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

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.