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
    1351MONTEREY PRIVATE WEALTH, INC.$474,464$823,177,163$35,128,609$858,305,772
    1352DONALD W. NICHOLSON & ASSOCIATES LTD$475,020$209,008,848$209,008,848
    1353MONARCH WEALTH STRATEGIES$475,064$228,615,961$16,992,210$245,608,171
    1354DEFINE FINANCIAL, LLC$475,252$139,723,964$139,723,964
    1355EVERSOURCE WEALTH ADVISORS, LLC$475,548$1,154,120,995$37,126,154$1,191,247,149
    1356ATWATER MALICK$475,797$405,379,058$405,379,058
    1357HILLCREST FINANCIAL GROUP$476,467$381,650,000$381,650,000
    1358TRU INDEPENDENCE ASSET MANAGEMENT 2$476,698$284,588,722$284,588,722
    1359WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC.$476,790$396,689,542$396,689,542
    1360FINANCIAL AVENGERS, INC.$476,817$337,586,672$337,586,672
    1361CAPITAL CS GROUP, LLC$477,049$140,942,740$19,822,635$160,765,375
    1362STILLWATER CAPITAL ADVISORS, LLC$477,711$802,766,409$85,298,088$888,064,497
    1363WOOSTER CORTHELL WEALTH MANAGEMENT, INC.$477,917$466,446,674$466,446,674
    1364FINANCIAL FREEDOM$477,961$347,478,000$347,478,000
    1365CASSIA CAPITAL PARTNERS LLC$478,495$164,123,645$164,123,645
    1366WARBURTON CAPITAL MANAGEMENT, LLC$478,984$490,839,502$1,076,719$491,916,221
    1367NAPA WEALTH MANAGEMENT$479,254$257,838,672$257,838,672
    1368ZRC WEALTH MANAGEMENT, LLC$479,419$282,861,747$1,433,434$284,295,181
    1369FIDUCIARY FINANCIAL GROUP$479,957$320,976,607$2,514,102$323,490,709
    1370PINNACLE FINANCIAL GROUP LLC$480,431$433,292,955$25,518,633$458,811,588
    1371DOMANI WEALTH, LLC$480,458$1,475,989,877$17,274,439$1,493,264,316
    1372CAISSA WEALTH STRATEGIES$480,899$236,417,921$2,588,760$239,006,681
    1373CLAYTON FINANCIAL GROUP, LLC$481,218$57,826,954$1,324,712,810$1,382,539,764
    1374MONTVUE CAPITAL MANAGEMENT, INC.$481,236$196,599,735$5,519,582$202,119,317
    1375MARRICK WEALTH$481,287$83,829,547$30,235,573$114,065,120
    1376ARCHER POINTE WEALTH MANAGEMENT, LLC$481,440$105,835,785$20,301,370$126,137,155
    1377BRIGGS ADVISORY GROUP, INC.$481,766$433,107,395$433,107,395
    1378MARKS GROUP WEALTH MANAGEMENT, INC.$482,254$1,405,831,251$215,506,949$1,621,338,200
    1379SOUNDMARK WEALTH MANAGEMENT, LLC$482,365$411,939,374$411,939,374
    1380BRIGHTPATH WEALTH PLANNING, LLC$482,715$141,435,545$141,435,545
    1381ROSEROCK WEALTH MANAGEMENT, LLC$483,217$132,500,000$5,700,000$138,200,000
    1382HORIZON FAMILY WEALTH, INC.$483,689$155,264,045$155,264,045
    1383WEALTH PRESERVATION ADVISORS, LLC$484,163$373,093,331$26,341,402$399,434,733
    1384CLUTINGER WILLIAMS & VERHOYE INC$484,373$118,507,517$10,819,983$129,327,500
    1385LD LOWE WEALTH ADVISORY$484,437$120,140,383$120,140,383
    1386ALTFEST PERSONAL WEALTH MANAGEMENT$484,505$1,527,955,353$27,305,515$1,555,260,868
    1387CJM WEALTH ADVISERS, LTD.$485,051$1,069,164,263$61,003,551$1,130,167,814
    1388THE RELAXING RETIREMENT COACH, INC.$485,304$536,260,452$536,260,452
    1389AHL INVESTMENT MANAGEMENT, INC.$485,645$157,105,369$729,161$157,834,530
    1390FAI WEALTH MANAGEMENT$485,695$318,130,095$318,130,095
    1391CAPITAL SQUARE, LLC$486,170$302,888,034$2,426,612$305,314,646
    1392STRATHMORE CAPITAL ADVISORS$486,559$358,444,155$9,880,985$368,325,140
    1393RICHARD P. SLAUGHTER ASSOCIATES, INC.$486,710$741,546,369$13,827,189$755,373,558
    1394MISSION CREEK CAPITAL PARTNERS, INC.$486,828$493,156,933$493,156,933
    1395COLUMBIA RIVER ADVISORS$487,266$483,104,437$12,932,297$496,036,734
    1396SECHREST FINANCIAL SERVICES$488,521$170,005,422$170,005,422
    1397TOWERCREST CAPITAL MANAGEMENT, LLC$488,937$606,770,591$606,770,591
    1398ARISTA WEALTH MANAGEMENT, LLC$489,579$434,776,780$89,072,338$523,849,118
    1399BILTMORE CAPITAL ADVISORS$489,768$644,534,683$644,534,683
    1400JOHNSON WEALTH MANAGEMENT, LLC$489,956$171,084,186$16,078,888$187,163,074
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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.