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.

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
9VIA GLOBAL ADVISORS LLC$1,277,423$206,164,077$229,436,997$435,601,074
10Twin Focus Capital Partners, LLC$25,895,385$1,912,860,000$1,116,900,000$3,029,760,000
11Traub Capital Management, LLC$1,436,819$126,440,077$126,440,077
12Timber Creek Capital Management, LLC$10,919,116$469,522,000$469,522,000
13Thompson Wealth Management, Ltd.$590,543$308,425,664$1,609,431$310,035,095
14The Relaxing Retirement Coach, Inc.$1,586,742$452,221,521$452,221,521
15The Financial Advisors, LLC$398,705$788,697,468$31,040,026$819,737,494
16The Darrow Company, Inc.$550,665$200,441,931$200,441,931
17The Bollard Group LLC$8,629,062$5,891,021,875$209,725,077$6,100,746,952
18THE BERRY GROUP$518,727$498,806,243$54,156,296$552,962,539
19TFC Financial Management, Inc.$1,022,737$1,200,875,421$5,953,751$1,206,829,172
20TAYLOR WEALTH MANAGEMENT PARTNERS$776,598$281,905,127$281,905,127
21Sustainable Investment Solutions, LLC$766,078$113,379,574$113,379,574
22Successful Money Strategies Inc$266,659$161,862,000$161,862,000
23Strategic Planning Group, Inc.$263,224$184,702,794$4,818,813$189,521,607
24Stonehearth Capital Management LLC$240,250$262,112,251$262,112,251
25Stakeholders Capital, Inc.$236,943$117,158,827$16,950,965$134,109,792
26Stage Harbor Financial, LLC$792,714$718,199,138$718,199,138
27South Shore Capital Advisors, LLC$1,182,126$145,376,990$78,044,852$223,421,842
28Single Point Partners, LLC$476,131$381,546,257$9,356,900$390,903,157
29Shorepoint Capital Partners LLC$438,831$359,021,000$23,640,000$382,661,000
30Sensible Financial Planning And Management, LLC$436,590$568,369,571$48,095,195$616,464,766
31Sechrest Financial Services LLC$457,131$145,824,644$145,824,644
32Savior LLC$222,025$221,136,495$37,301,054$258,437,549
33Sandy Cove Advisors, LLC$513,827$266,042,142$51,503,090$317,545,232
34Sachetta & Callahan, LLC$279,761$268,849,926$268,849,926
35Ropes Wealth Advisors LLC$2,120,336$6,192,191,495$139,131,803$6,331,323,298
36Riverview Capital Advisers LLC$798,049$327,966,174$56,693,324$384,659,498
37Rinet Company, LLC$1,477,651$1,897,678,484$125,225,841$2,022,904,325
38Reynders, Mcveigh Capital Management, LLC$4,274,170$3,000,332,719$277,955,544$3,278,288,263
39Resolute Financial, LLC$248,507$329,225,483$45,523,608$374,749,091
40Renaissance Investment Group, LLC$1,043,179$437,471,219$15,268,432$452,739,651
41Proctor Financial, Inc.$1,279,218$275,031,811$275,031,811
42Prio Wealth Limited Partnership$2,180,229$3,516,709,222$3,516,709,222
43Polaris Advisors, LLC$577,810$104,098,495$31,109,040$135,207,535
44Pinney & Scofield, Inc.$529,149$577,301,188$577,301,188
45Perennial Advisors Group, LLC$360,490$268,925,325$268,925,325
46Pension & Wealth Management Advisors, Inc.$307,822$128,053,975$128,053,975
47Peddock Capital Advisors, LLC$1,437,545$363,684,074$41,703,531$405,387,605
48Peak Financial Management Inc$324,647$360,682,330$360,682,330
49O'Brien Wealth Partners LLC$459,612$819,027,871$819,027,871
50Northstar Asset Management Inc$1,513,366$717,219,069$9,196,388$726,415,457
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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.