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
    1801LONGVIEW FINANCIAL ADVISORS, LLC$640,392$212,862,707$58,023,053$270,885,760
    1802CARNEGIE INVESTMENT COUNSEL$640,477$3,953,189,534$28,655,260$3,981,844,794
    1803GLOBAL TRUST$640,483$408,210,327$11,946,515$420,156,842
    1804BERNHARDT WEALTH MANAGEMENT, INC.$641,725$666,598,443$795,037$667,393,480
    1805RIDGEWOOD INVESTMENTS$641,877$278,074,208$62,762,303$340,836,511
    1806ALDER FINANCIAL GROUP INC$641,989$157,934,387$1,920,907$159,855,294
    1807MONEYWATCH ADVISORS, INC.$643,437$243,862,619$243,862,619
    1808SMART INVESTOR, LLC$645,314$682,741,798$682,741,798
    1809WAKEFIELD WEALTH MANAGEMENT, LLLP$645,443$300,720,006$74,927,758$375,647,764
    1810NICOLLET INVESTMENT MANAGEMENT, INC.$646,260$447,211,747$447,211,747
    1811DHR INVESTMENT COUNSEL LTD$646,981$417,668,972$52,686,131$470,355,103
    1812DUDLEY CAPITAL MANAGEMENT LLC$647,831$160,014,200$160,014,200
    1813DECKER WEALTH MANAGEMENT, LLC$647,918$400,947,260$11,776,398$412,723,658
    1814FBB CAPITAL PARTNERS$648,707$1,806,000,000$1,806,000,000
    1815MGM LLC$648,830$157,016,785$157,016,785
    1816IRONBRIDGE PRIVATE WEALTH, LLC$649,004$231,677,647$665,901$232,343,548
    1817D'ARCY CAPITAL MANAGEMENT, LLC$649,394$146,113,613$146,113,613
    1818COMPASS ASSET MANAGEMENT, LLC$651,316$499,559,349$499,559,349
    1819LGG FINANCIAL$651,463$463,508,312$10,756,923$474,265,235
    1820HTG INVESTMENT ADVISORS INC$652,343$814,776,175$814,776,175
    1821STRICKLAND DAVIS ADVISORS LLC$652,431$120,801,763$550,467$121,352,230
    1822HOTALING INVESTMENT MANAGEMENT, LLC$652,882$353,209,299$353,209,299
    1823ADELL HARRIMAN & CARPENTER$653,316$1,259,593,077$1,259,593,077
    1824MUELLER FINANCIAL SOLUTIONS CO.$653,404$162,975,877$6,909,211$169,885,088
    1825FORZA WEALTH MANAGEMENT$653,536$146,703,515$2,302,796$149,006,311
    1826PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC$653,889$117,700,055$117,700,055
    1827BURTON ENRIGHT WELCH$654,333$920,327,830$114,826,479$1,035,154,309
    1828TRUEPOINT, INC.$654,402$4,635,725,916$7,256,626$4,642,982,542
    1829DEANE RETIREMENT STRATEGIES, INC.$655,199$202,456,645$202,456,645
    1830INVESTMENT ADVISORY PROFESSIONALS LLC$655,422$272,000,000$272,000,000
    1831THE PLANNER'S EDGE LLC$657,177$147,864,886$147,864,886
    1832HEMINGTON WEALTH MANAGEMENT$657,479$934,277,138$934,277,138
    1833CREEGAN & NASSOURA FINANCIAL GROUP, LLC$658,560$229,178,817$229,178,817
    1834ABBOT FINANCIAL MANAGEMENT, INC$659,741$309,418,564$309,418,564
    1835OAK FAMILY ADVISORS, LLC$660,063$345,200,000$74,600,000$419,800,000
    1836TORREY WEALTH, LLC$660,389$102,360,315$102,360,315
    1837MUTUAL TRUST ADVISORY GROUP$660,424$235,771,231$235,771,231
    18385T WEALTH, LLC$660,785$217,545,210$513,803$218,059,013
    1839FI3 FINANCIAL ADVISORS, LLC$661,060$533,808,191$72,383,981$606,192,172
    1840BRAND ASSET MANAGEMENT GROUP, INC.$661,736$824,262,371$34,671,266$858,933,637
    1841LEGACY WEALTH ADVISORS, LLC$662,078$119,670,483$4,138,181$123,808,664
    1842POWELL WEALTH$662,162$187,391,778$187,391,778
    1843CLUNE & ASSOCIATES$662,341$438,469,587$438,469,587
    1844CND FINANCIAL$662,687$133,200,000$133,200,000
    1845COLORADO FINANCIAL MANAGEMENT LLC$663,692$2,110,459,507$12,691,960$2,123,151,467
    1846WHITNEY & COMPANY$663,750$872,856,646$5,284,560$878,141,206
    1847WILLOW CREEK WEALTH MANAGEMENT, INC.$665,114$1,571,613,381$87,845,748$1,659,459,129
    1848SILICON VALLEY CAPITAL PARTNERS, L.P.$665,602$845,313,930$845,313,930
    1849SAGE FINANCIAL ADVISORS INC.$666,027$193,813,969$193,813,969
    1850PREMIER FINANCIAL GROUP INC$666,058$676,979,108$80,329,289$757,308,397
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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.