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
701Cannon Beach Consultants Inc$305,516$128,552,301$68,505,479$197,057,780
702Shoreline Asset Management, LLC$311,836$196,280,361$799,781$197,080,142
703Donald W. Nicholson & Associates Ltd$1,729,096$197,116,978$197,116,978
704Elmwood Wealth Management, Inc.$400,658$192,280,963$4,842,601$197,123,564
705Arcadia Wealth Management, Inc.$274,172$194,356,049$2,773,518$197,129,567
706Addison Advisors LLC$341,231$192,693,505$4,538,265$197,231,770
707Baugh & Associates, LLC$480,595$197,520,697$3,663$197,524,360
708Measured Risk Portfolios, Inc.$230,492$193,248,384$4,282,999$197,531,383
709Keystone Financial Services$949,934$197,586,363$197,586,363
710Voyager Capital Management, LLC$311,287$195,235,665$2,431,616$197,667,281
711R.P. Boggs & Co.$318,639$177,698,036$20,177,011$197,875,047
712LPWM LLC$208,316$195,399,864$2,500,000$197,899,864
713Sightline Wealth Advisors, LLC$249,082$143,250,563$54,769,542$198,020,105
714Cypress Financial Planning, LLC$169,618$113,871,184$84,751,394$198,622,578
715Intrinsic Wealth Counsel, Inc.$339,538$197,211,208$1,418,686$198,629,894
716Creegan & Nassoura Financial Group, LLC$553,928$198,860,107$198,860,107
717Spoor Behrins Campbell & Young Securities Corp$1,159,246$199,390,345$199,390,345
718Two Point Capital Management, Inc.$1,201,325$199,420,004$199,420,004
719EWA, LLC$133,756$198,806,844$623,631$199,430,475
720Heritage Financial LLC$181,582$175,885,705$23,672,982$199,558,687
721Kevin M. Gibney And Company, LLC$344,854$189,873,513$9,797,020$199,670,533
722Virginia Wealth Management Group, Inc.$705,838$150,013,423$49,738,725$199,752,148
723Clarity Asset Management, Inc.$381,951$199,760,553$199,760,553
724Koenig Investment Advisory, LLC$282,977$199,781,708$199,781,708
725Concord Investment Counsel$377,660$197,292,533$2,867,197$200,159,730
726Gardey Financial Advisors Inc$330,937$173,058,463$27,158,282$200,216,745
727The Darrow Company, Inc.$550,665$200,441,931$200,441,931
728Wealth Management Strategies, Inc.$358,632$200,475,147$200,475,147
729American Financial & Tax Strategies, Inc.$384,104$200,502,100$200,502,100
730Griffin Family Partners, LLC$1,658,951$154,117,380$46,615,635$200,733,015
731Bluestone Wealth Management LLC$2,049,377$200,838,971$200,838,971
732Heron Bay Capital Management, LLC$1,594,358$200,889,126$200,889,126
733Sage Financial Advisors Inc.$698,235$201,091,623$201,091,623
734Deane Retirement Strategies, Inc.$639,256$201,365,790$201,365,790
735Kaizen Financial Advisors, LLC$347,617$157,462,863$44,502,872$201,965,735
736Briggs Wealth Management, Inc.$342,344$147,917,001$54,408,208$202,325,209
737Alhambra Investment Partners LLC$539,676$169,945,147$32,433,307$202,378,454
738Farrow Financial Inc$397,884$202,522,797$202,522,797
739Intrack Investment Management, Inc.$443,289$202,377,459$205,540$202,582,999
740Bonner & Smith, LLC$851,370$202,626,111$202,626,111
741Marmo Financial Group, LLC$127,291$202,774,071$202,774,071
742Hassell Wealth Management, L.L.C.$274,094$202,829,858$202,829,858
743CBT Financial Planning, Inc.$1,812,561$176,733,562$26,273,270$203,006,832
744Pitzl Financial, LLC$175,356$203,062,743$203,062,743
745Pathways Advisory Group, Inc.$230,356$203,173,711$203,173,711
746ICW Investment Advisors, LLC$800,000$202,200,000$1,000,000$203,200,000
747Trisperity Advisors, LLC$317,679$200,903,704$2,410,642$203,314,346
748Sharper & Granite LLC$564,490$203,781,000$203,781,000
749Cherry Creek Investment Advisors Inc$868,815$204,171,457$204,171,457
750Manhattan West Asset Management, LLC$310,499$144,404,410$59,904,107$204,308,517
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Showing 701 to 750 of 2,412 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 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.