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
651ALL SEASON FINANCIAL ADVISORS, INC.$248,035$192,908,145$2,791,110$195,699,255
652KM CAPITAL MANAGEMENT, LTD.$858,768$165,149,000$30,650,000$195,799,000
653LOKKEN INVESTMENT GROUP, LLC$204,044$195,882,536$195,882,536
654INSPIRED FINANCIAL$438,479$196,000,000$196,000,000
655THE FIDUCIARY ALLIANCE$181,834$194,518,750$1,498,557$196,017,307
656WEALTH CMT$205,609$196,150,677$196,150,677
657WRENN FINANCIAL STRATEGIES, INC.$413,374$161,201,795$35,150,670$196,352,465
658REGAL WEALTH GROUP INC.$324,688$196,436,254$196,436,254
659WEDGEWOOD INVESTORS INC$644,367$196,531,882$196,531,882
660WALDEN WEALTH PARTNERS LLC$418,038$188,915,080$7,981,023$196,896,103
661BROWN FINANCIAL ADVISORY$347,951$194,353,476$2,586,618$196,940,094
662FINANCIAL ADVISORY SERVICES, LLC$273,401$197,122,149$197,122,149
663BLUESTONE WEALTH MANAGEMENT LLC$2,465,646$197,251,717$197,251,717
664SCHLINDWEIN ASSOCIATES LLC$426,819$197,617,342$197,617,342
665RED TORTOISE$1,221,364$197,380,845$480,170$197,861,015
666CONCORDE INVESTMENT MANAGEMENT$1,768,180$144,564,257$53,471,868$198,036,125
667RAY|THEIL WEALTH MANAGEMENT, LLC$846,890$198,172,156$198,172,156
668GOEPPER BURKHARDT LLC$461,722$196,922,119$1,618,233$198,540,352
6691 NORTH WEALTH SERVICES, LLC$323,569$198,671,581$198,671,581
670DETTERBECK WEALTH MANAGEMENT$318,574$180,052,779$18,737,359$198,790,138
671CORDANT, INC.$302,436$193,375,787$5,627,250$199,003,037
672AUCTUS ADVISORS LLC$458,981$199,568,538$547,202$200,115,740
673CONCORD INVESTMENT COUNSEL$377,660$197,292,533$2,867,197$200,159,730
674FIELDER CAPITAL GROUP LLC$1,206,037$150,557,286$49,644,791$200,202,077
675WRIGHT ASSOCIATES$2,130,348$200,252,721$200,252,721
676S. R. SCHILL & ASSOCIATES INC.$359,009$199,360,783$966,248$200,327,031
677UNIONVIEW WEALTH PARTNERS$535,236$198,369,213$2,879,497$201,248,710
678STEWART WEALTH MANAGEMENT, INC.$193,988$170,765,629$30,788,055$201,553,684
679VERITY WEALTH ADVISORS, LLC$1,215,880$201,836,098$201,836,098
680OPEROSE ADVISORS LLC$905,194$197,999,542$3,858,831$201,858,373
681DBA STONE WEALTH MANAGEMENT$267,920$200,047,088$2,500,691$202,547,779
682REZNY WEALTH MANAGEMENT, INC.$535,391$202,727,722$720,730$203,448,452
683BRAUN-BOSTICH & ASSOCIATES INC.$242,961$201,962,350$1,639,183$203,601,533
684CARTER FINANCIAL, LLC$418,493$203,806,000$203,806,000
685SUMMA GLOBAL ADVISORS, LLC$552,658$120,909,207$83,021,605$203,930,812
686EMPYRION WEALTH MANAGEMENT, INC.$649,733$204,016,095$204,016,095
687HILTON HEAD FINANCIAL ADVISORS, INC.$342,764$195,981,611$8,306,024$204,287,635
688MILLER ADVISORS, INC.$393,969$189,622,657$14,847,254$204,469,911
689HIGH PROBABILITY ADVISORS, LLC$957,879$200,004,571$4,981,519$204,986,090
690BLUE WATER WEALTH$278,912$192,000,000$13,000,000$205,000,000
691WEAVER CAPITAL MANAGEMENT, LLC$231,943$199,670,335$5,599,608$205,269,943
692COX CAPITAL MANAGEMENT LLC$633,745$205,333,526$205,333,526
693MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY$374,567$198,503,827$7,133,259$205,637,086
694ZRC WEALTH MANAGEMENT, LLC$425,261$204,346,589$1,479,950$205,826,539
695O'BOYLE WEALTH MANAGEMENT, INC.$193,652$188,011,160$17,841,104$205,852,264
696SEBOLD CAPITAL MANAGEMENT, INC$305,515$176,694,984$29,222,292$205,917,276
697SEASCAPE CAPITAL MANAGEMENT,LLC$417,259$206,125,961$206,125,961
698TULL FINANCIAL GROUP, INC.$250,973$202,692,468$3,607,220$206,299,688
699THE PLANNED APPROACH$412,844$206,422,156$206,422,156
700JACKSON SQUARE CAPITAL, LLC$979,160$190,469,791$16,132,934$206,602,725
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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.