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
    1751TRUENORTH WEALTH ADVISORS$439,528$201,743,225$201,743,225
    1752RETIREMENT ADVISORS, INC.$439,441$153,421,822$1,261,317$154,683,139
    1753HAGER INVESTMENT MANAGEMENT SERVICES, LLC$439,383$110,806,803$6,069,193$116,875,996
    1754AMERICAN FINANCIAL ADVISORS, LLC.$439,225$925,887,267$925,887,267
    1755CHURCHILL MANAGEMENT GROUP$438,845$7,782,747,396$132,260,254$7,915,007,650
    1756SJA FINANCIAL ADVISORY, LLC$438,241$534,899,605$631,046$535,530,651
    1757BLUEKEY WEALTH ADVISORS, LLC$438,231$133,443,768$26,510,540$159,954,308
    1758SILICON VALLEY WEALTH ADVISORS, LLC$438,206$467,055,632$12,341,354$479,396,986
    1759J.K. FINANCIAL, INC.$438,182$168,700,000$168,700,000
    1760HERITAGE WEALTH MANAGEMENT$437,966$208,548,000$10,435,140$218,983,140
    1761VERUS FINANCIAL PARTNERS$437,688$983,047,963$983,047,963
    1762CAPITAL INVESTMENT ADVISORS, LLC$437,650$4,209,677,657$14,518,421$4,224,196,078
    1763LAUREL WEALTH PLANNING$437,627$329,277,851$12,508,683$341,786,534
    1764MORRIS FINANCIAL CONCEPTS, INC.$437,504$345,638,268$10,052,417$355,690,685
    1765INNOVATIVE ADVISER SOLUTIONS, LLC$437,382$101,910,000$101,910,000
    1766SALVUS WEALTH MANAGEMENT, LLC$437,244$249,666,338$249,666,338
    1767HERITAGE FINANCIAL SERVICES, LLC$436,848$2,228,359,850$2,228,359,850
    1769WINDWARD WEALTH STRATEGIES, INC.$436,802$168,605,663$168,605,663
    1770ANDREW HILL INVESTMENT ADVISORS, INC.$436,800$152,880,000$152,880,000
    1771NOVA R WEALTH, INC.$436,788$406,037,157$14,153,250$420,190,407
    1772TRUST INVESTMENT ADVISORS$435,895$170,434,821$170,434,821
    1773MCKINLEY CARTER WEALTH SERVICES, INC.$435,800$2,038,462,444$56,427,104$2,094,889,548
    1774CYNDEO WEALTH PARTNERS$435,147$1,385,506,598$1,385,506,598
    1775B&C FINANCIAL ADVISORS$435,132$474,855,852$7,705,872$482,561,724
    1776TEALWOOD ASSET MANAGEMENT$434,752$364,054,288$267,470$364,321,758
    1777AVL/WEALTHCARE, LLC$434,479$122,088,640$122,088,640
    1778BROWN FINANCIAL ADVISORY$434,282$281,584,610$3,738,727$285,323,337
    1779IMPACTFOLIO LLC$434,116$146,297,039$146,297,039
    1780DEL MAR WEALTH MANAGEMENT INC$434,047$130,648,207$130,648,207
    1781SWITCHPOINT FINANCIAL PLANNING LLC$433,740$129,688,276$129,688,276
    1782INSIGHT STRATEGIC WEALTH LLC$433,461$187,658,239$2,631,293$190,289,532
    1783GALLACHER CAPITAL MANAGEMENT, LLC$432,538$404,659,000$50,371,000$455,030,000
    1784COOK WEALTH MANAGEMENT GROUP, LLC$432,503$456,290,351$456,290,351
    1785INLIGHT WEALTH$432,139$328,712,173$16,566,603$345,278,776
    1786CALLAHAN WEALTH ADVISORY$432,026$215,718,117$19,735,796$235,453,913
    1787LIGHTHOUSE RETIREMENT$432,008$124,850,196$124,850,196
    1788CRESCENT STERLING LTD.$431,505$176,790,000$32,490,000$209,280,000
    1789GEM ASSET MANAGEMENT, LLC$431,332$414,078,422$414,078,422
    1790APRIEM ADVISORS$430,721$1,000,651,437$7,235,120$1,007,886,557
    1791TCI WEALTH ADVISORS, INC.$430,668$3,748,280,993$16,185,876$3,764,466,869
    1792PARKER ADVISORY GROUP, LLC$430,664$192,506,783$192,506,783
    1793ASPEN WEALTH MANAGEMENT$429,725$284,369,696$7,843,247$292,212,943
    1794CLAYTON WEALTH PARTNERS$429,602$706,694,758$706,694,758
    1795J.E. SIMMONS & CO., P.C.$429,592$153,794,049$153,794,049
    1796W.H. CORNERSTONE INVESTMENTS INC.$429,536$145,052,903$4,425,507$149,478,410
    1797BLUELINE ADVISORS$429,453$109,800,494$82,594,663$192,395,157
    1798SK WEALTH MANAGEMENT, LLC$429,282$423,504,499$9,640,685$433,145,184
    1799THEORY FINANCIAL$428,675$181,758,228$181,758,228
    1800EXCELSIOR INVESTORS$428,389$162,116,131$13,523,238$175,639,369
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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.