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
701JEFFREY N. MEHLER, CFP LLC$191,326$140,277,312$66,546,330$206,823,642
702MALLARD FINANCIAL PARTNERS INC$304,435$207,016,001$207,016,001
7035T WEALTH, LLC$667,238$207,356,158$154,878$207,511,036
704KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC$190,064$207,549,541$207,549,541
705NATIONAL WEALTH MANAGEMENT, LLC$401,801$206,509,375$1,221,608$207,730,983
706SLAYTON LEWIS INC$873,328$201,308,455$6,543,548$207,852,003
707BRAEBURN WEALTH MANAGEMENT, LLC$248,995$172,045,628$35,865,009$207,910,637
708ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
709LIFESTEPS FINANCIAL$278,796$182,549,285$25,432,680$207,981,965
710HOEY INVESTMENTS, INC.$240,462$208,000,000$208,000,000
711JVL ASSOCIATES, LLC$748,522$208,088,978$208,088,978
712HENDRICKS WEALTH AND ESTATE MANAGEMENT$111,697$202,005,432$6,086,262$208,091,694
713BANYAN GLOBAL INVESTMENT ADVISORS, LLC$1,475,913$208,103,708$208,103,708
714WEBSTERROGERS FINANCIAL ADVISORS, LLC$415,456$208,143,307$208,143,307
715BOLTWOOD CAPITAL MANAGEMENT$696,498$172,639,074$35,613,928$208,253,002
716EPIQ PARTNERS, LLC$730,719$178,926,800$29,328,207$208,255,007
717LAUREL WEALTH PLANNING$299,734$208,118,499$196,842$208,315,341
718ALEX GREEN INVESTMENT MANAGEMENT LLC$1,912,911$208,507,248$208,507,248
719NEW MARKET WEALTH MANAGEMENT, LLC$597,480$192,559,761$15,960,913$208,520,674
720WEALTHVIEW CAPITAL, LLC$276,278$201,554,626$7,035,368$208,589,994
721TTP INVESTMENTS, INC.$276,132$208,755,630$208,755,630
722CAIRN INVESTMENT GROUP$300,229$175,872,592$33,687,037$209,559,629
723SAMALIN INVESTMENT COUNSEL, LLC$307,850$176,829,102$32,816,564$209,645,666
724LITTLE HOUSE CAPITAL, LLC$622,352$208,612,484$1,120,120$209,732,604
725ETF PORTFOLIO PARTNERS, INC.$272,579$209,481,040$405,039$209,886,079
726SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.$197,748$210,008,687$210,008,687
727PARAGON FINANCIAL PARTNERS$495,671$162,135,107$48,029,309$210,164,416
728CAMDEN WEALTH ADVISORS LLC$1,708,816$206,637,644$3,546,664$210,184,308
729HABER INVESTMENT COUNSEL$1,258,847$204,641,112$5,586,286$210,227,398
730WARREN FINANCIAL SERVICE$738,277$206,727,449$3,681,540$210,408,989
731JDH WEALTH MANAGEMENT, LLC$713,297$210,422,538$210,422,538
732ATTICUS WEALTH MANAGEMENT$509,527$189,475,091$20,959,363$210,434,454
733ACIMA PRIVATE WEALTH LLC$2,848,370$210,779,368$210,779,368
734TRINITY WEALTH MANAGEMENT LLC$2,221,053$211,000,000$211,000,000
735QUINN STAUFFER FINANCIAL, LLC$145,738$211,028,427$211,028,427
736SALTMARSH FINANCIAL ADVISORS, L.L.C.$525,606$211,293,758$211,293,758
737RAINSBERGER WEALTH ADVISORS$291,127$194,389,420$16,968,914$211,358,334
738THE NALLS SHERBAKOFF GROUP, LLC$236,677$211,588,928$211,588,928
739BENNICAS & ASSOCIATES, INC.$1,693,699$211,712,328$211,712,328
740THE CLARK GROUP ASSET MANAGEMENT$367,638$174,415,163$37,344,394$211,759,557
741ODER INVESTMENT MANAGEMENT, LLC$480,320$206,609,903$5,211,185$211,821,088
742WINDWARD PRIVATE WEALTH MANAGEMENT INC.$276,371$211,976,859$211,976,859
743TRINITY FINANCIAL ADVISORS LLC$334,029$212,108,419$212,108,419
744CLARK FINANCIAL ADVISORS$227,554$212,307,770$212,307,770
745ADVISORS FINANCIAL, INC.$350,752$212,906,479$212,906,479
746ABBOT FINANCIAL MANAGEMENT, INC$494,183$212,992,975$212,992,975
747TRANQUILITY PARTNERS, LLC$661,635$204,342,268$8,704,303$213,046,571
748JFG WEALTH MANAGEMENT, LLC$1,088,054$208,757,623$4,500,873$213,258,496
749THE HELMSTAR GROUP, LLC$158,376$213,332,353$213,332,353
750COTTAGE STREET ADVISORS$2,541,945$213,523,369$213,523,369
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Showing 701 to 750 of 2,064 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 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.