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
401Matrix Planning Inc$1,109,738$97,189,920$33,759,218$130,949,138
402Hillegas Advisory Services, Inc.$381,093$112,740,253$16,831,317$129,571,570
403Pacific Financial Strategies, Inc$175,933$129,486,615$129,486,615
404Capital Cs Group, LLC$463,849$106,668,881$22,281,072$128,949,953
405Archvest Wealth Advisors, Inc.$586,073$128,350,000$128,350,000
406D'Arcy Capital Management, LLC$606,419$126,741,596$126,741,596
407BUFFALO CAPITAL CORPORATION$650,815$126,258,119$126,258,119
408Clutinger Williams & Verhoye Inc$452,407$114,555,490$10,308,972$124,864,462
409Johnson Lyman, Inc.$2,445,755$119,124,389$5,609,096$124,733,485
410Global Financial Advisory Services, Inc.$305,710$124,423,884$124,423,884
411Aspire Planning Associates, Inc.$310,162$123,444,466$123,444,466
412CHRONICLE ADVISORS LLC$1,781,443$121,138,114$121,138,114
413Prosperity Road, LLC$958,943$117,657,981$3,168,872$120,826,853
414Echo45 Advisors LLC$365,839$120,726,820$120,726,820
415Pantheon Investment Group, LLC$532,861$120,426,555$120,426,555
416Alsari Wealth Management Global Advisors, LLC$349,854$120,000,000$120,000,000
417Jack Keeter & Associates, Inc.$150,836$106,325,241$12,985,874$119,311,115
418Del Mar Wealth Management Inc$406,541$118,303,331$118,303,331
419Lewis Asset Management, LLC$260,861$112,370,767$5,799,459$118,170,226
420ALAMAR CAPITAL MANAGEMENT, LLC$761,332$116,483,726$116,483,726
421Legacy Wealth Advisors, LLC$636,492$109,871,298$4,697,329$114,568,627
422Bourke Wealth Management$431,908$113,263,397$1,192,289$114,455,686
423Cedarstone Advisors$771,464$113,215,076$961,599$114,176,675
424Hendershott Wealth Management, LLC$285,539$113,073,448$113,073,448
425Archer Pointe Wealth Management, LLC$505,914$101,224,728$11,088,234$112,312,962
426Pariax, LLC$1,110,891$107,000,000$5,200,000$112,200,000
427HBA Advisors, LLC$113,802$109,381,760$323,023$109,704,783
428Citrine Capital, LLC$467,906$109,022,110$109,022,110
429Taylor Wealth Management, LLC$585,474$4,286,779$104,025,902$108,312,681
430Fc360 Wealth Management, Inc.$313,905$85,798,333$21,557,133$107,355,466
431Amara Financial, LLC$265,373$66,516,613$40,428,669$106,945,282
432Wealth Quest Partners, Inc.$358,889$106,590,112$106,590,112
433Oxley, Harry Keir$1,167,525$105,077,252$105,077,252
434Dedicated Capital Advisors, LLC$1,082,106$91,133,764$13,830,536$104,964,300
435Triad Investment Management, LLC$1,521,537$103,464,506$103,464,506
436Lumina Financial Consultants, LLC$680,432$94,359,732$7,705,050$102,064,782
437Oceaniq Capital, LLC$478,320$77,862,077$22,585,208$100,447,285
438Corinthian Wealth Management$1,818,182$100,000,000$100,000,000
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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.