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
    201PINE GROVE FINANCIAL GROUP$203,711$626,206,273$626,206,273
    202AVERY WEALTH, INC.$204,603$179,973,604$281,689$180,255,293
    203GREAT OAK CAPITAL PARTNERS, LLC$204,755$255,000,000$12,000,000$267,000,000
    204STEVE ROBBINS, INC.$204,847$112,051,230$112,051,230
    205FORTUNE 45, LLC.$204,899$137,663,479$233,632$137,897,111
    206INVEST INC.$205,319$92,732,072$10,543,291$103,275,363
    207MAGNOLIA FINANCIAL PLANNING SERVICES, INC.$205,358$138,821,999$138,821,999
    208MRA ADVISORY GROUP$205,431$214,059,213$214,059,213
    209MIDWEST FINANCIAL GROUP LLC$205,532$355,529,371$6,001,696$361,531,067
    210RPA WEALTH MANAGEMENT$205,704$161,466,590$26,547,082$188,013,672
    212NEW MILLENNIUM GROUP$206,096$158,487,570$158,487,570
    213THE ETF STORE, INC.$206,287$167,845,372$34,109,349$201,954,721
    214TEAM FINANCIAL STRATEGIES$207,043$176,697,136$9,641,664$186,338,800
    215REVIEW SERVICES INC$207,050$172,058,559$172,058,559
    216ST. JOHN & ASSOCIATES, INC.$207,125$114,162,807$13,012,117$127,174,924
    217JACK KEETER & ASSOCIATES, INC.$207,188$193,536,034$1,634,682$195,170,716
    218COLLIE FINANCIAL PLANNING, INC.$207,819$126,562,000$126,562,000
    219LUCIEN STIRLING & GRAY ADVISORY GROUP INC$208,402$93,099,607$37,151,393$130,251,000
    220Q3 ASSET MANAGEMENT CORPORATION$208,554$478,277,401$315,894,577$794,171,978
    221ARKFELD WEALTH STRATEGIES, L.L.C.$208,602$257,626,800$51,729,700$309,356,500
    222EQUITA FINANCIAL NETWORK, INC.$209,024$150,860,308$5,071,951$155,932,259
    223PINNACLE WEALTH MANAGEMENT, INC.$209,363$161,136,207$1,329,164$162,465,371
    224EASLEY INVESTMENT CONSULTANTS, INC.$209,450$143,030,285$23,273,174$166,303,459
    225CLARK FINANCIAL SERVICES GROUP, INC.$210,063$323,671,116$32,175,125$355,846,241
    226BRAUN-BOSTICH & ASSOCIATES INC.$210,785$209,072,856$2,976,401$212,049,257
    227SELECTIVE WEALTH MANAGEMENT, INC.$210,811$406,714,067$1,838,522$408,552,589
    229ALLIANCE ADVISORY & SECURITIES, INC$210,996$202,486,165$154,518,651$357,004,816
    230NORTHSTAR FINANCIAL MANAGEMENT, INC.$211,201$108,501,111$1,534,368$110,035,479
    231FINANCIAL SYMMETRY INC.$211,740$380,772,149$431,885,203$812,657,352
    232LEADING EDGE FINANCIAL PLANNING LLC$212,173$174,194,072$174,194,072
    233KAIROS PRIVATE WEALTH, INC.$212,259$107,103,645$7,728,371$114,832,016
    234TRADEWINDS CAPITAL MANAGEMENT, LLC$213,106$492,913,967$492,913,967
    235FINANCIAL PLANNING SOLUTIONS, LLC$213,163$190,366,859$24,927,965$215,294,824
    236ELWOOD & GOETZ$213,397$558,460,716$558,460,716
    237WEALTHSPAN PARTNERS, LLC$213,575$218,366,163$6,955,532$225,321,695
    238MAQRO ADVISORS LLC$213,899$18,185,813$123,201,377$141,387,190
    239BALLAST FINANCIAL ADVISORS, LLC$213,989$90,896,370$142,993,760$233,890,130
    240FINANCIAL CONSULATE$214,036$651,370,241$8,929,503$660,299,744
    241MINDFUL ASSET PLANNING$214,153$368,342,616$368,342,616
    242LJI WEALTH MANAGEMENT, LLC$215,119$553,716,122$553,716,122
    243RPC PRIVATE WEALTH, LLC$215,491$219,873,398$2,513,522$222,386,920
    244MERIDIAN CAPITAL MANAGEMENT GROUP, INC.$215,589$140,795,889$1,708,449$142,504,338
    245AUSTIN PRIVATE WEALTH, LLC$215,678$839,064,975$14,588,740$853,653,715
    246RACHOR INVESTMENT ADVISORY SERVICES, LLC$215,918$229,952,952$229,952,952
    247SECURITY FIRST ADVISORS$216,174$378,737,196$378,737,196
    248ARBOR FINANCIAL SERVICES, LLC$216,545$117,367,501$117,367,501
    249IAM ADVISORY LLC$216,602$526,125,315$526,125,315
    250ELITE FINANCIAL, INC.$216,717$154,085,439$154,085,439
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    Showing 201 to 250 of 2,983 entries

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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.