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
    1551JOHNSON LYMAN WEALTH ADVISORS$2,928,845$139,398,784$7,043,454$146,442,238
    1552JOHNSON INVESTMENT COUNSEL, INC.$1,356,249$18,527,700,545$236,007,331$18,763,707,876
    1553JOHNSON FINANCIAL GROUP LLC$2,836,146$1,677,347,982$486,631,578$2,163,979,560
    1554JOHN T. MCCARTHY, LLC$286,497$136,659,000$136,659,000
    1555JOHN MOORE & ASSOCIATES INC$1,237,706$784,705,786$784,705,786
    1556JOHN E. SESTINA AND COMPANY$246,984$550,774,332$550,774,332
    1557JOHN A. BYSKO ASSOCIATES$1,054,392$218,259,088$218,259,088
    1558JNBA FINANCIAL ADVISORS, LLC$408,495$1,464,111,697$1,978,515$1,466,090,212
    1559JMG FINANCIAL GROUP LTD$1,106,511$4,539,223,000$176,727,000$4,715,950,000
    1560JM2 CAPITAL INC.$990,208$122,785,796$122,785,796
    1561JLFRANKLIN WEALTH PLANNING$946,612$195,001,984$195,001,984
    1562JHP WEALTH MANAGEMENT, LLC$568,328$162,541,926$162,541,926
    1563JGP WEALTH MANAGEMENT, LLC$469,501$979,379,206$979,379,206
    1564JFG WEALTH MANAGEMENT, LLC$1,427,359$572,763,355$13,881,019$586,644,374
    1565JESS S. MORGAN & COMPANY., INC.$1,391,432$260,197,784$260,197,784
    1566JEPPSON WEALTH MANAGEMENT, LLC$673,173$463,586,458$98,512,705$562,099,163
    1567JENTNER WEALTH MANAGEMENT$585,841$529,600,647$529,600,647
    1568JEFFREY N. MEHLER, CFP LLC$234,617$190,392,522$94,432,702$284,825,224
    1569JEFFREY CHARLES LLOYD WOLMAN$318,954$220,396,968$220,396,968
    1570JE WILSON ADVISORS, LLC$592,694$139,875,774$139,875,774
    1571JDH WEALTH MANAGEMENT, LLC$827,151$305,218,644$305,218,644
    1572JASPER RIDGE PARTNERS, L.P.$716,443,547$34,075,670,371$1,030,063,447$35,105,733,818
    1573JARVIS FINANCIAL$383,532$226,375,000$676,000$227,051,000
    1574JANICZEK WEALTH MANAGEMENT$766,922$950,983,038$950,983,038
    1575JAMISON PRIVATE WEALTH MANAGEMENT, INC.$617,859$531,571,948$20,175,926$551,747,874
    1576JAMES R. MARTIN CONSULTING, INC$703,083$487,939,464$487,939,464
    1577JACOBSON & SCHMITT ADVISORS, LLC$512,102$456,282,437$456,282,437
    1578JACOBSEN CAPITAL MANAGEMENT$1,075,821$380,840,506$380,840,506
    1579JACKSON, GRANT INVESTMENT ADVISERS, INC.$5,044,881$494,398,378$494,398,378
    1580JACKSON SQUARE CAPITAL, LLC$1,044,203$392,480,442$2,228,146$394,708,588
    1581JACKSON HOLE CAPITAL PARTNERS, LLC$1,663,833$436,764,112$93,998,642$530,762,754
    1582JACKSON FINANCIAL SERVICES, LLC$321,864$26,523,535$258,970,038$285,493,573
    1583JACKSON CREEK INVESTMENT ADVISORS LLC$2,421,152$295,380,512$295,380,512
    1584JACK KEETER & ASSOCIATES, INC.$207,188$193,536,034$1,634,682$195,170,716
    1585J2 CAPITAL MANAGEMENT, INC.$135,467$154,161,667$154,161,667
    1586J.W.BURNS & COMPANY, INC.$679,011$801,746,275$28,005,603$829,751,878
    1587J.W. COONS ADVISORS, LLC$1,531,385$464,264,765$50,280,607$514,545,372
    1588J.K. FINANCIAL, INC.$438,182$168,700,000$168,700,000
    1589J.J. BURNS & COMPANY$492,503$724,964,726$724,964,726
    1590J.F. WILLIAMS CO., INC.$465,859$230,134,188$230,134,188
    1591J.E. SIMMONS & CO., P.C.$429,592$153,794,049$153,794,049
    1592J. MARK NICKELL & CO.$760,076$124,425,049$987,536$125,412,585
    1593J. L. BAINBRIDGE & CO., INC.$1,227,703$956,380,954$956,380,954
    1594IWP WEALTH MANAGEMENT LLC$49,172,837$235,028,393$2,518,650,469$2,753,678,862
    1595IWP WEALTH - PRIVATE CLIENT ADVISORS$559,182$240,106,073$297,827,355$537,933,428
    1596IVY LEAGUE FINANCIAL ADVISORS LLC$416,324$134,472,785$134,472,785
    1597ISTO ADVISORS, LLC$327,242$643,959,548$30,486,437$674,445,985
    1598ISTHMUS PARTNERS, LLC$753,565$952,505,865$952,505,865
    1599ISI FINANCIAL GROUP INC$359,529$721,935,095$721,935,095
    1600IRONWOOD WEALTH MANAGEMENT, LLC$259,684$536,373,007$4,807,845$541,180,852
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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.