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
551Red Door Wealth Management, LLC$596,465$606,950,590$217,364,425$824,315,015
552FJY Financial, LLC$353,168$606,904,894$40,805,772$647,710,666
553Exchange Capital Management Inc$644,200$605,598,522$1,882,274$607,480,796
554King Wealth Management Group, LLC$407,953$604,325,100$16,171,640$620,496,740
555Greenwood Gearhart Inc.$376,788$603,614,317$603,614,317
556JBJ Investment Partners, LLC$518,599$602,986,278$43,187,689$646,173,967
557NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
558The Joseph Group LLC$940,788$602,104,403$602,104,403
559Brickley Wealth Management$1,272,534$600,635,890$600,635,890
560Sage Rhino Capital LLC$566,954$600,403,904$600,403,904
561Quantitative Advantage, LLC$346,494$599,780,339$599,780,339
562Diesslin Group, Inc.$526,727$597,114,028$129,769,812$726,883,840
563Summit Asset Management LLC$482,560$594,350,245$79,786,359$674,136,604
564Altavista Wealth Management, Inc.$648,912$592,931,197$8,610,529$601,541,726
565Live Oak Private Wealth, LLC$698,592$592,405,648$592,405,648
566Marathon Capital Management LLC$965,092$591,601,523$591,601,523
567Canal Capital Management, LLC$453,646$591,097,312$37,656,577$628,753,889
568BAKER ELLIS ASSET MANAGEMENT LLC$1,091,173$590,324,664$590,324,664
569Coyle Financial Counsel, LLC$348,632$590,110,674$148,989,793$739,100,467
570Cyrus J. Lawrence LLC$1,426,680$590,048,036$597,446$590,645,482
571Total Wealth Planning, LLC$382,082$587,303,178$53,830,132$641,133,310
572Pettyjohn, Wood & White, Inc.$704,133$587,246,691$587,246,691
573Strategy Asset Managers L.L.C.$620,325$583,725,372$583,725,372
574First Fiduciary Investment Counsel Inc$1,292,838$580,484,406$580,484,406
575LASSUS WHERLEY$348,891$579,857,338$579,857,338
576Mattern Capital Management, LLC$542,101$577,879,545$577,879,545
577Pinney & Scofield, Inc.$529,149$577,301,188$577,301,188
578The Financial Consulate, Inc$164,257$576,805,455$8,605,887$585,411,342
579Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
580Bluerock Wealth Management, LLC$352,830$576,170,938$576,170,938
581J.P. King Advisors, Inc.$437,668$575,970,684$575,970,684
582The Ullmann Financial Group, Inc.$717,032$575,098,518$7,131,266$582,229,784
583James J. Burns & Company, LLC$434,651$574,608,136$574,608,136
584Nelson Capital Management, LLC$1,137,727$574,552,255$574,552,255
585PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
586SMART INVESTOR, LLC$553,644$574,410,546$272,090$574,682,636
587Barry Investment Advisors, LLC$463,727$573,155,610$93,683,638$666,839,248
588Sittner & Nelson, LLC$488,675$572,004,625$16,849,050$588,853,675
589Franklin, Parlapiano, Turner & Welch LLC$1,618,928$571,960,950$2,758,455$574,719,405
590Waterfront Wealth Inc.$271,429$570,000,000$570,000,000
591Insight Wealth Partners, LLC$234,443$568,561,627$901,312$569,462,939
592Wpwealth LLP$381,912$568,479,191$157,534,723$726,013,914
593Sensible Financial Planning And Management, LLC$436,590$568,369,571$48,095,195$616,464,766
594Wealth Dimensions Group, Ltd.$354,120$565,720,995$1,578,961$567,299,956
595Firestone Capital Management Inc$511,241$564,200,000$4,300,000$568,500,000
596Regatta Capital Group, LLC$286,953$563,612,476$119,048,528$682,661,004
597ACPM Wealth Management For Individuals, LLC$426,801$563,377,248$563,377,248
598Vantage Financial Partners Limited$590,294$563,213,172$5,830,558$569,043,730
599Princeton Portfolio Strategies Group LLC$1,246,406$562,855,490$7,998,274$570,853,764
600McRae Capital Management Inc.$753,095$561,809,123$561,809,123
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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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.