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
    1701MELIORA CAPITAL$343,746$66,161,910$37,305,713$103,467,623
    1702MELONE PRIVATE WEALTH, LLC$1,541,667$160,000,000$25,000,000$185,000,000
    1703MENDEL MONEY MANAGEMENT INC$1,411,072$238,471,128$238,471,128
    1704MENDOTA FINANCIAL GROUP, LLC$299,580$329,942,076$9,182,835$339,124,911
    1705MENTOR CAPITAL MANAGEMENT INC.$176,375$143,140,194$31,118,648$174,258,842
    1706MEREDITH WEALTH PLANNING$292,926$150,857,094$150,857,094
    1707MERIDIAN CAPITAL MANAGEMENT GROUP, INC.$215,589$140,795,889$1,708,449$142,504,338
    1708MERIDIAN FINANCIAL PARTNERS LLC$352,569$358,914,757$358,914,757
    1709MERIDIAN FINANCIAL, LLC$1,443,328$186,189,298$186,189,298
    1710MERIDIAN WEALTH ADVISORS, LLC$827,462$1,006,831,794$10,945,886$1,017,777,680
    1711MERISTEM FAMILY WEALTH$7,063,183$3,190,628,752$2,233,895,593$5,424,524,345
    1712MERIT FINANCIAL PARTNERS LLC$473,140$203,923,433$203,923,433
    1713MERITAGE PORTFOLIO MANAGEMENT, INC.$1,671,450$2,179,660,301$88,497,250$2,268,157,551
    1714MERITAS WEALTH MANAGEMENT, LLC$614,663$560,572,253$560,572,253
    1715MERIWETHER WEALTH & PLANNING, LLC$192,503$212,138,558$212,138,558
    1716MERRITHEW & THORSTEN, INC.$384,615$150,000,000$150,000,000
    1717MEYER CAPITAL GROUP$730,289$1,112,678,451$523,168,908$1,635,847,359
    1718MEYER CAPITAL MANAGEMENT LLC.$1,324,100$150,947,437$150,947,437
    1719MEYERS WEALTH MANAGEMENT, LLC$1,765,373$1,125,300,000$57,500,000$1,182,800,000
    1720MEZZASALMA ADVISORS$389,822$216,315,124$426,108$216,741,232
    1721MFA WEALTH ADVISORS, LLC$221,470$393,830,692$5,257,824$399,088,516
    1722MG FINANCIAL LLC$10,700,987$1,252,015,531$1,252,015,531
    1723MGM LLC$648,830$157,016,785$157,016,785
    1724MICHAEL A. DUBIS FINANCIAL PLANNING, LLC$807,495$215,601,271$215,601,271
    1725MICHAEL BRADY & CO., LLC$276,564$160,406,998$160,406,998
    1726MICHAEL J. CREW, INVESTMENT ADVISOR$1,107,765$153,979,300$153,979,300
    1727MICHAEL TRAXLER WEALTH MANAGEMENT, LLC$169,852$128,748,000$128,748,000
    1728MIDWEST FINANCIAL GROUP LLC$205,532$355,529,371$6,001,696$361,531,067
    1729MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY$514,521$291,149,378$11,388,820$302,538,198
    1730MILESTONE FINANCIAL PLANNING, LLC$454,609$382,780,986$382,780,986
    1731MILESTONE INVESTMENT ADVISORS, LLC$625,406$636,074,014$101,279,700$737,353,714
    1732MILESTONES PRIVATE INVESTMENT ADVISORS LLC$268,889$86,712,264$80,805,397$167,517,661
    1733MILL CAPITAL MANAGEMENT, LLC$7,575,334$1,063,237,378$35,186,027$1,098,423,405
    1734MILL CREEK CAPITAL ADVISORS, LLC$25,368,180$8,728,115,259$708,847,706$9,436,962,965
    1735MILLARES ASSET MANAGEMENT, LLC$1,321,609$173,130,762$173,130,762
    1736MILLENNIUM INVESTMENT SERVICES$631,352$131,144,671$2,702,035$133,846,706
    1737MILLER CAPITAL$1,341,090$175,530,805$43,066,890$218,597,695
    1738MILLER EQUITY CAPITAL ADVISORS$606,875$138,367,494$138,367,494
    1739MILLER FINANCIAL SERVICES LLC$166,780$238,752,057$23,426,202$262,178,259
    1740MILLER GLOBAL INVESTMENTS, L.L.C.$1,017,134$164,775,737$164,775,737
    1741MILLER, GESKO & COMPANY INC.$680,069$135,086,606$30,850,177$165,936,783
    1742MILLS WEALTH ADVISORS, LLC$223,355$260,787,437$32,031,411$292,818,848
    1743MINDFUL ASSET PLANNING$214,153$368,342,616$368,342,616
    1744MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC$490,247$214,238,109$214,238,109
    1745MINERVA PLANNING GROUP$348,199$142,761,591$142,761,591
    1746MINOT WEALTH MANAGEMENT LLC$1,745,517$1,109,481,266$5,904,370$1,115,385,636
    1747MIRAMAR CAPITAL$801,007$376,631,191$65,524,435$442,155,626
    1748MISSION CREEK CAPITAL PARTNERS, INC.$486,828$493,156,933$493,156,933
    1749MISSION TRAILS FINANCIAL$381,715$108,887,870$11,733,957$120,621,827
    1750MISSION WEALTH MANAGEMENT, LP$730,558$3,956,379,545$858,730,067$4,815,109,612
    « Previous PageNext Page »

    Showing 1,701 to 1,750 of 2,983 entries

    Page 28 | 29 | 30 | 31 | 32 | 33 | 34 | 35 | 36 | 37 | 38 | 39 | 40 | 41 | 42

    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.