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
1Spoor Behrins Campbell & Young Securities Corp$1,159,246$199,390,345$199,390,345
2Heritage Financial Counselors, LLC$386,703$140,760,000$140,760,000
3Benemark, Inc$989,388$221,622,902$221,622,902
4South Bay Financial Partners Group, Inc.$798,687$154,945,209$154,945,209
5Perspective Wealth Partners, LLC$2,111,342$367,373,582$367,373,582
6Portola Partners Group LLC$3,143,712$4,998,501,584$4,998,501,584
7Purtill Financial LLC$275,857$158,065,817$158,065,817
8Fitzroy Investment Advisors LLC$10,691,404$513,187,389$513,187,389
9W.E. Family Offices, LLC$118,612,102$10,200,640,735$10,200,640,735
10IFC Personal Money Managers, Inc.$764,444$172,000,000$172,000,000
11BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
12Aspen Capital Management$785,038$785,038,007$785,038,007
13SFC Financial LLC$921,294$183,337,439$183,337,439
14Trebuchet Consulting, LLC$563,484$532,492,074$532,492,074
15Old Peak Finance LLC$721,760$327,679,141$327,679,141
16Kutscher Benner Barsness & Stevens, Inc.$617,357$443,261,996$443,261,996
17Altamont Wealth Management, Inc.$2,053,091$172,459,625$172,459,625
18Sechrest Financial Services LLC$457,131$145,824,644$145,824,644
19Kapusta Financial Group, Inc.$154,046$133,711,750$133,711,750
20Tim Looney Investments, LLC$279,169$288,102,838$288,102,838
21TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
22American Financial Advisors, LLC.$409,823$843,006,517$843,006,517
23CTB Financial Services, Ltd.$214,052$208,272,587$208,272,587
24Global Financial Advisory Services, Inc.$305,710$124,423,884$124,423,884
25Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
26ADC Wealth Management, LLC$623,500$143,405,000$143,405,000
27Optima Asset Management Inc$2,345,100$490,125,863$490,125,863
28J.F. Williams Co., Inc.$430,169$194,006,362$194,006,362
29The Junk Investment Group, LLC$424,146$422,025,480$422,025,480
30BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
31Fenton Gregory Coleman$374,732$152,515,726$152,515,726
32Aequitas Investment Advisors, LLC$568,099$653,881,992$653,881,992
33Pathways Advisory Group, Inc.$230,356$203,173,711$203,173,711
34Waypoint Strategic Advisors, LLC$175,475$101,600,000$101,600,000
35Blacktower Financial Management (Us) LLC$568,364$131,291,982$131,291,982
36Portfolio Advisors, Inc.$264,189$205,010,504$205,010,504
37Taylor And Taylor Financial Services Usa LLC$690,474$100,118,658$100,118,658
38Sound Investment Management Inc$1,623,784$165,625,974$165,625,974
39American Financial Advisors Inc$439,769$635,027,053$635,027,053
40Omega Capital Management,LLC$189,130$104,400,000$104,400,000
41Schaefer Financial Management, Inc.$403,191$672,523,282$672,523,282
42Convergent Financial Strategies LLC$393,199$136,046,742$136,046,742
43Mozaic, LLC$47,740,514$3,150,873,899$3,150,873,899
44Scott Snow (Financial Advisors) LLC$1,007,695$565,316,734$565,316,734
45BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
46Beekman Wealth Advisory, LLC$73,571,429$515,000,000$515,000,000
47Corkern Barry M Advisory Services Inc$1,608,241$122,226,352$122,226,352
48Integrated Financial Planning, P.C.$238,455$143,073,045$143,073,045
49Clune & Associates$591,150$369,469,018$369,469,018
50CDA GROUP$480,522$480,521,690$480,521,690
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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.