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
    1951GRADIENT CAPITAL ADVISORS, LLC$391,040$431,035,319$81,617,508$512,652,827
    1952SANDIFER WEALTH MANAGEMENT, INC.$390,981$214,420,542$6,874,591$221,295,133
    1953CORE FINANCIAL$390,951$223,743,124$3,790,362$227,533,486
    1954HCM WEALTH ADVISORS$390,299$894,566,067$894,566,067
    1955WP ASSET MANAGEMENT$390,110$132,159,328$5,159,373$137,318,701
    1956MEZZASALMA ADVISORS$389,822$216,315,124$426,108$216,741,232
    1957TRUE WEALTH DESIGN, LLC$389,604$416,875,913$416,875,913
    1958BETTER MONEY DECISIONS$389,565$199,457,431$199,457,431
    1959KEUDELL MORRISON WEALTH MANAGEMENT, LLC$389,358$502,665,358$168,588,210$671,253,568
    1960PARSONS CAPITAL MANAGEMENT, LLC$389,291$601,455,054$601,455,054
    1961PDS PLANNING INC$388,987$1,056,623,616$74,552,017$1,131,175,633
    1962DLK INVESTMENT MANAGEMENT$388,979$320,174,796$30,684,436$350,859,232
    1963SUNDVOLD FINANCIAL$388,372$167,000,000$167,000,000
    1964MAINSTREAM CAPITAL MANAGEMENT$388,244$228,675,766$228,675,766
    1965FRIEDENTHAL FINANCIAL, LLC$388,031$175,129,000$1,813,000$176,942,000
    1966MARIN WEALTH ADVISORS LLC$387,981$307,238,380$3,534,100$310,772,480
    1967TRELLIS ADVISORS, LLC$387,969$458,354,046$3,717,501$462,071,547
    1968BEACON HARBOR WEALTH ADVISORS$387,953$405,410,468$405,410,468
    1969ASSET DEDICATION, LLC$387,767$2,015,222,595$2,015,222,595
    1970CAPITAL ENDURANCE GROUP, INC$387,727$148,111,818$148,111,818
    1971PARTNERS IN FINANCIAL PLANNING, LLC$387,414$678,362,660$678,362,660
    1972CLEAR SKY FINANCIAL, LP$387,405$116,221,613$116,221,613
    1973MRAZ, AMERINE & ASSOCIATES, INC.$387,335$565,509,753$565,509,753
    1974OFM WEALTH$387,061$299,666,467$14,240,053$313,906,520
    1975OTTO & ASSOCIATES, INC.$386,807$219,706,127$219,706,127
    1976FJY FINANCIAL$386,682$711,695,915$45,427,399$757,123,314
    1977LONG ISLAND WEALTH MANAGEMENT, INC.$386,203$134,738,135$3,522,542$138,260,677
    1978WMS WEALTH PLANNERS$386,182$236,343,377$236,343,377
    1979CAPITAL ADVANTAGE, INC.$386,094$981,065,395$981,065,395
    1980STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.$385,987$1,206,181,900$135,121,600$1,341,303,500
    1981WOODWARD DIVERSIFIED CAPITAL, LLC$385,955$390,586,460$390,586,460
    1982PARTNERSHIP WEALTH MANAGEMENT$385,697$168,210,000$4,968,000$173,178,000
    1983CANVAS WEALTH ADVISORS, LLC$385,568$491,985,186$491,985,186
    1984PETRA FINANCIAL ADVISORS INC$385,398$248,967,083$248,967,083
    1985CANTY FINANCIAL MANAGEMENT, INC.$385,381$138,149,263$14,076,171$152,225,434
    1986KAHALA FINANCIAL ADVISORS, LLC$385,135$167,148,452$167,148,452
    1987MERRITHEW & THORSTEN, INC.$384,615$150,000,000$150,000,000
    1988PARKWORTH WEALTH MANAGEMENT, INC.$384,501$134,190,713$134,190,713
    1989TRINITY PORTFOLIO ADVISORS, LLC$384,425$228,708,199$87,673,620$316,381,819
    1990INTRINSIC WEALTH COUNSEL, INC.$384,187$233,063,418$2,058,827$235,122,245
    1991ECHO45 ADVISORS LLC$384,042$158,009,310$5,208,726$163,218,036
    1992KRAEMATON INVESTMENT ADVISORS, INC$383,980$193,141,913$193,141,913
    1993MARQUIS WEALTH MANAGEMENT GROUP$383,775$57,118,481$291,732,868$348,851,349
    1994JARVIS FINANCIAL$383,532$226,375,000$676,000$227,051,000
    1995NORTHSTAR ADVISORY GROUP, LLC$383,383$225,400,749$28,217$225,428,966
    1996MARIACA WEALTH MANAGEMENT, LLC$383,240$193,280,614$42,412,285$235,692,899
    1997BARON FINANCIAL GROUP LLC$383,045$342,973,286$4,065,320$347,038,606
    1998MATTERN WEALTH MANAGEMENT LLC$382,868$452,233,329$11,037,364$463,270,693
    1999CAHILL WEALTH MANAGEMENT, LLC$382,856$329,639,326$329,639,326
    2000FOREST ASSET MANAGEMENT LLC$382,501$159,120,590$159,120,590
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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.