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
51EQ, LLC$334,742$271,927,804$96,957,437$368,885,241
52Joslin Capital Advisors LLC$694,478$259,718,760$122,938,495$382,657,255
53Sovereign Wealth Advisors, Inc.$401,505$239,057,678$40,791,209$279,848,887
54Wayfinding Financial, LLC$260,258$228,974,655$2,655,266$231,629,921
55S. R. Schill & Associates Inc.$407,213$228,318,118$2,978,733$231,296,851
56Unionview, LLC$516,177$226,609,076$3,089,845$229,698,921
57Jeffrey Jay Bogdanovich$1,473,835$225,496,783$225,496,783
58Bear Mountain Capital Inc.$331,478$222,912,580$835,315$223,747,895
59Hamrick Investment Counsel, LLC$965,513$219,171,346$219,171,346
60Seneschal Advisors, LLC$388,782$191,669,405$191,669,405
61Breakwater Investment Management, LLC$738,257$191,208,464$191,208,464
62Jarvis Financial Services, Inc.$330,860$191,000,000$5,200,000$196,200,000
63Miller Advisors Inc$462,351$187,916,830$17,367,128$205,283,958
64Moser Wealth Advisors, LLC$420,285$181,983,230$181,983,230
65Agate Pass Investment Management, LLC$707,015$180,288,735$180,288,735
66Kaizen Financial Advisors, LLC$347,617$157,462,863$44,502,872$201,965,735
67Kaufman Kampe Advisors LLC$475,622$154,577,200$154,577,200
68Brooks, Hughes & Jones, Inc.$542,256$142,071,013$142,071,013
69My Personal CFO, LLC$1,130,843$141,355,357$141,355,357
70Fort Vancouver Investment Management, LLC$295,276$140,256,234$140,256,234
71Lesa Sroufe & Company, Inc.$580,769$137,788,782$14,372,699$152,161,481
72Waycross Investment Management Company$1,053,401$134,835,353$134,835,353
73Epic Trust Investment Advisors LLC$111,415$128,461,837$128,461,837
74The Planner'S Edge LLC$583,245$127,147,487$127,147,487
75Dental Wealth Advisors, LLC$334,891$125,249,405$125,249,405
76ASSET PLANNING & MANAGEMENT, INC.$1,465,827$117,266,150$117,266,150
77Stolz & Associates, Ps$417,100$116,876,271$17,012,757$133,889,028
78Buckley Investment Group, LLC$390,738$114,095,579$114,095,579
79Barker Wealth Management, LLC$642,060$110,434,260$110,434,260
80R.L. Evans Co. Inc.$264,882$109,100,000$60,954,000$170,054,000
81Ramsey & Associates Inc$728,224$63,550,939$175,306,455$238,857,394
82Helmsman Financial Group, LLC$560,380$53,610,175$89,847,023$143,457,198
83Oliver Capital Management, Inc.$190,955$31,755,488$238,446,223$270,201,711
84PRIVATE ASSET MANAGEMENT INC$526,725$10,638,337$116,302,489$126,940,826
85Kutscher Benner Barsness & Stevens, Inc.$617,357$443,261,996$443,261,996
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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.