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
51FORTRESS WEALTH GROUP, LLC$370,000$145,000,000$40,000,000$185,000,000
52Carpenter, Claydon Advisors, Inc.$607,499$4,542,103$180,744,943$185,287,046
53Luma Capital LLC$3,180,867$44,584,064$146,267,926$190,851,990
54Second Half Financial Partners, LLC$270,659$192,167,861$192,167,861
55Spraker Wealth Management Inc$532,721$192,844,866$192,844,866
56RM Private Wealth Management Inc.$1,141,176$194,000,000$194,000,000
57Brightwater Advisory, LLC$341,845$186,202,729$8,306,979$194,509,708
58PFG Private Wealth Management, LLC$203,404$192,623,435$5,289,088$197,912,523
59Mariaca Wealth Management, LLC$353,209$166,610,735$34,718,600$201,329,335
60Alhambra Investment Partners LLC$539,676$169,945,147$32,433,307$202,378,454
61Financial Harvest, LLC$272,816$204,264,628$620,440$204,885,068
62Camarda Financial Advisors , LLC$181,238$211,398,428$2,461,940$213,860,368
63Core Wealth Management, Inc.$371,990$214,638,348$214,638,348
64Lubitz Linda S Cfp Pa$338,950$219,978,574$219,978,574
65Saltmarsh Financial Advisors, L.L.C.$519,966$228,785,000$228,785,000
66River Capital Advisors, Lc$469,193$175,300,052$55,073,616$230,373,668
67Client 1St Advisory Group LLC$335,091$226,682,882$4,195,000$230,877,882
68Chiron Capital Management, LLC$245,128$231,155,790$231,155,790
69Winning Points Advisors, L.L.C.$443,193$232,233,164$232,233,164
70Life Planning Partners, Inc.$409,774$231,972,894$778,956$232,751,850
71Investment Advisory Professionals LLC$574,572$235,000,000$235,000,000
72Fiduciary Wealth Advisors, LLC$3,559,422$157,000,423$81,480,837$238,481,260
73Gyroscope Capital Management Group LLC$455,775$240,649,424$240,649,424
74Sky Alpha Asset Advisors LLC$614,845$247,167,637$247,167,637
75Allgen Financial Advisors, Inc.$155,041$263,570,000$263,570,000
76Successful Portfolios LLC$326,835$214,628,354$53,049,800$267,678,154
77Disciplined Equity Management, Inc.$433,910$273,363,489$273,363,489
78Tim Looney Investments, LLC$279,169$288,102,838$288,102,838
79MNS Financial Management, L.L.C.$352,616$49,950,941$245,893,962$295,844,903
80Compound Family Offices, LLC$1,822,074$302,464,256$302,464,256
81Bayshore Capital Advisors, LLC$7,413,866$209,091,916$102,290,470$311,382,386
82Breiter Capital Management Inc$590,842$314,327,980$314,327,980
83Core Wealth Advisors, Inc.$561,977$324,690,088$132,585$324,822,673
84Global Trust Asset Management, LLC$518,929$324,658,341$15,240,362$339,898,703
85Compass Financial Group, Inc.$870,077$357,601,500$357,601,500
86ASTON CAPITAL MANAGEMENT$35,957,045$95,690,038$263,880,409$359,570,447
87Arbor Wealth Management, LLC$361,867$360,057,566$360,057,566
88Rainey & Randall Investment Management, Inc.$555,963$371,383,167$371,383,167
89Castle Wealth Management LLC$516,545$380,901,426$11,155,909$392,057,335
90The High Net Worth Advisory Group, LLC$674,505$347,165,542$56,188,699$403,354,241
91Butensky & Cohen Financial Security Inc$391,638$406,999,181$6,179,430$413,178,611
92Bray Capital Advisors, LLC$1,786,554$428,773,055$428,773,055
93Paragon Wealth Strategies, LLC.$370,009$450,141,526$17,550,345$467,691,871
94CPA Asset Management Group, LLC$1,054,317$484,985,803$484,985,803
95Truadvice LLC$143,725$484,782,934$4,600,122$489,383,056
96Tobias Financial Advisors, Inc.$378,319$493,000,000$20,000,000$513,000,000
97Fitzroy Investment Advisors LLC$10,691,404$513,187,389$513,187,389
98Biltmore Capital Advisors, LLC$551,422$519,439,416$519,439,416
99Noesis Capital Management Corp$660,370$501,745,999$49,002,932$550,748,931
100Aviance Capital Partners LLC$914,569$557,497,035$390,028$557,887,063
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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.