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
    851NEWGROUND SOCIAL INVESTMENT$853,333$128,000,000$128,000,000
    852VAQUERO PRIVATE WEALTH, LTD.$853,045$314,119,385$28,804,661$342,924,046
    853EARLY MCCLINTIC & MCMILLAN, LLP$852,798$264,314,721$184,257,174$448,571,895
    854HIGHPASS ASSET MANAGEMENT LLC$852,667$174,796,637$174,796,637
    8558TH STREET INVESTMENTS, LLC$852,653$164,533,124$28,926$164,562,050
    856PALADIN WEALTH PARTNERS$852,370$202,782,298$4,343,524$207,125,822
    857PRIVATE WEALTH ADVISORS$851,759$353,480,056$353,480,056
    858KUTZ AND COMPANY INC.$851,051$100,424,042$100,424,042
    859MAIN STREET RESEARCH LLC$849,924$1,963,324,024$1,963,324,024
    860AMERICA FIRST INVESTMENT ADVISORS LLC$849,115$463,616,637$463,616,637
    861BURLESON & COMPANY, LLC$848,992$657,216,261$144,232,615$801,448,876
    862SENTINEL WEALTH MANAGEMENT, INC.$848,323$281,643,071$281,643,071
    863PACIFIC GLOBAL INVESTMENT MANAGEMENT CO$848,320$717,678,502$717,678,502
    864GRAND WEALTH MANAGEMENT, LLC$846,405$573,221,352$9,105,448$582,326,800
    865OLISTICO WEALTH, LLC$843,516$155,619,107$8,866,428$164,485,535
    866RESONANT CAPITAL ADVISORS, LLC$842,614$1,131,244,812$69,480,323$1,200,725,135
    867SLATESTONE WEALTH LLC$842,064$942,803,379$62,620,682$1,005,424,061
    868HARBOUR INVESTMENT MANAGEMENT L.L.C.$840,625$406,862,546$406,862,546
    869SOUTH BAY FINANCIAL PARTNERS$840,313$142,012,947$142,012,947
    870SJBENEN ADVISORY, LLC$839,997$177,239,391$177,239,391
    871TANGLEWOOD LEGACY ADVISORS, LLC$839,682$347,232,543$17,189,471$364,422,014
    872LIBERTY WEALTH ADVISORS, LLC$839,236$1,594,042,483$159,959,873$1,754,002,356
    873PATHWAY FINANCIAL ADVISORS, LLC$838,725$766,594,754$766,594,754
    874COLUMN CAPITAL ADVISORS, LLC$838,240$1,290,086,989$57,802,429$1,347,889,418
    8751776 WEALTH LLC$837,537$280,574,787$280,574,787
    876BEAUMONT FINANCIAL PARTNERS LLC$837,125$2,189,389,448$837,653,418$3,027,042,866
    877STAGE HARBOR FINANCIAL$834,702$836,371,229$836,371,229
    878SILVEROAK WEALTH MANAGEMENT LLC$834,158$1,243,585,552$75,217,705$1,318,803,257
    879PROFFITT & GOODSON INC.$833,963$601,104,673$13,525,892$614,630,565
    880VIRGINIA WEALTH MANAGEMENT GROUP, INC.$833,543$156,543,800$98,520,302$255,064,102
    881SANTA FE ADVISORS LLC$833,411$178,605,000$3,912,000$182,517,000
    882CRANBROOK WEALTH MANAGEMENT, LLC$831,926$1,002,471,125$1,002,471,125
    883AMORE AMBRO, LLC$831,144$95,672,577$132,060,984$227,733,561
    884SMITH & HOWARD WEALTH MANAGEMENT, LLC$830,314$484,073,078$484,073,078
    885PEAK ASSET MANAGEMENT, LLC$830,298$722,331,548$29,918,809$752,250,357
    886AGATE PASS INVESTMENT, LLC$829,835$209,948,374$209,948,374
    887PETERSON FINANCIAL SERVICES LLC$829,370$131,510,090$359,704$131,869,794
    888MERIDIAN WEALTH ADVISORS, LLC$827,462$1,006,831,794$10,945,886$1,017,777,680
    889JDH WEALTH MANAGEMENT, LLC$827,151$305,218,644$305,218,644
    890ESSENTIAL INVESTMENT PARTNERS, LLC$825,233$208,776,507$9,084,970$217,861,477
    891THE GOFF FINANCIAL GROUP$824,419$457,552,800$457,552,800
    893KEYSTONE FINANCIAL PLANNING, INC$817,649$336,871,318$336,871,318
    894THE RICE PARTNERSHIP, LLC$815,730$507,120,553$41,865,566$548,986,119
    896RMR WEALTH ADVISORS LLC$813,847$376,730,775$5,777,359$382,508,134
    897FUSION FAMILY WEALTH, LLC$813,025$894,882,035$17,332,067$912,214,102
    898GREEN RIDGE WEALTH PLANNING LLC$812,904$143,500,000$8,513,000$152,013,000
    899ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$812,728$355,848,733$30,196,927$386,045,660
    900SANDERSON WEALTH MANAGEMENT, LLC$810,802$121,145,689$874,519,002$995,664,691
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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.