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
    1851FINANCIAL DECISIONS, LLC$666,929$325,405,066$56,177$325,461,243
    1852WEALTHSTREAM ADVISORS, INC.$667,242$1,156,997,266$1,156,997,266
    1853SENECA FINANCIAL ADVISORS LLC$667,848$503,823,729$75,868,410$579,692,139
    1854KUTSCHER BENNER BARSNESS & STEVENS, INC.$668,475$518,068,411$518,068,411
    1855LENK LADNER INVESTMENT SOLUTIONS LLC$668,770$196,213,909$37,855,707$234,069,616
    1856OPEN WINDOW FINANCIAL SOLUTIONS, LTD.$669,470$186,112,658$186,112,658
    1857RS CRUM INC.$670,031$603,491,386$13,607,245$617,098,631
    1858VERUM PARTNERS LLC$670,577$253,593,941$142,717,164$396,311,105
    1859PJS INVESTMENT MANAGEMENT$671,244$737,581,570$26,965,135$764,546,705
    1860GORDIAN ADVISORS, LLC$671,488$129,381,569$53,934,531$183,316,100
    1861FORTRESS WEALTH PLANNING$672,835$280,317,488$4,291,736$284,609,224
    1862JEPPSON WEALTH MANAGEMENT, LLC$673,173$463,586,458$98,512,705$562,099,163
    1863WEALTHPLAN INVESTMENT MANAGEMENT LLC$673,359$628,244,234$628,244,234
    1864CAPTRUST FINANCIAL ADVISORS$673,665$1,696,348,564$12,740,517$1,709,089,081
    1865SIGMA INVESTMENT COUNSELORS$674,246$1,669,433,210$1,669,433,210
    1866INTEGRIS WEALTH MANAGEMENT, LLC$674,568$498,436,623$12,885,905$511,322,528
    1867CHARTER RESEARCH & INVESTMENT GROUP INC$674,646$250,293,661$250,293,661
    1868YESKE BUIE INC.$675,425$841,241,957$11,144,498$852,386,455
    1869MCDONALD CAPITAL MANAGEMENT$676,481$233,385,998$233,385,998
    1870SCHUBERT & COMPANY, INC.$678,142$322,795,724$322,795,724
    1871LIFEWAY FINANCIAL CORPORATION$678,544$271,417,780$271,417,780
    1872SILVERLEAFE CAPITAL PARTNERS, LLC$678,625$309,345,865$39,467,490$348,813,355
    1873GGM WEALTH ADVISORS$678,727$430,951,820$27,867,314$458,819,134
    1874SCHRUM PRIVATE WEALTH MANAGEMENT, LLC$678,733$160,859,716$160,859,716
    1875J.W.BURNS & COMPANY, INC.$679,011$801,746,275$28,005,603$829,751,878
    1876AUSTIN ASSET$679,267$1,366,006,925$1,366,006,925
    1877DICKINSON INVESTMENT ADVISORS$679,629$339,073,025$22,489,407$361,562,432
    1878MILLER, GESKO & COMPANY INC.$680,069$135,086,606$30,850,177$165,936,783
    1879THE MATHER GROUP, LLC$683,047$7,584,242,198$995,516,873$8,579,759,071
    1880ABACUS PLANNING GROUP, INC.$683,235$1,670,508,559$1,670,508,559
    1881RIVERPOINT WEALTH MANAGEMENT$684,803$605,365,885$605,365,885
    1882PARSEC FINANCIAL$684,865$4,000,945,118$225,359,140$4,226,304,258
    1883CLARK ASSET MANAGEMENT, LLC$685,143$194,387,684$4,989,056$199,376,740
    1884HERITAGE WEALTH ADVISORS$687,173$404,057,501$404,057,501
    1885AUXANO ADVISORS$687,312$947,620,299$81,972,700$1,029,592,999
    1886IFRAH FINANCIAL SERVICES, INC.$687,971$428,605,849$428,605,849
    1887ALTAMONT CAPITAL MANAGEMENT$688,212$235,368,426$235,368,426
    1888SHELTON WEALTH MANAGEMENT, LLC$688,258$189,590,083$87,089,498$276,679,581
    1889TAYLOR WEALTH MANAGEMENT, LLC$688,624$5,401,283$123,371,425$128,772,708
    1890HBC FINANCIAL SERVICES, PLLC$688,981$448,379,817$19,438,559$467,818,376
    1891MULLANEY KEATING & WRIGHT INC$689,891$293,887,881$31,050,676$324,938,557
    1892LESA SROUFE & COMPANY, INC.$690,007$158,263,250$17,688,581$175,951,831
    1893BGM WEALTH PARTNERS$691,010$479,859,106$3,847,694$483,706,800
    1894EQUISTAR WEALTH MANAGEMENT LLC$691,488$202,862,688$2,509,256$205,371,944
    1895WHITEROCK WEALTH MANAGEMENT CO.$692,051$202,207,676$39,318,066$241,525,742
    1896GREENHOUSE WEALTH MANAGEMENT, LLC$692,512$193,637,520$21,041,154$214,678,674
    1897CAMPION ASSET MANAGEMENT, LLC$693,258$163,302,673$37,048,751$200,351,424
    1898NORTHWEST INVESTMENT COUNSELORS$693,439$599,779,000$1,433,000$601,212,000
    1899D'ORAZIO & ASSOCIATES, INC.$694,206$1,193,497,098$1,924,988$1,195,422,086
    1900ROOF EIDAM MAYCOCK PERALTA LLC$694,424$687,940,110$17,594,331$705,534,441
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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.