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
301Sam Advisors, LLC$220,921$279,285,387$5,923,936$285,209,323
302Michael Brady & Co., LLC$221,315$130,797,236$130,797,236
303Pathway Financial Advisers, LLC$221,662$271,535,416$271,535,416
304Central Wealth Management LLC$221,861$118,695,827$118,695,827
305Cypress Capital Advisors, LLC$221,976$223,086,131$223,086,131
306Verisail Partners, LLC$221,997$170,715,584$170,715,584
307Savior LLC$222,025$221,136,495$37,301,054$258,437,549
308Paolino, William John$222,156$139,736,325$139,736,325
309The Etf Store, Inc.$222,206$135,773,203$26,214,816$161,988,019
310Reliant Investment Partners, LLC$222,329$172,304,737$172,304,737
311Arlington Capital Management, Inc.$222,778$116,958,262$116,958,262
312FFP Wealth Management, LLC$223,012$155,548,756$3,904,971$159,453,727
313Millennium Advisory Services, Inc.$223,053$427,815,500$427,815,500
314Stewardship Advisors, LLC$224,302$290,694,824$290,694,824
315Net Worth Advisory Group, LLC$224,315$293,497,459$205,379,654$498,877,113
316Selective Wealth Management, Inc.$224,468$342,537,636$342,537,636
317Hixon Zuercher, LLC$224,526$217,201,048$4,630,528$221,831,576
318CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
319Mustard Seed Financial, LLC$225,310$281,518,776$3,498,736$285,017,512
320Dickmeyer Boyce Financial Management, Inc$225,472$236,745,114$236,745,114
321Aspen Wealth Strategies, LLC$225,630$173,120,073$10,994,139$184,114,212
322Kingsmark Private Financial Advisors, LLC$225,945$240,196,652$20,092,392$260,289,044
323Harrison & Company Wealth Management, LLC$226,045$142,860,742$142,860,742
324Sound Stewardship, LLC$226,812$174,872,000$174,872,000
325Meridian Capital Management Group, Inc.$228,443$131,185,658$397,534$131,583,192
326Highland Investment Advisors LLC$228,820$116,577,267$1,264,991$117,842,258
327The Holben Group, LLC$229,656$127,000,000$127,000,000
328Eubank, Hutson & Associates, LLC$229,696$128,399,812$128,399,812
329Quad-Cities Investment Group, LLC$229,847$253,982,609$13,329,212$267,311,821
330Lifeplan Financial Advisory Group, LLC$229,985$148,800,000$148,800,000
331Pathways Advisory Group, Inc.$230,356$203,173,711$203,173,711
332Measured Risk Portfolios, Inc.$230,492$193,248,384$4,282,999$197,531,383
333TKG Advisors, LLC$230,867$136,211,764$136,211,764
334Revolve Wealth Partners, LLC$230,987$527,344,077$527,344,077
335Capital Financial Services LLC$231,017$106,729,793$106,729,793
336IFG Advisors, LLC$231,105$301,000,000$17,000,000$318,000,000
337Lokken Investment Group, LLC$231,434$222,870,631$222,870,631
338S.E.E.D. Planning Group, LLC$232,445$239,883,391$239,883,391
339Cypress Capital, LLC$233,243$308,813,751$308,813,751
340Eley Financial Management, Inc.$233,290$296,744,653$296,744,653
341Ballast Financial Advisors, LLC$233,317$4,066,557$117,025,145$121,091,702
342Weaver Capital Management, LLC$233,640$211,720,808$6,732,453$218,453,261
343Navigen, LLC$233,935$160,713,137$160,713,137
344Olio Financial Planning, LLC$233,988$209,353,339$10,595,769$219,949,108
345CLEARVIEW INVESTMENT PARTNERS, LLC$234,048$137,272,097$2,220,659$139,492,756
346Mokosak Advisory Group, LLC$234,198$216,929,241$2,748,391$219,677,632
347Divergent Planning, LLC$234,421$155,655,762$155,655,762
348Insight Wealth Partners, LLC$234,443$568,561,627$901,312$569,462,939
349The Retirement Planning Specialists, LLC$234,456$186,409,500$921,197$187,330,697
350CWC Advisors, LLC$234,690$118,849,004$3,659,212$122,508,216
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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.