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
    2051FONTE FINANCIAL ADVISORS$372,034$112,473,949$3,228,659$115,702,608
    2052EXECUTIVE WEALTH COUNSELORS, LLC$371,595$168,450,501$8,800,366$177,250,867
    2053JOSH ARNOLD INVESTMENT CONSULTANT, LLC$371,525$132,263,000$132,263,000
    2054LOVELESS WEALTH MANAGEMENT, LLC$370,585$264,597,832$264,597,832
    2055FINANCIAL CONNECTIONS GROUP, INC.$370,240$434,291,990$434,291,990
    2056PARK RIDGE ASSET MANAGEMENT$369,865$185,155,796$5,694,789$190,850,585
    2057CHARLESTON FINANCIAL ADVISORS, LLC$369,568$209,411,404$7,155,370$216,566,774
    2058SYMPHONY FINANCIAL PLANNING LLC$369,132$184,320,827$2,459,719$186,780,546
    2059EXCOMP ASSET MANAGEMENT LTD$368,809$142,360,199$142,360,199
    2060LITTON FINANCIAL$368,744$333,713,048$333,713,048
    2061CAPITAL ADVISORS WEALTH MANAGEMENT$368,445$476,356,339$137,473,836$613,830,175
    2062CAIRN INVESTMENT GROUP$367,064$250,001,035$45,118,136$295,119,171
    2063SEARCY FINANCIAL SERVICES, INC.$366,847$356,942,604$7,336,553$364,279,157
    2064WESTFIELD FINANCIAL PLANNING$366,774$188,407,013$848,268$189,255,281
    2065MALLARD FINANCIAL PARTNERS INC$366,639$233,182,146$233,182,146
    2066BARKER FINANCIAL GROUP, INC.$366,534$225,254,978$1,263,072$226,518,050
    2067FIRST PACIFIC FINANCIAL, INC.$366,294$1,047,966,061$1,047,966,061
    2068FORTERIS WEALTH MANAGEMENT, INC.$366,276$155,084,200$949,500$156,033,700
    2069PARAGON WEALTH STRATEGIES, LLC.$365,550$521,185,658$8,861,662$530,047,320
    2070TALISMAN WEALTH ADVISORS, LLC$365,391$139,579,244$139,579,244
    2071BIRD ROCK ASSET MANAGEMENT, LP$365,350$137,652,464$7,026,141$144,678,605
    2072WAVERLEY WEALTH MANAGEMENT LLC$364,885$117,151,044$2,531,323$119,682,367
    2073PROSPERITY PLANNING$364,876$363,036,381$7,312,605$370,348,986
    2074EVANS CAPITAL MANAGEMENT ASSOCIATES$364,840$202,020,000$67,232,000$269,252,000
    2075CAPITAL MANAGEMENT CONSULTANTS, INC.$364,398$99,168,152$1,405,655$100,573,807
    2076BRIAUD FINANCIAL ADVISORS$364,235$677,932,875$5,372,455$683,305,330
    2077FINANCIAL ALTERNATIVES, INC.$364,216$436,881,463$21,666,461$458,547,924
    2078PRESIDIO CAPITAL MANAGEMENT, LLC$364,056$228,575,586$51,308$228,626,894
    2079REUTER JAMES WEALTH MANAGEMENT, LLC$363,985$334,484,147$116,493,026$450,977,173
    2080SEBOLD CAPITAL MANAGEMENT, INC$363,809$270,105,973$35,857,686$305,963,659
    2081RALICKI WEALTH MANAGEMENT & TRUST SERVICES$363,286$98,098,057$5,438,560$103,536,617
    2082LANDMARK FINANCIAL ADVISORS, LLC$363,254$447,298,000$34,014,000$481,312,000
    2083RCS FINANCIAL PLANNING, LLC$362,813$184,672,011$184,672,011
    2084INVESTOR ADVISORY GROUP$362,781$154,544,746$154,544,746
    2085CLINTSMAN FINANCIAL PLANNING$362,767$508,599,590$508,599,590
    2086SHIRA RIDGE WEALTH MANAGEMENT$362,447$242,595,181$1,694,068$244,289,249
    2087SBC WEALTH MANAGEMENT$362,294$1,006,504,371$3,208,315$1,009,712,686
    2088VISTA ADVISOR GROUP, LLC$361,867$168,201,869$2,961,236$171,163,105
    2089KMG FIDUCIARY PARTNERS, LLC$361,767$924,313,971$924,313,971
    2090LIFESTEPS FINANCIAL$361,452$249,999,325$48,198,666$298,197,991
    2091TRADEWINDS, LLC$361,313$267,371,971$267,371,971
    2092GREAT GABLE WEALTH MANAGEMENT, LLC$361,130$136,507,086$136,507,086
    2093RIVER STREET ADVISORS, LLC$361,052$182,302,710$4,000,115$186,302,825
    2094KILTERHOWLING LLC$360,938$171,414,500$29,266,931$200,681,431
    2095FMA WEALTH MANAGEMENT, LLC$360,841$147,060,868$9,544,202$156,605,070
    2096COSTELLO FINANCIAL PLANNING, INC.$360,809$101,842,309$18,307,017$120,149,326
    2097CLARO ADVISORS, LLC$360,754$718,444,407$44,550,008$762,994,415
    2098ARBOR CAPITAL MANAGEMENT INC$360,556$296,026,331$6,840,683$302,867,014
    2099TRANQUILLI FINANCIAL ADVISOR, LLC$360,525$161,515,341$161,515,341
    2100HHM WEALTH ADVISORS, LLC$360,259$828,092,340$36,889,855$864,982,195
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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.