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
    2001VIRTUE ASSET MANAGEMENT LLC$760,048$112,487,106$112,487,106
    2002J. MARK NICKELL & CO.$760,076$124,425,049$987,536$125,412,585
    2003EVERMAY WEALTH MANAGEMENT, LLC$760,443$822,332,575$34,686,974$857,019,549
    2004SHANKERVALLEAU WEALTH ADVISORS, INC.$760,481$439,849,966$8,073,146$447,923,112
    2005WEBER ASSET MANAGEMENT, INC.$761,067$534,269,297$534,269,297
    2006YOUNG RICHARD C & CO LTD$761,301$1,432,008,099$1,432,008,099
    2007PENNSYLVANIA CAPITAL MANAGEMENT INC.$761,784$565,748,205$195,274,002$761,022,207
    2008THE FAMILY FIRM, INC.$763,382$756,840,739$1,960,950$758,801,689
    2009COLUMBIA ASSET MANAGEMENT, L.L.C.$763,416$855,975,945$2,867,022$858,842,967
    2010RAMSEY & ASSOCIATES INC$763,544$65,429,827$197,992,711$263,422,538
    2011COGNIZANT WEALTH ADVISORS$764,210$110,046,250$110,046,250
    2012FPL CAPITAL MANAGEMENT, LLC$764,856$381,121,486$200,933,834$582,055,320
    2013ETF PORTFOLIO PARTNERS, INC.$765,359$295,575,694$618,242$296,193,936
    2014CHECK CAPITAL MANAGEMENT INC$765,622$1,516,221,789$89,287,050$1,605,508,839
    2015ACCREDITED INVESTORS WEALTH MANAGEMENT$766,137$3,211,281,497$171,979,114$3,383,260,611
    2016JANICZEK WEALTH MANAGEMENT$766,922$950,983,038$950,983,038
    2017CHRISTOPHER WEIL & CO INC$766,989$1,015,771,256$46,508,332$1,062,279,588
    2018GODSEY & GIBB WEALTH MANAGEMENT$767,833$1,195,101,909$9,628,471$1,204,730,380
    2019PENSION & WEALTH MANAGEMENT ADVISORS$768,411$165,208,313$165,208,313
    2020PENSION & WEALTH MANAGEMENT ADVISORS$768,411$165,208,313$165,208,313
    2021AVOCET CAPITAL MANAGEMENT LLC$768,703$115,575,531$5,110,857$120,686,388
    2022CHOREO, LLC$768,898$7,828,268,908$2,149,719,730$9,977,988,638
    2023WERNAU ASSET MANAGEMENT$769,313$167,710,325$167,710,325
    2024SMS FINANCIAL & INVESTMENT MANAGEMENT$770,278$197,944,118$9,260,766$207,204,884
    2025BRIDGEWATER ADVISORS INC.$770,712$1,954,524,604$1,954,524,604
    2026WESCAP GROUP$770,886$752,300,000$161,200,000$913,500,000
    2027MBI LLC$770,910$304,232,398$20,320,715$324,553,113
    2028CAPITAL MANAGEMENT ADVISOR GROUP, LLC$772,150$165,240,000$165,240,000
    2029CAPSTONE FINANCIAL ADVISORS INC$772,246$2,091,903,894$7,059,803$2,098,963,697
    2030SIGNATUREFD, LLC$772,436$5,664,689,965$479,266,460$6,143,956,425
    2031T.T.G. FINANCIAL, INC.$774,194$144,000,000$144,000,000
    2032STERLING INVESTMENT MANAGEMENT, LLC$774,594$337,723,197$337,723,197
    2033WEALTHSPIRE ADVISORS$774,879$2,820,515,552$11,668,857$2,832,184,409
    2034CLEAR ROCK ADVISORS, LLC$775,916$388,734,152$388,734,152
    2035APEX FINANCIAL ADVISORS, INC$776,245$439,179,144$4,833,014$444,012,158
    2036INDEX FUND ADVISORS, INC.$776,976$4,937,682,218$4,937,682,218
    2037HOWARD FINANCIAL SERVICES, LTD.$777,089$928,483,851$9,462,762$937,946,613
    2038PATRICK M. SWEENEY & ASSOCIATES, INC$777,931$153,901,992$7,129,780$161,031,772
    2039TRANQUILITY PARTNERS, LLC$779,251$420,294,656$37,905,056$458,199,712
    2040MODERA WEALTH MANAGEMENT, LLC$779,820$6,894,508,149$56,026,062$6,950,534,211
    2041SB CAPITAL MANAGEMENT, INC.$782,394$998,540,732$2,141,194$1,000,681,926
    2042L & S ADVISORS, INC$783,493$989,659,970$8,509,672$998,169,642
    2043GEORGE MCKELVEY CO., LLC$783,530$1,052,464,898$58,580,141$1,111,045,039
    2044DUNNAVAN & CO.$783,634$426,296,663$426,296,663
    2045DT INVESTMENT PARTNERS, LLC$785,009$1,148,770,311$29,527,809$1,178,298,120
    2046ARBOR INVESTMENT ADVISORS$785,842$846,462,635$13,248,940$859,711,575
    2047THE KELLY GROUP$786,854$744,363,798$744,363,798
    2048DEFENDER CAPITAL$787,368$372,700,000$1,300,000$374,000,000
    2049B & L ASSET MANAGEMENT, LLC$788,451$162,168,662$1,040,619$163,209,281
    2050PECAUT WEALTH MANAGEMENT$789,286$281,785,623$23,668,002$305,453,625
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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.