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
    1051FORT HENRY CAPITAL, LLC$534,176$207,915,193$3,618,646$211,533,839
    1052FORT VANCOUVER INVESTMENT MANAGEMENT, LLC$302,927$157,825,101$157,825,101
    1053FORTE CAPITAL LLC$629,030$1,363,629,633$85,654,358$1,449,283,991
    1054FORTERIS WEALTH MANAGEMENT, INC.$366,276$155,084,200$949,500$156,033,700
    1055FORTHRIGHT FAMILY WEALTH ADVISORY LLC$1,345,688$223,384,150$223,384,150
    1056FORTITER WEALTH MANAGEMENT, LLC$2,374,160$389,362,280$389,362,280
    1057FORTITUDE FAMILY OFFICE$2,697,605$142,441,400$3,229,243$145,670,643
    1058FORTRESS FINANCIAL GROUP, LLC$281,363$130,091,782$17,060,909$147,152,691
    1059FORTRESS WEALTH MANAGEMENT, INC.$334,068$291,097,434$1,212,289$292,309,723
    1060FORTRESS WEALTH PLANNING$672,835$280,317,488$4,291,736$284,609,224
    1061FORTUNE 360 GROUP LLC$303,986$141,353,614$141,353,614
    1062FORTUNE 45, LLC.$204,899$137,663,479$233,632$137,897,111
    1063FORTUNE FINANCIAL ADVISORS, LLC$423,517$194,719,466$96,236,410$290,955,876
    1064FORTUNE WEALTH MANAGEMENT, LLC$1,357,498$300,006,951$300,006,951
    1065FORZA WEALTH MANAGEMENT$653,536$146,703,515$2,302,796$149,006,311
    1066FOSTER & MOTLEY INC$2,588,170$2,009,691,940$47,902,895$2,057,594,835
    1067FOSTER GROUP, INC.$733,546$3,241,151,422$152,232,107$3,393,383,529
    1068FOSTER VICTOR WEALTH ADVISORS$284,033$990,674,000$127,278,000$1,117,952,000
    1069FOUNDATION WEALTH MANAGEMENT, LLC$381,139$466,005,521$63,396,054$529,401,575
    1070FOUNDERS CAPITAL MANAGEMENT INC$1,640,985$205,123,133$205,123,133
    1071FOUNDRY WEALTH ADVISORS, LLC$491,455$121,389,412$121,389,412
    1072FOUNTAINHEAD FINANCIAL, LLC$3,276,596$308,000,000$308,000,000
    1073FOUR PONDS FINANCIAL PLANNING$352,047$101,208,345$12,854,753$114,063,098
    1074FOURTHOUGHT PRIVATE WEALTH$39,849$1,191,207,558$1,191,207,558
    1075FPC INVESTMENT ADVISORY, INC.$427,118$208,860,814$208,860,814
    1076FPL CAPITAL MANAGEMENT, LLC$764,856$381,121,486$200,933,834$582,055,320
    1077FRANCIS FINANCIAL$566,025$418,248,458$47,590,113$465,838,571
    1078FRANGO FINANCIAL$351,485$106,500,000$106,500,000
    1079FRANK FINANCIAL ADVISORS$318,745$135,804,096$6,674,704$142,478,800
    1080FRANK, RIMERMAN ADVISORS LLC$4,433,975$1,157,335,016$221,631,063$1,378,966,079
    1081FRANKLIN, PARLAPIANO, TURNER & WELCH LLC$1,849,482$693,968,488$3,286,342$697,254,830
    1082FRAZEE INVESTMENT CONSULTING, INC.$607,060$176,654,343$176,654,343
    1083FRAZIER FINANCIAL CONSULTANTS, LLC$552,914$164,215,520$164,215,520
    1084FREEDOM ADVISORY$752,754$462,943,992$462,943,992
    1085FREEDOM DAY SOLUTIONS, LLC$334,687$345,076,732$21,405,688$366,482,420
    1086FREEDOM FAMILY OFFICE, LLC$1,034,790$110,722,483$110,722,483
    1087FREESTATE ADVISORS LLC$245,671$94,261,236$52,895,499$147,156,735
    1088FRIEDENTHAL FINANCIAL, LLC$388,031$175,129,000$1,813,000$176,942,000
    1089FRISCH FINANCIAL GROUP, INC.$461,945$629,804,749$30,776,277$660,581,026
    1090FRONTIER ASSET MANAGEMENT, LLC$1,572,577$1,840,424,452$5,361,977,070$7,202,401,522
    1091FRUTH INVESTMENT MANAGEMENT$894,587$373,450,325$2,276,310$375,726,635
    1092FUHRMAN MANAGEMENT ASSOCIATES, INC.$395,985$262,185,796$26,091,101$288,276,897
    1093FULCRUM CAPITAL, LLC$1,923,386$852,023,871$57,737,599$909,761,470
    1094FULCRUM EQUITY MANAGEMENT, LLC$186,415$374,686,086$567,601$375,253,687
    1095FULL SAIL CAPITAL, LLC$1,323,666$1,638,146,719$53,498,912$1,691,645,631
    1096FULLEN FINANCIAL GROUP, INC.$1,124,203$236,082,578$236,082,578
    1097FURE FINANCIAL CORPORATION$263,356$275,997,269$275,997,269
    1098FUSION FAMILY WEALTH, LLC$813,025$894,882,035$17,332,067$912,214,102
    1099G & O FINANCIAL SERVICES, INC.$1,522,476$139,909,953$36,697,207$176,607,160
    1100G&H INVESTMENTS$3,320,561$325,300,000$30,000,000$355,300,000
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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.