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
51THOMAS LEO ADVISORY, LLC$328,804$110,149,345$110,149,345
52David Wealth Management, LLC$473,285$110,275,359$110,275,359
53Phillip James Consulting Co.$158,001$110,284,896$110,284,896
54Grange Capital, LLC$265,178$107,685,000$2,629,000$110,314,000
55SUNPOINTE INVESTMENTS$1,871,556$48,705,243$61,716,535$110,421,778
56Barker Wealth Management, LLC$642,060$110,434,260$110,434,260
57Trinity Capital Management, LLC$130,225$108,668,075$1,893,079$110,561,154
58Harmony Asset Management LLC$304,862$88,485,020$22,179,799$110,664,819
59Lawrence Financial Planning, LLC$1,519,693$8,093,794$102,843,818$110,937,612
60Addis & Hill, Incorporated$313,565$111,315,633$111,315,633
61Avl/Wealthcare, LLC$395,181$111,441,024$111,441,024
62BPC Advisors LLC$346,128$111,453,114$111,453,114
63Crown Wealth Group LLC$217,401$111,526,652$111,526,652
64Benchmark Capital Group Ltd.$323,007$108,804,014$2,956,530$111,760,544
65Personal Financial Solutions, LLC$1,107,435$111,850,980$111,850,980
66Integrity Capital Management LLC$269,533$112,125,882$112,125,882
67Pariax, LLC$1,110,891$107,000,000$5,200,000$112,200,000
68TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
69Archer Pointe Wealth Management, LLC$505,914$101,224,728$11,088,234$112,312,962
70Genereux Investment Management, Inc.$380,119$112,895,361$112,895,361
71Monetary Solutions, Ltd.$849,624$113,000,000$113,000,000
72Hendershott Wealth Management, LLC$285,539$113,073,448$113,073,448
73Sustainable Investment Solutions, LLC$766,078$113,379,574$113,379,574
74Brazos Capital, LLC$414,096$113,462,403$113,462,403
75MELIORA CAPITAL$404,893$64,651,178$49,123,736$113,774,914
76Kowalski Financial Inc.$192,306$113,845,000$113,845,000
77Buckley Investment Group, LLC$390,738$114,095,579$114,095,579
78Cedarstone Advisors$771,464$113,215,076$961,599$114,176,675
79Wise Wealth Management, LLC$484,230$113,130,152$1,148,084$114,278,236
80Bourke Wealth Management$431,908$113,263,397$1,192,289$114,455,686
81Legacy Wealth Advisors, LLC$636,492$109,871,298$4,697,329$114,568,627
82Regal Wealth Management, LLC$849,662$113,957,549$746,856$114,704,405
83LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
84Focus Wealth Planning Inc$276,254$115,474,005$115,474,005
85Centered Wealth, LLC$605,419$115,635,029$115,635,029
86Forza Wealth Management, LLC$559,084$113,830,753$1,899,714$115,730,467
87Spectra Investment Management, LLC$1,452,239$112,983,080$3,196,046$116,179,126
88INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
89Rayburn West Financial Services LLC$894,020$76,800,058$39,422,527$116,222,585
90Copper Leaf Financial, LLC$292,057$116,238,581$116,238,581
91ALAMAR CAPITAL MANAGEMENT, LLC$761,332$116,483,726$116,483,726
92Arlington Capital Management, Inc.$222,778$116,958,262$116,958,262
93Korving & Company LLC$259,190$112,637,000$4,517,000$117,154,000
94ASSET PLANNING & MANAGEMENT, INC.$1,465,827$117,266,150$117,266,150
95Antares Wealth Management, LLC$1,288,882$109,095,970$8,192,270$117,288,240
96Townsend Personal Financial Planning, LLC$340,992$116,291,421$1,009,857$117,301,278
97Private Wealth Management Of North Carolina LLC$176,505$116,610,080$765,776$117,375,856
98TENBRIDGE PARTNERS LLC$164,481$117,603,812$117,603,812
99BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
100Del-Sette Capital Management, LLC$178,570$117,677,366$117,677,366
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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.