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
    1451LD LOWE WEALTH ADVISORY$484,437$120,140,383$120,140,383
    1452LCR WEALTH MANAGEMENT LLC$1,025,641$120,000,000$120,000,000
    1453LBJ FAMILY WEALTH ADVISORS, LTD.$4,013,143$361,182,830$361,182,830
    1454LAWRENCE FINANCIAL PLANNING, LLC$1,628,701$7,354,000$118,056,000$125,410,000
    1455LAUTERBACH FINANCIAL ADVISORS, LLC$556,110$524,558,268$1,521,769$526,080,037
    1456LAUREL WEALTH PLANNING$437,627$329,277,851$12,508,683$341,786,534
    1457LAUGHLIN FINANCIAL LLC$392,955$85,190,769$42,912,400$128,103,169
    1458LAUER WEALTH MANAGEMENT$177,934$121,350,850$121,350,850
    1459LANIER ASSET MANAGEMENT, LLC$556,038$175,623,479$37,895,031$213,518,510
    1460LANDMARK WEALTH MANAGEMENT, LLC$391,447$241,522,541$241,522,541
    1461LANDMARK WEALTH MANAGEMENT$1,785,108$346,723,100$72,777,300$419,500,400
    1462LANDMARK FINANCIAL ADVISORS, LLC$363,254$447,298,000$34,014,000$481,312,000
    1463LANDING POINT FINANCIAL GROUP, LLC$177,755$187,471,897$54,986,469$242,458,366
    1464LAKESIDE ADVISORS INC$592,506$369,438,559$10,950,269$380,388,828
    1465LAKE HILLS WEALTH MANAGEMENT, LLC$231,796$160,866,640$160,866,640
    1466LAIRD NORTON WEALTH MANAGEMENT$2,363,653$3,558,606,626$1,310,519,026$4,869,125,652
    1467LAFAYETTE INVESTMENTS, INC.$1,443,531$783,837,272$783,837,272
    1468L. K. BENSON & COMPANY, P.C.$2,922,257$230,663,451$6,039,381$236,702,832
    1469L & S ADVISORS, INC$783,493$989,659,970$8,509,672$998,169,642
    1470KUTZ AND COMPANY INC.$851,051$100,424,042$100,424,042
    1471KUTSCHER BENNER BARSNESS & STEVENS, INC.$668,475$518,068,411$518,068,411
    1472KURE ADVISORY, LLC$161,981$275,367,057$275,367,057
    1473KUHN ADVISORS, INC.$527,123$708,980,344$708,980,344
    1474KREITLER FINANCIAL LLC$596,219$478,440,032$5,093,352$483,533,384
    1475KRANE FINANCIAL SOLUTIONS$380,301$106,458,281$74,945,390$181,403,671
    1476KRAEMATON INVESTMENT ADVISORS, INC$383,980$193,141,913$193,141,913
    1477KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.$260,361$469,150,367$19,026,212$488,176,579
    1478KOWALSKI FINANCIAL INC.$240,385$150,000,000$150,000,000
    1479KOVALCIK & GERAGHTY WEALTH PARTNERS LLP$353,768$217,952,226$2,799,310$220,751,536
    1480KOTYS WEALTH PROFESSIONALS$278,792$181,493,871$181,493,871
    1481KORVING & COMPANY LLC$227,507$134,491,897$4,742,136$139,234,033
    1482KORE PRIVATE WEALTH, LLC$877,611$5,121,738,954$5,121,738,954
    1483KOENIG INVESTMENT ADVISORY, LLC$331,834$214,032,937$214,032,937
    1484KOA WEALTH MANAGEMENT, LLC$328,383$144,709,608$31,303,810$176,013,418
    1485KNUFF & COMPANY LLC$14,965,049$359,161,178$359,161,178
    1486KNIGHTSBRIDGE WEALTH MANAGEMENT$628,606$527,841,704$7,101,948$534,943,652
    1487KMH WEALTH MANAGEMENT, LLC$544,121$639,400,430$11,368,738$650,769,168
    1488KMG FIDUCIARY PARTNERS, LLC$361,767$924,313,971$924,313,971
    1489KM CAPITAL MANAGEMENT, LTD.$940,289$192,969,182$72,192,201$265,161,383
    1490KLEINFELDER CAPITAL, INC.$263,011$216,139,200$6,367,789$222,506,989
    1491KLCM ADVISORS, INC.$2,010,941$923,021,783$923,021,783
    1492KLAAS FINANCIAL ASSET ADVISORS, LLC.$223,946$521,569,705$521,569,705
    1493KISTLER-TIFFANY ADVISORS$789,548$1,141,036,700$14,862,221$1,155,898,921
    1494KINLOCH CAPITAL, LLC$411,176$202,298,364$202,298,364
    1495KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC$262,447$295,649,683$22,960,393$318,610,076
    1496KINGS POINT CAPITAL MANAGEMENT LLC$1,272,371$1,639,471,869$57,870,578$1,697,342,447
    1497KINGS PATH PARTNERS LLC$2,519,936$203,264,535$542,636,634$745,901,169
    1498KINGFISHER CAPITAL, LLC$867,225$586,243,939$586,243,939
    1499KING WEALTH MANAGEMENT GROUP, LLC$460,762$714,516,153$11,645,375$726,161,528
    1500KIMERY WEALTH MANAGEMENT, LLC$249,692$324,600,000$324,600,000
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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.