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
    301JEFFREY CHARLES LLOYD WOLMAN$318,954$220,396,968$220,396,968
    302CLARITY CAPITAL ADVISORS, LLC$1,047,556$191,731,943$28,254,887$219,986,830
    303PRIVATE CAPITAL MANAGEMENT, INC.$702,066$198,650,687$19,691,869$218,342,556
    3045T WEALTH, LLC$660,785$217,545,210$513,803$218,059,013
    305BENNINGFIELD FINANCIAL ADVISORS, LLC$697,462$216,213,354$216,213,354
    306WEINBERGER ASSET MANAGEMENT, INC$611,831$214,752,613$214,752,613
    307MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC$490,247$214,238,109$214,238,109
    308HERITAGE WEALTH MANAGEMENT, INC.$247,521$213,115,340$213,115,340
    309BREEN WEALTH MANAGEMENT, LLC$397,172$212,884,330$212,884,330
    310SPECTRUM FINANCIAL MANAGEMENT$1,655,371$204,845,391$7,042,062$211,887,453
    311FAIRBANKS CAPITAL MANAGEMENT, INC.$1,176,470$210,266,899$1,497,735$211,764,634
    312PAN GLOBAL ADVISERS, LLC$807,667$129,327,664$82,281,213$211,608,877
    313SILVER OAK WEALTH ADVISORS SERVICES, LLC$466,595$210,901,037$210,901,037
    314ELIOT FINKEL INVESTMENT COUNSEL, LLC$1,018,241$209,757,727$209,757,727
    315FPC INVESTMENT ADVISORY, INC.$427,118$208,860,814$208,860,814
    316ALCOSTA CAPITAL MANAGEMENT, INC.$1,411,931$206,968,972$584,879$207,553,851
    317YODER WEALTH MANAGEMENT$640,073$207,383,534$207,383,534
    318CASTLE WEALTH PLANNING$1,828,636$181,752,293$24,883,523$206,635,816
    319CANTER WEALTH$1,016,190$206,286,473$206,286,473
    320RINA WEALTH MANAGEMENT SERVICES LLC$455,579$132,352,103$73,569,601$205,921,704
    321KACHKOVSKY & FISHER, INC.$178,389$172,264,435$33,596,798$205,861,233
    322ALIGN IMPACT, LLC$6,616,102$205,099,167$205,099,167
    323KENSINGTON INVESTMENT COUNSEL$958,635$203,230,691$203,230,691
    324COMPOUND ADVISERS, INC.$493,568$185,983,834$16,872,595$202,856,429
    325VERITY WEALTH ADVISORS, LLC$1,402,314$201,933,158$201,933,158
    326WALKER FINANCIAL ADVISORS INC$1,201,055$171,284,252$25,688,789$196,973,041
    327JACK KEETER & ASSOCIATES, INC.$207,188$193,536,034$1,634,682$195,170,716
    328JLFRANKLIN WEALTH PLANNING$946,612$195,001,984$195,001,984
    329WESTEND CAPITAL MANAGEMENT, LLC.$731,055$194,460,663$194,460,663
    330TREEHOUSE WEALTH ADVISORS$568,424$185,334,789$7,929,529$193,264,318
    331ORION CAPITAL MANAGEMENT LLC$636,132$192,415,335$332,732$192,748,067
    332CITRINE CAPITAL$358,119$192,310,021$192,310,021
    333GRECU CAPITAL MANAGEMENT, INC.$558,557$173,639,120$17,946,012$191,585,132
    334INVESTOR'S CAPITAL MANAGEMENT, LLC$453,621$180,254,833$10,719,639$190,974,472
    335NEW INSIGHT WEALTH ADVISORS$237,941$190,590,418$190,590,418
    336DAVIS & SEILEY WEALTH MANAGEMENT, INC.$265,639$175,961,232$13,439,681$189,400,913
    337GRIFFIN BLACK, INC.$359,228$188,953,738$188,953,738
    338RPA WEALTH MANAGEMENT$205,704$161,466,590$26,547,082$188,013,672
    339ADAMS ASHBY FINANCIAL ADVISORS$1,704,335$187,062,076$414,792$187,476,868
    340SYMPHONY FINANCIAL PLANNING LLC$369,132$184,320,827$2,459,719$186,780,546
    341PLAN FINANCIAL$246,603$182,124,123$3,814,339$185,938,462
    342CERTIFIED PLANNERS, INC.$293,928$185,468,350$185,468,350
    343CERTIFIED PLANNERS, INC.$293,928$185,468,350$185,468,350
    344RHS FINANCIAL, LLC$312,523$177,718,079$7,608,090$185,326,169
    345PACIFICA WEALTH ADVISORS, INC.$886,294$173,364,880$11,870,498$185,235,378
    346WILLOW GROVE ADVISORS, LLC$443,904$185,103,991$4,104$185,108,095
    347PRING TURNER CAPITAL GROUP$563,213$183,179,163$428,201$183,607,364
    348ALTAMONT WEALTH MANAGEMENT, INC.$1,209,061$182,568,174$182,568,174
    349KRANE FINANCIAL SOLUTIONS$380,301$106,458,281$74,945,390$181,403,671
    350CAMELOTTA ADVISORS$741,792$179,972,543$1,024,783$180,997,326
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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.