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
201THE WORLEY BANKS GROUP, LLC$161,820$128,000,000$128,000,000
202BCK PARTNERS, INC.$283,223$128,016,983$128,016,983
203MINERVA PLANNING GROUP$383,410$105,507,757$22,551,250$128,059,007
204MACKE FINANCIAL ADVISORY GROUP$251,139$121,617,396$6,714,567$128,331,963
205KAUFMAN KAMPE ADVISORS$421,018$128,410,391$128,410,391
206WISDOM INDEX ADVISORS$240,051$128,427,283$128,427,283
207SADDOCK WEALTH, LLC$1,868,116$72,400,000$56,500,000$128,900,000
208THE RUDD COMPANY, LLC$238,429$115,532,566$13,457,359$128,989,925
209HELMSMAN FINANCIAL GROUP, LLC$506,169$50,522,410$78,550,670$129,073,080
210S.F. EHRLICH ASSOCIATES, INC.$398,462$129,101,562$129,101,562
211IMPERIUM WEALTH MANAGEMENT, LLC$218,454$126,072,366$3,034,074$129,106,440
212SHEPPARD WEALTH MANAGEMENT, LLC$1,058,632$129,153,099$129,153,099
213BARNSTONE ADVISORS LLC$1,018,228$129,315,000$129,315,000
214ALPHA ADVISORS, LLC$388,583$129,398,054$129,398,054
215EATON-CAMBRIDGE INC.$237,209$129,516,131$129,516,131
216DIVERGENT PLANNING$198,872$129,664,398$129,664,398
217VALLEY BROOK CAPITAL GROUP$475,286$119,950,053$9,803,035$129,753,088
218RETIREMENT ADVISORS, INC.$335,384$127,570,284$2,223,493$129,793,777
219FORNESS FINANCIAL LLC$194,320$130,000,000$130,000,000
220SANCHEZ & ZURES, LLC$243,142$130,080,793$130,080,793
221SCHUBERT & COMPANY, INC.$317,464$130,160,222$130,160,222
222MY WEALTH MANAGEMENT, INC$439,394$104,500,000$26,000,000$130,500,000
223CYPRESS CAPITAL MANAGEMENT, LLC$294,588$130,502,431$130,502,431
224WESTVIEW INVESTMENT ADVISORS$343,439$130,040,498$466,222$130,506,720
225FRAZIER FINANCIAL CONSULTANTS, LLC$436,527$130,521,555$130,521,555
226BEST INVEST$167,340$130,525,531$130,525,531
227NOYES CAPITAL MANAGEMENT, LLC$510,246$130,622,999$130,622,999
228OPEN WINDOW FINANCIAL SOLUTIONS, LTD.$506,335$130,634,441$130,634,441
229ATLAS WEALTH PARTNERS LLC$184,328$131,241,540$131,241,540
230PAOLINO, WILLIAM$209,751$131,513,916$131,513,916
231PACIFICA WEALTH ADVISORS, INC.$2,684,711$119,207,761$12,343,091$131,550,852
232CAMBRIDGE CAPE COD ADVISORS$406,371$131,664,082$131,664,082
233STONE ISLAND FINANCIAL PLANNING$475,363$131,675,568$131,675,568
234CAMPBELL ROOKS WEALTH MANAGEMENT, L.L.C.$299,278$120,495,869$11,485,806$131,981,675
235EUGENIAS ADVISORY GROUP, LLC$437,056$123,541,269$8,449,605$131,990,874
236WATERSTONE WEALTH ADVISORS, LLC$257,839$119,955,256$12,058,153$132,013,409
237SPARTAN PLANNING GROUP$175,552$82,762,946$49,428,036$132,190,982
238FOREFRONT WEALTH MANAGEMENT$323,401$117,578,948$14,692,023$132,270,971
239MURPHY & SYLVEST$310,854$129,602,314$2,821,507$132,423,821
240WATTERS FINANCIAL SERVICES, LLC$387,318$84,309,281$48,153,511$132,462,792
241PLANNING CAPITAL MANAGEMENT CORP.$256,101$132,660,524$132,660,524
242NAVIGEN WEALTH MANAGEMENT$184,813$132,695,412$132,695,412
243MERIDIAN FINANCIAL, LLC$1,073,629$133,130,000$133,130,000
244WEINBERGER ASSET MANAGEMENT, INC$543,867$133,247,396$133,247,396
245POWELL WEALTH$524,936$133,333,628$133,333,628
246MACROCLIMATE LLC$4,762,531$133,350,868$133,350,868
247HOLBROOK GLOBAL STRATEGIES$1,914,286$134,000,000$134,000,000
248CAMELOTTA ADVISORS$638,367$133,727,358$329,742$134,057,100
249NORTHSTAR ADVISORY GROUP, LLC$295,614$134,208,806$134,208,806
250VERUS INVESTMENT ADVISORY GROUP, INC.$369,454$131,664,194$2,816,928$134,481,122
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Showing 201 to 250 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.