR PONDS FINANCIAL PLANNING$352,047$101,208,345$12,854,753$114,063,098
    852GARNER FINANCIAL MANAGEMENT$352,261$122,464,061$2,236,275$124,700,336
    853SIMPLEX WEALTH MANAGEMENT$352,336$221,992,147$7,731,248$229,723,395
    854TFS ADVISORS, LLC$352,438$121,591,218$121,591,218
    855HUDSON COMPANIES$352,477$100,190,827$23,176,053$123,366,880
    856MERIDIAN FINANCIAL PARTNERS LLC$352,569$358,914,757$358,914,757
    857SAYBROOK WEALTH GROUP, INC.$353,183$10,029,215$126,652,526$136,681,741
    858KOVALCIK & GERAGHTY WEALTH PARTNERS LLP$353,768$217,952,226$2,799,310$220,751,536
    859AMERICAN MONEY MANAGEMENT, LLC$354,253$541,554,684$11,433,517$552,988,201
    860HURLOW WEALTH MANAGEMENT GROUP, INC.$354,463$409,974,455$71,386,280$481,360,735
    861VANTAGE WEALTH MANAGEMENT, LLC$354,578$488,608,000$488,608,000
    862AFFINITY WEALTH MANAGEMENT LLC$354,908$611,358,912$45,575,015$656,933,927
    863WHITENER CAPITAL MANAGEMENT, INC$355,210$339,651,229$48,948,771$388,600,000
    864DESTINY WEALTH PARTNERS, LLC$355,733$944,785,686$2,886,276$947,671,962
    865BCK PARTNERS, INC.$355,978$191,516,171$191,516,171
    866INTEGRITY FINANCIAL CORPORATION$356,067$485,520,160$67,808,149$553,328,309
    867BRIGHTWATER ADVISORY, LLC$356,520$212,123,077$8,206,440$220,329,517
    868INVESTMENTS & FINANCIAL PLANNING, LLC$356,827$223,016,793$223,016,793
    869HEYDORN STONE CAPITAL MANAGEMENT LLC$357,284$99,926,910$1,541,612$101,468,522
    870BETTERWEALTH LLC$357,396$406,292,073$8,287,323$414,579,396
    871ADVISORS FINANCIAL, INC.$357,714$257,196,040$257,196,040
    872FAMILY WEALTH ADVISORY GROUP, LLC$357,905$172,715,069$93,208,473$265,923,542
    873GARDEY FINANCIAL ADVISORS INC$357,966$180,984,110$36,659,258$217,643,368
    874CITRINE CAPITAL$358,119$192,310,021$192,310,021
    875JPS FINANCIAL, LLC$358,237$221,380,767$15,413,686$236,794,453
    876ONYX FINANCIAL ADVISORS, LLC$358,248$326,363,848$326,363,848
    877ASPEN PRIVATE ADVISORS, LLC$358,383$145,145,021$145,145,021
    878SIGNALPOINT ASSET MANAGEMENT LLC$358,845$505,830,211$9,112,115$514,942,326
    879PLANNING CAPITAL MANAGEMENT CORP.$359,163$269,372,285$269,372,285
    880KEEN CAPITAL, LLC$359,188$109,077,075$2,630,475$111,707,550
    881GRIFFIN BLACK, INC.$359,228$188,953,738$188,953,738
    882CROWLEY WEALTH MANAGEMENT, INC.$359,503$339,371,220$339,371,220
    883ISI FINANCIAL GROUP INC$359,529$721,935,095$721,935,095
    884HHM WEALTH ADVISORS, LLC$360,259$828,092,340$36,889,855$864,982,195
    885TRANQUILLI FINANCIAL ADVISOR, LLC$360,525$161,515,341$161,515,341
    886ARBOR CAPITAL MANAGEMENT INC$360,556$296,026,331$6,840,683$302,867,014
    887CLARO ADVISORS, LLC$360,754$718,444,407$44,550,008$762,994,415
    888COSTELLO FINANCIAL PLANNING, INC.$360,809$101,842,309$18,307,017$120,149,326
    889FMA WEALTH MANAGEMENT, LLC$360,841$147,060,868$9,544,202$156,605,070
    890KILTERHOWLING LLC$360,938$171,414,500$29,266,931$200,681,431
    891RIVER STREET ADVISORS, LLC$361,052$182,302,710$4,000,115$186,302,825
    892GREAT GABLE WEALTH MANAGEMENT, LLC$361,130$136,507,086$136,507,086
    893TRADEWINDS, LLC$361,313$267,371,971$267,371,971
    894LIFESTEPS FINANCIAL$361,452$249,999,325$48,198,666$298,197,991
    895KMG FIDUCIARY PARTNERS, LLC$361,767$924,313,971$924,313,971
    896VISTA ADVISOR GROUP, LLC$361,867$168,201,869$2,961,236$171,163,105
    897SBC WEALTH MANAGEMENT$362,294$1,006,504,371$3,208,315$1,009,712,686
    898SHIRA RIDGE WEALTH MANAGEMENT$362,447$242,595,181$1,694,068$244,289,249
    899CLINTSMAN FINANCIAL PLANNING$362,767$508,599,590$508,599,590
    900INVESTOR ADVISORY GROUP$362,781$154,544,746$154,544,746
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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.