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
    1451RIVER CAPITAL ADVISORS, LC$505,267$217,677,105$49,103,719$266,780,824
    1452WAYCROSS INVESTMENT MANAGEMENT CO$506,313$158,476,095$158,476,095
    1453OAK ADVISORS, LLC$506,592$206,401,845$1,300,988$207,702,833
    1454O'BRIEN WEALTH PARTNERS LLC$506,775$948,175,951$948,175,951
    1455COURAGE MILLER PARTNERS, LLC$507,152$375,034,239$42,351,496$417,385,735
    1456ALL TERRAIN FINANCIAL ADVISORS$507,602$255,635,947$10,347,667$265,983,614
    1457ALLIED PORTFOLIO MANAGEMENT, INC.$507,737$179,231,161$179,231,161
    1458MARK SHEPTOFF FINANCIAL PLANNING LLC$507,935$411,427,392$411,427,392
    1459WICK CAPITAL PARTNERS, LLC$508,067$294,170,732$294,170,732
    1460PAINTED PORCH ADVISORS LLC$508,103$147,349,880$147,349,880
    1461GUARDIAN WEALTH MANAGEMENT$508,544$120,016,319$120,016,319
    1462TOPEL & DISTASI WEALTH MANAGEMENT, LLC$508,730$296,589,461$296,589,461
    1463FIFTH SET PRIVATE WEALTH MANAGEMENT LLC$508,739$111,132,418$28,262,102$139,394,520
    1464COLE WEALTH MANAGEMENT, LLC$508,772$145,000,000$145,000,000
    1465BRC WEALTH MANAGEMENT, LLC$508,968$187,809,294$187,809,294
    1466BARRY INVESTMENT ADVISORS, LLC$509,875$599,892,469$150,133,720$750,026,189
    1467CLEAR RIDGE WEALTH MANAGEMENT, LLC$510,106$147,153,971$3,837,466$150,991,437
    1468VALEO FINANCIAL ADVISORS, LLC$510,225$4,996,070,358$2,281,774,710$7,277,845,068
    1469BARNETT & CO INC$510,468$157,224,136$157,224,136
    1470CONSILIUM WEALTH ADVISORY, LLC$510,762$247,719,618$247,719,618
    1471SHOREPOINT CAPITAL PARTNERS LLC$510,830$441,989,588$28,995,973$470,985,561
    1472KADES & CHEIFETZ, LLC$511,330$421,335,696$421,335,696
    1473ORIN GREEN FINANCIAL, LLC$511,369$408,489,448$3,162,608$411,652,056
    1474MCM WEALTH$511,635$137,629,793$137,629,793
    1475NORTHSTAR FINANCIAL PLANNING, LLC$511,936$185,600,000$7,400,000$193,000,000
    1476JACOBSON & SCHMITT ADVISORS, LLC$512,102$456,282,437$456,282,437
    1477SFG INVESTMENT ADVISORS, INC.$512,772$328,174,026$328,174,026
    1478BAUGH & ASSOCIATES, LLC$513,351$216,633,068$1,098$216,634,166
    1479DELOS WEALTH ADVISORS$513,924$129,660,011$876,800$130,536,811
    1480NOVAPOINT CAPITAL LLC$514,402$348,767,000$3,084,000$351,851,000
    1481WALDEN WEALTH PARTNERS LLC$514,447$247,668,688$8,011,384$255,680,072
    1482MCCARTHY ASSET MANAGEMENT, INC.$514,482$374,028,444$374,028,444
    1483MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY$514,521$291,149,378$11,388,820$302,538,198
    1484SEASCAPE CAPITAL MANAGEMENT,LLC$514,543$299,978,752$299,978,752
    1485PRIVATE ADVISORY GROUP LLC$514,587$685,773,975$1,714,545$687,488,520
    1486INVESTMENT PARTNERS ASSET MANAGEMENT$514,653$188,880,270$7,202,433$196,082,703
    1487NOVI WEALTH PARTNERS$514,769$337,287,654$10,181,279$347,468,933
    1488BOURKE WEALTH MANAGEMENT$516,562$118,950,870$1,407,966$120,358,836
    1489FOREFRONT WEALTH MANAGEMENT$517,247$191,251,658$23,923,186$215,174,844
    1490YOUR SOURCE FINANCIAL$517,308$262,054,369$19,361,443$281,415,812
    1491WILLS FINANCIAL GROUP$517,509$345,178,384$345,178,384
    1492WINDSOR CAPITAL MANAGEMENT, LLC$518,519$626,371,000$626,371,000
    1493ABBEY STREET$518,906$207,562,522$207,562,522
    1494TUMWATER WEALTH MANAGEMENT, LLC$519,133$245,856,392$45,377,357$291,233,749
    1495ROWLING & ASSOCIATES LLC$519,419$583,078,452$32,433,227$615,511,679
    1496INTERVEST LTD$519,809$108,914,125$57,424,649$166,338,774
    1497SCHLINDWEIN ASSOCIATES LLC$519,892$231,351,764$231,351,764
    1498HWA FINANCIAL GROUP$520,351$222,710,159$222,710,159
    1499HERITAGE FINANCIAL PLANNING$520,828$262,497,085$262,497,085
    1500SALTMARSH FINANCIAL ADVISORS, L.L.C.$521,111$243,880,000$243,880,000
    « Previous PageNext Page »

    Showing 1,451 to 1,500 of 2,983 entries

    Page 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 | 32 | 33 | 34 | 35 | 36 | 37

    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.