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
    851ECHO45 ADVISORS LLC$384,042$158,009,310$5,208,726$163,218,036
    852ECLECTIC ASSOCIATES, INC.$347,723$905,408,774$165,579,070$1,070,987,844
    853ECON WEALTH MANAGEMENT$238,764$142,804,460$10,720,758$153,525,218
    854EDGE FINANCIAL ADVISORS, LLC$375,994$339,601,285$9,320,977$348,922,262
    855EDGE WEALTH MANAGEMENT, LLC$1,627,215$846,151,721$846,151,721
    856EDGEMOOR INVESTMENT ADVISORS, INC.$1,595,161$1,150,111,173$1,150,111,173
    857EDGEROCK WEALTH MANAGEMENT$256,265$231,151,051$231,151,051
    858EDGEROCK WEALTH MANAGEMENT$256,265$231,151,051$231,151,051
    859EHB FINANCIAL RESOURCES MANAGEMNT, INC.$1,525,882$129,700,000$129,700,000
    860EIDELMAN VIRANT CAPITAL$2,162,259$307,040,802$307,040,802
    861EIGER WEALTH MANAGEMENT, LLC$629,278$200,365,584$66,448,475$266,814,059
    862ELDERADO FINANCIAL, INC$179,337$147,953,170$147,953,170
    863ELEMENT POINTE ADVISORS$2,204,817$680,227,573$25,314,024$705,541,597
    864ELEVAGE PARTNERS, LLC$263,999$134,111,589$134,111,589
    865ELEVATE WEALTH ADVISORY, INC.$195,586$312,545,715$312,545,715
    866ELEVATION CAPITAL ADVISORY$189,974$216,702,508$10,316,979$227,019,487
    867ELGETHUN CAPITAL MANAGEMENT$748,872$532,447,906$532,447,906
    868ELIOT FINKEL INVESTMENT COUNSEL, LLC$1,018,241$209,757,727$209,757,727
    869ELIOT ROSE WEALTH MANAGEMENT, LLC$374,632$116,885,289$116,885,289
    870ELITE FINANCIAL, INC.$216,717$154,085,439$154,085,439
    872ELLIS INVESTMENT PARTNERS, LLC$450,930$726,332,514$60,088,844$786,421,358
    873ELLSWORTH ADVISORS, LLC$724,474$709,655,393$1,778,044$711,433,437
    874ELMWOOD WEALTH MANAGEMENT$470,011$253,535,523$12,490,790$266,026,313
    875ELSER FINANCIAL PLANNING, INC.$1,543,594$648,992,613$930,104,423$1,579,097,036
    876ELWOOD & GOETZ$213,397$558,460,716$558,460,716
    877EMBREE FINANCIAL GROUP$2,516,238$737,962,060$1,063,664,091$1,801,626,151
    878EMERALD ADVISORS, LLC$1,004,213$534,965,163$2,288,595$537,253,758
    879EMERSON WEALTH, LLC$881,560$634,723,340$634,723,340
    880EMISSARY WEALTH$229,667$98,931,387$21,414,039$120,345,426
    881EMPYRION WEALTH MANAGEMENT, INC.$2,827,586$246,000,000$246,000,000
    882ENDEAVOR WEALTH ADVISORS, LLC$422,136$156,658,466$2,064,692$158,723,158
    883ENDOWMENT WEALTH MANAGEMENT, INC.$185,261$269,494,195$25,070,530$294,564,725
    884ENDURANCE WEALTH MANAGEMENT, INC.$1,571,755$1,068,713,818$135,250,203$1,203,964,021
    885ENRICH FINANCIAL PARTNERS LLC$1,124,933$355,453,435$9,024,847$364,478,282
    886ENSEMBLE CAPITAL MANAGEMENT, LLC$2,465,366$1,821,905,823$1,821,905,823
    887ENSO WEALTH MANAGEMENT, LLC$381,505$1,511,908,418$291,082,297$1,802,990,715
    888ENSPYRE WEALTH ADVISORS, INC.$563,308$157,726,332$157,726,332
    889ENTASIS ASSET MANAGEMENT LLC$333,796$116,070,279$3,762,649$119,832,928
    890ENTRUST FINANCIAL LLC$262,535$219,953,025$15,803,591$235,756,616
    891ENTRUST WEALTH ADVISORS, LLC$984,405$335,682,164$335,682,164
    892ENVISION FINANCIAL LLC$1,698,263$130,766,254$130,766,254
    893ENVOI LLC$2,218,486$3,121,409,851$3,121,409,851
    894ENZI WEALTH$379,409$262,457,661$5,784,619$268,242,280
    895EP WEALTH ADVISORS$798,802$14,386,000,000$284,000,000$14,670,000,000
    896EPIC TRUST INVESTMENT ADVISORS LLC$149,049$198,831,504$198,831,504
    897EPIQ PARTNERS, LLC$969,367$304,674,510$16,185,843$320,860,353
    898EPSILON FINANCIAL GROUP, INC.$904,051$468,298,226$468,298,226
    899EQ WEALTH MANAGEMENT$338,360$356,022,051$130,877,652$486,899,703
    900EQUISTAR WEALTH MANAGEMENT LLC$691,488$202,862,688$2,509,256$205,371,944
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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.