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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Woodside Wealth Management LLC$462,991$167,480,176$122,518$167,602,694
2Wingate Wealth Advisors, Inc.$401,332$741,535,598$347,678,219$1,089,213,817
3Windrose Advisors LLC$23,039,521$469,547,106$1,719,207,344$2,188,754,450
4White Lighthouse Investment Management, Inc.$537,956$354,238,115$813,034$355,051,149
5West Branch Capital LLC$379,878$427,416,750$12,482,432$439,899,182
6Wernau Asset Management Inc.$651,115$141,942,973$141,942,973
7WELLESLEY INVESTMENT PARTNERS, LLC$679,911$388,979,601$30,525,788$419,505,389
8Wealth Management Advisors, LLC$356,356$316,373,729$5,415,409$321,789,138
9W.H. Cornerstone Investments Inc.$386,940$117,234,262$7,360,485$124,594,747
10Vodia Capital, LLC$445,057$150,366,230$2,288,454$152,654,684
11VIA GLOBAL ADVISORS LLC$1,277,423$206,164,077$229,436,997$435,601,074
12Twin Focus Capital Partners, LLC$25,895,385$1,912,860,000$1,116,900,000$3,029,760,000
13Traub Capital Management, LLC$1,436,819$126,440,077$126,440,077
14Timber Creek Capital Management, LLC$10,919,116$469,522,000$469,522,000
15Thompson Wealth Management, Ltd.$590,543$308,425,664$1,609,431$310,035,095
16The Relaxing Retirement Coach, Inc.$1,586,742$452,221,521$452,221,521
17The Financial Advisors, LLC$398,705$788,697,468$31,040,026$819,737,494
18The Darrow Company, Inc.$550,665$200,441,931$200,441,931
19The Bollard Group LLC$8,629,062$5,891,021,875$209,725,077$6,100,746,952
20THE BERRY GROUP$518,727$498,806,243$54,156,296$552,962,539
21TFC Financial Management, Inc.$1,022,737$1,200,875,421$5,953,751$1,206,829,172
22TAYLOR WEALTH MANAGEMENT PARTNERS$776,598$281,905,127$281,905,127
23Sustainable Investment Solutions, LLC$766,078$113,379,574$113,379,574
24Successful Money Strategies Inc$266,659$161,862,000$161,862,000
25Strategic Planning Group, Inc.$263,224$184,702,794$4,818,813$189,521,607
26Stonehearth Capital Management LLC$240,250$262,112,251$262,112,251
27Stakeholders Capital, Inc.$236,943$117,158,827$16,950,965$134,109,792
28Stage Harbor Financial, LLC$792,714$718,199,138$718,199,138
29South Shore Capital Advisors, LLC$1,182,126$145,376,990$78,044,852$223,421,842
30Single Point Partners, LLC$476,131$381,546,257$9,356,900$390,903,157
31Shorepoint Capital Partners LLC$438,831$359,021,000$23,640,000$382,661,000
32Sensible Financial Planning And Management, LLC$436,590$568,369,571$48,095,195$616,464,766
33Sechrest Financial Services LLC$457,131$145,824,644$145,824,644
34Savior LLC$222,025$221,136,495$37,301,054$258,437,549
35Sandy Cove Advisors, LLC$513,827$266,042,142$51,503,090$317,545,232
36Sachetta & Callahan, LLC$279,761$268,849,926$268,849,926
37Ropes Wealth Advisors LLC$2,120,336$6,192,191,495$139,131,803$6,331,323,298
38Riverview Capital Advisers LLC$798,049$327,966,174$56,693,324$384,659,498
39Rinet Company, LLC$1,477,651$1,897,678,484$125,225,841$2,022,904,325
40Reynders, Mcveigh Capital Management, LLC$4,274,170$3,000,332,719$277,955,544$3,278,288,263
41Resolute Financial, LLC$248,507$329,225,483$45,523,608$374,749,091
42Renaissance Investment Group, LLC$1,043,179$437,471,219$15,268,432$452,739,651
43Proctor Financial, Inc.$1,279,218$275,031,811$275,031,811
44Prio Wealth Limited Partnership$2,180,229$3,516,709,222$3,516,709,222
45Polaris Advisors, LLC$577,810$104,098,495$31,109,040$135,207,535
46Pinney & Scofield, Inc.$529,149$577,301,188$577,301,188
47Perennial Advisors Group, LLC$360,490$268,925,325$268,925,325
48Pension & Wealth Management Advisors, Inc.$307,822$128,053,975$128,053,975
49Peddock Capital Advisors, LLC$1,437,545$363,684,074$41,703,531$405,387,605
50Peak Financial Management Inc$324,647$360,682,330$360,682,330
Next Page »

Showing 1 to 50 of 145 entries

Page 1 | 2 | 3

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.