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
    301BOWIE CAPITAL MANAGEMENT, LLC$57,962,287$1,622,944,040$1,622,944,040
    302CI DOYLE PRIVATE WEALTH, LLC$640,012$1,615,012,524$6,778,954$1,621,791,478
    303MARKS GROUP WEALTH MANAGEMENT, INC.$482,254$1,405,831,251$215,506,949$1,621,338,200
    3041900 WEALTH$2,574,573$1,567,692,630$46,564,670$1,614,257,300
    305RETIREMENT MANAGEMENT SYSTEMS$456,204$1,612,679,618$1,612,679,618
    306PATRIOT INVESTMENT MANAGEMENT GROUP INC$334,243$1,605,415,069$5,299,797$1,610,714,866
    307CHECK CAPITAL MANAGEMENT INC$765,622$1,516,221,789$89,287,050$1,605,508,839
    308DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC$1,116,232$1,582,134,460$23,006,736$1,605,141,196
    309WALL CAPITAL GROUP, INC.$1,863,066$526,489,192$1,070,158,615$1,596,647,807
    310MAPLE CAPITAL MANAGEMENT, INC.$735,318$1,594,130,334$38,432$1,594,168,766
    311PRIVATE WEALTH PARTNERS, LLC$7,038,427$1,580,283,355$10,401,056$1,590,684,411
    312CONSERVEST CAPITAL ADVISORS INC$6,183,034$1,589,039,759$1,589,039,759
    313ELSER FINANCIAL PLANNING, INC.$1,543,594$648,992,613$930,104,423$1,579,097,036
    314DIVERSIFIED MANAGEMENT INC$979,726$1,462,855,614$115,483,149$1,578,338,763
    315ROCKBRIDGE INVESTMENT MANAGEMENT, LLC$418,987$1,495,206,893$75,994,331$1,571,201,224
    316BALTIMORE-WASHINGTON FINANCIAL ADVISORS$581,574$1,497,259,644$63,102,597$1,560,362,241
    317STERLING INVESTMENT MANAGEMENT$155,802,359$1,558,023,587$1,558,023,587
    318ALTFEST PERSONAL WEALTH MANAGEMENT$484,505$1,527,955,353$27,305,515$1,555,260,868
    319CORNERSTONE MANAGEMENT, INC.$985,297$1,549,161,408$1,695,831$1,550,857,239
    320BEAIRD HARRIS$525,799$1,402,052,000$120,662,000$1,522,714,000
    321RZH ADVISORS LLC$1,253,944$1,516,018,156$1,516,018,156
    322GARDE CAPITAL, INC.$3,024,222$1,505,701,470$9,433,608$1,515,135,078
    323CORDA INVESTMENT MANAGEMENT, LLC$556,491$1,445,659,872$54,084,429$1,499,744,301
    324CABLE HILL PARTNERS, LLC$854,538$1,262,242,251$235,763,329$1,498,005,580
    325DOMANI WEALTH, LLC$480,458$1,475,989,877$17,274,439$1,493,264,316
    326PRIVATE CAPITAL MANAGEMENT, LLC$534,248$1,488,064,823$350,979$1,488,415,802
    327CX INSTITUTIONAL, LLC$290,552$1,480,654,465$1,480,654,465
    328FIDUCIARY WEALTH PARTNERS, LLC$3,718,618$1,299,682,894$176,608,543$1,476,291,437
    329DIVERSIFIED PORTFOLIOS, INC.$794,766$1,431,758,576$34,584,847$1,466,343,423
    330JNBA FINANCIAL ADVISORS, LLC$408,495$1,464,111,697$1,978,515$1,466,090,212
    331HOWE AND RUSLING, INC.$738,502$1,463,642,280$2,283,725$1,465,926,005
    332REBALANCE LLC$909,291$1,462,139,862$1,462,139,862
    333FORTE CAPITAL LLC$629,030$1,363,629,633$85,654,358$1,449,283,991
    334PROMUS CAPITAL, LLC$3,175,838$690,210,629$754,795,825$1,445,006,454
    335AUTUS ASSET MANAGEMENT, LLC$597,794$1,438,890,003$1,438,890,003
    337YOUNG RICHARD C & CO LTD$761,301$1,432,008,099$1,432,008,099
    338THE RETIREMENT PLANNING GROUP, INC.$310,215$1,431,334,279$1,431,334,279
    339SATHER FINANCIAL GROUP, INC.$1,225,133$1,430,955,241$1,430,955,241
    340RKL WEALTH MANAGEMENT LLC$1,674,883$1,249,063,345$181,286,520$1,430,349,865
    341SCHAPER BENZ & WISE INVESTMENT COUNSEL INC$1,706,050$1,407,260,321$20,703,865$1,427,964,186
    342PARAGON CAPITAL MANAGEMENT$2,030,020$1,275,790,722$147,253,562$1,423,044,284
    343NOVARE CAPITAL MANAGEMENT$2,149,113$1,406,619,494$3,198,802$1,409,818,296
    344TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.$1,128,736$1,406,404,904$1,406,404,904
    345SAGE MOUNTAIN ADVISORS, LLC$11,614,471$1,373,774,048$31,576,893$1,405,350,941
    346TFC FINANCIAL MANAGEMENT INC$1,116,163$1,394,087,469$1,394,087,469
    347CYNDEO WEALTH PARTNERS$435,147$1,385,506,598$1,385,506,598
    348CLAYTON FINANCIAL GROUP, LLC$481,218$57,826,954$1,324,712,810$1,382,539,764
    349RODGERS & ASSOCIATES$423,877$1,382,262,598$1,382,262,598
    350FRANK, RIMERMAN ADVISORS LLC$4,433,975$1,157,335,016$221,631,063$1,378,966,079
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    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.