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
    1951ETESIAN WEALTH ADVISORS, INC.$724,475$288,230,398$4,457,602$292,688,000
    1952COLONIAL TRUST ADVISORS, INC.$725,968$1,202,749,710$106,171,307$1,308,921,017
    1953ORGEL WEALTH MANAGEMENT, LLC$728,894$6,604,220,000$2,479,000$6,606,699,000
    1954GRAYBILL BARTZ ASSOCIATES, LTD$729,264$339,546,185$22,168,950$361,715,135
    1955LUMINA FINANCIAL CONSULTANTS, LLC$730,232$129,541,808$2,630,172$132,171,980
    1956MEYER CAPITAL GROUP$730,289$1,112,678,451$523,168,908$1,635,847,359
    1957MISSION WEALTH MANAGEMENT, LP$730,558$3,956,379,545$858,730,067$4,815,109,612
    1958ALLIUM FINANCIAL ADVISORS, LLC$730,638$413,442,461$12,519,295$425,961,756
    1959WESTEND CAPITAL MANAGEMENT, LLC.$731,055$194,460,663$194,460,663
    1960BMSS WESSON WEALTH SOLUTIONS$731,701$273,600,354$5,177,683$278,778,037
    1961WESTOVER CAPITAL ADVISORS, LLC$732,879$411,144,992$411,144,992
    1962FOSTER GROUP, INC.$733,546$3,241,151,422$152,232,107$3,393,383,529
    1963KASTEL CAPITAL ADVISORS, LLC$734,547$83,268,000$34,994,000$118,262,000
    1964HEMSLEY ADVISORS, LTD.$735,119$32,854,950$422,183,501$455,038,451
    1965MAPLE CAPITAL MANAGEMENT, INC.$735,318$1,594,130,334$38,432$1,594,168,766
    1966KAILASA CAPITAL MANAGEMENT LLC$735,612$217,334,116$56,313,685$273,647,801
    1967PRIVATE ASSET MANAGEMENT INC$735,821$1,003,660,304$1,003,660,304
    1968IMS CAPITAL MANAGEMENT$736,592$373,997,807$16,395,837$390,393,644
    1969PARKSIDE ADVISORS LLC$736,675$587,130,325$587,130,325
    1970HOWE AND RUSLING, INC.$738,502$1,463,642,280$2,283,725$1,465,926,005
    1971HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.$738,748$178,777,014$178,777,014
    1972THE WEALTH CONSERVANCY, INC.$738,804$91,426,987$65,938,199$157,365,186
    1973DONALDSON CAPITAL MANAGEMENT LLC$739,409$2,616,028,278$2,616,028,278
    1974HALBERT HARGROVE$739,444$2,851,845,996$179,136,902$3,030,982,898
    1975PARAGON CAPITAL MANAGEMENT LLC$741,552$441,223,380$441,223,380
    1976CAMELOTTA ADVISORS$741,792$179,972,543$1,024,783$180,997,326
    1977YUKON WEALTH MANAGEMENT, INC.$742,046$276,465,912$1,801,157$278,267,069
    1978SAGEVEST WEALTH MANAGEMENT$742,347$297,681,010$297,681,010
    1979ALEXANDER RANDOLPH ADVISORY INC$742,445$217,099,043$137,047,140$354,146,183
    1980THE WELCH GROUP, LLC$743,985$2,449,942,225$2,449,942,225
    1981BLB & B ADVISORS, LLC$746,059$1,929,670,196$135,419,793$2,065,089,989
    1982OMICRON ADVISORS, LLC$746,521$111,231,558$111,231,558
    1983FLOREK FINANCIAL, LLC$747,696$373,848,000$373,848,000
    1984NBZ INVESTMENT ADVISORS, LLC$747,895$301,401,640$301,401,640
    1985ELGETHUN CAPITAL MANAGEMENT$748,872$532,447,906$532,447,906
    1986STERLING INVESTMENT ADVISORS,LLC$749,800$195,697,798$195,697,798
    1987CAMBRIDGE ADVISORS INC$750,701$585,541,141$36,039,228$621,580,369
    1988WEDGEWOOD INVESTORS INC$750,843$215,040,887$1,201,790$216,242,677
    1989GRAND STRATEGY CAPITAL, LLC$751,172$107,083,287$11,601,933$118,685,220
    1990JOSLIN CAPITAL ADVISORS LLC$752,541$327,520,135$119,489,194$447,009,329
    1991SLAYTON LEWIS INC$752,620$256,266,536$7,902,927$264,169,463
    1992FREEDOM ADVISORY$752,754$462,943,992$462,943,992
    1993ALBION FINANCIAL GROUP$753,327$1,510,552,637$158,820,681$1,669,373,318
    1994ISTHMUS PARTNERS, LLC$753,565$952,505,865$952,505,865
    1995CADINHA & CO LLC$754,326$1,042,478,797$1,042,478,797
    1996TRAPHAGEN FINANCIAL GROUP$756,433$1,135,286,416$25,838,568$1,161,124,984
    1997SUMMITRY, LLC$756,769$2,258,898,143$123,409,765$2,382,307,908
    1998WFA ASSET MANAGEMENT CORP$758,562$311,388,140$19,344,969$330,733,109
    1999PRINCIPLE WEALTH PARTNERS LLC$759,019$2,190,529,642$2,190,529,642
    2000PINNACLE WEALTH PLANNING SERVICES, INC.$759,671$1,976,739,314$15,118,988$1,991,858,302
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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.