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
401LANDMARK WEALTH MANAGEMENT, LLC$301,630$155,942,710$155,942,710
402EIGER WEALTH MANAGEMENT, LLC$600,277$99,948,885$56,123,189$156,072,074
403SOUND INVESTMENT MANAGEMENT INC$1,545,417$156,087,132$156,087,132
404EWA, LLC$171,087$156,202,208$156,202,208
405CLIENTFIRST WEALTH MANAGEMENT, LLC$2,200,105$156,207,439$156,207,439
406AGATE PASS INVESTMENT, LLC$653,946$156,292,987$156,292,987
407CAPE ANN CAPITAL, INC.$432,068$154,851,092$1,557,661$156,408,753
408SOUTH BAY FINANCIAL PARTNERS$652,364$156,567,337$156,567,337
409CAFG WEALTH MANAGEMENT, INC.$213,699$156,641,548$156,641,548
410VESTURA, LLC$739,346$156,741,300$156,741,300
411LIFE LINE WEALTH MANAGEMENT LLC$944,451$154,704,442$2,074,426$156,778,868
412BENNINGFIELD FINANCIAL ADVISORS, LLC$582,979$156,821,480$156,821,480
413IMPACT INVESTORS$441,981$156,903,425$156,903,425
414COE CAPITAL MANAGEMENT, LLC$881,483$156,900,207$3,794$156,904,001
415STRATEGIC PLANNING GROUP, INC.$156,769$150,507,749$6,417,728$156,925,477
416TWO POINT CAPITAL MANAGEMENT, INC.$1,914,509$156,989,715$156,989,715
417MONTVUE CAPITAL MANAGEMENT, INC.$1,007,579$157,182,268$157,182,268
418PALADIN WEALTH PARTNERS$802,239$154,019,501$3,219,254$157,238,755
419DIAMOND WEALTH MANAGEMENT, LLC$328,831$104,915,042$52,595,245$157,510,287
420FIDUCIARY WEALTH ADVISORS, LLC$2,287,425$157,832,355$157,832,355
421SOUND STEWARDSHIP, LLC$200,611$157,880,488$157,880,488
422PORTFOLIO WEALTH ADVISORS$280,509$157,926,693$157,926,693
423CERTIFIED PLANNERS, INC.$244,377$157,779,294$332,492$158,111,786
424EQUISTAR WEALTH MANAGEMENT LLC$603,492$158,115,003$158,115,003
425FORTRESS WEALTH MANAGEMENT, INC.$309,270$157,308,834$1,037,338$158,346,172
426CHICAGO WEALTH MANAGEMENT, INC.$213,312$158,917,337$158,917,337
427RIVERTREE ADVISORS, LLC$615,987$157,247,277$1,677,477$158,924,754
428PETRA FINANCIAL ADVISORS INC$298,860$158,993,379$158,993,379
429COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
430OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
431SFC FINANCIAL LLC$905,304$159,333,520$159,333,520
432WEALTHSPAN PARTNERS, LLC$440,188$155,394,977$3,953,064$159,348,041
433ALTAMONT WEALTH MANAGEMENT, INC.$2,018,636$159,472,253$159,472,253
434STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
435WINDWARD WEALTH STRATEGIES, INC.$423,838$160,210,670$160,210,670
436PARKER ADVISORY GROUP, INC$456,507$160,233,928$160,233,928
437MARBLE TRAIL ADVISORS$297,336$157,236,141$3,027,971$160,264,112
438INTEGRITY WEALTH PARTNERS, LLC$380,884$160,352,165$160,352,165
439ARTEMIS FINANCIAL ADVISORS$818,235$160,374,113$160,374,113
440MICHAEL A. DUBIS FINANCIAL PLANNING, LLC$3,273,969$160,424,468$160,424,468
441WEALTH MANAGEMENT SOLUTIONS$236,357$160,486,208$160,486,208
442TRUE WEALTH DESIGN, LLC$250,388$160,749,129$160,749,129
443PROQUILITY PRIVATE WEALTH PARTNERS, LLC$352,872$154,874,174$6,035,393$160,909,567
445CLAY NORTHAM WEALTH MANAGEMENT$158,279$160,970,251$160,970,251
446LONGVIEW ASSET MANAGEMENT, LLC$442,431$161,045,049$161,045,049
447INTEGRAL WEALTH MANAGEMENT$358,016$117,979,476$43,127,676$161,107,152
448WILSON & BOUCHER CAPITAL MANAGEMENT, LLC$384,524$161,115,762$161,115,762
449SENESCHAL ADVISORS, LLC$373,305$161,267,780$161,267,780
450CROSSGATE WEALTH ADVISORS, LLC$292,212$159,834,444$1,466,426$161,300,870
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Showing 401 to 450 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.