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
301Carmel Capital Management L.L.C.$1,856,250$178,200,000$178,200,000
302Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
303Fulcrum Capital, LLC$1,852,750$647,424,375$47,356,754$694,781,129
304Custom Portfolio Group LLC$1,850,698$146,145,110$11,164,210$157,309,320
305Palisade Asset Management, LLC$1,850,481$933,525,014$80,538,711$1,014,063,725
306Envoi LLC$1,832,376$2,259,319,068$2,259,319,068
307CYPRESS CAPITAL MANAGEMENT, LLC$1,828,073$1,175,451,059$1,175,451,059
308White Oaks Wealth Advisors, Inc.$1,826,530$460,285,619$460,285,619
309Creekside Partners Financial Advisers LLC$1,822,387$470,175,798$470,175,798
310Compound Family Offices, LLC$1,822,074$302,464,256$302,464,256
311Birch Hill Investment Advisors LLC$1,819,915$2,162,744,020$2,954,305$2,165,698,325
312Corinthian Wealth Management$1,818,182$100,000,000$100,000,000
313CBT Financial Planning, Inc.$1,812,561$176,733,562$26,273,270$203,006,832
314Atlas Capital Advisors LLC$1,807,595$707,000,000$7,000,000$714,000,000
315Moody, Lynn & Lieberson, LLC$1,803,555$1,516,789,629$1,516,789,629
316GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
317Sunesis Advisors, LLC$1,793,643$516,577,507$105,816,584$622,394,091
318Capwealth Advisors, LLC$1,789,369$1,163,342,841$28,376,594$1,191,719,435
319Bray Capital Advisors, LLC$1,786,554$428,773,055$428,773,055
320Strategent Financial, LLC$1,786,231$189,340,534$189,340,534
321Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
322CHRONICLE ADVISORS LLC$1,781,443$121,138,114$121,138,114
323Hi-Line Capital Management, LLC$1,776,957$315,951,269$16,339,665$332,290,934
324Navigoe, LLC$1,776,551$252,631,496$1,415,310$254,046,806
325Retirement Income Solutions, Inc.$1,766,819$2,130,783,499$2,130,783,499
326Executive Wealth Group, LLC$1,765,118$391,856,299$391,856,299
327Lowery Asset Consulting, LLC$1,763,465$917,001,771$917,001,771
328Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
329Bennicas & Associates, Inc.$1,750,996$218,874,448$218,874,448
330The Mosaic Financial Group, LLC$1,746,231$447,926,677$535,201,375$983,128,052
331Arbor Wealth Advisors LLC$1,740,693$431,929,147$3,244,222$435,173,369
332Donald W. Nicholson & Associates Ltd$1,729,096$197,116,978$197,116,978
333Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
334Grey Street Capital, LLC$1,723,867$907,976,959$53,940,848$961,917,807
335Kingfisher Capital, LLC$1,721,898$494,184,812$494,184,812
336NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
337Clelland & Co Inc$1,711,714$220,367,060$159,633,539$380,000,599
338Pathstone Family Office, LLC$1,710,578$13,510,659,488$6,087,428,804$19,598,088,292
339Spielberger & Brooks, Inc.$1,709,228$385,561,985$7,560,356$393,122,341
340Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
341Parcion Private Wealth LLC$1,695,894$1,521,216,909$1,521,216,909
342Ironsides Asset Advisors, LLC$1,688,391$386,633,541$236,382,865$623,016,406
343Trumbower Financial Advisors LLC$1,680,912$157,530,189$1,193,922,835$1,351,453,024
344Johnston James M & Associates Inc$1,672,975$136,809,431$117,482,710$254,292,141
345Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
346Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
347Wacker Wealth Partners, LLC$1,668,311$1,044,291,815$6,744,006$1,051,035,821
348AF Advisors, Inc.$1,665,573$214,469,264$389,641$214,858,905
349Rossmore Private Capital, LLC$1,660,660$761,577,922$93,662,196$855,240,118
350Bristlecone Advisors LLC$1,660,195$1,525,719,576$1,525,719,576
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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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.