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
    1151VICKERMAN INVESTMENT ADVISORS, INC.$420,941$343,067,000$343,067,000
    1152FC360 WEALTH MANAGEMENT, INC.$421,673$98,045,213$22,131,601$120,176,814
    1153HARFST AND ASSOCIATES, INC.$422,036$582,667,131$1,008,625$583,675,756
    1154GREYSTONE FINANCIAL GROUP, LLC$422,115$600,348,630$17,206,142$617,554,772
    1155ENDEAVOR WEALTH ADVISORS, LLC$422,136$156,658,466$2,064,692$158,723,158
    1156THE MONEY ADVISOR GROUP, LLC$422,316$197,977,861$48,654,689$246,632,550
    1157TOTAL WEALTH PLANNING, LLC$422,430$752,209,289$63,503,116$815,712,405
    1158PRAIRIE WEALTH ADVISORS, INC.$422,433$334,886,436$63,467,839$398,354,275
    1159PINNACLE WEALTH ADVISORS$422,598$148,143,370$35,264,085$183,407,455
    1160TRINITY FINANCIAL ADVISORS LLC$422,714$360,574,741$360,574,741
    1161BRAZOS CAPITAL$423,134$127,585,289$1,047,321$128,632,610
    1162KENDALL CAPITAL MANAGEMENT$423,253$479,545,821$479,545,821
    1163FORTUNE FINANCIAL ADVISORS, LLC$423,517$194,719,466$96,236,410$290,955,876
    1164TRIAD FINANCIAL ADVISORS, INC.$423,577$942,142,652$22,341,178$964,483,830
    1165INTEGRAL WEALTH MANAGEMENT$423,646$187,579,870$43,730,867$231,310,737
    1166DBA STONE WEALTH MANAGEMENT$423,792$306,873,271$4,614,118$311,487,389
    1167RODGERS & ASSOCIATES$423,877$1,382,262,598$1,382,262,598
    1168THAMES FINANCIAL MANAGEMENT$423,938$100,938,640$102,127,502$203,066,142
    1169ECHO WEALTH MANAGEMENT, LLC$424,072$157,237,705$4,757,708$161,995,413
    1170TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC$424,113$238,477,730$86,393,087$324,870,817
    1171CORE WEALTH MANAGEMENT, INC.$424,580$271,306,891$271,306,891
    1172RHAME & GORRELL WEALTH MANAGEMENT$425,491$537,821,041$537,821,041
    1173SCHAEFER FINANCIAL MANAGEMENT, INC.$425,543$760,020,287$760,020,287
    1174WALL ADVISORS, INC.$425,592$181,181,193$4,802,650$185,983,843
    1175SHEPPARD WEALTH MANAGEMENT, LLC$425,687$153,786,063$21,171,098$174,957,161
    1176THRIVE WEALTH MANAGEMENT, LLC$426,082$730,163,962$43,174,296$773,338,258
    1177PATRON PARTNERS, LLC$426,227$244,505,837$8,246,816$252,752,653
    1178ROBERT GORDON & ASSOCIATES INC$426,608$187,441,438$103,078,276$290,519,714
    1179ASPYRE WEALTH PARTNERS$426,895$516,970,077$516,970,077
    1180TRINITY WEALTH MANAGEMENT, LLC$426,939$168,190,878$34,605,151$202,796,029
    1181FPC INVESTMENT ADVISORY, INC.$427,118$208,860,814$208,860,814
    1182SHERRILL & HUTCHINS FINANCIAL ADVISORY INC$427,165$571,546,813$571,546,813
    1183STONECROP WEALTH ADVISORS, LLC$427,229$234,429,857$1,827,558$236,257,415
    1184EXCELSIOR INVESTORS$428,389$162,116,131$13,523,238$175,639,369
    1185THEORY FINANCIAL$428,675$181,758,228$181,758,228
    1186SK WEALTH MANAGEMENT, LLC$429,282$423,504,499$9,640,685$433,145,184
    1187BLUELINE ADVISORS$429,453$109,800,494$82,594,663$192,395,157
    1188W.H. CORNERSTONE INVESTMENTS INC.$429,536$145,052,903$4,425,507$149,478,410
    1189J.E. SIMMONS & CO., P.C.$429,592$153,794,049$153,794,049
    1190CLAYTON WEALTH PARTNERS$429,602$706,694,758$706,694,758
    1191ASPEN WEALTH MANAGEMENT$429,725$284,369,696$7,843,247$292,212,943
    1192PARKER ADVISORY GROUP, LLC$430,664$192,506,783$192,506,783
    1193TCI WEALTH ADVISORS, INC.$430,668$3,748,280,993$16,185,876$3,764,466,869
    1194APRIEM ADVISORS$430,721$1,000,651,437$7,235,120$1,007,886,557
    1195GEM ASSET MANAGEMENT, LLC$431,332$414,078,422$414,078,422
    1196CRESCENT STERLING LTD.$431,505$176,790,000$32,490,000$209,280,000
    1197LIGHTHOUSE RETIREMENT$432,008$124,850,196$124,850,196
    1198CALLAHAN WEALTH ADVISORY$432,026$215,718,117$19,735,796$235,453,913
    1199INLIGHT WEALTH$432,139$328,712,173$16,566,603$345,278,776
    1200COOK WEALTH MANAGEMENT GROUP, LLC$432,503$456,290,351$456,290,351
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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.