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
    1751ALLODIUM INVESTMENT CONSULTANTS, LLC$619,257$374,650,372$374,650,372
    1752ALTUS WEALTH MANAGEMENT, LLC$619,342$251,452,874$251,452,874
    1753WEALTH ANALYTICS PARTNERS, LLC$619,426$250,248,174$250,248,174
    1754ATWATER WEALTH MANAGEMENT$620,451$172,223,306$3,984,694$176,208,000
    1755WEALTH ENGINEERING, LLC$620,840$152,105,784$152,105,784
    1756PRISM ADVISORS, INC.$624,161$409,261,174$8,926,906$418,188,080
    1757CLARE MARKET INVESTMENTS, LLC$624,856$412,405,000$412,405,000
    1758AUCTUS ADVISORS LLC$624,866$342,961,738$714,821$343,676,559
    1759MILESTONE INVESTMENT ADVISORS, LLC$625,406$636,074,014$101,279,700$737,353,714
    1760CROSSGRAIN FAMILY INVESTMENTS, LLC$626,162$120,062,864$17,692,867$137,755,731
    1761OAKBRIDGE PARTNERS, LTD.$626,700$1,195,966,939$13,564,864$1,209,531,803
    1762DAKOTA WEALTH, LLC$626,705$1,949,382,348$1,551,552$1,950,933,900
    1763CONGRESS WEALTH MANAGEMENT LLC$627,457$6,303,226,837$17,150,671$6,320,377,508
    1764ABACUS WEALTH PARTNERS$627,506$2,869,234,900$561,337,700$3,430,572,600
    1765DENALI WEALTH MANAGEMENT, INC.$627,518$219,606,000$9,438,000$229,044,000
    1766TELOS CAPITAL MANAGEMENT, INC.$627,871$1,197,350,807$1,197,350,807
    1767ARKOS GLOBAL ADVISORS, LLC$628,048$686,456,423$686,456,423
    1768HURLEY CAPITAL, LLC$628,128$120,600,581$120,600,581
    1769KNIGHTSBRIDGE WEALTH MANAGEMENT$628,606$527,841,704$7,101,948$534,943,652
    1770FORTE CAPITAL LLC$629,030$1,363,629,633$85,654,358$1,449,283,991
    1771CABOT WEALTH MANAGEMENT$629,132$1,101,610,638$1,101,610,638
    1772EIGER WEALTH MANAGEMENT, LLC$629,278$200,365,584$66,448,475$266,814,059
    1773GHP INVESTMENT ADVISORS INC$629,314$2,096,278,377$72,335,976$2,168,614,353
    1774THE MENARD FINANCIAL GROUP, LLC$629,723$253,778,305$253,778,305
    1775CONCENTRIC WEALTH MANAGEMENT LLC$630,272$561,572,340$561,572,340
    1776THE BURNEY COMPANY$630,921$2,625,894,633$2,625,894,633
    1777DECISIONPOINT FINANCIAL, LLC$631,243$495,525,785$495,525,785
    1778PILE WEALTH MANAGEMENT$631,247$111,730,632$111,730,632
    1779MILLENNIUM INVESTMENT SERVICES$631,352$131,144,671$2,702,035$133,846,706
    1780DARROW WEALTH MANAGEMENT$631,645$241,920,094$241,920,094
    1781UP CAPITAL MANAGEMENT, INC.$631,714$127,864,160$100,184,691$228,048,851
    1782SPOTLIGHT ASSET GROUP$631,754$226,676,561$2,649,968$229,326,529
    1783BANTA ASSET MANAGEMENT LP$631,950$156,723,525$156,723,525
    1784NBS FINANCIAL SERVICES, INC.$632,573$265,296,408$2,914,361$268,210,769
    1785COURT PLACE ADVISORS LLC$633,363$446,193,083$1,594,550$447,787,633
    1786COLORADO CAPITAL MANAGEMENT$634,010$430,694,593$57,493,413$488,188,006
    1787RW INVESTMENT MANAGEMENT LLC$634,260$1,108,225,361$247,822,487$1,356,047,848
    1788WESTSHORE WEALTH$635,658$352,173,547$38,756,212$390,929,759
    1789WILLIS JOHNSON & ASSOCIATES, INC.$635,766$877,175,805$37,691,773$914,867,578
    1790GALVIN, GAUSTAD & STEIN, LLC$636,098$1,263,185,210$34,455,473$1,297,640,683
    1791ORION CAPITAL MANAGEMENT LLC$636,132$192,415,335$332,732$192,748,067
    1792BLACKTOWER FINANCIAL MANAGEMENT (US) LLC$636,863$200,611,899$200,611,899
    1793PLATT WEALTH MANAGEMENT$637,583$262,218,640$1,740,848$263,959,488
    1794WEST CAPITAL MANAGEMENT$637,846$943,782,885$15,536,931$959,319,816
    1795HUDSON VALLEY INVESTMENT ADVISORS, INC.$638,931$748,529,805$251,396,766$999,926,571
    1796RAIN CAPITAL MANAGEMENT$639,151$437,179,560$437,179,560
    1797WBH ADVISORY, INC.$639,354$1,295,331,000$1,295,331,000
    1798MONTIS FINANCIAL, LLC$639,487$746,100,000$2,100,000$748,200,000
    1799CI DOYLE PRIVATE WEALTH, LLC$640,012$1,615,012,524$6,778,954$1,621,791,478
    1800YODER WEALTH MANAGEMENT$640,073$207,383,534$207,383,534
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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.