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
601Bluesky Wealth Advisors, LLC$426,759$560,761,458$560,761,458
602Leonard Rickey Investment Advisors, P.L.L.C.$237,918$560,430,525$19,850,930$580,281,455
603Ellsworth Advisors, LLC$711,661$560,253,239$1,958,968$562,212,207
604CMH Wealth Management, LLC$1,446,613$559,839,106$559,839,106
605Absher Wealth Management, LLC$425,599$558,833,039$50,199,694$609,032,733
606Spectrum Asset Management Inc$612,959$558,194,620$13,083,246$571,277,866
607KMH Wealth Management, LLC$502,440$558,194,093$11,069,873$569,263,966
608Aviance Capital Partners LLC$914,569$557,497,035$390,028$557,887,063
609Cardinal Point Wealth Management, LLC$794,211$554,579,872$11,692,815$566,272,687
610Quadcap Wealth Management, LLC$594,229$553,918,075$4,656,747$558,574,822
611Requisite Capital Management LLC$3,403,288$553,520,116$453,853,165$1,007,373,281
612Galecki Financial Management Inc$280,918$552,566,334$552,566,334
613Financial Partners Capital Management, LLC$1,068,657$552,337,206$101,680,874$654,018,080
614CLEARROCK CAPITAL LLC$670,865$552,117,137$1,346,482$553,463,619
615Sicart Associates, LLC$2,043,069$551,628,605$551,628,605
616Verity And Verity, LLC$1,059,108$551,019,982$10,307,418$561,327,400
617Element Pointe Advisors, LLC$2,286,280$549,425,050$22,144,881$571,569,931
618Proffitt & Goodson Inc.$857,129$548,346,708$15,643,987$563,990,695
619Claro Advisors, LLC$339,494$548,092,861$40,249,686$588,342,547
620Kaydan Wealth Management, Inc.$279,601$547,459,112$547,459,112
621R. S. Crum, Inc.$625,661$543,826,248$11,134,654$554,960,902
622Chatham Capital Group Inc$1,095,708$543,471,274$543,471,274
623Kerntke Otto Mcglone Wealth Management Group$181,953$542,366,203$24,054,198$566,420,401
624JOURNEY ADVISORY GROUP, LLC$385,580$541,353,678$541,353,678
625Tillman Hartley LLC$2,196,073$540,071,000$163,000$540,234,000
626Emerson Wealth, LLC$802,831$539,502,549$539,502,549
627Wealthstar Advisors, LLC$250,807$539,235,828$539,235,828
628Annapolis Financial Services, LLC$521,313$536,819,568$654,350$537,473,918
629MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
630Navpoint Financial, Inc.$2,278,266$534,820,724$23,354,481$558,175,205
631Paragon Advisors, Inc.$12,340,000$534,500,000$391,000,000$925,500,000
632Bernhardt Wealth Management, Inc.$530,044$533,721,527$562,414$534,283,941
633Cheviot Value Management, LLC$640,497$533,534,398$533,534,398
634Baldrige Asset Management LLC$616,708$529,266,825$45,504,761$574,771,586
635Revolve Wealth Partners, LLC$230,987$527,344,077$527,344,077
636Frisch Financial Group, Inc.$410,860$527,044,715$37,887,211$564,931,926
637McGuire Investment Group, LLC$787,663$523,008,485$523,008,485
638Milestone Investment Advisors, LLC$519,719$522,363,649$87,786,368$610,150,017
639Roberts, Glore & Co.$729,490$521,684,712$226,042,664$747,727,376
640Biltmore Capital Advisors, LLC$551,422$519,439,416$519,439,416
641Thrive Wealth Management, LLC$324,638$518,330,582$38,098,990$556,429,572
642Affinity Wealth Management LLC$335,364$517,251,776$58,233,397$575,485,173
643Sunesis Advisors, LLC$1,793,643$516,577,507$105,816,584$622,394,091
644Shulman Demeo Asset Management, LLC$710,709$515,306,328$66,764,122$582,070,450
645Isto Advisors, LLC$288,727$515,301,573$25,195,540$540,497,113
646BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.$405,397$514,889,068$6,045,887$520,934,955
647Grant Street Asset Management Inc$552,261$514,601,236$3,972,210$518,573,446
648Cypress Point Wealth Management, LLC$125,380$514,111,530$115,545,082$629,656,612
649Parkside Advisors LLC$666,875$511,493,152$511,493,152
650Kuhn Advisors, Inc.$452,562$511,395,178$511,395,178
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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.