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
    1601IRONWOOD WEALTH MANAGEMENT, INC.$307,766$213,589,404$213,589,404
    1602IRONWOOD FINANCIAL, LLC$878,792$420,312,179$16,447,325$436,759,504
    1603IRONSIDES ASSET ADVISORS, LLC$1,808,450$552,570,026$313,677,617$866,247,643
    1604IRONRIDGE WEALTH MANAGEMENT, LLC$326,492$112,313,224$112,313,224
    1605IRONBRIDGE PRIVATE WEALTH, LLC$649,004$231,677,647$665,901$232,343,548
    1606IRON GATE GLOBAL ADVISORS$141,095$615,031,491$615,031,491
    1607IRC WEALTH$558,658$432,289,508$4,022,421$436,311,929
    1608IOWA WEALTH MANAGEMENT, LLC$300,210$100,484,966$4,288,189$104,773,155
    1609INVESTORS ASSET MANAGEMENT OF GEORGIA INC$794,022$359,692,008$359,692,008
    1610INVESTOR'S CAPITAL MANAGEMENT, LLC$453,621$180,254,833$10,719,639$190,974,472
    1611INVESTOR ADVISORY GROUP$362,781$154,544,746$154,544,746
    1612INVESTMENTS & FINANCIAL PLANNING, LLC$356,827$223,016,793$223,016,793
    1613INVESTMENT PARTNERS ASSET MANAGEMENT$514,653$188,880,270$7,202,433$196,082,703
    1614INVESTMENT ADVISORY SERVICES, INC$490,158$427,908,045$427,908,045
    1615INVESTMENT ADVISORY PROFESSIONALS LLC$655,422$272,000,000$272,000,000
    1616INVEST INC.$205,319$92,732,072$10,543,291$103,275,363
    1617INVESCO, LLC$1,210,493$237,256,669$237,256,669
    1618INVERNESS COUNSEL, LLC$4,309,500$3,839,486,022$629,465,700$4,468,951,722
    1619INTRINSIC WEALTH COUNSEL, INC.$384,187$233,063,418$2,058,827$235,122,245
    1620INTRINSIC VALUE PARTNERS, LLC$873,256$183,383,721$183,383,721
    1621INTRACK INVESTMENT MANAGEMENT, INC.$525,811$246,188,166$942,844$247,131,010
    1622INTERVEST LTD$519,809$108,914,125$57,424,649$166,338,774
    1623INTERNATIONAL MANAGEMENT ADVISORS LTD.$2,242,393$133,076,660$5,951,702$139,028,362
    1624INTERGY PRIVATE WEALTH, LLC$154,567$245,760,853$245,760,853
    1625INTELLIGENT CAPITALWORKS$919,331$247,100,000$200,000$247,300,000
    1626INTELLECTUS PARTNERS, LLC$1,865,240$971,036,893$370,070,590$1,341,107,483
    1627INTEGRITY WEALTH SOLUTIONS LLC$351,307$176,047,943$3,470,131$179,518,074
    1628INTEGRITY WEALTH PARTNERS, LLC$320,144$172,877,760$172,877,760
    1629INTEGRITY FINANCIAL CORPORATION$356,067$485,520,160$67,808,149$553,328,309
    1630INTEGRITY CAPITAL MANAGEMENT$321,026$128,731,453$128,731,453
    1631INTEGRITY ADVISORY, LLC$291,872$256,617,882$21,827,925$278,445,807
    1632INTEGRIS WEALTH MANAGEMENT, LLC$674,568$498,436,623$12,885,905$511,322,528
    1633INTEGRATED WEALTHCARE, LLC$1,427,148$77,623,538$39,402,612$117,026,150
    1634INTEGRATED WEALTH ADVISORS, LLC$396,472$123,700,352$1,188,359$124,888,711
    1635INTEGRAL WEALTH MANAGEMENT$423,646$187,579,870$43,730,867$231,310,737
    1636INSTRUMENTAL WEALTH, LLC$137,526$189,952,799$3,821,921$193,774,720
    1637INSPIRED FINANCIAL$595,679$289,500,000$289,500,000
    1638INSIGHT WEALTH STRATEGIES, LLC$523,907$777,477,686$777,477,686
    1639INSIGHT WEALTH PARTNERS$306,106$756,316,983$1,906,472$758,223,455
    1640INSIGHT STRATEGIC WEALTH LLC$433,461$187,658,239$2,631,293$190,289,532
    1641INNOVIS ASSET MANAGEMENT LLC$1,442,211$287,000,000$287,000,000
    1642INNOVATIVE ADVISORY GROUP$165,655$136,500,000$136,500,000
    1643INNOVATIVE ADVISER SOLUTIONS, LLC$437,382$101,910,000$101,910,000
    1644INLIGHT WEALTH$432,139$328,712,173$16,566,603$345,278,776
    1645INFINITI WEALTH MANAGEMENT$291,731$155,492,849$155,492,849
    1646INDIE ASSET PARTNERS, LLC$940,740$701,113,350$1,619,684$702,733,034
    1647INDEX FUND ADVISORS, INC.$776,976$4,937,682,218$4,937,682,218
    1648INDEPENDENT WEALTH MANAGEMENT, LLC$307,421$143,735,175$9,360,347$153,095,522
    1649INDEPENDENT FAMILY OFFICE, LLC$4,098,084$507,864,117$298,346$508,162,463
    1650INDEPENDENCE WEALTH ADVISORS INC.$454,400$184,206,912$16,637,863$200,844,775
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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.