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
    351THE SHARP FINANCIAL GROUP$496,487$145,613,404$1,843,238$147,456,642
    352THE RUDD COMPANY, LLC$337,873$152,168,295$23,863,788$176,032,083
    353THE RICE PARTNERSHIP, LLC$815,730$507,120,553$41,865,566$548,986,119
    354THE RETIREMENT PLANNING GROUP, INC.$310,215$1,431,334,279$1,431,334,279
    355THE RELAXING RETIREMENT COACH, INC.$485,304$536,260,452$536,260,452
    356THE PROSPERITY PEOPLE$241,343$122,504,848$1,304,310$123,809,158
    357THE PROFESSIONAL FINANCIAL COMPANY LLC$420,584$197,253,782$197,253,782
    358THE PLANNING GROUP$392,564$193,715,950$18,661,247$212,377,197
    359THE PLANNING CENTER, INC.$316,083$825,894,130$169,767,307$995,661,437
    360THE PLANNER'S EDGE LLC$657,177$147,864,886$147,864,886
    361THE PERSONAL WEALTH COACH$248,772$199,266,555$199,266,555
    362THE PATTEN GROUP, INC.$448,364$511,583,841$511,583,841
    363THE O'DONNELL GROUP$467,411$355,929,100$18,000,000$373,929,100
    364THE NALLS SHERBAKOFF GROUP, LLC$289,803$238,507,962$238,507,962
    365THE MOSAIC FINANCIAL GROUP, LLC$1,895,259$518,034,961$590,691,519$1,108,726,480
    366THE MONITOR GROUP, INC.$245,523$140,373,948$1,292,982$141,666,930
    367THE MONEY ADVISOR GROUP, LLC$422,316$197,977,861$48,654,689$246,632,550
    368THE MILLSTONE EVANS GROUP, LLC$349,915$718,601,955$12,019,758$730,621,713
    369THE MENARD FINANCIAL GROUP, LLC$629,723$253,778,305$253,778,305
    370THE MATHER GROUP, LLC$683,047$7,584,242,198$995,516,873$8,579,759,071
    371THE MARTIN WORLEY GROUP$374,959$285,718,930$285,718,930
    372THE MARSHALL FINANCIAL GROUP, INC$562,735$822,649,177$12,449,285$835,098,462
    373THE LEWIS FINANCIAL GROUP$608,928$265,492,656$265,492,656
    374THE LEGACY FINANCIAL GROUP, INC.$311,191$318,660,000$318,660,000
    375THE KEYSTONE FINANCIAL ALLIANCE, LLC$333,333$147,000,000$3,000,000$150,000,000
    376THE KELLY GROUP$786,854$744,363,798$744,363,798
    377THE JUNK INVESTMENT GROUP$450,438$490,977,691$490,977,691
    378THE JOSEPH GROUP CAPITAL MANAGEMENT$1,126,516$763,777,757$763,777,757
    379THE J. ARNOLD WEALTH MANAGEMENT CO., LLC$136,841$244,534,453$244,534,453
    380THE INVICTUS COLLECTIVE, LLC$1,562,717$140,568,794$151,659,250$292,228,044
    381THE HUMPHREYS GROUP$2,441,182$290,500,622$290,500,622
    382THE HOLBEN GROUP, LLC$318,182$140,000,000$140,000,000
    383THE HOGAN-KNOTTS FINANCIAL GROUP, INC.$474,456$304,126,578$304,126,578
    384THE HOERNER PLANNING GROUP, LLC$1,052,091$832,819,744$361,303,735$1,194,123,479
    385THE HIGH NET WORTH ADVISORY GROUP, LLC$590,444$529,567,681$51,428,887$580,996,568
    386THE HELMSTAR GROUP, LLC$267,793$341,704,173$341,704,173
    387THE H GROUP, INC.$271,388$891,237,188$891,237,188
    388THE H GROUP WASHINGTON, INC.$269,024$181,860,014$181,860,014
    389THE GOFF FINANCIAL GROUP$824,419$457,552,800$457,552,800
    390THE FINANCIAL ADVISORY GROUP, INC.$557,177$1,200,159,117$1,200,159,117
    391THE FINANCIAL ADVISORS, LLC$451,071$938,355,596$36,407,885$974,763,481
    392THE FAMILY FIRM, INC.$763,382$756,840,739$1,960,950$758,801,689
    393THE FAIRMAN GROUP, LLC$856,824$483,105,906$322,308,184$805,414,090
    394THE ETF STORE, INC.$206,287$167,845,372$34,109,349$201,954,721
    395THE ESTATE PLANNERS GROUP$1,149,600$283,900,000$3,500,000$287,400,000
    396THE ELLERSON GROUP INC$2,206,476$218,023,179$2,624,423$220,647,602
    397THE CLARK GROUP ASSET MANAGEMENT$403,318$198,462,799$49,174,163$247,636,962
    398THE CLARIUS GROUP, LLC$4,256,495$2,129,568,685$1,313,935,882$3,443,504,567
    399THE BURNEY COMPANY$630,921$2,625,894,633$2,625,894,633
    400THE BOLLARD GROUP LLC$10,951,275$5,275,682,681$178,052,431$5,453,735,112
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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.