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
    251BULMAN WEALTH GROUP$216,834$108,200,000$108,200,000
    252LIFEPLAN GROUP$217,505$135,505,585$135,505,585
    253TRICORD ADVISORS, INC.$217,582$175,588,316$175,588,316
    254OLIVER CAPITAL MANAGEMENT$217,643$37,080,875$297,653,396$334,734,271
    255ONEASCENT WEALTH MANAGEMENT$217,739$380,741,218$3,786,529$384,527,747
    256EAST GUILFORD FINANCIAL SERVICES LLC$218,020$83,916,072$60,413,193$144,329,265
    257O'BOYLE WEALTH MANAGEMENT, INC.$218,170$244,784,575$25,309,333$270,093,908
    258WILLIAMS FINANCIAL, LLC$218,266$152,366,787$1,947,165$154,313,952
    259PIERSHALE FINANCIAL GROUP, INC.$218,358$274,065,018$21,810,317$295,875,335
    260PREMIER ESTATE PLANNERS, LLC$218,458$124,389,284$103,244,368$227,633,652
    261PERSONAL MONEY PLANNING, LLC$218,655$120,916,461$120,916,461
    262READ & POWELL FINANCIAL SERVICES, LLC$218,763$122,726,077$122,726,077
    263WWM FINANCIAL$218,767$323,654,696$17,621,641$341,276,337
    264BELLWETHER INVESTMENT GROUP, LLC$218,820$130,265,130$9,779,870$140,045,000
    265PITZL FINANCIAL$218,856$278,384,301$278,384,301
    266CAMARDA WEALTH ADVISORY GROUP$219,596$260,569,880$2,945,079$263,514,959
    267FINIVI INC.$220,537$202,138,647$20,603,664$222,742,311
    268CAPSTONE WEALTH ADVISORS, LLC$220,764$672,225,746$672,225,746
    269ASPEN WEALTH STRATEGIES, LLC$220,879$244,889,415$3,599,328$248,488,743
    270CLEARVIEW WEALTH MANAGEMENT$220,987$117,758,000$2,680,000$120,438,000
    271MFA WEALTH ADVISORS, LLC$221,470$393,830,692$5,257,824$399,088,516
    272BKA WEALTH CONSULTING, INC.$222,070$141,236,732$141,236,732
    273ALCHEMI WEALTH, LLC$222,407$173,477,630$173,477,630
    274SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.$222,608$264,902,990$264,902,990
    275OPTIMIZE FINANCIAL INC.$223,014$100,579,312$100,579,312
    276LOTUSGROUP ADVISORS$223,078$91,645,040$93,286,909$184,931,949
    277MILLS WEALTH ADVISORS, LLC$223,355$260,787,437$32,031,411$292,818,848
    278FISCHER INVESTMENT STRATEGIES, LLC$223,638$179,581,475$179,581,475
    279PSI CAPITAL MANAGEMENT$223,673$260,370,936$1,997,161$262,368,097
    280ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC$223,710$180,310,154$180,310,154
    281KLAAS FINANCIAL ASSET ADVISORS, LLC.$223,946$521,569,705$521,569,705
    282NORTHERN CAPITAL MANAGEMENT, INC.$223,965$387,950,295$405,763$388,356,058
    283ESTATE MANAGEMENT COUNSELORS,LLC$224,035$207,232,306$207,232,306
    284SONOMA WEALTH ADVISORS, LLC$224,166$410,050,000$86,925,000$496,975,000
    285AILSA CAPITAL, INC.$224,640$210,262,892$210,262,892
    286LONG RUN WEALTH ADVISORS, LLC$224,761$337,558,030$44,085,692$381,643,722
    287BLEDSOE ASSET MANAGEMENT, LLC$225,453$133,756,389$1,515,503$135,271,892
    288HUGHES WARREN, INC.$225,708$163,638,189$163,638,189
    289LIGHTHOUSE WEALTH MANAGEMENT, INC.$225,944$175,106,266$175,106,266
    290STEWART WEALTH MANAGEMENT, INC.$226,123$254,879,911$48,577,690$303,457,601
    291QUANTUM FINANCIAL PLANNING SERVICES, INC.$226,168$429,164,546$28,146,176$457,310,722
    292ALLIANCE WEALTH ADVISORS, LLC$226,800$229,975,579$229,975,579
    293IMPERIUM WEALTH MANAGEMENT, LLC$227,026$139,616,014$1,367,214$140,983,228
    294SHOTWELL RUTTER BAER INC$227,087$137,387,530$137,387,530
    295NAVIGATE PRIVATE WEALTH, LLC$227,214$459,881,234$459,881,234
    296ATLAS WEALTH PARTNERS LLC$227,228$168,148,951$168,148,951
    297PLANNED SOLUTIONS, INC.$227,311$422,549,209$477,398$423,026,607
    298KORVING & COMPANY LLC$227,507$134,491,897$4,742,136$139,234,033
    299VERIPAX WEALTH MANAGEMENT, INC.$227,907$220,718,552$579,443$221,297,995
    300D & P INVESTMENT ADVISORS, LTD.$228,212$126,201,394$126,201,394
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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.