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
    1301HORIZONS WEALTH MANAGEMENT$322,087$163,298,018$163,298,018
    1302HORRELL CAPITAL MANAGEMENT, INC.$2,683,782$432,088,885$432,088,885
    1303HORST & GRABEN WEALTH MANAGEMENT, LLC$243,673$534,748,821$70,778,066$605,526,887
    1304HOTALING INVESTMENT MANAGEMENT, LLC$652,882$353,209,299$353,209,299
    1305HOULIHAN FINANCIAL RESOURCE GROUP, LTD.$571,721$313,303,141$313,303,141
    1306HOWARD BAILEY SECURITIES, LLC$65,653$324,368,189$15,846,232$340,214,421
    1307HOWARD FINANCIAL SERVICES, LTD.$777,089$928,483,851$9,462,762$937,946,613
    1308HOWE AND RUSLING, INC.$738,502$1,463,642,280$2,283,725$1,465,926,005
    1309HSC WEALTH ADVISORS$233,632$356,522,643$356,522,643
    1310HTG INVESTMENT ADVISORS INC$652,343$814,776,175$814,776,175
    1311HUDSON ADVISOR SERVICES, INC.$499,834$234,207,417$44,699,894$278,907,311
    1312HUDSON COMPANIES$352,477$100,190,827$23,176,053$123,366,880
    1313HUDSON VALLEY INVESTMENT ADVISORS, INC.$638,931$748,529,805$251,396,766$999,926,571
    1314HUGHES WARREN, INC.$225,708$163,638,189$163,638,189
    1315HURLEY CAPITAL, LLC$628,128$120,600,581$120,600,581
    1316HURLOW WEALTH MANAGEMENT GROUP, INC.$354,463$409,974,455$71,386,280$481,360,735
    1317HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.$738,748$178,777,014$178,777,014
    1318HUTCHINSON CAPITAL MANAGEMENT$1,066,871$703,166,527$18,037,984$721,204,511
    1319HWA FINANCIAL GROUP$520,351$222,710,159$222,710,159
    1320HYPERION PARTNERS, LLC$400,414$308,472,449$7,454,127$315,926,576
    1321IAM ADVISORY LLC$216,602$526,125,315$526,125,315
    1322IEQ CAPITAL, LLC$18,987,618$17,344,630,164$446,767,584$17,791,397,748
    1323IFC PERSONAL MONEY MANAGERS, INC.$600,000$240,000,000$240,000,000
    1324IFG ADVISORS, LLC$228,828$391,000,000$17,000,000$408,000,000
    1325IFRAH FINANCIAL SERVICES, INC.$687,971$428,605,849$428,605,849
    1326ILLUMINATION WEALTH MANAGEMENT$193,244$114,883,203$9,566,130$124,449,333
    1327IMC ADVISORS, LLC$4,486,253$324,512,999$128,598,553$453,111,552
    1328IMPACT INVESTORS$346,157$217,038,045$41,195,128$258,233,173
    1329IMPACTFOLIO LLC$434,116$146,297,039$146,297,039
    1330IMPERIUM WEALTH MANAGEMENT, LLC$227,026$139,616,014$1,367,214$140,983,228
    1331IMS CAPITAL MANAGEMENT$736,592$373,997,807$16,395,837$390,393,644
    1332IMUS WILKINSON INVESTMENT MANAGEMENT, LLC$131,893$193,089,299$529,196$193,618,495
    1333INDEPENDENCE FINANCIAL ADVISORS, LLC$156,352$311,965,379$18,718,438$330,683,817
    1334INDEPENDENCE WEALTH ADVISORS INC.$454,400$184,206,912$16,637,863$200,844,775
    1335INDEPENDENT FAMILY OFFICE, LLC$4,098,084$507,864,117$298,346$508,162,463
    1336INDEPENDENT WEALTH MANAGEMENT, LLC$307,421$143,735,175$9,360,347$153,095,522
    1337INDEX FUND ADVISORS, INC.$776,976$4,937,682,218$4,937,682,218
    1338INDIE ASSET PARTNERS, LLC$940,740$701,113,350$1,619,684$702,733,034
    1339INFINITI WEALTH MANAGEMENT$291,731$155,492,849$155,492,849
    1340INLIGHT WEALTH$432,139$328,712,173$16,566,603$345,278,776
    1341INNOVATIVE ADVISER SOLUTIONS, LLC$437,382$101,910,000$101,910,000
    1342INNOVATIVE ADVISORY GROUP$165,655$136,500,000$136,500,000
    1343INNOVIS ASSET MANAGEMENT LLC$1,442,211$287,000,000$287,000,000
    1344INSIGHT STRATEGIC WEALTH LLC$433,461$187,658,239$2,631,293$190,289,532
    1345INSIGHT WEALTH PARTNERS$306,106$756,316,983$1,906,472$758,223,455
    1346INSIGHT WEALTH STRATEGIES, LLC$523,907$777,477,686$777,477,686
    1347INSPIRED FINANCIAL$595,679$289,500,000$289,500,000
    1348INSTRUMENTAL WEALTH, LLC$137,526$189,952,799$3,821,921$193,774,720
    1349INTEGRAL WEALTH MANAGEMENT$423,646$187,579,870$43,730,867$231,310,737
    1350INTEGRATED WEALTH ADVISORS, LLC$396,472$123,700,352$1,188,359$124,888,711
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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.