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
    1451KAHLER FINANCIAL GROUP, INC.$328,768$178,850,000$178,850,000
    1452KAILASA CAPITAL MANAGEMENT LLC$735,612$217,334,116$56,313,685$273,647,801
    1453KAIROS PRIVATE WEALTH, INC.$212,259$107,103,645$7,728,371$114,832,016
    1454KAIZEN FINANCIAL ADVISORS, LLC$440,815$173,765,000$54,577,000$228,342,000
    1455KAIZEN FINANCIAL STRATEGIES, LLC$297,783$175,382,332$1,203,138$176,585,470
    1456KAMICHU WEALTH MANAGEMENT LLC$2,636,934$176,845,732$94,758,459$271,604,191
    1457KANE COMPANY WEALTH MANAGEMENT PC$310,951$172,577,701$172,577,701
    1458KAPUSTA FINANCIAL GROUP$159,115$144,794,956$144,794,956
    1459KASTEL CAPITAL ADVISORS, LLC$734,547$83,268,000$34,994,000$118,262,000
    1460KAYDAN WEALTH MANAGEMENT, INC.$309,325$654,840,570$654,840,570
    1461KCS WEALTH ADVISORY$416,840$386,827,079$386,827,079
    1462KEB WEALTH ADVISORS$493,467$756,696,115$85,652,683$842,348,798
    1463KEEN CAPITAL, LLC$359,188$109,077,075$2,630,475$111,707,550
    1464KEENE & DORCHAK$541,242$166,262,698$1,522,228$167,784,926
    1465KEENER FINANCIAL PLANNING$494,674$212,457,431$2,725,966$215,183,397
    1466KELLY FINANCIAL SERVICES LLC$120,087$364,282,219$26,960,277$391,242,496
    1467KENDALL CAPITAL MANAGEMENT$423,253$479,545,821$479,545,821
    1468KENNETH FRENKE & CO$714,149$174,252,234$174,252,234
    1469KENSINGTON FINANCIAL ADVISORS LLC$376,845$295,446,153$295,446,153
    1470KENSINGTON INVESTMENT COUNSEL$958,635$203,230,691$203,230,691
    1471KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP$163,997$324,049,290$5,748,367$329,797,657
    1472KESSLER INVESTMENT GROUP, LLC$202,124$219,651,033$8,345,208$227,996,241
    1473KEUDELL MORRISON WEALTH MANAGEMENT, LLC$389,358$502,665,358$168,588,210$671,253,568
    1474KEVIN M. GIBNEY AND COMPANY, LLC$397,549$229,343,685$4,017,625$233,361,310
    1475KEYSTONE ASSET MANAGEMENT, INC.$2,207,692$264,000,000$23,000,000$287,000,000
    1476KEYSTONE FINANCIAL GROUP, INC.$339,413$141,969,116$244,761$142,213,877
    1477KEYSTONE FINANCIAL PLANNING, INC$817,649$336,871,318$336,871,318
    1478KEYSTONE FINANCIAL SERVICES$926,468$218,646,355$218,646,355
    1479KEYSTONE GLOBAL PARTNERS LLC$608,872$136,281,762$6,803,148$143,084,910
    1480KEYSTONE WEALTH ADVISORS, INCORPORATED$1,429,443$100,061,000$100,061,000
    1481KEYSTONE WEALTH PARTNERS LLC$189,104$644,276,054$644,276,054
    1482KIKER WEALTH MANAGEMENT, LLC$95,492$164,150,783$164,150,783
    1483KILTERHOWLING LLC$360,938$171,414,500$29,266,931$200,681,431
    1484KIMERY WEALTH MANAGEMENT, LLC$249,692$324,600,000$324,600,000
    1485KING WEALTH MANAGEMENT GROUP, LLC$460,762$714,516,153$11,645,375$726,161,528
    1486KINGFISHER CAPITAL, LLC$867,225$586,243,939$586,243,939
    1487KINGS PATH PARTNERS LLC$2,519,936$203,264,535$542,636,634$745,901,169
    1488KINGS POINT CAPITAL MANAGEMENT LLC$1,272,371$1,639,471,869$57,870,578$1,697,342,447
    1489KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC$262,447$295,649,683$22,960,393$318,610,076
    1490KINLOCH CAPITAL, LLC$411,176$202,298,364$202,298,364
    1491KISTLER-TIFFANY ADVISORS$789,548$1,141,036,700$14,862,221$1,155,898,921
    1492KLAAS FINANCIAL ASSET ADVISORS, LLC.$223,946$521,569,705$521,569,705
    1493KLCM ADVISORS, INC.$2,010,941$923,021,783$923,021,783
    1494KLEINFELDER CAPITAL, INC.$263,011$216,139,200$6,367,789$222,506,989
    1495KM CAPITAL MANAGEMENT, LTD.$940,289$192,969,182$72,192,201$265,161,383
    1496KMG FIDUCIARY PARTNERS, LLC$361,767$924,313,971$924,313,971
    1497KMH WEALTH MANAGEMENT, LLC$544,121$639,400,430$11,368,738$650,769,168
    1498KNIGHTSBRIDGE WEALTH MANAGEMENT$628,606$527,841,704$7,101,948$534,943,652
    1499KNUFF & COMPANY LLC$14,965,049$359,161,178$359,161,178
    1500KOA WEALTH MANAGEMENT, LLC$328,383$144,709,608$31,303,810$176,013,418
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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.