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
601FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.$1,080,719$179,629,994$5,172,895$184,802,889
602FORTRESS WEALTH GROUP, LLC$370,000$145,000,000$40,000,000$185,000,000
603OMNISTAR FINANCIAL GROUP, INC.$177,547$185,181,778$185,181,778
604SIGHTLINE WEALTH ADVISORS, LLC$224,487$129,523,697$55,677,763$185,201,460
605CYPRESS CAPITAL ADVISORS, LLC$208,939$185,746,676$185,746,676
606KIMERY WEALTH MANAGEMENT, LLC$362,573$186,000,000$186,000,000
607FAIRBANKS CAPITAL MANAGEMENT, INC.$1,919,144$186,156,934$186,156,934
608CLEAR POINT ADVISORS, INC.$1,135,150$186,164,640$186,164,640
609NIKULSKI FINANCIAL, INC.$185,622$156,373,042$29,806,028$186,179,070
610COUNCIL OAK WEALTH ADVISORS$358,925$160,000,000$27,000,000$187,000,000
611ALJIAN CAPITAL MANAGEMENT$304,170$183,797,669$3,266,641$187,064,310
612BAKER & ASSOCIATES$404,406$162,726,562$24,917,745$187,644,307
613HERITAGE FINANCIAL PLANNING$383,753$187,655,102$187,655,102
614BERKSON ASSET MANAGEMENT, INC.$1,166,619$26,069,136$161,756,602$187,825,738
615DARROW WEALTH MANAGEMENT$598,668$187,981,900$187,981,900
616RIVER GLEN WEALTH COUNSELORS$425,769$183,272,208$4,917,593$188,189,801
617MICHAEL J. CREW, INVESTMENT ADVISOR$1,775,472$188,200,000$188,200,000
618AMDG FINANCIAL$701,009$188,571,316$188,571,316
619RRBB ASSET MANAGEMENT, LLC$725,503$188,630,780$188,630,780
620PARK, MILLER, LLC$1,560,872$188,864,837$647$188,865,484
621BEACON FINANCIAL STRATEGIES CORP.$411,442$186,156,385$3,106,799$189,263,184
622GREENCOURSE FINANCIAL ADVISORS, LLC$259,723$183,154,296$6,183,765$189,338,061
623CARSWELL INVESTMENTS, LLC$426,942$189,562,250$189,562,250
624STEGENT EQUITY ADVISORS INC.$495,009$187,912,066$1,676,554$189,588,620
625VALIANT WEALTH, LLC$309,871$165,877,635$24,382,856$190,260,491
626PORTFOLIO ADVISORS, INC.$255,730$190,518,544$190,518,544
627VERGEPOINTE WEALTH MANAGEMENT, LLC$2,614,685$185,328,384$5,543,640$190,872,024
628JEFFREY CHARLES LLOYD WOLMAN$3,348,783$190,880,644$190,880,644
629DENTIST ADVISORS$153,487$191,398,353$191,398,353
630PSI CAPITAL MANAGEMENT$178,817$189,894,026$1,619,024$191,513,050
631PLATT WEALTH MANAGEMENT$572,114$191,658,203$191,658,203
632NOVAPOINT CAPITAL LLC$501,804$184,744,649$6,944,495$191,689,144
633MCDONALD CAPITAL MANAGEMENT$601,094$189,873,030$1,875,828$191,748,858
634WEALTH ANALYTICS PARTNERS, LLC$567,765$191,904,704$191,904,704
635ENGRAVE WEALTH PARTNERS, LLC$400,834$190,138,964$2,261,240$192,400,204
636PATHWAYS ADVISORY GROUP, INC.$222,860$192,773,890$192,773,890
637BLUESTEM FINANCIAL ADVISORS, LLC$269,712$185,338,616$7,505,194$192,843,810
638PILLAR FINANCIAL ADVISORS, LLC$334,304$192,893,636$192,893,636
639GS INVESTMENT INC$989,687$191,183,926$1,805,035$192,988,961
640SILIGMUELLER & NORVID WEALTH ADVISORS LLC$2,221,437$193,265,000$193,265,000
641KNUFF & COMPANY LLC$2,224,204$193,505,758$193,505,758
642CTB FINANCIAL SERVICES, LTD.$207,850$193,508,407$193,508,407
643ELEVAGE PARTNERS, LLC$176,733$193,705,121$171,287$193,876,408
644SOUTH SHORE CAPITAL ADVISORS, LLC$1,103,739$121,463,565$72,794,534$194,258,099
645BRIGHTSIDE PARTNERS$1,330,822$194,300,000$194,300,000
646DASH INVESTMENTS$429,010$194,341,709$194,341,709
647JPS FINANCIAL, LLC$316,235$185,210,264$10,222,861$195,433,125
648FORTUNE FINANCIAL ADVISORS, LLC$322,111$125,750,109$69,771,040$195,521,149
649WEALTHPOINT ADVISORS LLC$455,903$195,582,282$195,582,282
650RUGGAARD & ASSOCIATES, INC.$461,381$195,625,342$195,625,342
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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 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.