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
    1901TEN CAPITAL WEALTH ADVISORS, LLC$402,766$700,810,236$43,904,807$744,715,043
    1902CANDACE SHIRA ASSOCIATES, LLC$402,572$381,847,702$6,634,568$388,482,270
    1903WEALTH MANAGEMENT GROUP$402,285$320,620,868$320,620,868
    1904ADDIS & HILL, INCORPORATED$402,241$142,795,441$142,795,441
    1905ASSET PLANNING CORPORATION$402,173$320,342,120$6,222,719$326,564,839
    1906AZA CAPITAL MANAGEMENT$402,050$283,957,431$6,322,751$290,280,182
    1907STOLZ & ASSOCIATES, PS$401,954$149,581,047$20,043,373$169,624,420
    1908MARBLE TRAIL ADVISORS$401,854$351,290,157$7,163,550$358,453,707
    1909CULTIVAR CAPITAL, INC.$400,895$319,112,724$319,112,724
    1910SAGE FINANCIAL ADVISORS INC$400,840$227,961,114$2,922,486$230,883,600
    1911SCHULTZ FINANCIAL GROUP INCORPORATED$400,499$165,806,673$165,806,673
    1912FINARC INVESTMENTS, INC.$400,441$152,567,923$152,567,923
    1913HYPERION PARTNERS, LLC$400,414$308,472,449$7,454,127$315,926,576
    1914OCCIDENTAL ASSET MANAGEMENT, LLC$400,411$523,737,691$523,737,691
    1915BERKELEY, INC$400,131$287,294,000$287,294,000
    1916COMPASS FINANCIAL ADVISORY SERVICES, LLC$399,710$267,326,799$3,676,646$271,003,445
    1917WEALTH LEGACY INSTITUTE, INC.$399,405$190,116,711$190,116,711
    1918NORTH SHORE INVESTMENT CONSULTING LLC$399,076$152,047,907$152,047,907
    1919MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC$398,707$568,040,347$2,907,445$570,947,792
    1920MALLARD ADVISORS$397,724$172,214,651$172,214,651
    1921KEVIN M. GIBNEY AND COMPANY, LLC$397,549$229,343,685$4,017,625$233,361,310
    1922BIRCHWOOD FINANCIAL PARTNERS, INC.$397,421$561,947,001$21,863,997$583,810,998
    1923BREEN WEALTH MANAGEMENT, LLC$397,172$212,884,330$212,884,330
    1924ALDEBARAN FINANCIAL INC$396,772$281,311,346$281,311,346
    1925INTEGRATED WEALTH ADVISORS, LLC$396,472$123,700,352$1,188,359$124,888,711
    1926CRA FINANCIAL SERVICES, L.L.C.$396,156$794,692,238$313,751,963$1,108,444,201
    1927NORTHCAPE WEALTH MANAGEMENT$395,997$500,946,597$17,413,378$518,359,975
    1928FUHRMAN MANAGEMENT ASSOCIATES, INC.$395,985$262,185,796$26,091,101$288,276,897
    1929QUANTITATIVE ADVANTAGE, LLC$395,838$798,801,364$798,801,364
    1930FINANCIAL SERVICES ADVISORY$395,726$842,896,540$842,896,540
    1931APELLA CAPITAL$395,536$2,357,000,000$2,357,000,000
    1932DENTAL WEALTH ADVISORS, LLC$395,100$141,445,781$141,445,781
    1933WESTBOURNE INVESTMENTS, INC.$394,599$211,505,231$211,505,231
    1934CAPSTONE WEALTH MANAGEMENT CORP.$393,790$146,478,615$1,586,407$148,065,022
    1935ALETHEIAN WEALTH ADVISORS LLC$393,720$144,650,000$18,350,000$163,000,000
    1936LIVE OAK WEALTH ADVISORY GROUP, LLC$393,301$125,463,109$125,463,109
    1937SOVEREIGN WEALTH ADVISORS, INC.$393,285$295,032,409$43,585,786$338,618,195
    1938TRANSPARENT WEALTH PARTNERS LLC$393,210$209,619,726$4,679,739$214,299,465
    1939AMERICAN FINANCIAL & TAX STRATEGIES, INC.$393,081$228,380,286$228,380,286
    1940LAUGHLIN FINANCIAL LLC$392,955$85,190,769$42,912,400$128,103,169
    1941MITCHELL & PAHL PRIVATE WEALTH$392,856$315,899,050$33,743,044$349,642,094
    1942PERENNIAL ADVISORS GROUP, LLC$392,739$298,874,238$298,874,238
    1943THE PLANNING GROUP$392,564$193,715,950$18,661,247$212,377,197
    1944BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$392,277$530,025,582$47,405,578$577,431,160
    1945ATLAS FIDUCIARY FINANCIAL, LLC$392,216$152,179,853$152,179,853
    1946REGAL WEALTH GROUP INC.$391,972$233,615,485$233,615,485
    1947CARMICHAEL HILL & ASSOCIATES INC$391,904$303,333,592$303,333,592
    1948LANDMARK WEALTH MANAGEMENT, LLC$391,447$241,522,541$241,522,541
    1949CAPITAL FINANCIAL PLANNERS$391,376$222,692,721$222,692,721
    1950CALVARY WEALTH, LLC$391,043$154,462,030$154,462,030
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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.