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
401Kesler, Norman & Wride, LLC$249,908$384,858,939$384,858,939
402FOUNDATIONS ASSET MANAGEMENT, LLC$250,000$145,000,000$40,000,000$185,000,000
403Welch Investment Group, LLC$250,401$180,038,322$180,038,322
404Fortune 45, LLC.$250,635$95,982,966$5,524,104$101,507,070
405Covered Bridge Advisors, LLC$250,715$114,803,628$9,049,687$123,853,315
406Wealthstar Advisors, LLC$250,807$539,235,828$539,235,828
407RD Lewis Holdings, Inc.$251,060$139,840,420$139,840,420
408Cohen Investment Advisors, LLC$251,119$133,741,583$1,109,391$134,850,974
409Foster Victor Wealth Advisors, LLC$251,266$697,464,849$43,770,748$741,235,597
410Integrity Financial Corporation$251,331$279,771,214$81,140,653$360,911,867
411Topel & Distasi Wealth Management, LLC$252,241$131,670,000$131,670,000
412Davis & Seiley Wealth Management, Inc.$252,580$152,812,000$15,406,184$168,218,184
413McElhenny Sheffield Capital Management, LLC$252,874$347,196,579$347,196,579
414Holder Wealth Management, Inc.$253,433$163,211,000$163,211,000
415Trinity Portfolio Advisors, LLC$253,855$129,310,897$53,972,567$183,283,464
416Durante & Waters, LLC$254,111$127,309,399$127,309,399
417Beacon Wealthcare LLC$254,761$198,071,176$4,718,655$202,789,831
418Asset Management Resources, LLC$254,777$180,265,869$14,384,015$194,649,884
419Buttonwood Financial Group, LLC$255,103$396,411,761$114,303,512$510,715,273
420PERSONAL FINANCIAL ADVISORS, LLC$255,443$113,135,971$8,455,089$121,591,060
421Taylor & Morgan Wealth Management, LLC$256,127$209,000,000$209,000,000
422Milestones Private Investment Advisors LLC$257,534$80,706,961$70,208,124$150,915,085
423Panoramic Investment Advisors, LLC$257,572$166,906,372$166,906,372
424Independent Wealth Management, LLC$257,695$114,039,009$9,912,180$123,951,189
425SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
426WATERSTONE WEALTH ADVISORS, LLC$257,839$119,955,256$12,058,153$132,013,409
427Blue Summit Financial Group, Inc.$257,983$132,861,287$132,861,287
428Freestate Advisors LLC$258,045$96,546,459$38,411,058$134,957,517
429Financial Innovations LLC$258,129$144,552,134$144,552,134
430Kimery Wealth Management, LLC$258,174$243,200,000$243,200,000
431B, B, H, & B Inc.$258,540$233,720,210$233,720,210
432Parkshore Wealth Management$258,759$312,126,238$28,918,182$341,044,420
433Adams Wealth Management LLC$258,879$322,045,162$322,045,162
434Korving & Company LLC$259,190$112,637,000$4,517,000$117,154,000
435Collegiate Capital Management, Inc.$259,441$397,259,516$41,974,475$439,233,991
436Hilltop Wealth Advisors, LLC$259,568$335,361,704$335,361,704
437GREENCOURSE FINANCIAL ADVISORS, LLC$259,723$183,154,296$6,183,765$189,338,061
438Wayfinding Financial, LLC$260,258$228,974,655$2,655,266$231,629,921
439Tradewinds Capital Management, LLC$260,281$1,009,631,757$1,009,631,757
440PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
441Sculati Wealth Management, LLC$260,515$212,319,427$212,319,427
442Safran Wealth Advisors, LLC$260,749$97,851,844$7,229,914$105,081,758
443Lewis Asset Management, LLC$260,861$112,370,767$5,799,459$118,170,226
444Brown | Miller Wealth Management, LLC$260,978$466,970,015$27,584,104$494,554,119
445Wambolt & Associates, LLC$261,056$327,625,599$327,625,599
446Vawter Financial Ltd$261,069$171,000,000$171,000,000
447Amicus Financial Advisors, LLC$261,563$288,340,568$1,470,914$289,811,482
448Resolute Wealth Advisor, Inc.$261,576$118,077,608$52,993,284$171,070,892
449Valpey Financial Services LLC$261,659$124,235,586$10,518,755$134,754,341
450Trunorth Financial Services, Inc.$261,730$173,647,347$402,817$174,050,164
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Showing 401 to 450 of 2,851 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.