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
651McNamara Financial Services, Inc.$211,314$510,957,683$510,957,683
652Pacific Edge Advisors, LLC$2,274,721$509,345,715$11,565,472$520,911,187
653Eagle Bay Advisors LLC$10,137,383$506,869,166$506,869,166
654Hanson & Doremus Investment Management$500,429$506,465,279$30,494,762$536,960,041
655Excalibur Management Corp$656,956$505,979,641$13,015,607$518,995,248
656MA Private Wealth, LLC$437,286$504,584,726$38,962,011$543,546,737
657Pennington Partners & Co., LLC$2,483,347$503,846,698$606,209,607$1,110,056,305
658Opus Capital Group, LLC$2,421,920$503,536,348$249,680,826$753,217,174
659SMITH CAPITAL MANAGEMENT INC$574,328$502,788,967$897,010$503,685,977
660Youngs Advisory Group, Inc.$601,907$502,592,283$502,592,283
661Noesis Capital Management Corp$660,370$501,745,999$49,002,932$550,748,931
662CRA Financial Services, L.L.C.$365,187$501,246,307$405,878,539$907,124,846
663Level Financial Advisors, Inc.$805,137$500,794,994$500,794,994
664Avion Wealth, LLC$319,724$500,687,553$500,687,553
665Bell Investment Advisors Inc$525,448$500,472,899$55,450,927$555,923,826
666Elser Financial Planning, Inc.$601,365$500,336,015$500,336,015
667Mraz, Amerine & Associates, Inc.$332,458$499,019,550$499,019,550
668THE BERRY GROUP$518,727$498,806,243$54,156,296$552,962,539
669Sherrill & Hutchins Financial Advisory Inc$375,042$498,055,537$498,055,537
670Warner Financial, Inc$797,839$496,551,768$18,054,463$514,606,231
671Mars Jewett Financial Group, Inc.$345,255$496,322,864$1,535,506$497,858,370
672Rowling & Associates LLC$485,767$494,399,475$34,114,707$528,514,182
673Kingfisher Capital, LLC$1,721,898$494,184,812$494,184,812
674Capital Planning LLC$399,868$493,781,639$1,655,228$495,436,867
675Tobias Financial Advisors, Inc.$378,319$493,000,000$20,000,000$513,000,000
676Allied Investment Advisors LLC$821,729$492,818,466$2,683,838$495,502,304
677Pin Oak Investment Advisors Inc$755,424$491,780,969$491,780,969
678Independent Family Office, LLC$4,100,701$491,737,693$346,450$492,084,143
679Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
680NWK Group, Inc.$1,251,375$489,287,671$489,287,671
681Goodman Financial Corporation$741,916$488,180,731$488,180,731
682Personal Investment Management Inc$391,981$487,623,800$487,623,800
683Birchwood Financial Partners, Inc.$362,361$487,428,313$19,514,107$506,942,420
684Aberdeen Wealth Management LLC$1,133,259$487,361,186$18,072,360$505,433,546
685Aevitas Wealth Management, Inc.$391,567$486,684,864$14,912,568$501,597,432
686Spence Asset Management$362,701$486,232,327$6,315,421$492,547,748
687A. N. Culbertson & Company, Inc.$605,482$485,997,000$9,893,000$495,890,000
688Archetype Wealth Partners, LLC$647,076$485,954,348$485,954,348
689CPA Asset Management Group, LLC$1,054,317$484,985,803$484,985,803
690Buckley Wealth Management, LLC$776,665$484,638,756$484,638,756
691CFM Wealth Partners LLC$816,112$483,033,352$921,150$483,954,502
692Rosenblum Silverman Sutton Sf Inc$2,759,574$482,925,503$482,925,503
693Boston Research And Management, Inc.$1,172,174$481,763,335$481,763,335
694HC Financial Advisors Inc$515,403$479,840,525$479,840,525
695Armbruster Capital Management, Inc.$1,588,966$476,138,927$45,042,017$521,180,944
696Private Advisory Group LLC$437,780$475,899,456$843,000$476,742,456
697Abound Wealth Management, LLC$269,275$474,884,231$26,505,345$501,389,576
698Harbour Capital Advisors, LLC$1,891,624$474,797,693$474,797,693
699FMA Advisory Inc$424,986$474,253,804$10,655,723$484,909,527
700Blume Capital Management, Inc.$612,031$473,099,819$473,099,819
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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.