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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
101Stakeholders Capital, Inc.$236,943$117,158,827$16,950,965$134,109,792
102Stonehearth Capital Management LLC$240,250$262,112,251$262,112,251
103Strategic Planning Group, Inc.$263,224$184,702,794$4,818,813$189,521,607
104Successful Money Strategies Inc$266,659$161,862,000$161,862,000
105Sustainable Investment Solutions, LLC$766,078$113,379,574$113,379,574
106TAYLOR WEALTH MANAGEMENT PARTNERS$776,598$281,905,127$281,905,127
107TFC Financial Management, Inc.$1,022,737$1,200,875,421$5,953,751$1,206,829,172
108THE BERRY GROUP$518,727$498,806,243$54,156,296$552,962,539
109The Bollard Group LLC$8,629,062$5,891,021,875$209,725,077$6,100,746,952
110The Darrow Company, Inc.$550,665$200,441,931$200,441,931
111The Financial Advisors, LLC$398,705$788,697,468$31,040,026$819,737,494
112The Relaxing Retirement Coach, Inc.$1,586,742$452,221,521$452,221,521
113Thompson Wealth Management, Ltd.$590,543$308,425,664$1,609,431$310,035,095
114Timber Creek Capital Management, LLC$10,919,116$469,522,000$469,522,000
115Traub Capital Management, LLC$1,436,819$126,440,077$126,440,077
116Twin Focus Capital Partners, LLC$25,895,385$1,912,860,000$1,116,900,000$3,029,760,000
117VIA GLOBAL ADVISORS LLC$1,277,423$206,164,077$229,436,997$435,601,074
118Wealth Management Advisors, LLC$356,356$316,373,729$5,415,409$321,789,138
119WELLESLEY INVESTMENT PARTNERS, LLC$679,911$388,979,601$30,525,788$419,505,389
120Wernau Asset Management Inc.$651,115$141,942,973$141,942,973
121West Branch Capital LLC$379,878$427,416,750$12,482,432$439,899,182
122White Lighthouse Investment Management, Inc.$537,956$354,238,115$813,034$355,051,149
123Windrose Advisors LLC$23,039,521$469,547,106$1,719,207,344$2,188,754,450
124Wingate Wealth Advisors, Inc.$401,332$741,535,598$347,678,219$1,089,213,817
125Woodside Wealth Management LLC$462,991$167,480,176$122,518$167,602,694
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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.