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
    251JACK KEETER & ASSOCIATES, INC.$207,188$193,536,034$1,634,682$195,170,716
    252INVESTOR'S CAPITAL MANAGEMENT, LLC$453,621$180,254,833$10,719,639$190,974,472
    253INTELLECTUS PARTNERS, LLC$1,865,240$971,036,893$370,070,590$1,341,107,483
    254INTEGRITY WEALTH PARTNERS, LLC$320,144$172,877,760$172,877,760
    255INTEGRIS WEALTH MANAGEMENT, LLC$674,568$498,436,623$12,885,905$511,322,528
    256INTEGRAL WEALTH MANAGEMENT$423,646$187,579,870$43,730,867$231,310,737
    257INSPIRED FINANCIAL$595,679$289,500,000$289,500,000
    258INSIGHT WEALTH STRATEGIES, LLC$523,907$777,477,686$777,477,686
    259INDEX FUND ADVISORS, INC.$776,976$4,937,682,218$4,937,682,218
    260IMPACT INVESTORS$346,157$217,038,045$41,195,128$258,233,173
    261ILLUMINATION WEALTH MANAGEMENT$193,244$114,883,203$9,566,130$124,449,333
    262IEQ CAPITAL, LLC$18,987,618$17,344,630,164$446,767,584$17,791,397,748
    263HUTCHINSON CAPITAL MANAGEMENT$1,066,871$703,166,527$18,037,984$721,204,511
    264HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.$738,748$178,777,014$178,777,014
    265HOLBROOK GLOBAL STRATEGIES$4,571,429$160,000,000$160,000,000
    266HILLCREST FINANCIAL GROUP$476,467$381,650,000$381,650,000
    267HERITAGE WEALTH MANAGEMENT, INC.$247,521$213,115,340$213,115,340
    268HENDERSHOTT WEALTH MANAGEMENT, LLC$342,888$153,613,622$153,613,622
    269HC FINANCIAL ADVISORS INC$530,524$534,768,166$534,768,166
    270HAYES FINANCIAL, INC.$496,412$342,047,535$2,958,936$345,006,471
    271HARRINGTON INVESTMENTS, INC.$1,539,430$328,380,757$1,057,359$329,438,116
    272HAROLD DAVIDSON & ASSOCIATES INC$802,373$353,044,173$353,044,173
    273HALL CAPITAL PARTNERS LLC$301,120,929$24,151,335,573$31,556,036,268$55,707,371,841
    274HALBERT HARGROVE$739,444$2,851,845,996$179,136,902$3,030,982,898
    275GUARDIAN INVESTMENT MANAGEMENT$1,643,773$262,558,082$38,252,369$300,810,451
    276GRIFFIN BLACK, INC.$359,228$188,953,738$188,953,738
    277GRECU CAPITAL MANAGEMENT, INC.$558,557$173,639,120$17,946,012$191,585,132
    278GREAT GABLE WEALTH MANAGEMENT, LLC$361,130$136,507,086$136,507,086
    279GRADIENT CAPITAL ADVISORS, LLC$391,040$431,035,319$81,617,508$512,652,827
    280GOLDSTEIN MUNGER + ASSOCIATES$2,731,921$742,900,971$254,250,131$997,151,102
    281GOLDEN GATE PERSONAL FINANCIAL PLANNING$724,406$115,180,497$115,180,497
    282GLOBAL FINANCIAL ADVISORY SERVICES, INC.$308,009$154,312,473$154,312,473
    283GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT$156,850$2,028,386,000$2,028,386,000
    284GENCAP PORTFOLIO MANAGEMENT$696,222$289,628,834$34,810,569$324,439,403
    285GATES PASS ADVISORS, LLC$551,647$130,754,945$2,191,988$132,946,933
    286GASBER FINANCIAL ADVISORS, INC$1,068,697$144,130,125$7,624,873$151,754,998
    287GARNER FINANCIAL MANAGEMENT$352,261$122,464,061$2,236,275$124,700,336
    288GAMBLE JONES INVESTMENT COUNSEL$1,637,988$1,411,898,654$574,980,807$1,986,879,461
    289FRANK, RIMERMAN ADVISORS LLC$4,433,975$1,157,335,016$221,631,063$1,378,966,079
    290FRANK FINANCIAL ADVISORS$318,745$135,804,096$6,674,704$142,478,800
    291FPC INVESTMENT ADVISORY, INC.$427,118$208,860,814$208,860,814
    292FORTRESS WEALTH MANAGEMENT, INC.$334,068$291,097,434$1,212,289$292,309,723
    293FONTE FINANCIAL ADVISORS$372,034$112,473,949$3,228,659$115,702,608
    294FISCHER INVESTMENT STRATEGIES, LLC$223,638$179,581,475$179,581,475
    295FIRST WILSHIRE SECURITIES MANAGEMENT, INC.$1,325,008$359,077,070$359,077,070
    296FINANCIAL DESIGNS CORPORATION$332,297$326,955,463$98,716,775$425,672,238
    297FINANCIAL CONNECTIONS GROUP, INC.$370,240$434,291,990$434,291,990
    298FINANCIAL AVENGERS, INC.$476,817$337,586,672$337,586,672
    299FINANCIAL ALTERNATIVES, INC.$364,216$436,881,463$21,666,461$458,547,924
    300FILIGREE WEALTH ADVISORS, LLC$1,166,570$141,155,000$141,155,000
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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.