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
1BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
2Optima Asset Management Inc$2,345,100$490,125,863$490,125,863
3First Endowment Development Corp$24,905,746$7,471,803$2,781,971,693$2,789,443,496
4Trinity Fiduciary Partners, LLC$568,054$47,253,825$76,013,885$123,267,710
5SADDOCK WEALTH, LLC$1,868,116$72,400,000$56,500,000$128,900,000
6Roserock Wealth Management, LLC$414,729$98,000,000$9,000,000$107,000,000
7Corps Capital Advisors, LLC$1,010,076$102,580,000$30,750,000$133,330,000
8Clear Sky Financial, Lp$366,122$105,443,079$105,443,079
9Daniels & Erickson Financial Advisors, LLC$802,218$109,101,659$109,101,659
10Kirkwood Financial Services, LLC$478,025$110,901,830$110,901,830
11Bird Rock Asset Management, Lp.$316,955$113,019,352$5,204,988$118,224,340
12Brazos Capital, LLC$414,096$113,462,403$113,462,403
13Pioneer Wealth Management Group, Inc$132,948$114,000,000$1,000,000$115,000,000
14Christian Investment Advisors, Inc.$102,162$114,727,735$114,727,735
15Centered Wealth, LLC$605,419$115,635,029$115,635,029
16Legacy Asset Management, Inc.$1,042,806$116,411,986$302,795,952$419,207,938
17Keene & Associates, Inc.$447,794$123,899,854$586,826$124,486,680
18Lucien Stirling & Gray Advisory Group Inc$175,039$124,893,764$48,569,797$173,463,561
19Archer Investment Management, LLC$218,991$125,481,719$125,481,719
20Riley Wealth Advisors, LLC$151,325$125,600,000$125,600,000
21D.R. Saur Financial, Inc.$174,138$126,250,191$126,250,191
22J. Team Financial, Inc.$154,132$128,302,136$6,409,482$134,711,618
23Eubank, Hutson & Associates, LLC$229,696$128,399,812$128,399,812
24Imperium Wealth Management, LLC$242,402$128,587,046$22,914,284$151,501,330
25Trinity Portfolio Advisors, LLC$253,855$129,310,897$53,972,567$183,283,464
26MURPHY & SYLVEST$310,854$129,602,314$2,821,507$132,423,821
27Strategic Advisory Services, L.L.C.$365,457$130,833,730$130,833,730
28Starfox Financial Services, LLC$274,507$132,389,838$12,000,830$144,390,668
29The Rudd Company, LLC$273,407$133,407,934$18,059,648$151,467,582
30L.D. Lowe Wealth Advisory, Inc.$184,157$135,539,746$135,539,746
31J.E. Simmons & Co., P.C.$294,409$141,021,840$141,021,840
32Miller Global Investments, L.L.C.$881,980$141,116,816$141,116,816
33Strategic Financial Planning, Inc.$292,607$142,499,777$142,499,777
34Consilium Wealth Advisory, LLC$500,455$143,130,201$143,130,201
35Financial Innovations LLC$258,129$144,552,134$144,552,134
36Hutto Retirement Advisors, LLC$184,879$149,012,760$149,012,760
37Sofos Investments, Inc.$193,785$149,408,613$149,408,613
38Parkstone Wealth Management, LLC$1,959,597$152,848,543$152,848,543
39Virtus Family Office, LLC$2,310,551$154,806,947$154,806,947
40Kings Path Partners LLC$3,174,458$161,769,600$520,738,768$682,508,368
41Fearless Solutions LLC$162,451$162,612,980$162,612,980
42J.K. Financial, Inc.$432,723$165,300,000$165,300,000
43The Wealth Coach, LLC$212,401$165,673,082$165,673,082
44Vaquero Private Wealth, Ltd.$1,094,193$166,317,339$166,317,339
45WEALTH MANAGEMENT GROUP, LLC$207,973$169,914,158$169,914,158
46Lwealth, LLC$199,015$171,535,098$3,001,129$174,536,227
47Parker Financial Advisors LLC$548,602$172,713,358$96,173$172,809,531
48Equistar Wealth Management LLC$635,292$174,991,992$2,254,525$177,246,517
49Truefg, LLC$149,750$178,600,000$1,400,000$180,000,000
50M.C. Byrd Wealth Management, LLC$266,624$180,138,496$58,756,878$238,895,374
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Showing 1 to 50 of 171 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.