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
1PEAK WEALTH MANAGEMENT LLC$320,859$111,658,891$111,658,891
2SEASCAPE CAPITAL MANAGEMENT,LLC$417,259$206,125,961$206,125,961
3SFM, LLC$360,064$169,950,127$169,950,127
4BLUESTONE WEALTH MANAGEMENT LLC$2,465,646$197,251,717$197,251,717
5MILESTONE FINANCIAL PLANNING, LLC$379,355$218,128,874$218,128,874
6CMH WEALTH MANAGEMENT, LLC$1,251,207$441,676,052$441,676,052
7CREEGAN & NASSOURA FINANCIAL GROUP, LLC$511,310$184,071,522$184,071,522
8LEDGEWOOD WEALTH ADVISORS, LLC$696,850$137,279,540$137,279,540
9NEWDAY SOLUTIONS, LLC$173,876$136,318,537$136,318,537
10COHEN INVESTMENT ADVISORS, LLC$818,369$119,251,500$1,048,800$120,300,300
11HARBOR ADVISORY CORPORATION$614,001$162,274,049$1,050,302$163,324,351
12MEASURED WEALTH PRIVATE CLIENT GROUP, LLC$220,574$281,755,612$3,447,208$285,202,820
13NORTHSTAR FINANCIAL PLANNING, INC.$469,608$137,600,000$6,100,000$143,700,000
14VALPEY FINANCIAL SERVICES LLC$222,101$105,464,907$9,138,981$114,603,888
15GROVE STREET FIDUCIARY, LLC$256,234$259,307,867$15,631,542$274,939,409
16THREE BEARINGS FIDUCIARY ADVISORS, INC.$478,119$217,669,419$17,565,338$235,234,757
17GRANITE INVESTMENT ADVISORS, LLC$930,377$641,776,060$28,095,645$669,871,705
18MASCOMA WEALTH MANAGEMENT$289,358$227,336,439$38,583,623$265,920,062
19BLUELINE ADVISORS$557,725$174,273,485$44,354,692$218,628,177

Showing 1 to 19 of 19 entries

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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 Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.