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
101Meixler Investment Management, Ltd.$156,089$116,598,111$116,598,111
102Wetzel Investment Advisors, Inc.$156,125$204,401,779$10,270,547$214,672,326
103Bush Investment Group, LLC$157,200$136,901,928$18,846$136,920,774
104Wealth Forward, LLC$157,367$128,498,127$14,076,104$142,574,231
105Instrumental Wealth, LLC$157,697$132,780,712$132,780,712
106Beck Bode LLC$157,996$342,218,634$342,218,634
107Phillip James Consulting Co.$158,001$110,284,896$110,284,896
108Hallett Investments, LLC$158,810$114,819,960$114,819,960
109Shotwell Rutter Baer Inc$160,458$115,529,819$115,529,819
110First Mason Financial, LLC$160,628$107,781,083$107,781,083
111The Worley Banks Group, LLC$161,173$160,045,000$160,045,000
112Giraffes, Inc.$161,914$675,182,410$675,182,410
113Clear Creek Financial Management, LLC$162,329$834,996,069$23,888,493$858,884,562
114Fearless Solutions LLC$162,451$162,612,980$162,612,980
115GEOWEALTH MANAGEMENT LLC$162,534$348,904,049$1,699,184,958$2,048,089,007
116Vickery Financial Services, Inc.$163,240$261,347,199$261,347,199
117The Financial Consulate, Inc$164,257$576,805,455$8,605,887$585,411,342
118Miller Financial Services LLC$164,265$188,410,881$20,698,435$209,109,316
119TENBRIDGE PARTNERS LLC$164,481$117,603,812$117,603,812
120TSG Advice Partners, LLC$165,294$373,232,902$373,232,902
121Q3 Asset Management Corporation$165,402$340,349,222$196,545,918$536,895,140
122Dorman Financial Management, P.A.$166,121$152,081,722$1,414,074$153,495,796
123Canty Financial Management, Inc.$166,985$125,238,389$125,238,389
124Aquire Wealth Advisors, LLC$167,054$242,728,985$242,728,985
125Lifeworks Advisors, LLC$168,864$101,518,586$20,907,698$122,426,284
126Quinn Stauffer Financial, LLC$169,410$258,857,744$258,857,744
127Cypress Financial Planning, LLC$169,618$113,871,184$84,751,394$198,622,578
128HFM Investment Advisors, LLC$170,125$148,349,165$148,349,165
129Erickson Financial Group, LLC$170,504$113,985,498$1,274,928$115,260,426
130Keystone Wealth Partners, LLC$170,846$404,393,614$404,393,614
131SMB Financial Services, Inc.$170,995$128,965,331$7,317,522$136,282,853
132Midwest Financial Group LLC$171,957$311,164,875$9,535,299$320,700,174
133Financial Security Management, Inc$172,070$332,353,365$773,913$333,127,278
134Wealth Advisors Northwest LLC$172,717$125,813,592$4,933,092$130,746,684
135Madison Wealth Partners, Inc.$173,206$230,914,917$4,125,640$235,040,557
136Armada Advisors, Inc.$173,489$99,487,028$25,078,034$124,565,062
137NEWDAY SOLUTIONS, LLC$173,876$136,318,537$136,318,537
138D.R. Saur Financial, Inc.$174,138$126,250,191$126,250,191
139WR Wealth Planners LLC$174,299$268,420,940$268,420,940
140Fulcrum Equity Management, LLC$174,741$337,599,149$337,599,149
141Lucien Stirling & Gray Advisory Group Inc$175,039$124,893,764$48,569,797$173,463,561
142Pitzl Financial, LLC$175,356$203,062,743$203,062,743
143Waypoint Strategic Advisors, LLC$175,475$101,600,000$101,600,000
144Falcon Wealth Planning, Inc.$175,640$287,450,269$1,653,099$289,103,368
145Pacific Financial Strategies, Inc$175,933$129,486,615$129,486,615
146Private Wealth Management Of North Carolina LLC$176,505$116,610,080$765,776$117,375,856
147Action Point Financial Planning, LLC$176,751$170,200,000$3,900,000$174,100,000
148Kachkovsky & Fisher, Inc.$178,491$148,183,308$11,030,642$159,213,950
149Del-Sette Capital Management, LLC$178,570$117,677,366$117,677,366
150Pinnacle Wealth Management, Inc.$178,942$128,618,869$1,114,304$129,733,173
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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.