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
351Integrity Wealth Partners, LLC$348,255$144,874,134$144,874,134
352Finarc Investments, Inc.$361,307$144,884,068$144,884,068
353Continuum Wealth Advisors, LLC$237,147$142,834,000$2,300,000$145,134,000
354ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
355Grand Central Investment Group, LLC$327,513$118,137,928$27,277,802$145,415,730
356Gordian Advisors, LLC$933,666$97,338,647$48,313,314$145,651,961
357Sechrest Financial Services LLC$457,131$145,824,644$145,824,644
358Naples Money Management LLC$848,362$133,909,619$12,008,563$145,918,182
359Antonetti Capital Management, LLC$442,318$124,066,808$22,340,344$146,407,152
360Frazier Financial Consultants, LLC$496,308$146,410,967$146,410,967
361Verus Investment Advisory Group, Inc.$417,410$146,510,847$146,510,847
362Wiser Wealth Management, Inc$194,958$145,114,697$1,493,917$146,608,614
363Yoder Wealth Management, Inc.$508,084$146,836,311$146,836,311
364Boston Mountain Money Management, Inc.$370,815$147,213,513$147,213,513
365Eugenias Advisory Group, LLC$498,404$142,246,110$5,281,420$147,527,530
366Griffin Black, Inc.$281,548$147,531,179$147,531,179
367The H Group Washington, Inc.$977,506$147,603,399$147,603,399
368RHS Financial, LLC$274,733$140,975,270$6,831,287$147,806,557
369Atwater Wealth Management, Inc.$556,017$144,506,152$3,394,492$147,900,644
370N.D. Pitman & Company, Inc.$597,250$5,781,471$142,933,902$148,715,373
371GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
372Lifeplan Financial Advisory Group, LLC$229,985$148,800,000$148,800,000
373Hutto Retirement Advisors, LLC$184,879$149,012,760$149,012,760
374Lighthouse Financial Management, LLC$351,202$148,897,259$363,630$149,260,889
375Dobson Asset Management - Northern California$411,300$146,279,700$3,022,339$149,302,039
376International Management Advisors Ltd.$2,165,418$139,397,322$10,016,495$149,413,817
377Merit Financial Partners LLC$391,947$149,723,851$149,723,851
378Intelligent Financial Strategies, LLC$375,513$135,028,530$14,801,008$149,829,538
379Forness Financial LLC$210,379$150,000,000$150,000,000
380Accretive Wealth Management, LLC$681,829$129,883,579$20,118,760$150,002,339
381Brewster Financial Planning LLC$286,183$150,024,620$221,697$150,246,317
382Ledgewood Wealth Advisors, LLC$698,944$150,273,000$150,273,000
383Macroclimate LLC$3,068,341$150,348,700$150,348,700
384Capasso Planning Partners LLC$140,514$140,350,000$10,000,000$150,350,000
385Axiom Advisory, LLC$269,005$150,249,438$124,155$150,373,593
386Highpass Asset Management LLC$791,754$150,433,315$150,433,315
387Mueller Financial Solutions Co.$563,966$143,912,774$6,666,175$150,578,949
388Blue Barn Wealth, LLC$338,457$147,571,482$3,042,055$150,613,537
389Orion Capital Management LLC$577,205$150,424,930$225,564$150,650,494
390Milestones Private Investment Advisors LLC$257,534$80,706,961$70,208,124$150,915,085
391Koa Wealth Management, LLC$374,843$126,756,132$24,305,475$151,061,607
392Colley Asset Management, Inc.$349,477$151,323,379$151,323,379
393The Heaton Hoppes Group, LLC$456,035$151,403,566$151,403,566
394The Rudd Company, LLC$273,407$133,407,934$18,059,648$151,467,582
395Imperium Wealth Management, LLC$242,402$128,587,046$22,914,284$151,501,330
396Season Investments, LLC$438,630$125,099,645$26,666,205$151,765,850
397Hemming& Wealth Management, Inc.$144,027$151,804,161$151,804,161
398Beers Kight Financial Advisors, LLC$434,491$152,071,930$152,071,930
399Lesa Sroufe & Company, Inc.$580,769$137,788,782$14,372,699$152,161,481
400Utopia Wealth Management, LLC$2,306,575$152,233,921$152,233,921
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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.