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
1Bluestone Wealth Management LLC$2,049,377$200,838,971$200,838,971
2CMH Wealth Management, LLC$1,446,613$559,839,106$559,839,106
3Granite Investment Advisors, LLC$950,981$668,415,767$27,702,340$696,118,107
4Harbor Advisory Corporation$760,164$262,547,251$1,229,752$263,777,003
5Blueline Advisors LLC$719,211$149,253,748$71,544,165$220,797,913
6Ledgewood Wealth Advisors, LLC$698,944$150,273,000$150,273,000
7Creegan & Nassoura Financial Group, LLC$553,928$198,860,107$198,860,107
8Clark Asset Management, LLC$479,230$98,181,814$4,373,404$102,555,218
9Northstar Financial Planning, LLC$463,063$147,800,000$6,400,000$154,200,000
10SFM, LLC$459,799$215,645,570$215,645,570
11Seascape Capital Management,LLC$456,202$241,787,118$241,787,118
12Milestone Financial Planning, LLC$405,576$246,184,338$246,184,338
13Peak Wealth Management LLC$390,723$158,586,720$46,863$158,633,583
14Cornerstone Financial Planning, LLC$318,121$215,247,595$22,388,582$237,636,177
15Grove Street Fiduciary, LLC$272,939$300,644,738$13,508,172$314,152,910
16Measured Wealth Private Client Group, LLC$270,972$391,064,273$4,283,268$395,347,541
17Valpey Financial Services LLC$261,659$124,235,586$10,518,755$134,754,341
18Cohen Investment Advisors, LLC$251,119$133,741,583$1,109,391$134,850,974
19Compass Rose Investments, LLC$219,473$110,115,216$8,180,932$118,296,148

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 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.