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
    851RACHOR INVESTMENT ADVISORY SERVICES, LLC$215,918$229,952,952$229,952,952
    852RABE INVESTMENT CONSULTING GROUP$329,238$106,427,035$16,378,909$122,805,944
    853R2 WEALTH MANAGEMENT PARTNERS$184,037$285,860,205$20,192,621$306,052,826
    854R.W. ROGE & COMPANY, INC$471,479$325,230,114$17,535,078$342,765,192
    855R.P. BOGGS & CO. WEALTH MANAGEMENT$337,374$230,569,439$8,291,610$238,861,049
    856R.L.K. ADVISORY GROUP$151,221$137,611,477$137,611,477
    857R.H. BLUESTEIN & CO LLC$2,410,085$4,173,465,693$275,551,135$4,449,016,828
    858R M DAVIS INC$1,182,445$6,654,939,342$150,030,811$6,804,970,153
    859QUINN STAUFFER FINANCIAL, LLC$201,327$322,525,351$322,525,351
    860QUATTRO ADVISORS L.L.C.$284,068$385,978,824$17,965,752$403,944,576
    861QUARRY HILL ADVISORS$299,567$174,930,218$19,189,057$194,119,275
    862QUANTUM FINANCIAL SERVICES INC.$3,090,388$321,400,309$321,400,309
    863QUANTUM FINANCIAL PLANNING SERVICES, INC.$226,168$429,164,546$28,146,176$457,310,722
    864QUANTUM FINANCIAL ADVISORS, LLC$694,802$887,262,307$887,262,307
    865QUANTITATIVE ADVANTAGE, LLC$395,838$798,801,364$798,801,364
    866QUADCAP WEALTH MANAGEMENT, LLC$614,386$680,926,918$4,727,999$685,654,917
    867QUAD-CITIES INVESTMENT GROUP, LLC$266,105$311,609,827$15,965,472$327,575,299
    868QP GLOBAL FAMILY OFFICES, LLC$4,642,957$1,855,749$949,950,394$951,806,143
    869Q3 ASSET MANAGEMENT CORPORATION$208,554$478,277,401$315,894,577$794,171,978
    870PURTILL FINANCIAL LLC$301,656$182,501,617$182,501,617
    871PURPOSEFUL WEALTH$241,723$174,642,171$5,683,220$180,325,391
    872PURE PORTFOLIOS$378,088$231,389,928$231,389,928
    873PURE FINANCIAL ADVISORS, LLC$1,176,623$4,040,035,677$44,024,431$4,084,060,108
    874PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1,072,980$2,075,143,444$2,075,143,444
    875PSI CAPITAL MANAGEMENT$223,673$260,370,936$1,997,161$262,368,097
    876PRUDENT MANAGEMENT ASSOCIATES$1,983,619$1,221,909,235$1,221,909,235
    877PRUDENT INVESTORS NETWORK, INC.$604,474$244,811,821$244,811,821
    878PROWELL FINANCIAL MANAGEMENT, LLC$4,712,996$1,102,840,949$1,102,840,949
    879PROVIDENT FINANCIAL PLANNING, LLC$448,538$99,004,023$8,196,566$107,200,589
    880PROVIDENCE FINANCIAL AND INSURANCES, INC.$104,895$119,265,165$119,265,165
    881PROTECTION POINT ADVISORS$415,406$453,245,845$18,655,536$471,901,381
    882PROSPERITY WEALTH PLANNING LLC$250,119$117,305,710$117,305,710
    883PROSPERITY ROAD, LLC$1,105,162$146,542,717$3,759,336$150,302,053
    884PROSPERITY PLANNING$364,876$363,036,381$7,312,605$370,348,986
    885PROMUS CAPITAL, LLC$3,175,838$690,210,629$754,795,825$1,445,006,454
    886PROFOCUS INCORPORATED$278,195$103,000,000$8,000,000$111,000,000
    887PROFFITT & GOODSON INC.$833,963$601,104,673$13,525,892$614,630,565
    888PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC$653,889$117,700,055$117,700,055
    889PROFESSIONAL FINANCIAL SOLUTIONS, LLC$313,174$225,596,486$23,689,790$249,286,276
    890PROFESSIONAL FINANCIAL SERVICES, INC.$304,717$190,448,052$190,448,052
    891PROFESSIONAL FINANCIAL ADVISORS, LLC$142,683$323,408,029$67,543,185$390,951,214
    892PROFESSIONAL FINANCIAL$456,461$182,389,518$21,191,944$203,581,462
    893PROCTOR FINANCIAL$1,332,991$293,258,116$293,258,116
    894PRIVATE WEALTH PARTNERS, LLC$7,038,427$1,580,283,355$10,401,056$1,590,684,411
    895PRIVATE WEALTH MANAGEMENT, INC.$1,346,396$829,379,814$829,379,814
    896PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC$189,702$151,658,395$1,810,631$153,469,026
    897PRIVATE WEALTH ADVISORS$851,759$353,480,056$353,480,056
    898PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.$494,592$188,193,869$2,224,195$190,418,064
    899PRIVATE FINANCIAL COUNSELING$536,886$238,914,220$238,914,220
    900PRIVATE CAPITAL MANAGEMENT, LLC$534,248$1,488,064,823$350,979$1,488,415,802
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    Showing 851 to 900 of 2,983 entries

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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.