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
    601SILICON HILLS WEALTH MANAGEMENT$461,838$271,037,498$2,370,510$273,408,008
    602SIGNIFY WEALTH LLC$793,427$197,617,311$7,880,177$205,497,488
    603SIGNET FINANCIAL MANAGEMENT, LLC$528,643$959,486,220$959,486,220
    604SIGNATUREFD, LLC$772,436$5,664,689,965$479,266,460$6,143,956,425
    605SIGNALPOINT ASSET MANAGEMENT LLC$358,845$505,830,211$9,112,115$514,942,326
    606SIGMA INVESTMENT COUNSELORS$674,246$1,669,433,210$1,669,433,210
    607SIGHTLINE WEALTH ADVISORS, LLC$266,538$168,639,303$57,118,544$225,757,847
    608SIERRA ASSET MANAGEMENT$240,406$318,569,816$4,776,536$323,346,352
    609SICART ASSOCIATES, LLC$2,013,453$523,497,849$523,497,849
    610SICA WEALTH MANAGEMENT, LLC$167,716$101,104,217$8,749,601$109,853,818
    611SHULMAN DEMEO ASSET MANAGEMENT, LLC$792,833$590,438,843$77,126,221$667,565,064
    612SHOTWELL RUTTER BAER INC$227,087$137,387,530$137,387,530
    613SHOREPOINT CAPITAL PARTNERS LLC$510,830$441,989,588$28,995,973$470,985,561
    614SHORELINE WEALTH ADVISORS$335,247$222,603,939$222,603,939
    615SHORELINE FINANCIAL ADVISORS, LLC$330,255$211,541,391$11,710,959$223,252,350
    616SHIRA RIDGE WEALTH MANAGEMENT$362,447$242,595,181$1,694,068$244,289,249
    617SHIKIAR ASSET MANAGEMENT INC$2,511,111$512,000,000$53,000,000$565,000,000
    618SHERWOOD FINANCIAL PARTNERS, LLC$1,122,528$126,031,526$814,149$126,845,675
    619SHERRILL & HUTCHINS FINANCIAL ADVISORY INC$427,165$571,546,813$571,546,813
    620SHEPPARD WEALTH MANAGEMENT, LLC$425,687$153,786,063$21,171,098$174,957,161
    621SHELTON WEALTH MANAGEMENT, LLC$688,258$189,590,083$87,089,498$276,679,581
    622SHEETS SMITH WEALTH MANAGEMENT$1,289,347$1,139,782,419$1,139,782,419
    623SHARPER & GRANITE LLC$598,358$229,769,653$229,769,653
    624SHARKEY HOWES & JAVER INC$335,297$903,625,913$903,625,913
    625SHAPIRO FINANCIAL SECURITY GROUP, INC.$238,017$97,815,000$29,048,000$126,863,000
    626SHANKERVALLEAU WEALTH ADVISORS, INC.$760,481$439,849,966$8,073,146$447,923,112
    627SHAKESPEARE WEALTH MANAGEMENT, LLC$345,764$387,601,090$387,601,090
    628SHAKER INVESTMENTS$1,156,429$255,492,445$78,453$255,570,898
    629SHADE TREE ADVISORS LLC$5,931,493$272,848,683$272,848,683
    630SGH WEALTH MANAGEMENT$1,002,358$275,648,339$275,648,339
    631SFMG WEALTH ADVISORS$557,538$1,844,382,981$130,975,596$1,975,358,577
    632SFM, LLC$504,416$262,296,071$262,296,071
    633SFG INVESTMENT ADVISORS, INC.$512,772$328,174,026$328,174,026
    634SFC FINANCIAL LLC$988,796$220,501,408$220,501,408
    635SEVENBRIDGE FINANCIAL GROUP, LLC$531,320$475,000,000$475,000,000
    636SEVEN POST INVESTMENT OFFICE LP$37,907,265$6,633,101,166$303,928,282$6,937,029,448
    637SEVEN BRIDGES ADVISORS LLC$41,858,347$2,201,144,724$4,370,615,787$6,571,760,511
    638SEQUENT ASSET MANAGEMENT, LLC$1,759,124$377,413,283$433,542,857$810,956,140
    639SENTRY ADVISORS, LLC$5,627,118$236,219,209$2,729,271,923$2,965,491,132
    640SENTINEL WEALTH MANAGEMENT, INC.$848,323$281,643,071$281,643,071
    641SENTARA CAPITAL$198,296$116,399,753$116,399,753
    642SENSIBLE MONEY, LLC$441,427$405,671,398$405,671,398
    643SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC$466,020$684,461,657$46,257,370$730,719,027
    644SENSENIG CAPITAL ADVISORS, INC.$610,309$119,005,056$93,382,462$212,387,518
    645SENESCHAL ADVISORS, LLC$406,982$227,503,103$227,503,103
    646SENECA FINANCIAL ADVISORS LLC$667,848$503,823,729$75,868,410$579,692,139
    647SELKIRK WEALTH ADVISORS, LLC$1,687,306$104,612,994$104,612,994
    648SELECTIVE WEALTH MANAGEMENT, INC.$210,811$406,714,067$1,838,522$408,552,589
    649SECURITY FIRST ADVISORS$216,174$378,737,196$378,737,196
    650SECURE FINANCIAL MANAGEMENT$530,318$164,398,425$164,398,425
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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.