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
51J2 Capital Management, Inc.$128,347$116,667,165$116,667,165
52Callahan Capital Management Inc$128,369$152,162,211$1,880,694$154,042,905
53Attentive Investment Managers, Inc.$128,737$127,350,862$12,972,830$140,323,692
54Saos Capital, LLC$129,999$112,309,667$15,869,422$128,179,089
55Trinity Capital Management, LLC$130,225$108,668,075$1,893,079$110,561,154
56Boyle Capital Management, L.L.C.$130,363$234,462,158$28,480,188$262,942,346
57Trustwell Financial Advisors, LLC$130,902$110,552,529$190,520$110,743,049
58Pioneer Wealth Management Group, Inc$132,948$114,000,000$1,000,000$115,000,000
59Macro Advisors, Inc.$133,092$153,364,519$5,281,125$158,645,644
60Lifeguide Financial Advisors, LLC$133,708$263,256,648$4,293,358$267,550,006
61EWA, LLC$133,756$198,806,844$623,631$199,430,475
62J.G.Hendricks Financial Services, LLC$135,663$261,620,266$5,364,411$266,984,677
63Wealthspan Partners, LLC$136,669$180,639,155$5,231,018$185,870,173
64Financial Strategies Group, Inc$137,957$361,840,593$18,230,834$380,071,427
65Applied Capital LLC$138,390$265,088,690$4,909,657$269,998,347
66Financial Forum, Inc.$139,213$182,508,594$182,508,594
67Lockshield Partners, Inc.$139,666$159,358,858$159,358,858
68Spreng Capital Management, Inc.$139,982$193,174,653$193,174,653
69Goalvest Advisory LLC$140,008$170,810,107$170,810,107
70Capasso Planning Partners LLC$140,514$140,350,000$10,000,000$150,350,000
71Review Services Inc$140,658$117,449,233$117,449,233
72Peterson Financial Group, Inc.$141,461$109,490,660$109,490,660
73Goodwin Investment Advisory, LLC$141,904$150,418,297$150,418,297
74Decker Retirement Planning Inc.$142,277$109,695,476$109,695,476
75Elite Financial, Inc.$143,594$126,218,702$126,218,702
76Truadvice LLC$143,725$484,782,934$4,600,122$489,383,056
77Mentor Capital Management Inc.$143,989$105,689,242$27,932,361$133,621,603
78Hemming& Wealth Management, Inc.$144,027$151,804,161$151,804,161
79John E. Sestina And Company$146,282$447,768,194$447,768,194
80Penobscot Wealth Management$147,214$228,930,168$282,774$229,212,942
81Lifestage Wealth Management LLC$147,795$161,306,873$2,154,030$163,460,903
82LJI WEALTH MANAGEMENT, LLC$149,042$310,751,963$310,751,963
83Valor Financial Services, LLC$149,106$180,120,011$180,120,011
84Truefg, LLC$149,750$178,600,000$1,400,000$180,000,000
85Demming Financial Services Corp.$150,061$432,625,331$432,625,331
86Lifecycle Financial Planners Inc.$150,229$391,142,406$130,003,482$521,145,888
87Gretchen Stangier, Inc.$150,438$185,339,268$185,339,268
88Jack Keeter & Associates, Inc.$150,836$106,325,241$12,985,874$119,311,115
89Elevage Partners, LLC$150,937$185,351,045$185,351,045
90Riley Wealth Advisors, LLC$151,325$125,600,000$125,600,000
91Kure Advisory, LLC$151,511$100,300,000$100,300,000
92Formula Folio Investments, LLC$151,803$2,830,280,439$636,742,811$3,467,023,250
93Basepoint Wealth, LLC$152,293$327,379,504$5,076,745$332,456,249
94M Wealth Management, LLC$153,392$140,046,579$140,046,579
95Kapusta Financial Group, Inc.$154,046$133,711,750$133,711,750
96J. Team Financial, Inc.$154,132$128,302,136$6,409,482$134,711,618
97Paradigm Wealth, LLC$154,339$234,733,981$16,066,180$250,800,161
98Allgen Financial Advisors, Inc.$155,041$263,570,000$263,570,000
99Fermata Advisors, LLC$155,421$148,760,000$47,847,079$196,607,079
100Morris Retirement Advisors, LLC$155,818$169,062,384$169,062,384
« Previous PageNext Page »

Showing 51 to 100 of 2,851 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.