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
    601TOTAL WEALTH PLANNING, LLC$422,430$752,209,289$63,503,116$815,712,405
    602HTG INVESTMENT ADVISORS INC$652,343$814,776,175$814,776,175
    603ABSHER WEALTH MANAGEMENT, LLC$493,527$758,475,945$54,856,249$813,332,194
    604FINANCIAL SYMMETRY INC.$211,740$380,772,149$431,885,203$812,657,352
    605MARQUETTE WEALTH MANAGEMENT$1,553,623$810,991,000$810,991,000
    606SEQUENT ASSET MANAGEMENT, LLC$1,759,124$377,413,283$433,542,857$810,956,140
    607EAGLE BAY ADVISORS LLC$867,700$806,093,560$806,093,560
    608BAY COLONY ADVISORS$499,405$731,879,130$73,661,895$805,541,025
    609THE FAIRMAN GROUP, LLC$856,824$483,105,906$322,308,184$805,414,090
    610BURLESON & COMPANY, LLC$848,992$657,216,261$144,232,615$801,448,876
    611180 WEALTH ADVISORS, LLC$320,000$620,000,000$180,000,000$800,000,000
    612QUANTITATIVE ADVANTAGE, LLC$395,838$798,801,364$798,801,364
    613FINANCIAL CONCEPTS$158,141$794,341,659$794,341,659
    614Q3 ASSET MANAGEMENT CORPORATION$208,554$478,277,401$315,894,577$794,171,978
    615NORTHSTAR ASSET MANAGEMENT INC$1,696,443$792,239,004$792,239,004
    616ABOUND WEALTH MANAGEMENT, LLC$331,128$758,604,290$32,790,882$791,395,172
    617MITCHELL CAPITAL MANAGEMENT CO$1,164,346$787,098,024$787,098,024
    618BLANKINSHIP & FOSTER, LLC$802,542$786,491,375$786,491,375
    619SUMMIT ASSET MANAGEMENT LLC$526,771$703,237,223$83,232,386$786,469,609
    620ELLIS INVESTMENT PARTNERS, LLC$450,930$726,332,514$60,088,844$786,421,358
    621WEALTH ADVISORS GROUP$344,053$754,999,486$29,786,508$784,785,994
    622JOHN MOORE & ASSOCIATES INC$1,237,706$784,705,786$784,705,786
    623LAFAYETTE INVESTMENTS, INC.$1,443,531$783,837,272$783,837,272
    624ZEVIN ASSET MANAGEMENT, LLC$1,275,204$776,456,560$6,518,904$782,975,464
    625WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC$532,333$780,400,000$780,400,000
    626FAMILY WMS, LLC$980,004$392,124,756$386,978,663$779,103,419
    627INSIGHT WEALTH STRATEGIES, LLC$523,907$777,477,686$777,477,686
    628REGENCY INVESTMENT ADVISORS INC$493,559$769,931,305$7,423,989$777,355,294
    629SCOTT CAPITAL ADVISORS, LLC$997,671$720,912,841$56,273,172$777,186,013
    630THRIVE WEALTH MANAGEMENT, LLC$426,082$730,163,962$43,174,296$773,338,258
    631WALTER KEENAN WEALTH MANAGEMENT$2,596,682$590,220,353$180,994,068$771,214,421
    633SITTNER & NELSON, LLC$575,740$750,206,392$17,830,881$768,037,273
    634AUTUMN LANE ADVISORS, LLC$2,224,577$431,158,000$336,321,000$767,479,000
    635PATHWAY FINANCIAL ADVISORS, LLC$838,725$766,594,754$766,594,754
    636PJS INVESTMENT MANAGEMENT$671,244$737,581,570$26,965,135$764,546,705
    637NOESIS CAPITAL MANAGEMENT CORP$859,363$683,448,137$80,525,227$763,973,364
    638THE JOSEPH GROUP CAPITAL MANAGEMENT$1,126,516$763,777,757$763,777,757
    639CLARO ADVISORS, LLC$360,754$718,444,407$44,550,008$762,994,415
    640PENNSYLVANIA CAPITAL MANAGEMENT INC.$761,784$565,748,205$195,274,002$761,022,207
    641STEPHENS CONSULTING, LLC$308,131$666,498,211$94,276,133$760,774,344
    642THE WEALTH COLLABORATIVE, INC.$1,587,590$751,244,741$9,210,942$760,455,683
    643ASHFORD ADVISORS, LLC$3,364,588$583,621,587$176,775,397$760,396,984
    644SCHAEFER FINANCIAL MANAGEMENT, INC.$425,543$760,020,287$760,020,287
    645COMPASS FINANCIAL GROUP, INC$133,333$760,000,000$760,000,000
    646THE FAMILY FIRM, INC.$763,382$756,840,739$1,960,950$758,801,689
    647INSIGHT WEALTH PARTNERS$306,106$756,316,983$1,906,472$758,223,455
    648TRUADVICE LLC$127,361$752,959,554$4,708,419$757,667,973
    649PREMIER FINANCIAL GROUP INC$666,058$676,979,108$80,329,289$757,308,397
    650FJY FINANCIAL$386,682$711,695,915$45,427,399$757,123,314
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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.