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
401Lindahl & Mansager Inc$199,662$152,342,000$152,342,000
402Tricord Advisors, Inc.$194,688$152,441,018$152,441,018
403Beacon Financial Advisors, Inc.$457,852$142,071,361$10,393,340$152,464,701
404Fenton Gregory Coleman$374,732$152,515,726$152,515,726
405Parkstone Wealth Management, LLC$1,959,597$152,848,543$152,848,543
406Bazis Young Investment Group, LLC$270,007$135,412,833$17,681,200$153,094,033
407QUANTUM CAPITAL MANAGEMENT$777,170$137,829,319$15,273,256$153,102,575
408Dorman Financial Management, P.A.$166,121$152,081,722$1,414,074$153,495,796
409Artifex Financial Group, LLC$192,741$153,614,273$153,614,273
410Solitude Financial Services, Inc.$335,470$153,645,219$153,645,219
411Drum Hill Capital, LLC$817,502$137,527,548$16,162,898$153,690,446
412Robasciotti & Associates , Inc.$288,931$154,000,000$154,000,000
413Callahan Capital Management Inc$128,369$152,162,211$1,880,694$154,042,905
414Northstar Financial Planning, LLC$463,063$147,800,000$6,400,000$154,200,000
415Camelot Technology Advisors, Inc.$569,096$153,972,696$252,383$154,225,079
416WALPOLE FINANCIAL ADVISORS, LLC$350,201$154,438,694$154,438,694
417Schultz Financial Group Incorporated$368,717$154,492,585$154,492,585
418Kaufman Kampe Advisors LLC$475,622$154,577,200$154,577,200
419Intrinsic Value Partners, LLC$789,097$154,662,971$154,662,971
420BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
421Virtus Family Office, LLC$2,310,551$154,806,947$154,806,947
422Hutchinson & Ziegler Financial Advisors, Inc.$634,818$154,895,494$154,895,494
423South Bay Financial Partners Group, Inc.$798,687$154,945,209$154,945,209
424BCK Partners, Inc.$316,253$154,963,891$154,963,891
425ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
426Kenneth Frenke & Co., Inc.$657,801$155,241,009$155,241,009
427Prospect Capital Services, Inc.$320,491$155,239,178$198,775$155,437,953
428Blue Spark Capital Advisors LLC$555,593$155,565,977$155,565,977
429Divergent Planning, LLC$234,421$155,655,762$155,655,762
430GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
431Mallard Advisors, LLC$365,297$155,981,608$155,981,608
432Powell Financial, Inc.$593,162$156,001,580$156,001,580
433George M. Hiller Companies, LLC$349,911$154,622,071$1,438,139$156,060,210
434Centricity Wealth Management, LLC$284,940$87,223,000$68,924,000$156,147,000
435Boulder Wealth Advisors, LLC$317,592$156,255,111$156,255,111
436Copperleaf Capital, LLC$285,367$141,716,624$14,664,414$156,381,038
437Finkel Eliot Michelow$763,155$156,446,740$156,446,740
438Forefront Wealth Management Inc.$362,870$138,042,930$18,716,807$156,759,737
439Redrock Wealth Management LLC$897,143$145,300,000$11,700,000$157,000,000
440Meridian Financial, LLC$1,266,158$157,003,537$157,003,537
441Custom Portfolio Group LLC$1,850,698$146,145,110$11,164,210$157,309,320
442Imus Wilkinson Investment Management, LLC$120,667$156,841,948$507,290$157,349,238
443G & O Financial Services, Inc.$1,430,591$142,852,972$14,512,056$157,365,028
444Pacifica Wealth Advisors, Inc.$799,045$144,817,589$12,594,298$157,411,887
445Frazee Investment Consulting, Inc.$638,527$157,716,061$157,716,061
446Vesta Wealth Management, LLC$490,528$131,573,787$26,376,212$157,949,999
447Westend Capital Management, LLC.$749,085$158,056,900$158,056,900
448Purtill Financial LLC$275,857$158,065,817$158,065,817
449Financial Management Concepts$267,870$158,311,295$158,311,295
450Gutt Financial Management, LLC$574,734$138,266,114$20,360,334$158,626,448
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Showing 401 to 450 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.