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
    701MOTIVE WEALTH ADVISORS, LLC$1,003,656$246,810,796$1,092,165$247,902,961
    702FLAGSHIP CAPITAL MANAGEMENT INC$1,002,800$145,406,000$145,406,000
    703SGH WEALTH MANAGEMENT$1,002,358$275,648,339$275,648,339
    704GLASSY MOUNTAIN ADVISORS, INC.$1,001,752$236,413,515$236,413,515
    705MONUMENT GROUP WEALTH ADVISORS, LLC$998,613$449,602,228$6,764,000$456,366,228
    706SCOTT CAPITAL ADVISORS, LLC$997,671$720,912,841$56,273,172$777,186,013
    707PATHFINDER WEALTH ADVISORS LLC$995,250$108,549,675$32,775,759$141,325,434
    708PLANCORP, LLC$993,781$5,733,023,128$344,941,733$6,077,964,861
    709WITHUM WEALTH MANAGEMENT$992,935$1,169,677,748$1,169,677,748
    710JM2 CAPITAL INC.$990,208$122,785,796$122,785,796
    711MONETA GROUP INVESTMENT ADVISORS, LLC$988,809$18,237,583,315$14,651,179,572$32,888,762,887
    712SFC FINANCIAL LLC$988,796$220,501,408$220,501,408
    713WAYPOINT CAPITAL ADVISORS, LLC$988,289$527,123,649$622,662$527,746,311
    714REDROCK WEALTH MANAGEMENT, LLC$986,798$180,133,000$10,319,000$190,452,000
    715CORNERSTONE MANAGEMENT, INC.$985,297$1,549,161,408$1,695,831$1,550,857,239
    716OBJECTIVITY SQUARED WEALTH MANAGEMENT$985,030$329,000,000$329,000,000
    717ENTRUST WEALTH ADVISORS, LLC$984,405$335,682,164$335,682,164
    718POLARIS ADVISORS, LLC$982,605$110,786,795$36,603,961$147,390,756
    719SMITH PARTNERS WEALTH MANAGEMENT, LLC$980,632$151,997,960$151,997,960
    720TREBUCHET CONSULTING, LLC$980,555$597,158,245$597,158,245
    721FAMILY WMS, LLC$980,004$392,124,756$386,978,663$779,103,419
    722DIVERSIFIED MANAGEMENT INC$979,726$1,462,855,614$115,483,149$1,578,338,763
    723NORTH STAR ASSET MANAGEMENT INC$978,562$2,688,828,790$12,979,865$2,701,808,655
    724OPUS FINANCIAL SOLUTIONS LLC$976,473$113,230,396$7,852,293$121,082,689
    725COBBLESTONE CAPITAL ADVISORS, LLC$975,663$2,621,772,328$60,324,573$2,682,096,901
    726SLOCUM, GORDON & CO. LLP$975,431$263,366,404$263,366,404
    727WEBSTERROGERS FINANCIAL ADVISORS, LLC$974,987$697,873,503$217,347$698,090,850
    728RAY|THEIL WEALTH MANAGEMENT, LLC$974,408$234,832,258$234,832,258
    729ATON FINANCIAL LLC$970,478$235,202,000$77,292,000$312,494,000
    730WEST END WEALTH MANAGEMENT, LLC$970,439$108,689,220$108,689,220
    731EPIQ PARTNERS, LLC$969,367$304,674,510$16,185,843$320,860,353
    732COVENANT ASSET MANAGEMENT, LLC$968,384$490,970,551$490,970,551
    733BROOKER WEALTH MANAGEMENT$967,124$566,734,883$566,734,883
    735ARJUNA CAPITAL, LLC$962,731$403,384,379$403,384,379
    736FISHER INVESTMENTS$961,779$208,905,102,124$208,905,102,124
    737LUTZ FINANCIAL$960,156$1,623,310,300$195,224,932$1,818,535,232
    738CWC ADVISORS, LLC$959,119$148,750,000$3,750,000$152,500,000
    739KENSINGTON INVESTMENT COUNSEL$958,635$203,230,691$203,230,691
    740MCGUIRE WEALTH MANAGEMENT$958,498$687,242,743$687,242,743
    741GLOBAL WEALTH MANAGEMENT, LLC$958,173$244,369,920$44,040,248$288,410,168
    742RAINEY & RANDALL INVESTMENT MANAGEMENT, INC.$957,781$742,280,000$742,280,000
    743SOUTH SHORE CAPITAL ADVISORS, LLC$957,684$102,747,608$89,746,782$192,494,390
    744CLEAR HARBOR ASSET MANAGEMENT, LLC$955,128$1,175,619,757$3,963,469$1,179,583,226
    745CFM WEALTH PARTNERS LLC$954,169$575,182,632$1,135,425$576,318,057
    746HARBOR ADVISORY CORPORATION$953,158$383,369,318$8,378,482$391,747,800
    747AZZAD ASSET MANAGEMENT, INC.$951,533$1,269,942,074$7,966,705$1,277,908,779
    748HIGH PINES WEALTH MANAGEMENT LLC$949,708$222,592,608$588,855$223,181,463
    749NEUMANN CAPITAL MANAGEMENT$949,236$515,435,206$515,435,206
    750BLACK DIAMOND FINANCIAL, LLC$949,190$481,004,570$70,474,985$551,479,555
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    Showing 701 to 750 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.