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
701Empyrion Wealth Management, Inc.$2,676,073$222,114,022$222,114,022
702Endowment Wealth Management, Inc.$204,773$212,713,885$17,040,970$229,754,855
703Endurance Wealth Management, Inc.$1,429,350$975,990,811$116,032,641$1,092,023,452
704Engrave Wealth Partners, LLC$519,782$301,473,510$301,473,510
705Enrich Financial Partners LLC$1,002,524$309,900,000$7,900,000$317,800,000
706Enspyre Wealth Advisors, Inc.$518,458$129,614,486$129,614,486
707Entrust Financial LLC$182,643$181,582,530$12,566,518$194,149,048
708Envoi LLC$1,832,376$2,259,319,068$2,259,319,068
709Epic Trust Investment Advisors LLC$111,415$128,461,837$128,461,837
710EPIQ Partners, LLC$1,150,766$365,788,799$43,884,062$409,672,861
711EQ, LLC$334,742$271,927,804$96,957,437$368,885,241
712Equistar Wealth Management LLC$635,292$174,991,992$2,254,525$177,246,517
713Equita Financial Network, Inc.$195,649$107,311,632$295,190$107,606,822
714Equity Advisors Of Kentucky Inc$882,274$9,028,345$113,607,777$122,636,122
715Equius Partners, Inc.$736,911$1,077,247,083$31,066,953$1,108,314,036
716Ern Financial, LLC$377,194$653,934,724$62,357,493$716,292,217
717Erts Wealth Advisors, LLC$212,227$379,000,000$48,000,000$427,000,000
718Essential Investment Partners, LLC$755,373$185,795,051$8,335,817$194,130,868
719Estabrook Capital Management LLC$916,975$834,447,429$834,447,429
720Estate Management Counselors,LLC$217,767$186,626,100$186,626,100
721ET George Investment Management, LLC$303,944$165,041,504$165,041,504
722Etesian Wealth Advisors, Inc.$1,391,714$264,709,008$2,500,000$267,209,008
723ETF Portfolio Partners, Inc.$308,400$244,003,944$557,456$244,561,400
724Eubank, Hutson & Associates, LLC$229,696$128,399,812$128,399,812
725Eugenias Advisory Group, LLC$498,404$142,246,110$5,281,420$147,527,530
726Evensky & Katz, LLC$523,302$2,363,426,378$2,947,473$2,366,373,851
727Evergreen Capital Management LLC$1,513,988$2,865,090,036$126,550,823$2,991,640,859
728Evermay Wealth Management, LLC$716,717$703,879,450$32,905,588$736,785,038
729Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
730EWA, LLC$133,756$198,806,844$623,631$199,430,475
731EWG Elevate Inc.$401,275$390,735,924$1,710,648$392,446,572
732Excalibur Management Corp$656,956$505,979,641$13,015,607$518,995,248
733Exchange Capital Management Inc$644,200$605,598,522$1,882,274$607,480,796
734Exchange Place Advisors, LLC$440,419$262,929,898$262,929,898
735Executive Wealth Group, LLC$1,765,118$391,856,299$391,856,299
736Exencial Wealth Advisors, LLC$540,655$3,200,069,045$289,856,400$3,489,925,445
737EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
738F L Putnam Investment Management Co.$1,118,016$3,662,900,185$58,973,558$3,721,873,743
739Fairbanks Capital Management, Inc.$1,043,328$182,582,392$182,582,392
740Fairfield Financial Advisors Ltd$620,893$30,681,271$220,159,495$250,840,766
741FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
742FALCON CAPITAL MANAGEMENT INC$1,219,581$99,716,000$5,168,000$104,884,000
743Falcon Wealth Planning, Inc.$175,640$287,450,269$1,653,099$289,103,368
744FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
745Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
746Farr Miller & Washington LLC$1,500,162$1,864,082,576$8,120,124$1,872,202,700
747Farrow Financial Inc$397,884$202,522,797$202,522,797
748FCA Corp$691,452$400,081,062$52,128,867$452,209,929
749Fenton Gregory Coleman$374,732$152,515,726$152,515,726
750Fenway Financial Advisors, LLC$447,547$128,445,870$128,445,870
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Showing 701 to 750 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.