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
501Pariax, LLC$1,110,891$107,000,000$5,200,000$112,200,000
502Matrix Planning Inc$1,109,738$97,189,920$33,759,218$130,949,138
503Oakwood Capital Management LLC$1,108,123$921,958,587$921,958,587
504Personal Financial Solutions, LLC$1,107,435$111,850,980$111,850,980
505Hamilton Point Investment Advisors, LLC$1,106,118$639,336,306$639,336,306
506JP Wealth Management, Inc.$1,105,678$299,638,618$299,638,618
507STONEGATE WEALTH MANAGEMENT, LLC$1,103,834$157,325,000$2,731,000$160,056,000
508Chatham Capital Group Inc$1,095,708$543,471,274$543,471,274
509Vaquero Private Wealth, Ltd.$1,094,193$166,317,339$166,317,339
510BAKER ELLIS ASSET MANAGEMENT LLC$1,091,173$590,324,664$590,324,664
511MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
512Covenant Multi-Family Offices, LLC$1,089,833$1,986,473,095$72,221,769$2,058,694,864
513Woodmont Investment Counsel, LLC$1,083,243$872,069,487$86,600,146$958,669,633
514Waypoint Capital Advisors, LLC$1,082,723$361,629,588$361,629,588
515Durbin Bennett Private Wealth Management, LLC$1,082,346$1,220,806,382$65,020,699$1,285,827,081
516Dedicated Capital Advisors, LLC$1,082,106$91,133,764$13,830,536$104,964,300
517Tarbox Family Office, Inc.$1,080,208$841,481,772$841,481,772
518Stone Asset Management, Inc.$1,079,366$242,087,219$2,928,824$245,016,043
519Jackson Square Capital, LLC$1,078,069$239,452,006$69,953,767$309,405,773
520Asset Planning, Inc$1,077,588$376,207,369$948,523$377,155,892
521ALLSTREET CAPITAL LLC$1,076,923$140,000,000$140,000,000
522Miracle Mile Advisors, LLC$1,072,934$2,009,870,010$2,953,361$2,012,823,371
523Northwest Financial Services Inc$1,069,666$388,595,055$763,474$389,358,529
524Financial Partners Capital Management, LLC$1,068,657$552,337,206$101,680,874$654,018,080
525Contravisory Investment Management, Inc.$1,068,333$395,855,527$74,210,817$470,066,344
526Green Square Capital Advisors, LLC$1,065,299$768,770,204$144,190,835$912,961,039
527ROUND TABLE WEALTH MANAGEMENT$1,062,530$993,753,493$136,778,401$1,130,531,894
528Aries Wealth Management, LLC$1,060,051$291,513,905$291,513,905
529Verity And Verity, LLC$1,059,108$551,019,982$10,307,418$561,327,400
530Nelson, Van Denburg & Campbell Wealth Management Group, LLC$1,058,463$1,289,554,646$383,874,732$1,673,429,378
531Degreen Capital Management, LLC$1,057,561$291,886,916$291,886,916
532Tufton Capital Management, LLC$1,055,676$831,873,000$831,873,000
533CPA Asset Management Group, LLC$1,054,317$484,985,803$484,985,803
534Waycross Investment Management Company$1,053,401$134,835,353$134,835,353
535Millares Asset Management, LLC$1,045,251$176,647,383$176,647,383
536Cardiff Park Advisors,LLC$1,044,254$52,892,344$2,116,022,686$2,168,915,030
537Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
538Fairbanks Capital Management, Inc.$1,043,328$182,582,392$182,582,392
539Renaissance Investment Group, LLC$1,043,179$437,471,219$15,268,432$452,739,651
540Tanglewood Wealth Management, Inc.$1,042,339$1,224,748,000$1,224,748,000
541Forthright Family Wealth Advisory LLC$1,041,335$181,192,305$181,192,305
542Norris Perne & French LLP$1,038,129$1,999,437,216$1,999,437,216
543Boston Private Wealth LLC$1,034,166$13,787,450,698$640,202,475$14,427,653,173
544Scholtz & Company, L.L.C.$1,031,606$341,156,406$305,230$341,461,636
545Salem Investment Counselors Inc$1,030,874$1,969,210,901$26,562,068$1,995,772,969
546Yorkbridge Wealth Partners, LLC$1,029,460$925,721,328$69,766,502$995,487,830
547TFC Financial Management, Inc.$1,022,737$1,200,875,421$5,953,751$1,206,829,172
548Sargent Investment Group, LLC$1,022,489$657,863,000$437,223,000$1,095,086,000
549Banyan Global Investment Advisors, LLC$1,021,225$180,756,785$180,756,785
550The Menard Financial Group, LLC$1,021,180$225,680,794$225,680,794
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Showing 501 to 550 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.