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
    1551LEVEL FINANCIAL ADVISORS, INC.$303,396$545,201,873$545,201,873
    1552LEWIS ASSET MANAGEMENT$312,629$135,991,199$5,004,534$140,995,733
    1553LGG FINANCIAL$651,463$463,508,312$10,756,923$474,265,235
    1554LGL PARTNERS, LLC$2,196,647$692,617,513$425,475,614$1,118,093,127
    1555LIBERTY FINANCIAL GROUP, INC.$618,277$113,862,390$518,870$114,381,260
    1556LIBERTY WEALTH ADVISORS, LLC$839,236$1,594,042,483$159,959,873$1,754,002,356
    1557LIBRA WEALTH LLC$794,224$373,285,321$373,285,321
    1558LIDO ADVISORS$1,072,462$10,618,505,257$433,219,834$11,051,725,091
    1559LIFE LINE WEALTH MANAGEMENT LLC$1,457,538$369,902,542$10,514,885$380,417,427
    1560LIFE PLAN FINANCIAL ADVISORY GROUP, LLC$259,908$147,368,000$147,368,000
    1561LIFE PLANNING PARTNERS, INC.$491,926$255,712,388$581,218$256,293,606
    1562LIFECYCLE FINANCIAL PLANNERS INC.$157,344$436,635,959$154,191,213$590,827,172
    1563LIFEGUIDE FINANCIAL ADVISORS, LLC$154,982$339,474,303$2,570,738$342,045,041
    1564LIFEPLAN GROUP$217,505$135,505,585$135,505,585
    1565LIFESTEPS FINANCIAL$361,452$249,999,325$48,198,666$298,197,991
    1566LIFETIME CAPITAL MANAGEMENT$1,396,975$132,712,650$132,712,650
    1567LIFEWAY FINANCIAL CORPORATION$678,544$271,417,780$271,417,780
    1568LIFEWORKS ADVISORS, LLC$192,964$174,614,980$26,839,776$201,454,756
    1569LIGHT FINANCIAL SERVICES, INC.$80,094$109,618,120$912,044$110,530,164
    1570LIGHTHOUSE FINANCIAL ADVISORS, INC.$342,808$91,303,899$523,350,596$614,654,495
    1571LIGHTHOUSE FINANCIAL MANAGEMENT, LLC$379,638$176,911,423$176,911,423
    1572LIGHTHOUSE FINANCIAL SERVICES INC$403,894$424,088,899$424,088,899
    1573LIGHTHOUSE RETIREMENT$432,008$124,850,196$124,850,196
    1574LIGHTHOUSE WEALTH MANAGEMENT, INC.$225,944$175,106,266$175,106,266
    1575LINCOLN CAPITAL CORPORATION$447,539$342,882,955$1,721,964$344,604,919
    1576LINDA A. BARLOW, CFP$315,274$244,021,924$244,021,924
    1577LINDAHL & MANSAGER INC$253,232$189,164,586$189,164,586
    1578LINDBROOK CAPITAL, LLC$1,355,884$2,454,395,565$274,999,661$2,729,395,226
    1579LITTLE HOUSE CAPITAL, LLC$796,608$322,525,639$16,032,893$338,558,532
    1580LITTLEJOHN FINANCIAL SERVICES INC$100,515$114,785,807$14,275,668$129,061,475
    1581LITTON FINANCIAL$368,744$333,713,048$333,713,048
    1582LIVE OAK PRIVATE WEALTH, LLC$1,958,915$836,456,769$836,456,769
    1583LIVE OAK WEALTH ADVISORY GROUP, LLC$393,301$125,463,109$125,463,109
    1584LJI WEALTH MANAGEMENT, LLC$215,119$553,716,122$553,716,122
    1585LOCKER FINANCIAL SERVICES, LLC$420,889$147,254,503$56,738$147,311,241
    1586LOCKSHIELD PARTNERS, INC.$159,066$189,924,314$189,924,314
    1587LODESTAR PRIVATE ASSET MANAGEMENT LLC$610,486$911,628,852$10,204,578$921,833,430
    1588LOGAN CAPITAL MANAGEMENT, INC.$1,724,003$1,937,312,923$698,687,923$2,636,000,846
    1589LOGAN PARK WEALTH MANAGEMENT$246,121$260,641,850$260,641,850
    1590LOKKEN INVESTMENT GROUP, LLC$247,403$254,330,072$254,330,072
    1591LONG ISLAND WEALTH MANAGEMENT, INC.$386,203$134,738,135$3,522,542$138,260,677
    1592LONG RUN WEALTH ADVISORS, LLC$224,761$337,558,030$44,085,692$381,643,722
    1593LONGVIEW ASSET MANAGEMENT, LLC$564,464$238,768,447$238,768,447
    1594LONGVIEW FINANCIAL ADVISORS, INC.$276,561$192,133,888$75,842$192,209,730
    1595LONGVIEW FINANCIAL ADVISORS, LLC$640,392$212,862,707$58,023,053$270,885,760
    1596LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP$3,941,081$12,546,553,131$72,787,752$12,619,340,883
    1597LOTUSGROUP ADVISORS$223,078$91,645,040$93,286,909$184,931,949
    1598LOUNTZIS ASSET MANAGEMENT, LLC$1,696,123$415,550,049$415,550,049
    1599LOVELESS WEALTH MANAGEMENT, LLC$370,585$264,597,832$264,597,832
    1600LOWE WEALTH ADVISORS, LLC$312,648$392,290,874$9,773,864$402,064,738
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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.