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
    951WEALTHSPIRE ADVISORS$774,879$2,820,515,552$11,668,857$2,832,184,409
    952STERLING INVESTMENT MANAGEMENT, LLC$774,594$337,723,197$337,723,197
    953T.T.G. FINANCIAL, INC.$774,194$144,000,000$144,000,000
    954SIGNATUREFD, LLC$772,436$5,664,689,965$479,266,460$6,143,956,425
    955CAPSTONE FINANCIAL ADVISORS INC$772,246$2,091,903,894$7,059,803$2,098,963,697
    956CAPITAL MANAGEMENT ADVISOR GROUP, LLC$772,150$165,240,000$165,240,000
    957MBI LLC$770,910$304,232,398$20,320,715$324,553,113
    958WESCAP GROUP$770,886$752,300,000$161,200,000$913,500,000
    959BRIDGEWATER ADVISORS INC.$770,712$1,954,524,604$1,954,524,604
    960SMS FINANCIAL & INVESTMENT MANAGEMENT$770,278$197,944,118$9,260,766$207,204,884
    961WERNAU ASSET MANAGEMENT$769,313$167,710,325$167,710,325
    962CHOREO, LLC$768,898$7,828,268,908$2,149,719,730$9,977,988,638
    963AVOCET CAPITAL MANAGEMENT LLC$768,703$115,575,531$5,110,857$120,686,388
    964PENSION & WEALTH MANAGEMENT ADVISORS$768,411$165,208,313$165,208,313
    965PENSION & WEALTH MANAGEMENT ADVISORS$768,411$165,208,313$165,208,313
    966GODSEY & GIBB WEALTH MANAGEMENT$767,833$1,195,101,909$9,628,471$1,204,730,380
    967CHRISTOPHER WEIL & CO INC$766,989$1,015,771,256$46,508,332$1,062,279,588
    968JANICZEK WEALTH MANAGEMENT$766,922$950,983,038$950,983,038
    969ACCREDITED INVESTORS WEALTH MANAGEMENT$766,137$3,211,281,497$171,979,114$3,383,260,611
    970CHECK CAPITAL MANAGEMENT INC$765,622$1,516,221,789$89,287,050$1,605,508,839
    971ETF PORTFOLIO PARTNERS, INC.$765,359$295,575,694$618,242$296,193,936
    972FPL CAPITAL MANAGEMENT, LLC$764,856$381,121,486$200,933,834$582,055,320
    973COGNIZANT WEALTH ADVISORS$764,210$110,046,250$110,046,250
    974RAMSEY & ASSOCIATES INC$763,544$65,429,827$197,992,711$263,422,538
    975COLUMBIA ASSET MANAGEMENT, L.L.C.$763,416$855,975,945$2,867,022$858,842,967
    976THE FAMILY FIRM, INC.$763,382$756,840,739$1,960,950$758,801,689
    977PENNSYLVANIA CAPITAL MANAGEMENT INC.$761,784$565,748,205$195,274,002$761,022,207
    978YOUNG RICHARD C & CO LTD$761,301$1,432,008,099$1,432,008,099
    979WEBER ASSET MANAGEMENT, INC.$761,067$534,269,297$534,269,297
    980SHANKERVALLEAU WEALTH ADVISORS, INC.$760,481$439,849,966$8,073,146$447,923,112
    981EVERMAY WEALTH MANAGEMENT, LLC$760,443$822,332,575$34,686,974$857,019,549
    982J. MARK NICKELL & CO.$760,076$124,425,049$987,536$125,412,585
    983VIRTUE ASSET MANAGEMENT LLC$760,048$112,487,106$112,487,106
    984PINNACLE WEALTH PLANNING SERVICES, INC.$759,671$1,976,739,314$15,118,988$1,991,858,302
    985PRINCIPLE WEALTH PARTNERS LLC$759,019$2,190,529,642$2,190,529,642
    986WFA ASSET MANAGEMENT CORP$758,562$311,388,140$19,344,969$330,733,109
    987SUMMITRY, LLC$756,769$2,258,898,143$123,409,765$2,382,307,908
    988TRAPHAGEN FINANCIAL GROUP$756,433$1,135,286,416$25,838,568$1,161,124,984
    989CADINHA & CO LLC$754,326$1,042,478,797$1,042,478,797
    990ISTHMUS PARTNERS, LLC$753,565$952,505,865$952,505,865
    991ALBION FINANCIAL GROUP$753,327$1,510,552,637$158,820,681$1,669,373,318
    992FREEDOM ADVISORY$752,754$462,943,992$462,943,992
    993SLAYTON LEWIS INC$752,620$256,266,536$7,902,927$264,169,463
    994JOSLIN CAPITAL ADVISORS LLC$752,541$327,520,135$119,489,194$447,009,329
    995GRAND STRATEGY CAPITAL, LLC$751,172$107,083,287$11,601,933$118,685,220
    996WEDGEWOOD INVESTORS INC$750,843$215,040,887$1,201,790$216,242,677
    997CAMBRIDGE ADVISORS INC$750,701$585,541,141$36,039,228$621,580,369
    998STERLING INVESTMENT ADVISORS,LLC$749,800$195,697,798$195,697,798
    999ELGETHUN CAPITAL MANAGEMENT$748,872$532,447,906$532,447,906
    1000NBZ INVESTMENT ADVISORS, LLC$747,895$301,401,640$301,401,640
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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.