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
    551OBRIEN GREENE & CO INC$1,257,282$341,641,204$53,145,470$394,786,674
    552NWK GROUP$1,257,111$512,901,108$512,901,108
    553RGT WEALTH ADVISORS$1,257,080$5,555,737,222$195,402,804$5,751,140,026
    554ARIADNE WEALTH MANAGEMENT, LP$1,256,458$429,346,000$20,466,000$449,812,000
    555RZH ADVISORS LLC$1,253,944$1,516,018,156$1,516,018,156
    556F L PUTNAM INVESTMENT MANAGEMENT CO.$1,250,943$4,501,326,714$45,851,253$4,547,177,967
    557COLUMBIA PACIFIC WEALTH MANAGEMENT$1,250,039$3,785,337,982$2,277,349,289$6,062,687,271
    559SINECERA CAPITAL, LLC$1,245,054$112,508,806$4,526,269$117,035,075
    560GILMAN HILL ASSET MANAGEMENT, LLC$1,243,876$597,060,615$597,060,615
    561BLUE OCEAN CAPITAL$1,242,864$567,988,832$567,988,832
    562WOODMONT INVESTMENT COUNSEL, LLC$1,242,508$1,163,517,072$42,958,084$1,206,475,156
    563STACK FINANCIAL MANAGEMENT INC$1,242,463$1,712,114,137$1,712,114,137
    564BEESE FULMER PRIVATE WEALTH MANAGEMENT$1,241,465$1,281,191,456$1,281,191,456
    565HERON BAY CAPITAL MANAGEMENT$1,241,373$240,826,424$240,826,424
    566JOHN MOORE & ASSOCIATES INC$1,237,706$784,705,786$784,705,786
    567DOUBLE BAY MANAGEMENT & PLANNING$1,235,446$112,425,565$112,425,565
    568FERRIS CAPITAL, LLC$1,228,763$755,689,292$755,689,292
    569J. L. BAINBRIDGE & CO., INC.$1,227,703$956,380,954$956,380,954
    570SATHER FINANCIAL GROUP, INC.$1,225,133$1,430,955,241$1,430,955,241
    571TARBOX FAMILY OFFICE, INC.$1,222,346$1,040,216,612$1,040,216,612
    572DELEGATE ADVISORS, LLC$1,221,555$177,769,439$768,935,789$946,705,228
    573BRADY FAMILY WEALTH, LLC$1,220,496$199,903,727$56,400,339$256,304,066
    574NEW POTOMAC PARTNERS LLC$1,218,002$187,314,944$14,873,336$202,188,280
    575NORTHWEST FINANCIAL SERVICES INC$1,215,295$449,659,059$449,659,059
    576INVESCO, LLC$1,210,493$237,256,669$237,256,669
    577BIRCHCREEK WEALTH MANAGEMENT, LLC$1,210,227$189,454,635$7,812,324$197,266,959
    578GPM GROWTH INVESTORS, INC.$1,209,268$216,866,046$2,011,523$218,877,569
    579ALTAMONT WEALTH MANAGEMENT, INC.$1,209,061$182,568,174$182,568,174
    580WALKER FINANCIAL ADVISORS INC$1,201,055$171,284,252$25,688,789$196,973,041
    581CHATHAM CAPITAL GROUP INC$1,197,037$649,991,312$649,991,312
    582ASSET PLANNING, INC$1,194,374$445,513,644$1,182,163$446,695,807
    583WAYPOINT WEALTH PARTNERS$1,185,670$896,366,542$896,366,542
    584R M DAVIS INC$1,182,445$6,654,939,342$150,030,811$6,804,970,153
    585THE TENRET COMPANY, LLC$1,179,709$130,947,657$130,947,657
    586RENAISSANCE INVESTMENT GROUP, LLC$1,178,482$528,294,779$16,163,973$544,458,752
    587PALO ALTO WEALTH ADVISORS, LLC$1,177,420$421,005,174$160,640,478$581,645,652
    588PURE FINANCIAL ADVISORS, LLC$1,176,623$4,040,035,677$44,024,431$4,084,060,108
    589FAIRBANKS CAPITAL MANAGEMENT, INC.$1,176,470$210,266,899$1,497,735$211,764,634
    590CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1,174,091$466,889,684$82,584,755$549,474,439
    591HAMILTON POINT INVESTMENT ADVISORS, LLC$1,171,791$755,805,023$755,805,023
    592SPOOR BEHRINS CAMPBELL & YOUNG SECURITIES CORP$1,171,336$229,581,902$229,581,902
    593MEADOW CREEK WEALTH ADVISORS, LLC$1,170,252$282,213,222$244,400,350$526,613,572
    594STUDIO INVESTMENT MANAGEMENT$1,169,160$487,539,608$487,539,608
    595PARATUS FINANCIAL, INC.$1,168,327$294,430,035$199,772,313$494,202,348
    596FILIGREE WEALTH ADVISORS, LLC$1,166,570$141,155,000$141,155,000
    597MITCHELL CAPITAL MANAGEMENT CO$1,164,346$787,098,024$787,098,024
    598TRIUNE FINANCIAL PARTNERS, LLC$1,163,467$826,032,453$207,125,979$1,033,158,432
    599OPEROSE ADVISORS LLC$1,158,098$381,834,690$148,574,159$530,408,849
    600SHAKER INVESTMENTS$1,156,429$255,492,445$78,453$255,570,898
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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.