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
1Empyrion Wealth Management, Inc.$2,676,073$222,114,022$222,114,022
2Wealthpoint Advisors LLC$491,019$235,689,234$235,689,234
3Helm Investment Management, LLC$470,125$247,285,624$247,285,624
4Fourthought Financial, LLC$363,624$950,514,383$950,514,383
5Kraematon Investment Advisors, Inc$363,368$171,146,308$171,146,308
6Litton Financial, LLC$317,789$279,972,495$279,972,495
7Triumph Capital Management$109,422$372,911,856$372,911,856
8Vela Investment Management, LLC$1,213,353$134,682,208$134,682,208
9Kore Private Wealth, LLC$1,235,903$4,189,712,433$4,189,712,433
10ISI Financial Group Inc$316,403$610,025,923$610,025,923
11Bontempo Ohly Capital Management, LLC$532,399$298,143,236$298,143,236
12South Georgia Capital, LLC$578,288$164,812,072$164,812,072
13Enspyre Wealth Advisors, Inc.$518,458$129,614,486$129,614,486
14JE Wilson Advisors, LLC$556,395$120,181,383$120,181,383
15Archer Investment Management, LLC$218,991$125,481,719$125,481,719
16Eaton-Cambridge Inc.$218,947$132,025,270$132,025,270
17Arlington Capital Management, Inc.$222,778$116,958,262$116,958,262
18Wealth Advisors, Inc.$1,192,448$256,376,242$256,376,242
19Asset Dedication, LLC$908,970$1,437,081,527$1,437,081,527
20Pillar Financial Advisors, LLC$346,370$209,207,370$209,207,370
21Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
22Horrell Capital Management, Inc.$2,519,444$352,722,183$352,722,183
23Allodium Investment Consultants, LLC$587,465$340,141,956$340,141,956
24Private Capital Group, LLC$544,788$1,223,593,499$1,223,593,499
25Intrinsic Value Partners, LLC$789,097$154,662,971$154,662,971
26Verdence Capital Advisors, LLC$602,297$2,472,428,702$2,472,428,702
27Roble, Belko And Company, Inc.$988,541$761,176,655$761,176,655
28Apella Capital, LLC$338,976$1,662,000,000$1,662,000,000
29Merit Financial Partners LLC$391,947$149,723,851$149,723,851
30Sherclar, Inc$296,086$124,356,000$124,356,000
31Emerson Wealth, LLC$802,831$539,502,549$539,502,549
32Robasciotti & Associates , Inc.$288,931$154,000,000$154,000,000
33Canter Strategic Wealth Management, LLC$992,842$163,818,948$163,818,948
34Rock Point Advisors, LLC$785,035$446,684,895$446,684,895
35Tom Johnson Investment Management, LLC$328,725$1,642,967,252$1,642,967,252
36Mark Sheptoff Financial Planning LLC$440,547$353,318,972$353,318,972
37Allgen Financial Advisors, Inc.$155,041$263,570,000$263,570,000
38Clay Northam Wealth Management, LLC$200,913$209,551,845$209,551,845
39Berkeley, Inc$359,732$268,000,000$268,000,000
40Kades & Cheifetz, LLC$432,032$378,027,638$378,027,638
41Cook Wealth Management Group, LLC$447,918$405,365,714$405,365,714
42Rosenblum Silverman Sutton Sf Inc$2,759,574$482,925,503$482,925,503
43T.O.S. Advisors, LLC$1,125,324$226,190,077$226,190,077
44Harold Davidson & Associates Inc$788,223$323,959,812$323,959,812
45Sterling Investment Management, Inc.$876,249$354,004,670$354,004,670
46Mark Bell Advisory Services, Inc.$969,569$130,891,860$130,891,860
47Demming Financial Services Corp.$150,061$432,625,331$432,625,331
48RM Private Wealth Management Inc.$1,141,176$194,000,000$194,000,000
49Kane Company, P.C.$282,932$134,109,582$134,109,582
50Stonehearth Capital Management LLC$240,250$262,112,251$262,112,251
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Showing 1 to 50 of 2,412 entries

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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 Research.

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

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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) not one who is an insurance company or agency.

Database last updated on July 2021.