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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
651Dibenedetto & Associates Ltd$422,605$218,922,257$17,313,735$236,235,992
652Dickmeyer Boyce Financial Management, Inc$225,472$236,745,114$236,745,114
653Diesslin Group, Inc.$526,727$597,114,028$129,769,812$726,883,840
654Disciplined Equity Management, Inc.$433,910$273,363,489$273,363,489
655Disciplined Investments, LLC$577,367$372,550,455$106,086,590$478,637,045
656Divergent Planning, LLC$234,421$155,655,762$155,655,762
657Diversified Financial Management Associates, Inc.$489,073$83,086,155$105,695,981$188,782,136
658Diversified Management Inc$899,491$1,288,917,247$74,711,421$1,363,628,668
659Diversified Portfolios Inc$703,567$1,152,944,551$50,154,328$1,203,098,879
660Dobson Asset Management - Northern California$411,300$146,279,700$3,022,339$149,302,039
661Domani Wealth, LLC$460,052$1,367,418,454$15,039,134$1,382,457,588
662Donald W. Nicholson & Associates Ltd$1,729,096$197,116,978$197,116,978
663Donaldson Capital Management LLC$618,454$2,018,120,165$123,585,077$2,141,705,242
664Dorman Financial Management, P.A.$166,121$152,081,722$1,414,074$153,495,796
665Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
666Doyle Wealth Management, LLC$558,151$1,257,514,673$1,257,514,673
667Drum Hill Capital, LLC$817,502$137,527,548$16,162,898$153,690,446
668Dudley Capital Management LLC$562,582$128,268,759$128,268,759
669Dumaine Investments LLC$602,641$142,223,282$142,223,282
670Durante & Waters, LLC$254,111$127,309,399$127,309,399
671Durbin Bennett Private Wealth Management, LLC$1,082,346$1,220,806,382$65,020,699$1,285,827,081
672DWM Financial Group, Inc.$344,516$208,002,426$18,689,261$226,691,687
673Dynamic Advisor Solutions LLC$282,830$2,383,759,498$415,128,400$2,798,887,898
674Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
675Eagle Bay Advisors LLC$10,137,383$506,869,166$506,869,166
676Eagle Bluffs Wealth Management LLC$526,249$103,144,744$103,144,744
677Eagle Ridge Investment Management LLC$1,228,189$882,980,496$75,007,045$957,987,541
678Early Mcclintic & Mcmillan, LLP$865,357$236,987,361$168,865,012$405,852,373
679Eaton-Cambridge Inc.$218,947$132,025,270$132,025,270
680Echo Wealth Management, LLC$375,794$126,534,622$4,617,513$131,152,135
681Echo45 Advisors LLC$365,839$120,726,820$120,726,820
682Eclectic Associates, Inc.$334,664$774,972,448$146,021,897$920,994,345
683Edge Financial Advisors, LLC$410,104$269,186,170$3,123,206$272,309,376
684Edge Wealth Management, LLC$1,447,324$704,846,902$704,846,902
685Edgemoor Investment Advisors, Inc.$1,201,222$1,101,520,202$1,101,520,202
686Effective Assets, Inc.$386,486$127,348,529$6,762,166$134,110,695
687Eidelman Virant Capital$1,295,765$319,087,442$11,332,512$330,419,954
688Eiger Wealth Management, LLC$658,844$167,531,071$64,382,125$231,913,196
689Element Pointe Advisors, LLC$2,286,280$549,425,050$22,144,881$571,569,931
690Elevage Partners, LLC$150,937$185,351,045$185,351,045
691Eley Financial Management, Inc.$233,290$296,744,653$296,744,653
692Elgethun Capital Management$886,235$442,231,320$442,231,320
693Ellsworth Advisors, LLC$711,661$560,253,239$1,958,968$562,212,207
694Elm Advisors, LLC$896,755$259,284,460$79,688,964$338,973,424
695Elmwood Wealth Management, Inc.$400,658$192,280,963$4,842,601$197,123,564
696Elser Financial Planning, Inc.$601,365$500,336,015$500,336,015
697Elwood & Goetz Wealth Advisory Group, LLC$207,155$419,488,424$419,488,424
698Emerald Advisors, LLC$886,944$379,112,091$1,387,067$380,499,158
699Emerson Wealth, LLC$802,831$539,502,549$539,502,549
700Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
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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.