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
    1501MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY$514,521$291,149,378$11,388,820$302,538,198
    1502MCCARTHY ASSET MANAGEMENT, INC.$514,482$374,028,444$374,028,444
    1503WALDEN WEALTH PARTNERS LLC$514,447$247,668,688$8,011,384$255,680,072
    1504NOVAPOINT CAPITAL LLC$514,402$348,767,000$3,084,000$351,851,000
    1505DELOS WEALTH ADVISORS$513,924$129,660,011$876,800$130,536,811
    1506BAUGH & ASSOCIATES, LLC$513,351$216,633,068$1,098$216,634,166
    1507SFG INVESTMENT ADVISORS, INC.$512,772$328,174,026$328,174,026
    1508JACOBSON & SCHMITT ADVISORS, LLC$512,102$456,282,437$456,282,437
    1509NORTHSTAR FINANCIAL PLANNING, LLC$511,936$185,600,000$7,400,000$193,000,000
    1510MCM WEALTH$511,635$137,629,793$137,629,793
    1511ORIN GREEN FINANCIAL, LLC$511,369$408,489,448$3,162,608$411,652,056
    1512KADES & CHEIFETZ, LLC$511,330$421,335,696$421,335,696
    1513SHOREPOINT CAPITAL PARTNERS LLC$510,830$441,989,588$28,995,973$470,985,561
    1514CONSILIUM WEALTH ADVISORY, LLC$510,762$247,719,618$247,719,618
    1515BARNETT & CO INC$510,468$157,224,136$157,224,136
    1516VALEO FINANCIAL ADVISORS, LLC$510,225$4,996,070,358$2,281,774,710$7,277,845,068
    1517CLEAR RIDGE WEALTH MANAGEMENT, LLC$510,106$147,153,971$3,837,466$150,991,437
    1518BARRY INVESTMENT ADVISORS, LLC$509,875$599,892,469$150,133,720$750,026,189
    1519BRC WEALTH MANAGEMENT, LLC$508,968$187,809,294$187,809,294
    1520COLE WEALTH MANAGEMENT, LLC$508,772$145,000,000$145,000,000
    1521FIFTH SET PRIVATE WEALTH MANAGEMENT LLC$508,739$111,132,418$28,262,102$139,394,520
    1522TOPEL & DISTASI WEALTH MANAGEMENT, LLC$508,730$296,589,461$296,589,461
    1523GUARDIAN WEALTH MANAGEMENT$508,544$120,016,319$120,016,319
    1524PAINTED PORCH ADVISORS LLC$508,103$147,349,880$147,349,880
    1525WICK CAPITAL PARTNERS, LLC$508,067$294,170,732$294,170,732
    1526MARK SHEPTOFF FINANCIAL PLANNING LLC$507,935$411,427,392$411,427,392
    1527ALLIED PORTFOLIO MANAGEMENT, INC.$507,737$179,231,161$179,231,161
    1528ALL TERRAIN FINANCIAL ADVISORS$507,602$255,635,947$10,347,667$265,983,614
    1529COURAGE MILLER PARTNERS, LLC$507,152$375,034,239$42,351,496$417,385,735
    1530O'BRIEN WEALTH PARTNERS LLC$506,775$948,175,951$948,175,951
    1531OAK ADVISORS, LLC$506,592$206,401,845$1,300,988$207,702,833
    1532WAYCROSS INVESTMENT MANAGEMENT CO$506,313$158,476,095$158,476,095
    1533RIVER CAPITAL ADVISORS, LC$505,267$217,677,105$49,103,719$266,780,824
    1534ROBBINS WEALTH MANAGEMENT$504,901$18,965,052$162,799,194$181,764,246
    1535SFM, LLC$504,416$262,296,071$262,296,071
    1536ARISTA WEALTH ADVISORS, LTD$504,262$292,964,769$11,588$292,976,357
    1537HAMILTON CAPITAL$504,093$3,396,534,963$237,978,930$3,634,513,893
    1538BEERS KIGHT FINANCIAL ADVISORS, LLC$503,861$176,351,200$176,351,200
    1539DISCIPLINED EQUITY MANAGEMENT, INC.$503,479$339,848,079$339,848,079
    1540CAPITAL WEST PARTNERS, LLC$503,093$170,255,229$36,012,742$206,267,971
    1541TRUNORTH WEALTH PARTNERS$502,953$504,694,800$13,849,910$518,544,710
    1542FENWAY FINANCIAL ADVISORS, LLC$502,784$166,924,168$166,924,168
    1543THE ARANDA GROUP ADVISORS, LLC$502,598$111,980,736$88,053,413$200,034,149
    1544CARSWELL INVESTMENTS, LLC$501,932$246,950,449$246,950,449
    1545TOTAL WEALTH ADVISORS, LLC$500,468$171,660,636$171,660,636
    1546UAS WEALTH ADVISORS$500,396$390,899,665$7,915,577$398,815,242
    1547FINANCIAL LIFE ADVISORS$500,078$281,565,731$78,990,591$360,556,322
    1548HUDSON ADVISOR SERVICES, INC.$499,834$234,207,417$44,699,894$278,907,311
    1549BAY COLONY ADVISORS$499,405$731,879,130$73,661,895$805,541,025
    1550MA PRIVATE WEALTH, LLC$498,957$594,053,533$45,609,475$639,663,008
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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.