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
301CJ Partners LLC$1,609,053$391,000,000$391,000,000
302Corkern Barry M Advisory Services Inc$1,608,241$122,226,352$122,226,352
303Red Hook Management LLC$1,604,743$388,347,904$388,347,904
304Heron Bay Capital Management, LLC$1,594,358$200,889,126$200,889,126
305TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
306Armbruster Capital Management, Inc.$1,588,966$476,138,927$45,042,017$521,180,944
307The Relaxing Retirement Coach, Inc.$1,586,742$452,221,521$452,221,521
308Planning Alternatives Ltd$1,586,316$1,086,626,640$1,086,626,640
309KYLE FINANCIAL SERVICES$1,584,897$261,507,932$261,507,932
310Financial Synergies Wealth Advisors, Inc.$1,580,415$1,016,206,821$1,016,206,821
311Bryant Woods Investment Advisors, LLC$1,570,779$295,830,200$62,307,300$358,137,500
312Acumen Wealth Advisors, LLC$1,569,151$237,396,740$38,773,793$276,170,533
313Oxford Financial Group, Ltd$1,568,699$6,338,552,189$8,480,945,869$14,819,498,058
314Sequent Asset Management, LLC$1,568,407$343,092,637$368,964,176$712,056,813
315Jackson Hole Capital Partners, LLC$1,563,882$297,935,777$60,193,118$358,128,895
316Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
317Minot Wealth Management LLC$1,559,423$810,838,511$4,739,790$815,578,301
318Guardian Investment Management, LLC$1,552,571$239,091,967$37,265,732$276,357,699
319Telarray, LLC$1,550,155$978,147,753$978,147,753
320Roffman Milller Associates Inc$1,544,542$1,905,691,111$26,531,145$1,932,222,256
321Jupiter Wealth Management, LLC$1,540,613$350,964,306$29,567,024$380,531,330
322SOURCE FINANCIAL ADVISORS, LLC$1,533,962$398,176,690$66,613,880$464,790,570
323Wealthstreet Investment Advisors, LLC$1,529,480$1,178,354,743$874,633$1,179,229,376
324Intellectus Partners, LLC$1,525,499$840,191,652$264,269,808$1,104,461,460
325Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
326Triad Investment Management, LLC$1,521,537$103,464,506$103,464,506
327Autumn Lane Advisors, LLC$1,521,181$306,560,000$323,209,000$629,769,000
328New Potomac Partners LLC$1,521,137$166,438,021$13,056,102$179,494,123
329Schaper Benz & Wise Investment Counsel Inc$1,519,983$1,174,132,896$17,533,758$1,191,666,654
330Lawrence Financial Planning, LLC$1,519,693$8,093,794$102,843,818$110,937,612
331Opes Wealth Management, LLC$1,517,825$426,508,843$426,508,843
332Waldron Private Wealth, LLC$1,515,611$3,447,070,483$8,522,622$3,455,593,105
333Evergreen Capital Management LLC$1,513,988$2,865,090,036$126,550,823$2,991,640,859
334Northstar Asset Management Inc$1,513,366$717,219,069$9,196,388$726,415,457
335Medley & Brown,LLC$1,507,172$803,322,506$803,322,506
336Bull Street Advisors, LLC$1,505,898$215,343,398$215,343,398
337Steigerwald, Gordon & Koch Inc.$1,505,211$790,236,000$790,236,000
338Avitas Wealth Management, LLC$1,502,576$897,037,916$897,037,916
339Concordia Wealth Management, LLC$1,501,478$168,687,598$11,489,736$180,177,334
340Compton Wealth Advisory Group, LLC$1,500,252$379,929,454$151,159,890$531,089,344
341Farr Miller & Washington LLC$1,500,162$1,864,082,576$8,120,124$1,872,202,700
342WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
343Gamble Jones Investment Counsel$1,489,497$822,871,532$893,028,659$1,715,900,191
344GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
345Rinet Company, LLC$1,477,651$1,897,678,484$125,225,841$2,022,904,325
346Meritage Portfolio Management, Inc.$1,475,504$1,866,137,155$81,527,555$1,947,664,710
347Jeffrey Jay Bogdanovich$1,473,835$225,496,783$225,496,783
348Boston Financial Management LLC$1,470,145$3,174,165,283$67,504,994$3,241,670,277
349Friedlander, Brenda S$1,469,738$179,919,490$6,737,247$186,656,737
350RKL Wealth Management LLC$1,469,687$1,081,997,708$145,190,550$1,227,188,258
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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.