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
451Wealth Advisors, Inc.$1,192,448$256,376,242$256,376,242
452Aurora Investment Counsel$1,192,401$166,373,620$2,947,273$169,320,893
453Jurika, Mills & Keifer, LLC$1,190,765$233,390,000$233,390,000
454Sheets Smith Wealth Management$1,190,246$998,616,543$998,616,543
455JFG Wealth Management, LLC$1,190,088$306,790,199$1,442,468$308,232,667
456Cherry Creek Family Offices, LLC$1,189,031$183,424,915$671,488,019$854,912,934
457Rench Wealth Management, Inc.$1,187,751$292,186,756$292,186,756
458Castle Wealth Planning LLC$1,185,551$142,266,112$142,266,112
459Blue Zone Wealth Advisors, LLC$1,185,386$293,975,700$293,975,700
460South Shore Capital Advisors, LLC$1,182,126$145,376,990$78,044,852$223,421,842
461ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
462Boston Research And Management, Inc.$1,172,174$481,763,335$481,763,335
463Ferris Capital, LLC$1,171,452$679,608,033$1,005,314$680,613,347
464Zuckerman Investment Group, LLC$1,168,729$952,601,112$95,748,722$1,048,349,834
465RGT Wealth Advisors, LLC$1,168,347$4,714,561,153$145,762,623$4,860,323,776
466Oxley, Harry Keir$1,167,525$105,077,252$105,077,252
467Life Line Wealth Management LLC$1,167,073$239,677,305$1,906,839$241,584,144
468Kings Point Capital Management LLC$1,166,334$1,329,608,497$40,833,975$1,370,442,472
469Spoor Behrins Campbell & Young Securities Corp$1,159,246$199,390,345$199,390,345
470Jacobsen Capital Management, LLC$1,153,377$336,785,984$336,785,984
471Palladium Partners, LLC$1,152,754$2,748,493,741$40,017,470$2,788,511,211
472Wallington Asset Management, LLC$1,152,132$909,031,852$909,031,852
473EPIQ Partners, LLC$1,150,766$365,788,799$43,884,062$409,672,861
474RM Private Wealth Management Inc.$1,141,176$194,000,000$194,000,000
475Clearpath Capital Partners LLC$1,141,147$242,273,849$82,953,117$325,226,966
476Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
477Cornerstone Advisory, LLC$1,138,062$1,429,405,386$1,429,405,386
478Nelson Capital Management, LLC$1,137,727$574,552,255$574,552,255
479PERSONAL BUSINESS MANAGEMENT GROUP LTD$1,135,830$107,903,885$107,903,885
480OAK GROVE CAPITAL, LLC$1,135,323$292,913,251$292,913,251
481Arthur M. Cohen & Associates LLC$1,134,323$891,578,096$891,578,096
482Aberdeen Wealth Management LLC$1,133,259$487,361,186$18,072,360$505,433,546
483Miller Capital Partners, Inc.$1,133,168$153,278,145$31,428,207$184,706,352
484Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
485Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
486My Personal CFO, LLC$1,130,843$141,355,357$141,355,357
487FSM Wealth Advisors, LLC$1,129,382$281,216,213$281,216,213
488Segment Wealth Management, LLC$1,128,542$902,833,585$902,833,585
489T.O.S. Advisors, LLC$1,125,324$226,190,077$226,190,077
490Beese, Fulmer Investment Management, Inc.$1,121,334$1,082,087,361$1,082,087,361
491P. J. Schmidt Investment Management, Inc$1,121,055$626,487,429$25,966,514$652,453,943
492Mitchell Capital Management Co$1,120,718$665,706,281$665,706,281
493NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
494Sullivan, Bruyette, Speros & Blayney, LLC$1,118,887$5,045,658,608$17,305,328$5,062,963,936
495Operose Advisors LLC$1,118,683$316,810,306$22,150,668$338,960,974
496F L Putnam Investment Management Co.$1,118,016$3,662,900,185$58,973,558$3,721,873,743
497Perennial Advisors, LLC$1,114,271$390,558,227$3,893,545$394,451,772
498Schnieders Capital Management, LLC.$1,112,312$463,920,886$561,630,907$1,025,551,793
499WATER OAK ADVISORS, LLC$1,111,937$2,101,164,206$144,948,809$2,246,113,015
50017 Capital Partners, LLC$1,111,633$141,177,415$141,177,415
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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.