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
1Chesney & Company$349,954$34,592,441$48,346,554$82,938,995
2Keystone Global Partners Llc$588,591$85,100,000$2,600,000$87,700,000
3Dedicated Capital Advisors, Llc$1,114,698$86,333,840$13,989,022$100,322,862
4Next Horizon Advisors Llc$472,165$101,214,908$300,627$101,515,535
5Cedarstone Advisors$728,652$101,244,711$766,517$102,011,228
6Delap Wealth Advisory, Llc$495,329$102,533,136$102,533,136
746 Peaks Investment Advisory Group$405,913$98,631,225$4,064,673$102,695,898
8Addis & Hill, Incorporated$295,374$102,790,239$102,790,239
9Goodwin Investment Advisory$403,922$103,000,000$103,000,000
10Stw Associates$6,082,235$103,398,000$103,398,000
11Safran Wealth Advisors, Llc$252,246$92,080,939$11,339,931$103,420,870
12Double Bay Management & Planning$553,108$103,431,146$103,431,146
13Capital Management Consultants, Inc.$312,839$102,311,030$1,551,412$103,862,442
14United Financial Planning Group Llc$281,023$104,259,396$104,259,396
15Birks Financial Corp.$372,857$104,400,000$104,400,000
16Infinium Investment Advisors, Llc$182,796$104,741,903$104,741,903
17Bourke Wealth Management$410,876$103,965,028$808,458$104,773,486
18Falcon Capital Management Inc$1,219,581$99,716,000$5,168,000$104,884,000
19Flagship Capital Management Inc$891,525$105,200,000$105,200,000
20The Wealth Conservancy, Inc.$488,409$77,524,567$27,971,751$105,496,318
21Gw Financial$355,979$95,014,592$11,067,089$106,081,681
22Daniels & Erickson Financial Advisors, Llc$742,143$106,126,443$106,126,443
23Horizons Wealth Management$269,081$106,825,078$106,825,078
24Halberstadt Financial Consultants Inc$314,370$50,745,000$56,455,000$107,200,000
25Infiniti Wealth Management$214,522$107,260,806$107,260,806
26Advantage Capital Advisors, Llc$278,903$107,377,534$107,377,534
27Accruent Wealth Advisors$202,966$17,489,841$90,081,993$107,571,834
28Buttonwood Financial Advisors, Inc.$243,922$98,290,963$9,522,772$107,813,735
29Fenway Financial Advisors, Llc$449,360$107,846,300$107,846,300
30Personal Business Management Group Ltd$1,135,830$107,903,885$107,903,885
31Oceaniq Capital, Llc$719,593$96,027,346$11,911,545$107,938,891
32Goldman Financial Planning, Llc$469,106$108,363,562$108,363,562
33Hiley Hunt Wealth Management, Inc.$184,938$108,373,532$108,373,532
34W.H. Cornerstone Investments Inc.$348,661$102,110,908$6,322,599$108,433,507
35Canter Wealth$822,060$108,511,917$108,511,917
36Robert Priske, Llc$274,886$108,580,000$108,580,000
37Echo Wealth Management, Llc$319,459$103,748,386$4,867,707$108,616,093
38Meixler Investment Management, Ltd.$143,950$108,826,544$108,826,544
39Veratis Advisors, Inc.$1,946,429$109,000,000$109,000,000
40Breakwater Capital$330,350$109,345,771$109,345,771
41Johnson Lyman Wealth Advisors$2,232,328$104,577,121$4,806,942$109,384,063
42Davis Capital Management$920,168$109,200,000$300,000$109,500,000
43Focus Financial Advisors$272,157$109,679,160$109,679,160
44The Holben Group, Llc$275,000$110,000,000$110,000,000
45Axiom Advisory, Llc$238,636$110,011,213$110,011,213
46Bluekey Wealth Advisors, Llc$294,969$105,900,627$4,122,847$110,023,474
47Prairiewood Wealth Management$268,619$110,133,843$110,133,843
48Thomas Leo Advisory, Llc$328,804$110,149,345$110,149,345
49Global Financial Advisory Services, Inc.$296,140$110,164,052$110,164,052
50Vital Investment Management Llc$275,298$108,440,291$1,954,128$110,394,419
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Showing 1 to 50 of 1,921 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 Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.