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
    1201GALLACHER CAPITAL MANAGEMENT, LLC$432,538$404,659,000$50,371,000$455,030,000
    1202INSIGHT STRATEGIC WEALTH LLC$433,461$187,658,239$2,631,293$190,289,532
    1203SWITCHPOINT FINANCIAL PLANNING LLC$433,740$129,688,276$129,688,276
    1204DEL MAR WEALTH MANAGEMENT INC$434,047$130,648,207$130,648,207
    1205IMPACTFOLIO LLC$434,116$146,297,039$146,297,039
    1206BROWN FINANCIAL ADVISORY$434,282$281,584,610$3,738,727$285,323,337
    1207AVL/WEALTHCARE, LLC$434,479$122,088,640$122,088,640
    1208TEALWOOD ASSET MANAGEMENT$434,752$364,054,288$267,470$364,321,758
    1209B&C FINANCIAL ADVISORS$435,132$474,855,852$7,705,872$482,561,724
    1210CYNDEO WEALTH PARTNERS$435,147$1,385,506,598$1,385,506,598
    1211MCKINLEY CARTER WEALTH SERVICES, INC.$435,800$2,038,462,444$56,427,104$2,094,889,548
    1212TRUST INVESTMENT ADVISORS$435,895$170,434,821$170,434,821
    1213NOVA R WEALTH, INC.$436,788$406,037,157$14,153,250$420,190,407
    1214ANDREW HILL INVESTMENT ADVISORS, INC.$436,800$152,880,000$152,880,000
    1215WINDWARD WEALTH STRATEGIES, INC.$436,802$168,605,663$168,605,663
    1217HERITAGE FINANCIAL SERVICES, LLC$436,848$2,228,359,850$2,228,359,850
    1218SALVUS WEALTH MANAGEMENT, LLC$437,244$249,666,338$249,666,338
    1219INNOVATIVE ADVISER SOLUTIONS, LLC$437,382$101,910,000$101,910,000
    1220MORRIS FINANCIAL CONCEPTS, INC.$437,504$345,638,268$10,052,417$355,690,685
    1221LAUREL WEALTH PLANNING$437,627$329,277,851$12,508,683$341,786,534
    1222CAPITAL INVESTMENT ADVISORS, LLC$437,650$4,209,677,657$14,518,421$4,224,196,078
    1223VERUS FINANCIAL PARTNERS$437,688$983,047,963$983,047,963
    1224HERITAGE WEALTH MANAGEMENT$437,966$208,548,000$10,435,140$218,983,140
    1225J.K. FINANCIAL, INC.$438,182$168,700,000$168,700,000
    1226SILICON VALLEY WEALTH ADVISORS, LLC$438,206$467,055,632$12,341,354$479,396,986
    1227BLUEKEY WEALTH ADVISORS, LLC$438,231$133,443,768$26,510,540$159,954,308
    1228SJA FINANCIAL ADVISORY, LLC$438,241$534,899,605$631,046$535,530,651
    1229CHURCHILL MANAGEMENT GROUP$438,845$7,782,747,396$132,260,254$7,915,007,650
    1230AMERICAN FINANCIAL ADVISORS, LLC.$439,225$925,887,267$925,887,267
    1231HAGER INVESTMENT MANAGEMENT SERVICES, LLC$439,383$110,806,803$6,069,193$116,875,996
    1232RETIREMENT ADVISORS, INC.$439,441$153,421,822$1,261,317$154,683,139
    1233TRUENORTH WEALTH ADVISORS$439,528$201,743,225$201,743,225
    1234S. R. SCHILL & ASSOCIATES, INC.$439,619$262,196,390$255,917$262,452,307
    1235BEDEL FINANCIAL CONSULTING INC$440,066$1,885,007,422$6,836,100$1,891,843,522
    1236CLARITY WEALTH MANAGEMENT, INC.$440,525$118,315,336$9,436,822$127,752,158
    1237WATERWAY WEALTH MANAGEMENT, L.L.C.$440,587$498,744,808$498,744,808
    1238KAIZEN FINANCIAL ADVISORS, LLC$440,815$173,765,000$54,577,000$228,342,000
    1239MSP WEALTH MANAGEMENT, LLC$441,343$169,701,420$1,098,444$170,799,864
    1240SENSIBLE MONEY, LLC$441,427$405,671,398$405,671,398
    1241ALLRED CAPITAL MANAGEMENT, LLC$441,490$367,458,220$35,180,922$402,639,142
    1242CLARITI WEALTH ADVISORS$441,969$409,982,437$81,045,570$491,028,007
    1243HIGH NOTE WEALTH, LLC$442,107$433,933,998$214,749$434,148,747
    1244MAGNUS FINANCIAL GROUP LLC$442,705$1,129,782,370$1,129,782,370
    1245CARTER FINANCIAL, LLC$442,709$237,854,260$1,208,404$239,062,664
    1246DAVIS FINANCIAL PLANNING$442,929$104,974,126$104,974,126
    1247BERKSHIRE MONEY MANAGEMENT, INC.$443,571$853,221,718$209,642$853,431,360
    1248WILLOW GROVE ADVISORS, LLC$443,904$185,103,991$4,104$185,108,095
    1249S.F. EHRLICH ASSOCIATES, INC.$444,100$153,214,338$153,214,338
    1250BIP WEALTH, LLC$444,156$1,474,245,352$728,323,016$2,202,568,368
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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.