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
    651SECOND HALF FINANCIAL PARTNERS, LLC$202,712$240,416,458$240,416,458
    652SECHREST FINANCIAL SERVICES$488,521$170,005,422$170,005,422
    653SEBOLD CAPITAL MANAGEMENT, INC$363,809$270,105,973$35,857,686$305,963,659
    654SEASON INVESTMENTS, LLC$533,389$148,210,202$32,075,270$180,285,472
    655SEASCAPE CAPITAL MANAGEMENT,LLC$514,543$299,978,752$299,978,752
    656SEARCY FINANCIAL SERVICES, INC.$366,847$356,942,604$7,336,553$364,279,157
    657SEABRIDGE INVESTMENT ADVISORS LLC$1,395,714$421,505,588$421,505,588
    658SEA HUNTER CAPITAL$1,709,209$109,389,391$109,389,391
    659SCULATI WEALTH MANAGEMENT, LLC$279,292$255,273,054$255,273,054
    660SCOTTSDALE WEALTH PLANNING, INC.$349,940$153,273,938$153,273,938
    661SCOTT SNOW (FINANCIAL ADVISORS) LLC$1,122,519$620,753,077$620,753,077
    662SCOTT SMITH FINANCIAL$198,741$120,640,744$24,837,883$145,478,627
    663SCOTT CAPITAL ADVISORS, LLC$997,671$720,912,841$56,273,172$777,186,013
    664SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$272,742$461,504,590$14,430,187$475,934,777
    665SCHWALLIER WEALTH MANAGEMENT$176,712$124,390,689$13,444,883$137,835,572
    666SCHULTZ FINANCIAL GROUP INCORPORATED$400,499$165,806,673$165,806,673
    667SCHUBERT & COMPANY, INC.$678,142$322,795,724$322,795,724
    668SCHRUM PRIVATE WEALTH MANAGEMENT, LLC$678,733$160,859,716$160,859,716
    669SCHOOLCRAFT CAPITAL LLC$6,765,299$1,063,258,631$39,485,061$1,102,743,692
    670SCHOLTZ & CO$1,121,275$405,160,255$7,468,792$412,629,047
    671SCHNIEDERS CAPITAL MANAGEMENT, LLC.$1,302,047$599,533,283$692,096,916$1,291,630,199
    672SCHLINDWEIN ASSOCIATES LLC$519,892$231,351,764$231,351,764
    673SCHERER FINANCIAL ADVISORY SERVICES, LLC$307,434$112,301,175$10,057,632$122,358,807
    674SCHAPER BENZ & WISE INVESTMENT COUNSEL INC$1,706,050$1,407,260,321$20,703,865$1,427,964,186
    675SCHAEFER FINANCIAL MANAGEMENT, INC.$425,543$760,020,287$760,020,287
    676SBK FINANCIAL, INC.$809,977$956,333,988$67,476,336$1,023,810,324
    677SBC WEALTH MANAGEMENT$362,294$1,006,504,371$3,208,315$1,009,712,686
    678SB CAPITAL MANAGEMENT, INC.$782,394$998,540,732$2,141,194$1,000,681,926
    679SAYBROOK WEALTH GROUP, INC.$353,183$10,029,215$126,652,526$136,681,741
    680SAXON FINANCIAL GROUP$324,536$299,705,318$149,128,428$448,833,746
    681SAX WEALTH ADVISORS, LLC$566,088$1,329,716,943$31,157,559$1,360,874,502
    682SAVIOR WEALTH$274,852$185,897,507$8,697,757$194,595,264
    683SAVANT WEALTH MANAGEMENT$1,622,838$12,849,631,158$12,849,631,158
    684SATHER FINANCIAL GROUP, INC.$1,225,133$1,430,955,241$1,430,955,241
    685SAS FINANCIAL ADVISORS, LLC.$314,286$40,000,000$70,000,000$110,000,000
    686SARGENT INVESTMENT GROUP$1,139,969$761,782,481$440,884,411$1,202,666,892
    687SARATOGA WEALTH ADVISORS, LLC$403,443$116,082,230$512,747$116,594,977
    688SAPERE WEALTH MANAGEMENT, LLC$1,380,182$303,639,981$303,639,981
    689SAOS CAPITAL, LLC$146,276$151,837,298$20,329,759$172,167,057
    690SANTA FE ADVISORS LLC$833,411$178,605,000$3,912,000$182,517,000
    691SANFORD ADVISORY$349,624$936,529,701$21,091,601$957,621,302
    692SANDY COVE ADVISORS, LLC$601,857$344,014,228$43,581,461$387,595,689
    693SANDIFER WEALTH MANAGEMENT, INC.$390,981$214,420,542$6,874,591$221,295,133
    694SANDIA WEALTH MANAGEMENT, LLC$267,117$129,108,300$22,080,100$151,188,400
    695SANDERSON WEALTH MANAGEMENT, LLC$810,802$121,145,689$874,519,002$995,664,691
    696SAND HILL GLOBAL ADVISORS, LLC$2,069,285$3,530,763,948$73,929,922$3,604,693,870
    697SANCTUARY WEALTH MANAGEMENT, LLC$347,389$220,244,549$220,244,549
    698SANCHEZ & ZURES, LLC$302,561$165,198,502$165,198,502
    699SAMALIN WEALTH$330,444$284,269,659$41,217,960$325,487,619
    700SALVUS WEALTH MANAGEMENT, LLC$437,244$249,666,338$249,666,338
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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.