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
    801DESTINY WEALTH PARTNERS, LLC$355,733$944,785,686$2,886,276$947,671,962
    802DETTERBECK WEALTH MANAGEMENT$379,918$265,270,088$28,786,822$294,056,910
    803DEW POINT CAPITAL$254,965$140,610,000$6,760,000$147,370,000
    804DHR INVESTMENT COUNSEL LTD$646,981$417,668,972$52,686,131$470,355,103
    805DIAMANT ASSET MANAGEMENT, INC.$3,214,253$196,069,424$196,069,424
    806DIAMOND WEALTH MANAGEMENT, LLC$345,236$125,946,748$15,945,261$141,892,009
    807DIASTOLE WEALTH MANAGEMENT$299,080$220,959,129$128,665,716$349,624,845
    808DIBENEDETTO & ASSOCIATES LTD$455,780$244,910,863$21,720,251$266,631,114
    809DICKINSON INVESTMENT ADVISORS$679,629$339,073,025$22,489,407$361,562,432
    810DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC$271,397$295,551,798$295,551,798
    811DIESSLIN GROUP, INC.$570,904$606,515,680$123,670,084$730,185,764
    812DILLOW WEALTH MANAGEMENT LLC$5,722,222$102,700,000$300,000$103,000,000
    813DISCIPLINA CAPITAL MANAGEMENT, LLC$39,151,878$1,183,240,369$461,138,499$1,644,378,868
    814DISCIPLINED EQUITY MANAGEMENT, INC.$503,479$339,848,079$339,848,079
    815DIVERGENT PLANNING$283,969$200,198,469$200,198,469
    816DIVERSIFI CAPITAL LLC$456,036$262,667,800$9,100$262,676,900
    817DIVERSIFIED ASSET MANAGEMENT, INC.$1,455,837$117,922,794$117,922,794
    818DIVERSIFIED FINANCIAL MANAGEMENT$566,367$108,752,602$122,325,044$231,077,646
    819DIVERSIFIED MANAGEMENT INC$979,726$1,462,855,614$115,483,149$1,578,338,763
    820DIVERSIFIED PORTFOLIOS, INC.$794,766$1,431,758,576$34,584,847$1,466,343,423
    821DIVIDEND ASSETS CAPITAL, LLC$711,329$578,914,606$6,509,479$585,424,085
    822DLK INVESTMENT MANAGEMENT$388,979$320,174,796$30,684,436$350,859,232
    823DOBSON ASSET MANAGEMENT$459,972$171,394,927$3,394,404$174,789,331
    824DOMANI WEALTH, LLC$480,458$1,475,989,877$17,274,439$1,493,264,316
    825DONALD W. NICHOLSON & ASSOCIATES LTD$475,020$209,008,848$209,008,848
    826DONALDSON CAPITAL MANAGEMENT LLC$739,409$2,616,028,278$2,616,028,278
    827DORMAN FINANCIAL MANAGEMENT, P.A.$193,570$159,588,083$1,655,482$161,243,565
    828DOUBLE BAY MANAGEMENT & PLANNING$1,235,446$112,425,565$112,425,565
    829DOWLING & YAHNKE, LLC$1,264,653$5,989,292,627$124,037,570$6,113,330,197
    830DREHER FINANCIAL PARTNERS$244,819$119,226,742$119,226,742
    831DRUM HILL CAPITAL, LLC$858,764$150,791,845$18,384,573$169,176,418
    832DT INVESTMENT PARTNERS, LLC$785,009$1,148,770,311$29,527,809$1,178,298,120
    833DUDLEY CAPITAL MANAGEMENT LLC$647,831$160,014,200$160,014,200
    834DUNNAVAN & CO.$783,634$426,296,663$426,296,663
    835DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC$1,116,232$1,582,134,460$23,006,736$1,605,141,196
    836DWR WEALTH MANAGEMENT, LLC$253,940$131,420,313$5,707,437$137,127,750
    837DYNAMIC WEALTH ADVISORS$312,449$3,157,592,844$147,488,799$3,305,081,643
    838DYSON CAPITAL ADVISORS, LLC$49,230,473$688,717,622$2,806,645,976$3,495,363,598
    839EADS & HEALD WEALTH MANAGEMENT$877,713$265,069,300$265,069,300
    840EAGLE BAY ADVISORS LLC$867,700$806,093,560$806,093,560
    841EAGLE BLUFFS WEALTH MANAGEMENT LLC$474,310$153,202,113$153,202,113
    842EAGLE FINANCIAL STRATEGIES$256,164$127,569,848$127,569,848
    843EAGLE RIDGE INVESTMENT MANAGEMENT LLC$1,380,593$1,063,722,175$87,692,150$1,151,414,325
    844EAGLE ROCK INVESTMENT COMPANY, LLC$3,908,547$515,928,263$515,928,263
    845EARLY MCCLINTIC & MCMILLAN, LLP$852,798$264,314,721$184,257,174$448,571,895
    846EARTH EQUITY ADVISORS, LLC$284,221$178,491,035$178,491,035
    847EASLEY INVESTMENT CONSULTANTS, INC.$209,450$143,030,285$23,273,174$166,303,459
    848EAST END ADVISORS, LLC$192,238,303$1,191,330,576$5,729,248,327$6,920,578,903
    849EAST GUILFORD FINANCIAL SERVICES LLC$218,020$83,916,072$60,413,193$144,329,265
    850ECHO WEALTH MANAGEMENT, LLC$424,072$157,237,705$4,757,708$161,995,413
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    Showing 801 to 850 of 2,983 entries

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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.