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
551Lucien Stirling & Gray Advisory Group Inc$175,039$124,893,764$48,569,797$173,463,561
552Financial Advisory Services, LLC$263,817$173,591,728$173,591,728
553Cathy Pareto And Associates, Inc.$389,965$173,924,464$173,924,464
554Stephenson And Company, Inc.$461,501$100,754,541$73,231,289$173,985,830
555Trunorth Financial Services, Inc.$261,730$173,647,347$402,817$174,050,164
556Petra Financial Advisors Inc$327,237$174,090,333$174,090,333
557Action Point Financial Planning, LLC$176,751$170,200,000$3,900,000$174,100,000
558CAFG Wealth Management, Inc.$235,977$174,151,236$174,151,236
559Lenk Ladner Investment Solutions LLC$507,795$129,228,994$44,944,793$174,173,787
560Mine & Arao Wealth Creation And Management, LLC$413,921$174,260,743$174,260,743
561AP Wealth Management, LLC$748,224$169,936,194$4,399,986$174,336,180
562Insight Strategic Wealth LLC$420,863$172,661,662$1,996,636$174,658,298
563Sound Stewardship, LLC$226,812$174,872,000$174,872,000
564Chicago Wealth Management, Inc.$244,752$174,997,758$174,997,758
565Capital Financial Advisors Of New York, LLC$412,736$175,000,000$175,000,000
566Deseranno Corporation$593,658$175,129,139$175,129,139
567Ailsa Capital, Inc.$203,250$175,811,581$175,811,581
568KP Financial Management, LLC Dba Caissa Wealth Strategies$396,934$168,623,564$7,218,204$175,841,768
569The Aranda Group Advisors, LLC$444,604$1,397,156$174,666,075$176,063,231
570Pelkonen And Associates LLC$220,641$176,071,230$176,071,230
571Investor'S Capital Management, LLC$420,601$169,276,175$6,955,657$176,231,832
572Kovalcik & Geraghty Wealth Partners LLP$289,923$172,298,322$3,974,745$176,273,067
573Financial Independence, LLC$285,808$176,343,523$176,343,523
574Coe Capital Management, LLC$905,128$176,500,000$176,500,000
575Millares Asset Management, LLC$1,045,251$176,647,383$176,647,383
576Wealth Management Solutions LLC$270,157$176,682,434$176,682,434
577Landmark Wealth Management, LLC$341,113$176,696,494$176,696,494
578Firstrust LLC$1,273,381$166,000,000$11,000,000$177,000,000
579Silver Oak Wealth Advisors Services, LLC$428,940$177,152,239$177,152,239
580Signify Wealth LLC$780,679$169,925,613$7,288,575$177,214,188
581Equistar Wealth Management LLC$635,292$174,991,992$2,254,525$177,246,517
582Montvue Capital Management, Inc.$446,662$177,771,347$177,771,347
583Mezzasalma Advisors, LLC$375,587$177,698,781$329,547$178,028,328
584Carmel Capital Management L.L.C.$1,856,250$178,200,000$178,200,000
585Paladin Advisory Group, LLC$814,777$178,436,078$178,436,078
586Monaco Capital Management, LLC$194,631$176,766,665$1,710,203$178,476,868
587Lanier Asset Management, LLC$349,244$142,745,562$36,067,392$178,812,954
588Belleair Asset Management, LLC$616,908$121,890,769$57,012,611$178,903,380
589True Measure Wealth Management$1,949,844$179,385,653$179,385,653
590New Potomac Partners LLC$1,521,137$166,438,021$13,056,102$179,494,123
591Morton Brown Family Wealth LLC$399,226$179,651,667$179,651,667
592Summit Place Financial Advisors,LLC$777,989$179,715,532$179,715,532
593Truefg, LLC$149,750$178,600,000$1,400,000$180,000,000
594Welch Investment Group, LLC$250,401$180,038,322$180,038,322
595Concordia Wealth Management, LLC$1,501,478$168,687,598$11,489,736$180,177,334
596Custos Family Office LLC$1,201,491$174,246,806$5,976,792$180,223,598
597Agate Pass Investment Management, LLC$707,015$180,288,735$180,288,735
598Capstone Wealth Management Group, LLC$269,380$148,100,699$32,383,796$180,484,495
599GPM Growth Investors, Inc.$482,925$180,614,000$180,614,000
600Professional Financial Strategies, Inc$415,220$157,857,345$22,763,281$180,620,626
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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.