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
301BT Wealth Management, LLC$851,082$1,046,435,485$19,118,641$1,065,554,126
302Wacker Wealth Partners, LLC$1,668,311$1,044,291,815$6,744,006$1,051,035,821
303Madison Financial Advisors, Ltd$483,439$1,040,843,381$1,040,843,381
304Adell Harriman & Carpenter Inc$575,797$1,032,403,916$1,032,403,916
305Colonial Trust Advisors, Inc.$665,656$1,023,821,200$77,839,427$1,101,660,627
306Cable Hill Partners, LLC$538,379$1,018,738,550$184,000,000$1,202,738,550
307Weatherly Asset Management Lp$815,876$1,018,183,828$9,820,014$1,028,003,842
308Telos Capital Management, Inc.$564,647$1,017,493,974$1,017,493,974
309Financial Synergies Wealth Advisors, Inc.$1,580,415$1,016,206,821$1,016,206,821
310Highland Private Wealth Management$896,548$1,013,781,432$8,282,963$1,022,064,395
311Tradewinds Capital Management, LLC$260,281$1,009,631,757$1,009,631,757
312Silveroak Wealth Management LLC$735,480$1,009,541,053$69,407,949$1,078,949,002
313Marco Investment Management LLC$2,049,483$1,008,345,568$1,008,345,568
314Rockwood Wealth Management, LLC$387,527$1,007,312,574$30,871,001$1,038,183,575
315LGL Partners, LLC$3,002,958$1,007,004,373$734,711,370$1,741,715,743
316Nicholas Hoffman & Company, LLC$774,181$1,002,664,641$380,796,572$1,383,461,213
317Straightline Group, LLC$187,281$1,001,745,133$55,083,164$1,056,828,297
318Paragon Capital Management$1,636,262$1,000,482,171$115,448,292$1,115,930,463
319Sheets Smith Wealth Management$1,190,246$998,616,543$998,616,543
320ROUND TABLE WEALTH MANAGEMENT$1,062,530$993,753,493$136,778,401$1,130,531,894
321Cardan Capital Partners, LLC$450,317$992,498,537$992,498,537
322Rebalance LLC$740,603$984,261,417$984,261,417
323Telarray, LLC$1,550,155$978,147,753$978,147,753
324Endurance Wealth Management, Inc.$1,429,350$975,990,811$116,032,641$1,092,023,452
325Lesesne Capital Management Inc$564,761$971,782,242$13,160,534$984,942,776
326Wealthstream Advisors, Inc.$608,155$968,790,124$968,790,124
327Rockbridge Investment Management, LLC$319,096$965,163,260$65,835,873$1,030,999,133
328Zuckerman Investment Group, LLC$1,168,729$952,601,112$95,748,722$1,048,349,834
329Fourthought Financial, LLC$363,624$950,514,383$950,514,383
330Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
331Ohana Advisors Management, LLC$98,002,959$946,147,577$327,890,887$1,274,038,464
332HARDY REED, LLC$3,769,479$945,043,137$106,641,429$1,051,684,566
333CWS Financial Advisors LLC$458,062$941,096,450$13,504,394$954,600,844
334Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
335Palisade Asset Management, LLC$1,850,481$933,525,014$80,538,711$1,014,063,725
336Cabot Wealth Management$538,492$933,206,426$933,206,426
337Yorkbridge Wealth Partners, LLC$1,029,460$925,721,328$69,766,502$995,487,830
338Bridgecreek Investment Management, LLC$14,919,355$925,000,000$925,000,000
339Roundview Capital, LLC$694,782$924,121,623$13,833,540$937,955,163
340Oakwood Capital Management LLC$1,108,123$921,958,587$921,958,587
341Lehman & Derafelo Financial Resources LLC$438,551$919,640,410$919,640,410
342Clear Harbor Asset Management, LLC$918,693$919,451,526$1,079,018$920,530,544
343Financial Architects Inc$634,316$916,840,378$409,515,373$1,326,355,751
344Wallington Asset Management, LLC$1,152,132$909,031,852$909,031,852
345Grey Street Capital, LLC$1,723,867$907,976,959$53,940,848$961,917,807
346Allegiant Private Advisors, LLC$666,980$905,737,620$5,357,469$911,095,089
347Northstar Investment Advisors LLC$947,034$903,470,642$903,470,642
348Segment Wealth Management, LLC$1,128,542$902,833,585$902,833,585
349CJM Wealth Advisers, Ltd.$1,200,027$901,779,530$43,841,682$945,621,212
350Traphagen Investment Advisors LLC$647,661$900,878,346$21,391,410$922,269,756
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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.