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
    1351MAINSTAY CAPITAL MANAGEMENT, LLC$1,005,404$3,485,153,234$373,587,895$3,858,741,129
    1352MAINSAIL FINANCIAL GROUP$188,737$102,295,575$102,295,575
    1353MAINSAIL ASSET MANAGEMENT, LLC$444,522$220,927,438$220,927,438
    1354MAIN STREET RESEARCH LLC$849,924$1,963,324,024$1,963,324,024
    1355MAGNUS FINANCIAL GROUP LLC$442,705$1,129,782,370$1,129,782,370
    1356MAGNOLIA WEALTH MANAGEMENT LLC$198,682$118,414,724$118,414,724
    1357MAGNOLIA FINANCIAL PLANNING SERVICES, INC.$205,358$138,821,999$138,821,999
    1358MADRONE INVESTMENT ADVISORY, LLC$497,949$8,409,040$157,905,798$166,314,838
    1359MADISON WEALTH MANAGEMENT$553,845$1,293,782,083$1,293,782,083
    1360MADISON PARTNERS$178,963$432,911,122$432,911,122
    1361MADDEN FUNDS MANAGEMENT$871,028$191,626,253$191,626,253
    1362MADDEN ADVISORY SERVICES, INC.$316,050$189,314,214$189,314,214
    1363MACROVIEW INVESTMENT MANAGEMENT LLC$309,470$145,760,182$145,760,182
    1364MACROCLIMATE LLC$3,009,983$180,598,970$180,598,970
    1365MACRO ADVISORS, INC.$147,235$183,560,341$7,698,311$191,258,652
    1366MACKE FINANCIAL ADVISORY GROUP$299,537$128,201,895$128,201,895
    1367MA PRIVATE WEALTH, LLC$498,957$594,053,533$45,609,475$639,663,008
    1368M.C. BYRD WEALTH MANAGEMENT, LLC$270,484$184,284,080$53,471,206$237,755,286
    1369M&R CAPITAL MANAGEMENT INC$1,328,814$507,311,571$22,885,318$530,196,889
    1370M WEALTH MANAGEMENT, LLC$167,590$158,875,573$158,875,573
    1371M CAPITAL ADVISORS$2,362,477$1,120,915,368$36,698,469$1,157,613,837
    1372LYNX INVESTMENT ADVISORY, LLC$3,759,132$233,002,897$834,590,531$1,067,593,428
    1373LYELL WEALTH MANAGEMENT LP$4,227,390$1,073,757,090$1,073,757,090
    1374LXG WEALTH ADVISORY LLC$18,242,908$111,057,807$34,885,453$145,943,260
    1375LVM CAPITAL MANAGEMENT LTD$797,188$911,618,606$26,671,629$938,290,235
    1376LUTZ FINANCIAL$960,156$1,623,310,300$195,224,932$1,818,535,232
    1377LUMINA WEALTH MANAGEMENT, LLC$332,933$154,229,935$9,240,407$163,470,342
    1378LUMINA FINANCIAL CONSULTANTS, LLC$730,232$129,541,808$2,630,172$132,171,980
    1379LUMA CAPITAL$1,934,833$51,454,495$70,440,005$121,894,500
    1380LUCIEN STIRLING & GRAY ADVISORY GROUP INC$208,402$93,099,607$37,151,393$130,251,000
    1381LUCAS GROUP FINANCIAL PLANNERS, INC.$379,312$257,202,331$33,350,931$290,553,262
    1383LOWERY THOMAS, LLC$522,262$171,005,183$142,874,376$313,879,559
    1384LOWE WEALTH ADVISORS, LLC$312,648$392,290,874$9,773,864$402,064,738
    1385LOVELESS WEALTH MANAGEMENT, LLC$370,585$264,597,832$264,597,832
    1386LOUNTZIS ASSET MANAGEMENT, LLC$1,696,123$415,550,049$415,550,049
    1387LOTUSGROUP ADVISORS$223,078$91,645,040$93,286,909$184,931,949
    1388LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP$3,941,081$12,546,553,131$72,787,752$12,619,340,883
    1389LONGVIEW FINANCIAL ADVISORS, LLC$640,392$212,862,707$58,023,053$270,885,760
    1390LONGVIEW FINANCIAL ADVISORS, INC.$276,561$192,133,888$75,842$192,209,730
    1391LONGVIEW ASSET MANAGEMENT, LLC$564,464$238,768,447$238,768,447
    1392LONG RUN WEALTH ADVISORS, LLC$224,761$337,558,030$44,085,692$381,643,722
    1393LONG ISLAND WEALTH MANAGEMENT, INC.$386,203$134,738,135$3,522,542$138,260,677
    1394LOKKEN INVESTMENT GROUP, LLC$247,403$254,330,072$254,330,072
    1395LOGAN PARK WEALTH MANAGEMENT$246,121$260,641,850$260,641,850
    1396LOGAN CAPITAL MANAGEMENT, INC.$1,724,003$1,937,312,923$698,687,923$2,636,000,846
    1397LODESTAR PRIVATE ASSET MANAGEMENT LLC$610,486$911,628,852$10,204,578$921,833,430
    1398LOCKSHIELD PARTNERS, INC.$159,066$189,924,314$189,924,314
    1399LOCKER FINANCIAL SERVICES, LLC$420,889$147,254,503$56,738$147,311,241
    1400LJI WEALTH MANAGEMENT, LLC$215,119$553,716,122$553,716,122
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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.