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
    1651MARKET GUARD$197,952$299,501,051$299,501,051
    1652MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC$398,707$568,040,347$2,907,445$570,947,792
    1653MARKLE FINANCIAL LLC$333,524$138,937,453$10,815,024$149,752,477
    1654MARKS GROUP WEALTH MANAGEMENT, INC.$482,254$1,405,831,251$215,506,949$1,621,338,200
    1655MARKS WEALTH MANAGEMENT$455,729$325,000,000$25,000,000$350,000,000
    1656MARMO FINANCIAL GROUP, LLC$158,713$245,369,535$245,369,535
    1657MAROTTA WEALTH MANAGEMENT, INC.$330,193$550,852,298$18,731,278$569,583,576
    1658MARQUETTE WEALTH MANAGEMENT$1,553,623$810,991,000$810,991,000
    1659MARQUIS WEALTH MANAGEMENT GROUP$383,775$57,118,481$291,732,868$348,851,349
    1660MARRICK WEALTH$481,287$83,829,547$30,235,573$114,065,120
    1661MARSJEWETT FINANCIAL GROUP$372,079$602,796,329$2,204,860$605,001,189
    1662MARTEL WEALTH ADVISORS INC$340,509$832,797,102$178,175,409$1,010,972,511
    1663MARTIN CAPITAL ADVISORS, LLP$1,382,583$168,737,906$1,319,833$170,057,739
    1664MARYLAND CAPITAL MANAGEMENT, LLC$915,702$2,446,287,418$6,879,283$2,453,166,701
    1665MASCOMA WEALTH MANAGEMENT$282,920$340,578,116$40,797,566$381,375,682
    1666MASON & ASSOCIATES, LLC$230,905$306,873,063$306,873,063
    1667MATRIX ASSET ADVISORS INC$1,769,456$994,434,097$994,434,097
    1668MATRIX PLANNING INC$1,573,928$113,135,966$36,387,217$149,523,183
    1669MATTER FAMILY OFFICE$16,200,890$157,594,916$3,244,591,923$3,402,186,839
    1670MATTERN CAPITAL MANAGEMENT, LLC$698,323$733,238,738$733,238,738
    1671MATTERN WEALTH MANAGEMENT LLC$382,868$452,233,329$11,037,364$463,270,693
    1672MATTHIAS PRIVATE WEALTH, LLC$413,938$141,641,234$23,933,963$165,575,197
    1673MAXELE ADVISORS, LLC$243,317$131,148,000$131,148,000
    1674MAYFAIR ADVISORY GROUP, LLC$347,972$295,940,325$880,000$296,820,325
    1675MAYFIELD ADVISORS, INC.$1,041,779$121,888,159$121,888,159
    1676MB, LEVIS & ASSOCIATES,LLC$601,851$345,462,211$345,462,211
    1677MBE WEALTH MANAGEMENT, LLC$122,088$471,139,499$471,139,499
    1678MBI LLC$770,910$304,232,398$20,320,715$324,553,113
    1679MCCARTHY ASSET MANAGEMENT, INC.$514,482$374,028,444$374,028,444
    1680MCCARTHY GRITTINGER FINANCIAL GROUP, LLC$525,735$392,155,561$8,980,353$401,135,914
    1681MCCARTNEY WEALTH MANAGEMENT LLC$403,787$140,921,825$140,921,825
    1682MCCLARREN FINANCIAL ADVISORS$295,228$246,962,500$44,427,500$291,390,000
    1683MCCOLLUM CHRISTOFERSON GROUP, LLC$695,491$509,795,227$509,795,227
    1684MCCUTCHEN GROUP LLC$3,296,143$2,724,580,249$1,184,644,920$3,909,225,169
    1685MCDONALD CAPITAL MANAGEMENT$676,481$233,385,998$233,385,998
    1686MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC$261,658$462,873,543$462,873,543
    1687MCGLONE SUTTNER WEALTH MANAGEMENT, INC.$323,075$532,750,015$8,078,284$540,828,299
    1688MCGUIRE WEALTH MANAGEMENT$958,498$687,242,743$687,242,743
    1689MCILRATH & ECK, LLC$249,373$645,376,243$645,376,243
    1690MCKINLEY CARTER WEALTH SERVICES, INC.$435,800$2,038,462,444$56,427,104$2,094,889,548
    1691MCM WEALTH$511,635$137,629,793$137,629,793
    1692MCNAMARA FINANCIAL SERVICES, INC.$230,865$589,168,381$589,168,381
    1693MCNAUGHTON WEALTH MANAGEMENT, LLC$234,946$173,827,200$2,617,162$176,444,362
    1694MCRAE CAPITAL MANAGEMENT INC.$859,583$667,896,289$667,896,289
    1695MD FINANCIAL / VESTMENT FINANCIAL$62,276$152,390,327$152,390,327
    1696MEADOW CREEK WEALTH ADVISORS, LLC$1,170,252$282,213,222$244,400,350$526,613,572
    1697MEANS WEALTH MANAGEMENT$340,836$743,988,746$116,282,514$860,271,260
    1698MEASURED RISK PORTFOLIOS$262,639$259,110,902$3,003,242$262,114,144
    1700MEIXLER INVESTMENT MANAGEMENT, LTD.$177,950$137,021,405$137,021,405
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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.