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
    1101CLARK ASSET MANAGEMENT, LLC$685,143$194,387,684$4,989,056$199,376,740
    1102PARSEC FINANCIAL$684,865$4,000,945,118$225,359,140$4,226,304,258
    1103RIVERPOINT WEALTH MANAGEMENT$684,803$605,365,885$605,365,885
    1104ABACUS PLANNING GROUP, INC.$683,235$1,670,508,559$1,670,508,559
    1105THE MATHER GROUP, LLC$683,047$7,584,242,198$995,516,873$8,579,759,071
    1106MILLER, GESKO & COMPANY INC.$680,069$135,086,606$30,850,177$165,936,783
    1107DICKINSON INVESTMENT ADVISORS$679,629$339,073,025$22,489,407$361,562,432
    1108AUSTIN ASSET$679,267$1,366,006,925$1,366,006,925
    1109J.W.BURNS & COMPANY, INC.$679,011$801,746,275$28,005,603$829,751,878
    1110SCHRUM PRIVATE WEALTH MANAGEMENT, LLC$678,733$160,859,716$160,859,716
    1111GGM WEALTH ADVISORS$678,727$430,951,820$27,867,314$458,819,134
    1112SILVERLEAFE CAPITAL PARTNERS, LLC$678,625$309,345,865$39,467,490$348,813,355
    1113LIFEWAY FINANCIAL CORPORATION$678,544$271,417,780$271,417,780
    1114SCHUBERT & COMPANY, INC.$678,142$322,795,724$322,795,724
    1115MCDONALD CAPITAL MANAGEMENT$676,481$233,385,998$233,385,998
    1116YESKE BUIE INC.$675,425$841,241,957$11,144,498$852,386,455
    1117CHARTER RESEARCH & INVESTMENT GROUP INC$674,646$250,293,661$250,293,661
    1118INTEGRIS WEALTH MANAGEMENT, LLC$674,568$498,436,623$12,885,905$511,322,528
    1119SIGMA INVESTMENT COUNSELORS$674,246$1,669,433,210$1,669,433,210
    1120CAPTRUST FINANCIAL ADVISORS$673,665$1,696,348,564$12,740,517$1,709,089,081
    1121WEALTHPLAN INVESTMENT MANAGEMENT LLC$673,359$628,244,234$628,244,234
    1122JEPPSON WEALTH MANAGEMENT, LLC$673,173$463,586,458$98,512,705$562,099,163
    1123FORTRESS WEALTH PLANNING$672,835$280,317,488$4,291,736$284,609,224
    1124GORDIAN ADVISORS, LLC$671,488$129,381,569$53,934,531$183,316,100
    1125PJS INVESTMENT MANAGEMENT$671,244$737,581,570$26,965,135$764,546,705
    1126VERUM PARTNERS LLC$670,577$253,593,941$142,717,164$396,311,105
    1127RS CRUM INC.$670,031$603,491,386$13,607,245$617,098,631
    1128OPEN WINDOW FINANCIAL SOLUTIONS, LTD.$669,470$186,112,658$186,112,658
    1129LENK LADNER INVESTMENT SOLUTIONS LLC$668,770$196,213,909$37,855,707$234,069,616
    1130KUTSCHER BENNER BARSNESS & STEVENS, INC.$668,475$518,068,411$518,068,411
    1131SENECA FINANCIAL ADVISORS LLC$667,848$503,823,729$75,868,410$579,692,139
    1132WEALTHSTREAM ADVISORS, INC.$667,242$1,156,997,266$1,156,997,266
    1133FINANCIAL DECISIONS, LLC$666,929$325,405,066$56,177$325,461,243
    1134PREMIER FINANCIAL GROUP INC$666,058$676,979,108$80,329,289$757,308,397
    1135SAGE FINANCIAL ADVISORS INC.$666,027$193,813,969$193,813,969
    1136SILICON VALLEY CAPITAL PARTNERS, L.P.$665,602$845,313,930$845,313,930
    1137WILLOW CREEK WEALTH MANAGEMENT, INC.$665,114$1,571,613,381$87,845,748$1,659,459,129
    1138WHITNEY & COMPANY$663,750$872,856,646$5,284,560$878,141,206
    1139COLORADO FINANCIAL MANAGEMENT LLC$663,692$2,110,459,507$12,691,960$2,123,151,467
    1140CND FINANCIAL$662,687$133,200,000$133,200,000
    1141CLUNE & ASSOCIATES$662,341$438,469,587$438,469,587
    1142POWELL WEALTH$662,162$187,391,778$187,391,778
    1143LEGACY WEALTH ADVISORS, LLC$662,078$119,670,483$4,138,181$123,808,664
    1144BRAND ASSET MANAGEMENT GROUP, INC.$661,736$824,262,371$34,671,266$858,933,637
    1145FI3 FINANCIAL ADVISORS, LLC$661,060$533,808,191$72,383,981$606,192,172
    11465T WEALTH, LLC$660,785$217,545,210$513,803$218,059,013
    1147MUTUAL TRUST ADVISORY GROUP$660,424$235,771,231$235,771,231
    1148TORREY WEALTH, LLC$660,389$102,360,315$102,360,315
    1149OAK FAMILY ADVISORS, LLC$660,063$345,200,000$74,600,000$419,800,000
    1150ABBOT FINANCIAL MANAGEMENT, INC$659,741$309,418,564$309,418,564
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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.