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
1HERITAGE FINANCIAL ADVISORS, LLC$223,860$130,734,267$130,734,267
2SCOTT SNOW (FINANCIAL ADVISORS) LLC$994,363$493,204,040$493,204,040
3FINANCIAL FREEDOM$365,688$249,399,000$249,399,000
4FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
5CENTRICITY WEALTH MANAGEMENT, LLC$236,043$65,363,159$63,280,350$128,643,509
6VELA INVESTMENT MANAGEMENT, LLC$1,215,743$103,338,151$103,338,151
7LIGHTHOUSE WEALTH MANAGEMENT, INC.$152,698$106,430,832$106,430,832
8T.T.G. FINANCIAL, INC.$707,685$108,983,498$108,983,498
9INTERNATIONAL MANAGEMENT ADVISORS LTD.$1,605,632$112,394,227$112,394,227
10MERIDIAN CAPITAL MANAGEMENT GROUP, INC.$214,598$117,339,432$904,245$118,243,677
11MICHAEL BRADY & CO., LLC$200,159$120,095,655$120,095,655
12MEYER CAPITAL MANAGEMENT LLC.$375,327$126,485,143$126,485,143
13ARTIFEX FINANCIAL GROUP, LLC$128,709$126,649,768$126,649,768
14REBEL FINANCIAL, LLC$403,674$132,210,271$4,231,590$136,441,861
15OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
16VAWTER FINANCIAL LTD$232,598$137,000,000$137,000,000
17ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
18LINDAHL & MANSAGER INC$193,555$139,747,000$139,747,000
19WHITCOMB & HESS, INC.$93,297$147,038,976$32,930,596$179,969,572
20FINANCIAL COUNSELING, INC.$118,163$147,288,839$532,756$147,821,595
21KOVALCIK & GERAGHTY WEALTH PARTNERS LLP$267,001$150,320,265$3,739,454$154,059,719
22TRUE WEALTH DESIGN, LLC$250,388$160,749,129$160,749,129
23FULLEN FINANCIAL GROUP, INC.$274,332$165,421,934$165,421,934
24STRATEGIC PLANNING, INC.$198,805$170,574,900$170,574,900
25PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.$428,910$171,019,570$4,833,460$175,853,030
26HIXON ZUERCHER CAPITAL MANAGEMENT$212,807$172,677,482$2,888,159$175,565,641
27SPRENG CAPITAL MANAGEMENT, INC.$135,018$175,387,805$175,387,805
28SHAKER INVESTMENTS$1,184,021$176,419,129$176,419,129
29JPS FINANCIAL, LLC$316,235$185,210,264$10,222,861$195,433,125
30WALDEN WEALTH PARTNERS LLC$418,038$188,915,080$7,981,023$196,896,103
31RUGGAARD & ASSOCIATES, INC.$461,381$195,625,342$195,625,342
32RAY|THEIL WEALTH MANAGEMENT, LLC$846,890$198,172,156$198,172,156
33PARADIGM WEALTH MANAGEMENT, LLC$512,963$201,300,000$20,300,000$221,600,000
34SWS PARTNERS, LLC$355,818$211,000,000$211,000,000
35TRINITY WEALTH MANAGEMENT LLC$2,221,053$211,000,000$211,000,000
36BERNO FINANCIAL MANAGEMENT INC$364,364$214,617,358$23,676,385$238,293,743
37OXFORD FINANCIAL PARTNERS$472,059$218,091,293$218,091,293
38GENERATIONS WEALTH, LLC$895,635$224,804,385$224,804,385
39CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC$281,237$229,208,263$229,208,263
40HARVEST FINANCIAL ADVISORS, LLC$431,077$235,124,233$94,218,444$329,342,677
41COORDINATED FINANCIAL PLANNING CORP$656,570$236,230,949$13,265,509$249,496,458
42TSG ADVICE PARTNERS, LLC$209,581$244,829,508$42,086,217$286,915,725
43FSM WEALTH ADVISORS, LLC$1,097,944$245,939,522$245,939,522
44WEALTH PLANNING CORP$795,266$257,100,000$11,700,000$268,800,000
45WINFIELD ASSOCIATES INC$440,271$261,350,901$169,923$261,520,824
46KEYSTONE FINANCIAL PLANNING, INC$645,285$261,985,605$261,985,605
47TRINITY FINANCIAL ADVISORS LLC$407,470$263,632,857$263,632,857
48LESJAK PLANNING, LLC$750,000$270,000,000$270,000,000
49STOREY & ASSOCIATES$394,682$292,225,071$2,602,265$294,827,336
50ROSS, SINCLAIRE & ASSOCIATES, LLC$390,884$318,961,211$318,961,211
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Showing 1 to 50 of 90 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.