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
451CDM Financial Counseling Services, Inc.$358,926$83,524,855$78,709,721$162,234,576
452Cedar Wealth Management, LLC$1,402,909$286,193,379$286,193,379
453Cedarstone Advisors$771,464$113,215,076$961,599$114,176,675
454Centered Wealth, LLC$605,419$115,635,029$115,635,029
455Central Wealth Management LLC$221,861$118,695,827$118,695,827
456Centricity Wealth Management, LLC$284,940$87,223,000$68,924,000$156,147,000
457Century Wealth Management, LLC$973,139$306,473,645$85,701,225$392,174,870
458Cerro Pacific Wealth Advisors, LLC$466,962$384,776,957$384,776,957
459Certified Planners, Inc.$262,113$169,849,329$169,849,329
460CFM Wealth Partners LLC$816,112$483,033,352$921,150$483,954,502
461CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
463Chaney Capital Management Inc.$315,127$283,299,003$283,299,003
464Charleston Financial Advisors, LLC$331,674$181,691,548$6,367,601$188,059,149
465Charter Research & Investment Group Inc$613,231$228,735,187$228,735,187
466Chatham Capital Group Inc$1,095,708$543,471,274$543,471,274
467Check Capital Management Inc$618,881$1,180,097,002$75,611,808$1,255,708,810
468Checks & Balances, Inc.$6,611,824$231,413,835$231,413,835
469Chequers Financial Management LLC$843,149$412,481,548$68,956,710$481,438,258
470Cherry Creek Family Offices, LLC$1,189,031$183,424,915$671,488,019$854,912,934
471Cherry Creek Investment Advisors Inc$868,815$204,171,457$204,171,457
472Cherrydale Wealth Management, LLC$544,810$142,195,477$142,195,477
473Chesley, Taft & Associates, LLC$1,292,021$1,980,194,816$165,851,992$2,146,046,808
474Cheviot Value Management, LLC$640,497$533,534,398$533,534,398
475Chicago Capital, LLC$2,077,828$2,669,667,853$8,653,082$2,678,320,935
476Chicago Wealth Management, Inc.$244,752$174,997,758$174,997,758
477Chico Wealth Ria, Inc.$380,235$275,301,597$19,000,000$294,301,597
478CHICORY WEALTH$225,158$260,067,558$440,431$260,507,989
479Childress Capital Advisors, LLC$2,714,489$399,029,836$399,029,836
480Chiron Capital Management, LLC$245,128$231,155,790$231,155,790
481Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
482Christine Messmer, P.C.$302,016$1,261,227$138,572,302$139,833,529
483CHRONICLE ADVISORS LLC$1,781,443$121,138,114$121,138,114
484Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
485Circle Wealth Management, LLC$2,724,827$1,369,426,769$1,401,722,150$2,771,148,919
486Citrine Capital, LLC$467,906$109,022,110$109,022,110
487CJ Partners LLC$1,609,053$391,000,000$391,000,000
488CJM Wealth Advisers, Ltd.$1,200,027$901,779,530$43,841,682$945,621,212
489Clare Market Investments, LLC$591,428$370,234,000$370,234,000
490Claris Advisors, LLC$615,959$433,019,320$433,019,320
491Clarity Asset Management, Inc.$381,951$199,760,553$199,760,553
492Clark Asset Management, LLC$479,230$98,181,814$4,373,404$102,555,218
493Clark Financial Services Group Inc$190,017$267,328,752$23,967,177$291,295,929
494Claro Advisors, LLC$339,494$548,092,861$40,249,686$588,342,547
495Clay Northam Wealth Management, LLC$200,913$209,551,845$209,551,845
496Clayton Financial Group, LLC$462,962$55,909,317$1,046,865,460$1,102,774,777
497Clayton Financial Services Inc$400,642$616,989,201$616,989,201
498Clear Harbor Asset Management, LLC$918,693$919,451,526$1,079,018$920,530,544
499Clear Perspectives Financial Planning, LLC$314,063$285,169,162$285,169,162
500Clear Point Advisors, Inc.$349,305$195,261,631$195,261,631
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Showing 451 to 500 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.