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
651Altrius Capital Management, Inc.$880,567$364,976,454$6,622,768$371,599,222
652Sterling Investment Management, Inc.$876,249$354,004,670$354,004,670
653Covenant Asset Management, LLC$875,311$410,520,820$410,520,820
654Maryland Capital Management, LLC$872,841$1,941,082,275$5,353,094$1,946,435,369
655Compass Financial Group, Inc.$870,077$357,601,500$357,601,500
656Punch & Associates Investment Management, Inc.$869,826$1,602,219,240$1,602,219,240
657Cannon Tingey Investment Advisors Inc$869,162$296,027,267$2,095,354$298,122,621
658Cherry Creek Investment Advisors Inc$868,815$204,171,457$204,171,457
659Early Mcclintic & Mcmillan, LLP$865,357$236,987,361$168,865,012$405,852,373
660Curtis Advisory Group, LLC$862,899$249,474,207$766,595$250,240,802
661William Mack & Associates Inc$862,263$660,718,655$4,086,208$664,804,863
662INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
663Indie Asset Partners, LLC$860,988$648,324,316$648,324,316
664Paragon Capital Management LLC$859,611$361,036,551$361,036,551
665Gryphon Financial Partners, LLC$859,503$1,319,153,804$21,670,120$1,340,823,924
666Gen Financial Management Inc.$858,505$361,388,000$36,100,000$397,488,000
667Ray|Theil Wealth Management, LLC$857,841$207,597,491$207,597,491
668Franklin, Joyce Lea$857,472$160,347,183$160,347,183
669Proffitt & Goodson Inc.$857,129$548,346,708$15,643,987$563,990,695
670Fierston Financial Group Inc$855,862$776,266,438$776,266,438
671Slocum Gordon & Co LLP$855,773$236,193,367$236,193,367
672Financial Planning And Information Services, Inc.$854,727$874,385,377$874,385,377
673Bonner & Smith, LLC$851,370$202,626,111$202,626,111
674BT Wealth Management, LLC$851,082$1,046,435,485$19,118,641$1,065,554,126
675Portfolio Solutions LLC$850,466$1,504,474,077$1,504,474,077
676Regal Wealth Management, LLC$849,662$113,957,549$746,856$114,704,405
677Monetary Solutions, Ltd.$849,624$113,000,000$113,000,000
678Peloton Wealth Strategists, Inc.$848,740$260,563,179$260,563,179
679Firstmetric, LLC$848,609$208,757,709$208,757,709
680Naples Money Management LLC$848,362$133,909,619$12,008,563$145,918,182
681Constitution Capital LLC$844,870$168,974,075$168,974,075
682Chequers Financial Management LLC$843,149$412,481,548$68,956,710$481,438,258
683Defender Capital LLC$839,817$365,600,000$1,400,000$367,000,000
684Neumann Capital Management, LLC$839,606$439,114,157$439,114,157
685C. C. Dunnavan & Co., Inc.$835,690$401,131,134$401,131,134
686Lesjak Planning, LLC$830,811$301,300,000$6,100,000$307,400,000
687S.A. Mason, LLC$830,195$225,386,508$254,466,078$479,852,586
688Bysko John Allan$829,195$189,056,524$189,056,524
689Pegasus Partners Ltd.$828,422$1,748,466,452$278,681,389$2,027,147,841
690ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
691GS Investments, Inc.$822,961$137,943,174$5,252,052$143,195,226
692Allied Investment Advisors LLC$821,729$492,818,466$2,683,838$495,502,304
693Lutz Financial Services, LLC$821,265$1,271,546,124$162,381,693$1,433,927,817
694Headinvest, LLC$821,011$782,423,323$782,423,323
695Drum Hill Capital, LLC$817,502$137,527,548$16,162,898$153,690,446
696CFM Wealth Partners LLC$816,112$483,033,352$921,150$483,954,502
697Weatherly Asset Management Lp$815,876$1,018,183,828$9,820,014$1,028,003,842
698The Rice Partnership, LLC$814,818$398,413,559$35,069,383$433,482,942
699Paladin Advisory Group, LLC$814,777$178,436,078$178,436,078
700Hollingsworth Avent Averre & Purvis, Pa$812,109$127,501,078$127,501,078
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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.