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
1DEDICATED CAPITAL ADVISORS, LLC$1,114,698$86,333,840$13,989,022$100,322,862
2CANVAS WEALTH ADVISORS, LLC$224,108$92,556,399$8,740,193$101,296,592
3VODIA CAPITAL, LLC$378,432$98,948,682$2,471,098$101,419,780
4KOTYS WEALTH PROFESSIONALS$192,700$99,381,701$2,170,965$101,552,666
5CEDARSTONE ADVISORS$728,652$101,244,711$766,517$102,011,228
6ECHO45 ADVISORS LLC$345,705$98,234,053$4,094,747$102,328,800
7DELAP WEALTH ADVISORY, LLC$495,329$102,533,136$102,533,136
8SEA HUNTER CAPITAL$1,425,384$102,627,642$102,627,642
946 PEAKS INVESTMENT ADVISORY GROUP$405,913$98,631,225$4,064,673$102,695,898
10ADDIS & HILL, INCORPORATED$295,374$102,790,239$102,790,239
11GOODWIN INVESTMENT ADVISORY$403,922$103,000,000$103,000,000
12KINLOCH CAPITAL, LLC$256,548$103,132,149$103,132,149
13VELA INVESTMENT MANAGEMENT, LLC$1,215,743$103,338,151$103,338,151
14SAFRAN WEALTH ADVISORS, LLC$252,246$92,080,939$11,339,931$103,420,870
15DOUBLE BAY MANAGEMENT & PLANNING$553,108$103,431,146$103,431,146
16SJBENEN ADVISORY, LLC$725,771$103,785,226$103,785,226
17CAPITAL MANAGEMENT CONSULTANTS, INC.$312,839$102,311,030$1,551,412$103,862,442
18BAUERLE FINANCIAL, INC$192,608$99,005,969$5,194,759$104,200,728
19UNITED FINANCIAL PLANNING GROUP LLC$281,023$104,259,396$104,259,396
20BIRKS FINANCIAL CORP.$372,857$104,400,000$104,400,000
21BOURKE WEALTH MANAGEMENT$410,876$103,965,028$808,458$104,773,486
22HALBERSTADT FINANCIAL CONSULTANTS INC$310,149$50,239,619$54,590,807$104,830,426
23FALCON CAPITAL MANAGEMENT INC$1,219,581$99,716,000$5,168,000$104,884,000
24FLAGSHIP CAPITAL MANAGEMENT INC$891,525$105,200,000$105,200,000
25BERNARD WEALTH MANAGEMENT CORP.$192,274$93,240,291$12,126,055$105,366,346
26THE WEALTH CONSERVANCY, INC.$488,409$77,524,567$27,971,751$105,496,318
27DANIELS & ERICKSON FINANCIAL ADVISORS, LLC$742,143$106,126,443$106,126,443
28WEALTH ENGINEERING, LLC$462,456$106,364,984$106,364,984
29TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
30HORIZONS WEALTH MANAGEMENT$269,081$106,825,078$106,825,078
31MAGNOLIA FINANCIAL PLANNING SERVICES, INC.$468,270$107,233,928$107,233,928
32INFINITI WEALTH MANAGEMENT$214,522$107,260,806$107,260,806
33ADVANTAGE CAPITAL ADVISORS, LLC$278,903$107,377,534$107,377,534
34ACCRUENT WEALTH ADVISORS$202,966$17,489,841$90,081,993$107,571,834
35BUTTONWOOD FINANCIAL ADVISORS, INC.$243,922$98,290,963$9,522,772$107,813,735
36FENWAY FINANCIAL ADVISORS, LLC$449,360$107,846,300$107,846,300
37PERSONAL BUSINESS MANAGEMENT GROUP LTD$1,135,830$107,903,885$107,903,885
38OCEANIQ CAPITAL, LLC$719,593$96,027,346$11,911,545$107,938,891
39JHP WEALTH MANAGEMENT, LLC$1,615,534$108,240,788$108,240,788
40GW FINANCIAL$393,915$82,013,649$26,312,889$108,326,538
41GATHER FINANCIAL PLANNING$469,106$108,363,562$108,363,562
42HILEY HUNT WEALTH MANAGEMENT, INC.$184,938$108,373,532$108,373,532
43W.H. CORNERSTONE INVESTMENTS INC.$348,661$102,110,908$6,322,599$108,433,507
44ROBERT PRISKE, LLC$274,886$108,580,000$108,580,000
45ECHO WEALTH MANAGEMENT, LLC$319,459$103,748,386$4,867,707$108,616,093
46FORZA WEALTH MANAGEMENT$532,711$106,893,829$1,779,189$108,673,018
47MEIXLER INVESTMENT MANAGEMENT, LTD.$143,950$108,826,544$108,826,544
48VERATIS ADVISORS, INC.$1,946,429$109,000,000$109,000,000
49FLOWER CITY CAPITAL LLC$317,839$91,933,716$17,084,945$109,018,661
50SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
Next Page »

Showing 1 to 50 of 2,064 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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 Sabrina Straub.

*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.