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
1CARTER ASSET MANAGEMENT$798,938$420,241,421$420,241,421
2MCDONALD CAPITAL MANAGEMENT$676,481$233,385,998$233,385,998
3BONNER & SMITH, LLC$247,137$229,343,130$229,343,130
4WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000$112,412,000
5MOSS, LUSE & WOMBLE, LLC$202,508$298,700,000$298,700,000
6CLEAR SKY FINANCIAL, LP$387,405$116,221,613$116,221,613
7CLARE MARKET INVESTMENTS, LLC$624,856$412,405,000$412,405,000
8WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000$112,412,000
9HERITAGE RETIREMENT ADVISORS, LLC$593,236$191,615,164$191,615,164
10FORTHRIGHT FAMILY WEALTH ADVISORY LLC$1,345,688$223,384,150$223,384,150
11THE WATCHMAN GROUP, INC.$2,081,726$505,859,384$505,859,384
12SATHER FINANCIAL GROUP, INC.$1,225,133$1,430,955,241$1,430,955,241
13RHAME & GORRELL WEALTH MANAGEMENT$425,491$537,821,041$537,821,041
14FINANCIAL GRAVITY ASSET MANAGEMENT, INC.$167,691$192,676,571$192,676,571
15REDBUD ADVISORS$601,233$117,240,530$117,240,530
16STOREHOUSE FINANCIAL LLC$165,390$119,576,759$119,576,759
17THE SUM$535,583$128,004,388$128,004,388
18THE MENARD FINANCIAL GROUP, LLC$629,723$253,778,305$253,778,305
19VANNOY ADVISORY GROUP, INC.$471,231$126,289,783$126,289,783
20GOODMAN FINANCIAL CORPORATION$865,767$593,050,231$593,050,231
21RELEVANCE CAPITAL MANAGEMENT$1,332,441$325,115,698$325,115,698
22STRATEGIC ADVISORY SERVICES, L.L.C.$404,380$152,855,585$152,855,585
23AVION WEALTH$319,734$611,011,081$611,011,081
24PARROTT WEALTH MANAGEMENT, LLC$469,752$161,125,000$161,125,000
25AUSTIN ASSET$679,267$1,366,006,925$1,366,006,925
26LD LOWE WEALTH ADVISORY$484,437$120,140,383$120,140,383
27WEALTHSTAR ADVISORS, LLC$289,128$717,616,108$717,616,108
28FORTUNE WEALTH MANAGEMENT, LLC$1,357,498$300,006,951$300,006,951
29TL PRIVATE WEALTH$490,692$282,638,789$282,638,789
30SCHUBERT & COMPANY, INC.$678,142$322,795,724$322,795,724
31PARKSTONE WEALTH MANAGEMENT, LLC$2,056,163$170,661,553$170,661,553
32HFG WEALTH MANAGEMENT, LLC$412,712$525,794,823$525,794,823
33WATERWAY WEALTH MANAGEMENT, L.L.C.$440,587$498,744,808$498,744,808
34HAVEN WEALTH GROUP$403,820$260,867,459$260,867,459
35ADELL HARRIMAN & CARPENTER$653,316$1,259,593,077$1,259,593,077
36DANIELS & ERICKSON FINANCIAL ADVISORS, LLC$944,636$118,079,541$118,079,541
37MILLER EQUITY CAPITAL ADVISORS$606,875$138,367,494$138,367,494
38MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC$261,658$462,873,543$462,873,543
39WEALTH COVENANT GROUP LLC$888,424$276,300,000$276,300,000
40HERITAGE FINANCIAL PLANNING$520,828$262,497,085$262,497,085
41FINANCIAL SYNERGIES$1,610,188$1,112,640,025$1,112,640,025
42FORTITER WEALTH MANAGEMENT, LLC$2,374,160$389,362,280$389,362,280
43PERSONAL MONEY PLANNING, LLC$218,655$120,916,461$120,916,461
44SIZEMORE CAPITAL MANAGEMENT, LLC$123,570$109,483,441$109,483,441
45ARKOS GLOBAL ADVISORS, LLC$628,048$686,456,423$686,456,423
46STRATEGIC FINANCIAL PLANNING, INC.$311,308$163,436,933$163,436,933
47J.E. SIMMONS & CO., P.C.$429,592$153,794,049$153,794,049
48FOUNDERS CAPITAL MANAGEMENT INC$1,640,985$205,123,133$205,123,133
49J.K. FINANCIAL, INC.$438,182$168,700,000$168,700,000
50LEGACY ASSET MANAGEMENT, INC.$695,079$139,015,884$139,015,884
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Showing 1 to 50 of 185 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.