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
    351ROCKWOOD WEALTH MANAGEMENT, LLC$405,539$1,345,437,126$32,583,154$1,378,020,280
    352AUSTIN ASSET$679,267$1,366,006,925$1,366,006,925
    3533EDGE ASSET MANAGEMENT, LP$695,104$1,365,183,580$1,365,183,580
    354CAPWEALTH ADVISORS, LLC$1,999,043$1,332,756,150$30,591,369$1,363,347,519
    355SAX WEALTH ADVISORS, LLC$566,088$1,329,716,943$31,157,559$1,360,874,502
    356MARCO INVESTMENT MANAGEMENT LLC$2,425,692$1,360,813,330$1,360,813,330
    357RW INVESTMENT MANAGEMENT LLC$634,260$1,108,225,361$247,822,487$1,356,047,848
    358ARGOS CAPITAL PARTNERS, LLC$1,671,345$297,967,976$1,050,807,487$1,348,775,463
    359COLUMN CAPITAL ADVISORS, LLC$838,240$1,290,086,989$57,802,429$1,347,889,418
    360TORTOISE INVESTMENT MANAGEMENT, LLC$559,640$1,334,136,352$12,916,465$1,347,052,817
    361STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.$385,987$1,206,181,900$135,121,600$1,341,303,500
    362INTELLECTUS PARTNERS, LLC$1,865,240$971,036,893$370,070,590$1,341,107,483
    363HIGHLAND PRIVATE WEALTH MANAGEMENT$941,631$1,310,675,290$15,141,269$1,325,816,559
    364THOMAS DOLL$530,625$1,323,909,507$1,323,909,507
    365SILVEROAK WEALTH MANAGEMENT LLC$834,158$1,243,585,552$75,217,705$1,318,803,257
    366COLONIAL TRUST ADVISORS, INC.$725,968$1,202,749,710$106,171,307$1,308,921,017
    367LEE FINANCIAL COMPANY, LLC$894,850$1,303,848,268$2,633,020$1,306,481,288
    368ADVICEONE ADVISORY SERVICES, LLC$282,928$1,299,488,224$1,299,488,224
    369GALVIN, GAUSTAD & STEIN, LLC$636,098$1,263,185,210$34,455,473$1,297,640,683
    370WBH ADVISORY, INC.$639,354$1,295,331,000$1,295,331,000
    371MADISON WEALTH MANAGEMENT$553,845$1,293,782,083$1,293,782,083
    372SCHNIEDERS CAPITAL MANAGEMENT, LLC.$1,302,047$599,533,283$692,096,916$1,291,630,199
    373BEESE FULMER PRIVATE WEALTH MANAGEMENT$1,241,465$1,281,191,456$1,281,191,456
    374AZZAD ASSET MANAGEMENT, INC.$951,533$1,269,942,074$7,966,705$1,277,908,779
    375GREEN SQUARE CAPITAL ADVISORS, LLC$1,342,977$1,073,161,047$193,266,484$1,266,427,531
    376ADELL HARRIMAN & CARPENTER$653,316$1,259,593,077$1,259,593,077
    377PRISM FINANCIAL GROUP, L.L.C.$603,488$1,100,491,253$152,350,625$1,252,841,878
    378REX CAPITAL ADVISORS, LLC$1,436,521$939,622,618$313,023,836$1,252,646,454
    379MG FINANCIAL LLC$10,700,987$1,252,015,531$1,252,015,531
    380CAPITA FINANCIAL NETWORK, LLC$344,908$1,248,566,752$1,248,566,752
    381PRUDENT MANAGEMENT ASSOCIATES$1,983,619$1,221,909,235$1,221,909,235
    382PLANNING ALTERNATIVES LTD$1,823,532$1,219,942,741$1,219,942,741
    383WEATHERLY ASSET MANAGEMENT$933,272$1,209,259,179$9,593,596$1,218,852,775
    384ROUNDVIEW CAPITAL, LLC$892,477$1,193,943,081$20,717,626$1,214,660,707
    385OAKBRIDGE PARTNERS, LTD.$626,700$1,195,966,939$13,564,864$1,209,531,803
    386BITTERROOT CAPITAL ADVISORS LLC$70,982,293$107,422,885$1,099,276,101$1,206,698,986
    387WOODMONT INVESTMENT COUNSEL, LLC$1,242,508$1,163,517,072$42,958,084$1,206,475,156
    388GODSEY & GIBB WEALTH MANAGEMENT$767,833$1,195,101,909$9,628,471$1,204,730,380
    389ENDURANCE WEALTH MANAGEMENT, INC.$1,571,755$1,068,713,818$135,250,203$1,203,964,021
    390WACKER WEALTH PARTNERS, LLC$1,790,307$1,194,963,895$8,122,309$1,203,086,204
    391SARGENT INVESTMENT GROUP$1,139,969$761,782,481$440,884,411$1,202,666,892
    392RESONANT CAPITAL ADVISORS, LLC$842,614$1,131,244,812$69,480,323$1,200,725,135
    393CAHILL FINANCIAL ADVISORS, INC.$313,554$995,069,425$205,528,293$1,200,597,718
    394THE FINANCIAL ADVISORY GROUP, INC.$557,177$1,200,159,117$1,200,159,117
    395TELOS CAPITAL MANAGEMENT, INC.$627,871$1,197,350,807$1,197,350,807
    396D'ORAZIO & ASSOCIATES, INC.$694,206$1,193,497,098$1,924,988$1,195,422,086
    397THE HOERNER PLANNING GROUP, LLC$1,052,091$832,819,744$361,303,735$1,194,123,479
    398EVERSOURCE WEALTH ADVISORS, LLC$475,548$1,154,120,995$37,126,154$1,191,247,149
    399FOURTHOUGHT PRIVATE WEALTH$39,849$1,191,207,558$1,191,207,558
    400FACET WEALTH, INC$88,294$1,189,409,133$1,189,409,133
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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.