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
    1551MORLING FINANCIAL ADVISORS, LLC$536,269$501,411,899$501,411,899
    1552PRIVATE FINANCIAL COUNSELING$536,886$238,914,220$238,914,220
    1553THE ARKANSAS FINANCIAL GROUP, INC.$536,960$743,689,169$743,689,169
    1554WESTHILL FINANCIAL ADVISORS, INC.$537,549$549,509,609$12,228,701$561,738,310
    1555SACKS & ASSOCIATES, LLC$538,136$156,000,000$34,500,000$190,500,000
    1556ROTH FINANCIAL PARTNERS LLC$538,166$359,494,846$359,494,846
    1557CASTLE WEALTH MANAGEMENT$538,984$407,038,482$16,602,863$423,641,345
    1558HORIZON WEALTH ADVISORS$539,150$319,913,586$45,629,911$365,543,497
    1559STOKES CAPITAL ADVISORS, LLC$539,242$373,260,218$9,601,883$382,862,101
    1560CORNERSTONE INVESTMENT ADVISORS, LLC$539,365$93,603,015$46,092,448$139,695,463
    1561BONTEMPO OHLY CAPITAL MANAGEMENT, LLC$539,385$332,800,454$332,800,454
    1562STEPHENSON AND COMPANY, INC.$539,733$137,185,630$90,581,889$227,767,519
    1563SAGE STONE WEALTH MANAGEMENT LLC$539,815$173,066,167$5,612,517$178,678,684
    1564PEARL WEALTH LLC$539,986$127,023,089$5,273,476$132,296,565
    1565CEDAR VALLEY WEALTH ADVISORS$540,088$178,768,983$178,768,983
    1566DEAN ROLAND RUSSELL, LLC$540,343$303,672,725$303,672,725
    1567WATTS GWILLIAM & COMPANY, LLC$540,843$429,123,742$9,500,000$438,623,742
    1568MY WEALTH MANAGEMENT, INC$540,909$150,000,000$4,700,000$154,700,000
    1569KEENE & DORCHAK$541,242$166,262,698$1,522,228$167,784,926
    1570CAPITAL ASSET MANAGEMENT, INC.$541,320$144,542,105$2,155,574$146,697,679
    1571WINNING POINTS ADVISORS, L.L.C.$541,712$251,896,182$251,896,182
    1572SAGEBROADVIEW WEALTH MANAGEMENT, LLC$543,426$297,253,818$297,253,818
    1573ROSECAP INVESTMENT ADVISORS, LLC$543,900$331,500,100$14,420,000$345,920,100
    1574CHATHAM WEALTH MANAGEMENT$544,008$440,646,436$440,646,436
    1575KMH WEALTH MANAGEMENT, LLC$544,121$639,400,430$11,368,738$650,769,168
    1576BLUE CHIP PARTNERS, INC.$544,220$1,090,638,705$8,141,800$1,098,780,505
    1577CERRO PACIFIC WEALTH ADVISORS, LLC$544,294$346,715,581$346,715,581
    1578MOLLER FINANCIAL SERVICES$544,633$545,043,200$1,223,443$546,266,643
    1579FOCUSED ALPHA, LLC$545,328$284,115,839$284,115,839
    1580AEQUITAS INVESTMENT ADVISORS, LLC$545,708$684,863,869$684,863,869
    1581HAYDEN HARPER WEALTH ADVISORY, LLC$545,954$124,477,430$124,477,430
    1582HANSON & DOREMUS INVESTMENT MANAGEMENT$546,092$602,212,258$36,715,039$638,927,297
    1583STRATEGIQ FINANCIAL GROUP, LLC$546,570$1,810,353,011$15,736,185$1,826,089,196
    1584NO FATE BWWM$546,584$103,581,425$22,679,384$126,260,809
    1585BAY POINT WEALTH$547,194$697,982,418$784,908$698,767,326
    1586CARPENTER, CLAYDON ADVISORS, INC.$548,652$3,887,265$199,113,861$203,001,126
    1587AGILI, P.C.$549,195$1,065,388,598$1,148,790$1,066,537,388
    1588LEGACY WEALTH MANAGEMENT INC$549,771$1,975,307,764$101,177,729$2,076,485,493
    1589NAUSET WEALTH MANAGEMENT, LLC$550,821$328,289,141$328,289,141
    1590PARAGON FINANCIAL PARTNERS$550,846$170,883,374$92,971,645$263,855,019
    1591CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC$551,555$510,188,103$510,188,103
    1592GATES PASS ADVISORS, LLC$551,647$130,754,945$2,191,988$132,946,933
    1593TANNIN CAPITAL, LLC$552,542$193,185,964$14,017,371$207,203,335
    1594PENNEY FINANCIAL$552,759$127,687,390$127,687,390
    1595HOPWOOD FINANCIAL SERVICES, INC.$552,770$531,765,109$531,765,109
    1596FRAZIER FINANCIAL CONSULTANTS, LLC$552,914$164,215,520$164,215,520
    1597TRINITY LEGACY PARTNERS, LLC$553,329$325,609,741$37,374,141$362,983,882
    1598BEACON FINANCIAL ADVISORS LTD$553,682$313,152,905$6,875,274$320,028,179
    1599THE ARCHER CONSULTING GROUP, LLC$553,777$163,918,112$163,918,112
    1600NEW ENGLAND GUILD WEALTH ADVISORS, INC.$553,825$396,538,657$396,538,657
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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.