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
    101WESTERN FINANCIAL CORPORATION$701,001$254,463,487$254,463,487
    102WESTEND CAPITAL MANAGEMENT, LLC.$731,055$194,460,663$194,460,663
    103WESTBOURNE INVESTMENTS, INC.$394,599$211,505,231$211,505,231
    104WEST FINANCIAL ADVISORS, L.L.C.$338,560$463,900,000$11,100,000$475,000,000
    105WEST END WEALTH MANAGEMENT, LLC$970,439$108,689,220$108,689,220
    106WEST COAST FINANCIAL, LLC$906,939$1,640,652,188$1,640,652,188
    107WEST CAPITAL MANAGEMENT$637,846$943,782,885$15,536,931$959,319,816
    108WEST BRANCH CAPITAL LLC$306,459$493,151,183$16,489,400$509,640,583
    109WESCAP GROUP$770,886$752,300,000$161,200,000$913,500,000
    110WERNAU ASSET MANAGEMENT$769,313$167,710,325$167,710,325
    111WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC$532,333$780,400,000$780,400,000
    112WELLSPRING FINANCIAL ADVISORS, LLC$2,387,743$719,589,267$1,701,582,127$2,421,171,394
    113WELCH INVESTMENT GROUP, LLC$267,736$208,834,055$208,834,055
    114WEINBERGER ASSET MANAGEMENT, INC$611,831$214,752,613$214,752,613
    115WEDMONT PRIVATE CAPITAL$937,062$488,911,422$12,416,752$501,328,174
    116WEDGEWOOD INVESTORS INC$750,843$215,040,887$1,201,790$216,242,677
    117WEBSTERROGERS FINANCIAL ADVISORS, LLC$974,987$697,873,503$217,347$698,090,850
    118WEBER ASSET MANAGEMENT, INC.$761,067$534,269,297$534,269,297
    119WEAVER CAPITAL MANAGEMENT, LLC$304,979$264,455,988$6,975,354$271,431,342
    120WEATHERLY ASSET MANAGEMENT$933,272$1,209,259,179$9,593,596$1,218,852,775
    121WEALTHWAY FINANCIAL ADVISORS$372,065$205,380,000$205,380,000
    122WEALTHVIEW CAPITAL, LLC$490,851$252,816,969$11,260,764$264,077,733
    123WEALTHVALUES, LLC$2,350,591$420,755,858$420,755,858
    124WEALTHTECH PARTNERS LLC$187,489$95,104,713$12,326,335$107,431,048
    125WEALTHSTREAM ADVISORS, INC.$667,242$1,156,997,266$1,156,997,266
    126WEALTHSTAR ADVISORS, LLC$289,128$717,616,108$717,616,108
    127WEALTHSPIRE ADVISORS$774,879$2,820,515,552$11,668,857$2,832,184,409
    128WEALTHSPIRE ADVISORS$564,573$1,012,843,208$1,012,843,208
    129WEALTHSPIRE ADVISORS$3,122,799$14,027,191,596$293,963,940$14,321,155,536
    130WEALTHSPAN PARTNERS, LLC$213,575$218,366,163$6,955,532$225,321,695
    131WEALTHQUEST CORPORATION$377,110$1,669,857,002$4,132,792$1,673,989,794
    132WEALTHPOINT ADVISORS LLC$490,120$293,091,491$293,091,491
    133WEALTHPLANS, LLC$454,392$138,766,405$28,449,695$167,216,100
    134WEALTHPLAN INVESTMENT MANAGEMENT LLC$673,359$628,244,234$628,244,234
    135WEALTHGATE FAMILY OFFICE LLC$6,059,494$527,175,941$527,175,941
    137WEALTHBRIDGE CAPITAL MANAGEMENT, LLC$310,672$498,629,213$498,629,213
    138WEALTH TEAMS ALLIANCE$270,295$246,779,538$246,779,538
    139WEALTH PRESERVATION ADVISORS, LLC$484,163$373,093,331$26,341,402$399,434,733
    140WEALTH PLANNING CORP$1,121,491$429,253,000$15,979,000$445,232,000
    141WEALTH MANAGEMENT SOLUTIONS, LLC$280,097$107,082,222$8,037,440$115,119,662
    142WEALTH MANAGEMENT SOLUTIONS$278,969$385,535,080$385,535,080
    143WEALTH MANAGEMENT SOLUTIONS$299,293$152,096,000$3,237,000$155,333,000
    144WEALTH MANAGEMENT GROUP$402,285$320,620,868$320,620,868
    145WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC$1,619,611$235,910,275$58,858,987$294,769,262
    146WEALTH LEGACY INSTITUTE, INC.$399,405$190,116,711$190,116,711
    147WEALTH FORWARD, LLC$178,404$150,825,032$19,194,128$170,019,160
    148WEALTH ENGINEERING, LLC$620,840$152,105,784$152,105,784
    149WEALTH EFFECTS$416,141$330,000,000$330,000,000
    150WEALTH DIMENSIONS GROUP, LTD.$382,309$701,536,261$1,530,592$703,066,853
    « Previous PageNext Page »

    Showing 101 to 150 of 2,983 entries

    Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

    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.