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
201BSW Wealth Partners, Inc., A Public Benefit Corporation$501,831$1,508,512,895$7,519,184$1,516,032,079
202Portfolio Solutions LLC$850,466$1,504,474,077$1,504,474,077
203Monograph Wealth Advisors, LLC$2,094,425$1,492,237,053$68,109,466$1,560,346,519
204Pinnacle Wealth Planning Services, Inc.$601,329$1,490,239,519$13,684,848$1,503,924,367
205Altfest L J & Co Inc$445,841$1,484,687,455$15,565,887$1,500,253,342
206Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
207Sadoff Investment Management LLC$1,221,163$1,473,943,668$1,473,943,668
208Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
209Abacus Planning Group, Inc.$599,296$1,452,693,162$1,452,693,162
210STEARNS FINANCIAL GROUP$625,790$1,439,316,947$1,439,316,947
211Asset Dedication, LLC$908,970$1,437,081,527$1,437,081,527
212Sigma Investment Counselors, Inc.$622,325$1,431,346,806$1,431,346,806
213Cornerstone Advisory, LLC$1,138,062$1,429,405,386$1,429,405,386
214Pine Ridge Advisers LLC$79,198,267$1,425,568,811$1,425,568,811
215Dakota Wealth, LLC$555,870$1,418,995,059$1,253,798$1,420,248,857
216Fulton Breakefield Broenniman,LLC$579,012$1,418,000,000$1,418,000,000
217Conservest Capital Advisors Inc$6,071,203$1,414,590,407$1,414,590,407
218Paracle Advisors LLC$797,891$1,404,742,363$5,131,623$1,409,873,986
219Meristem Family Wealth, LLC$6,034,132$1,402,705,850$2,893,596,029$4,296,301,879
220Main Street Research LLC$1,999,963$1,389,974,082$1,389,974,082
221Heritage Investment Group, Inc.$756,055$1,388,116,487$1,388,116,487
222Osborne Partners Capital Management LLC$1,194,493$1,383,257,587$379,814,001$1,763,071,588
223Howe And Rusling, Inc.$740,213$1,382,275,090$3,404,498$1,385,679,588
224Retirement Management Systems, Inc.$454,903$1,370,621,789$1,370,621,789
225Circle Wealth Management, LLC$2,724,827$1,369,426,769$1,401,722,150$2,771,148,919
226Domani Wealth, LLC$460,052$1,367,418,454$15,039,134$1,382,457,588
227Legacy One Financial Advisors, LLC$692,965$1,358,374,360$1,222,677$1,359,597,037
228Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
229Relyea Zuckerberg Hanson, LLC$1,223,879$1,341,371,332$1,341,371,332
230Stokes Family Office LLC$959,823$1,331,274,860$1,331,274,860
231Kings Point Capital Management LLC$1,166,334$1,329,608,497$40,833,975$1,370,442,472
232NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
233Patriot Investment Management Group Inc$294,653$1,329,100,777$4,202,541$1,333,303,318
234Albion Management Group$673,879$1,328,670,255$98,606,074$1,427,276,329
235INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
236Gryphon Financial Partners, LLC$859,503$1,319,153,804$21,670,120$1,340,823,924
237Private Capital Management, LLC$458,216$1,311,639,564$232,994$1,311,872,558
238Maple Capital Management, Inc.$697,915$1,300,818,794$4,981,085$1,305,799,879
239Willow Creek Wealth Management, Inc.$590,021$1,296,488,990$84,749,517$1,381,238,507
240Young Richard C & Co Ltd$754,363$1,294,487,306$1,294,487,306
241Daintree Advisors LLC$946,545$1,290,452,000$21,460,000$1,311,912,000
242Nelson, Van Denburg & Campbell Wealth Management Group, LLC$1,058,463$1,289,554,646$383,874,732$1,673,429,378
243Diversified Management Inc$899,491$1,288,917,247$74,711,421$1,363,628,668
244Full Sail Capital, LLC$1,249,779$1,280,989,249$50,024,922$1,331,014,171
245Private Wealth Partners, LLC$6,312,949$1,280,345,565$32,747,785$1,313,093,350
246Team Hewins, LLC$1,920,762$1,276,148,444$1,003,795,862$2,279,944,306
247Lutz Financial Services, LLC$821,265$1,271,546,124$162,381,693$1,433,927,817
248West Coast Financial, LLC$773,182$1,264,926,547$1,264,926,547
249Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
250Doyle Wealth Management, LLC$558,151$1,257,514,673$1,257,514,673
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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.