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
1ZWJ Investment Counsel Inc$1,338,246$2,328,903,876$386,397,573$2,715,301,449
2Zuraw Financial Advisors, LLC$450,407$269,793,947$269,793,947
3Zuckerman Investment Group, LLC$1,168,729$952,601,112$95,748,722$1,048,349,834
4ZRC Wealth Management, LLC$464,145$239,271,176$1,155,862$240,427,038
5Zimmerman Wealth Management, LLC$2,154,595$303,797,935$303,797,935
6Yukon Wealth Management, Inc.$2,957,211$222,732,913$16,801,157$239,534,070
7Your Source Financial, Plc.$545,594$262,216,591$24,220,493$286,437,084
8Youngs Advisory Group, Inc.$601,907$502,592,283$502,592,283
9Young Richard C & Co Ltd$754,363$1,294,487,306$1,294,487,306
10Yorkbridge Wealth Partners, LLC$1,029,460$925,721,328$69,766,502$995,487,830
11Yoder Wealth Management, Inc.$508,084$146,836,311$146,836,311
12YHB Wealth Advisors, LLC$471,312$101,803,457$101,803,457
13Yeske Buie Inc.$562,389$711,352,340$10,754,636$722,106,976
14Yarger Wealth Strategies, LLC$624,812$249,310,947$64,969,678$314,280,625
15WSFS Capital Management, LLC$538,827$734,688,425$22,363,589$757,052,014
16Wrenn Financial Strategies, Inc.$477,531$186,988,231$38,406,313$225,394,544
17Wpwealth LLP$381,912$568,479,191$157,534,723$726,013,914
18WP Advisors, LLC$407,779$316,821,002$13,071,999$329,893,001
19Worthpointe, LLC$521,612$692,701,264$692,701,264
20WORLDVIEW WEALTH ADVISORS$1,246,696$139,630,000$139,630,000
21Wooster Corthell Wealth Management, Inc.$421,977$389,062,468$389,062,468
22Woodward Financial Advisors, Inc.$596,112$470,928,308$470,928,308
23Woodward Diversified Capital, LLC$404,995$390,414,891$390,414,891
24Woodside Wealth Management LLC$462,991$167,480,176$122,518$167,602,694
25Woodmont Investment Counsel, LLC$1,083,243$872,069,487$86,600,146$958,669,633
26Womack Wealth Management, Inc.$455,580$208,773,202$3,982,496$212,755,698
27Wolman Wealth Management, Inc.$3,630,650$210,577,693$210,577,693
28Wolff Wiese Magana LLC$195,186$274,303,336$14,962,302$289,265,638
29Wolff Financial Management LLC$377,994$341,514,709$5,861,963$347,376,672
30WMS Partners, LLC$7,206,586$3,130,551,967$1,243,845,713$4,374,397,680
31WJ Interests, LLC$523,312$390,391,000$390,391,000
32Wiser Wealth Management, Inc$194,958$145,114,697$1,493,917$146,608,614
33Wise Wealth Management, LLC$484,230$113,130,152$1,148,084$114,278,236
34Winthrop Partners - Wny, LLC$553,617$118,545,665$2,696,554$121,242,219
35Winning Points Advisors, L.L.C.$443,193$232,233,164$232,233,164
36Wingate Wealth Advisors, Inc.$401,332$741,535,598$347,678,219$1,089,213,817
37Winfield Associates Inc$484,078$291,745,111$154,208$291,899,319
38Windward Wealth Strategies, Inc.$2,014,682$173,262,637$173,262,637
39Windward Private Wealth Management Inc.$280,878$234,533,071$234,533,071
40Windsor Capital Management, LLC$506,327$614,680,371$614,680,371
41Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
42Windrose Advisors LLC$23,039,521$469,547,106$1,719,207,344$2,188,754,450
43Wimmer Associates I, LLC$2,307,900$344,608,000$24,656,000$369,264,000
44WILSON & BOUCHER CAPITAL MANAGEMENT, LLC$384,524$161,115,762$161,115,762
45Wilsey Asset Management Incorporated$300,978$360,270,737$360,270,737
46Wills Financial Group, Inc.$450,895$284,063,890$284,063,890
47Willow Grove Advisors, LLC$381,441$138,459,220$3,693$138,462,913
48Willow Creek Wealth Management, Inc.$590,021$1,296,488,990$84,749,517$1,381,238,507
49Williams Financial, LLC$184,303$121,100,295$9,754,586$130,854,881
50William Madison Advisors, Inc.$681,762$357,925,283$357,925,283
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Showing 1 to 50 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.