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
1T.O.S. ADVISORS, LLC$2,773,864$524,260,203$524,260,203
2ATLAS WEALTH ADVISORS$173,451$294,000,000$294,000,000
3BEST INVEST$167,340$130,525,531$130,525,531
4RILEY WEALTH ADVISORS, LLC$221,095$165,600,000$165,600,000
5HERITAGE FINANCIAL PLANNING$383,753$187,655,102$187,655,102
6HAVEN WEALTH GROUP$347,023$174,552,792$174,552,792
7TEAMWORK FINANCIAL ADVISORS, LLC$146,499$312,482,103$312,482,103
8WHITEROCK WEALTH MANAGEMENT CO.$497,909$174,268,096$174,268,096
9THE MENARD FINANCIAL GROUP, LLC$1,012,431$229,821,830$229,821,830
10MILLER EQUITY CAPITAL ADVISORS$3,231,911$113,116,878$113,116,878
11BONNER & SMITH, LLC$758,626$176,001,170$176,001,170
12MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC$236,991$241,019,458$241,019,458
13SCHUBERT & COMPANY, INC.$317,464$130,160,222$130,160,222
14THE WATCHMAN GROUP, INC.$511,310$354,849,353$354,849,353
15SOFOS INVESTMENTS, INC.$113,656$160,937,014$160,937,014
16PARKSTONE WEALTH MANAGEMENT, LLC$1,838,954$141,599,460$141,599,460
17RHAME & GORRELL WEALTH MANAGEMENT$385,939$341,169,947$341,169,947
19D.R. SAUR FINANCIAL, INC.$324,045$110,175,327$110,175,327
20MILLER GLOBAL INVESTMENTS, L.L.C.$892,672$136,578,873$136,578,873
21TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.$912,138$1,037,101,000$1,037,101,000
22J.K. FINANCIAL, INC.$343,089$126,600,000$126,600,000
23ARCHETYPE WEALTH PARTNERS, LLC$432,336$348,462,657$348,462,657
24EUBANK, HUTSON & ASSOCIATES, LLC$220,644$118,485,840$118,485,840
25WEALTH COVENANT GROUP LLC$596,610$176,000,000$176,000,000
26DANIELS & ERICKSON FINANCIAL ADVISORS, LLC$742,143$106,126,443$106,126,443
27RELEVANCE CAPITAL MANAGEMENT$1,109,301$262,904,393$262,904,393
28AVION WEALTH$283,123$450,732,597$450,732,597
29STRATFORD CONSULTING, LLC$763,533$619,224,897$619,224,897
30HERITAGE RETIREMENT ADVISORS, LLC$449,977$136,343,014$136,343,014
31THE FINANCIAL ADVISORY GROUP, INC.$484,096$957,057,157$957,057,157
32ADELL HARRIMAN & CARPENTER$542,804$921,138,152$921,138,152
33CULTIVAR CAPITAL, INC.$319,446$222,334,676$222,334,676
34EQUISTAR WEALTH MANAGEMENT LLC$603,492$158,115,003$158,115,003
35PARAGON FINANCIAL ADVISORS$260,452$292,748,123$292,748,123
36FINANCIAL SYNERGIES$495,006$894,971,212$894,971,212
37CLINTSMAN FINANCIAL PLANNING$299,237$361,477,806$361,477,806
38WISDOM INDEX ADVISORS$240,051$128,427,283$128,427,283
39LINSCOMB & WILLIAMS$741,902$3,844,536,498$3,844,536,498
40PIN OAK INVESTMENT ADVISORS INC$691,282$472,836,729$472,836,729
41GOODMAN FINANCIAL CORPORATION$1,957,319$448,226,070$448,226,070
42WEALTH MANAGEMENT GROUP, LLC$207,973$169,914,158$169,914,158
43THE PERSONAL WEALTH COACH$198,759$148,075,470$148,075,470
44LD LOWE WEALTH ADVISORY$176,336$137,366,071$137,366,071
45CARTER ASSET MANAGEMENT$639,678$330,074,094$330,074,094
46STEWARD WEALTH MANAGEMENT$470,256$362,567,663$362,567,663
47WEALTHSTAR ADVISORS, LLC$227,958$452,725,108$452,725,108
48GRUNDEN FINANCIAL ADVISORY, INC.$194,604$182,538,120$182,538,120
49MOSS, LUSE & WOMBLE, LLC$84,884$131,400,000$131,400,000
50FORTHRIGHT FAMILY WEALTH ADVISORY LLC$578,547$149,265,105$149,265,105
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Showing 1 to 50 of 149 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.