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
    1VINEYARD FAMILY WEALTH ADVISORS$1,340,401$104,551,267$104,551,267
    2TRINITY FIDUCIARY PARTNERS, LLC$719,314$42,179,444$62,840,444$105,019,888
    3PROVIDENT FINANCIAL PLANNING, LLC$448,538$99,004,023$8,196,566$107,200,589
    4SIZEMORE CAPITAL MANAGEMENT, LLC$123,570$109,483,441$109,483,441
    5WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000$112,412,000
    6WHITE WING WEALTH MANAGEMENT, LLC$283,869$112,412,000$112,412,000
    7GIBSON WEALTH ADVISORS, LLC$328,521$114,653,700$114,653,700
    8FARRIS CAPITAL MANAGEMENT INC.$166,261$112,656,548$2,396,227$115,052,775
    9CLEAR SKY FINANCIAL, LP$387,405$116,221,613$116,221,613
    10SINECERA CAPITAL, LLC$1,245,054$112,508,806$4,526,269$117,035,075
    11REDBUD ADVISORS$601,233$117,240,530$117,240,530
    12DANIELS & ERICKSON FINANCIAL ADVISORS, LLC$944,636$118,079,541$118,079,541
    13STOREHOUSE FINANCIAL LLC$165,390$119,576,759$119,576,759
    14LD LOWE WEALTH ADVISORY$484,437$120,140,383$120,140,383
    15PERSONAL MONEY PLANNING, LLC$218,655$120,916,461$120,916,461
    16CENTENNIAL ADVISORS, LLC$112,353$115,069,042$5,935,518$121,004,560
    17SCHERER FINANCIAL ADVISORY SERVICES, LLC$307,434$112,301,175$10,057,632$122,358,807
    18LIVE OAK WEALTH ADVISORY GROUP, LLC$393,301$125,463,109$125,463,109
    19NO FATE BWWM$546,584$103,581,425$22,679,384$126,260,809
    20VANNOY ADVISORY GROUP, INC.$471,231$126,289,783$126,289,783
    21PENNEY FINANCIAL$552,759$127,687,390$127,687,390
    22THE SUM$535,583$128,004,388$128,004,388
    23BRAZOS CAPITAL$423,134$127,585,289$1,047,321$128,632,610
    24LUCIEN STIRLING & GRAY ADVISORY GROUP INC$208,402$93,099,607$37,151,393$130,251,000
    25DELOS WEALTH ADVISORS$513,924$129,660,011$876,800$130,536,811
    26WPA FAMILY OFFICE, LLC$1,259,036$135,975,850$135,975,850
    27EUBANK, HUTSON & ASSOCIATES, LLC$247,887$137,329,198$137,329,198
    28ROSEROCK WEALTH MANAGEMENT, LLC$483,217$132,500,000$5,700,000$138,200,000
    29MILLER EQUITY CAPITAL ADVISORS$606,875$138,367,494$138,367,494
    30LEGACY ASSET MANAGEMENT, INC.$695,079$139,015,884$139,015,884
    31IMPERIUM WEALTH MANAGEMENT, LLC$227,026$139,616,014$1,367,214$140,983,228
    32BKA WEALTH CONSULTING, INC.$222,070$141,236,732$141,236,732
    33MAQRO ADVISORS LLC$213,899$18,185,813$123,201,377$141,387,190
    34CORPS CAPITAL ADVISORS, LLC$4,897,966$113,838,000$28,203,000$142,041,000
    35SOLUTIONS 4 WEALTH$281,082$63,816,122$79,535,689$143,351,811
    36BIRD ROCK ASSET MANAGEMENT, LP$365,350$137,652,464$7,026,141$144,678,605
    37STOWE FINANCIAL PLANNING, L.L.C.$534,632$145,420,000$145,420,000
    38CHRISTIAN FINANCIAL ADVISORS$188,731$149,475,097$149,475,097
    39STRATEGIC ADVISORY SERVICES, L.L.C.$404,380$152,855,585$152,855,585
    40J.E. SIMMONS & CO., P.C.$429,592$153,794,049$153,794,049
    41PIONEER WEALTH MANAGEMENT GROUP, INC$154,229$154,000,000$1,000,000$155,000,000
    42LAKE HILLS WEALTH MANAGEMENT, LLC$231,796$160,866,640$160,866,640
    43PARROTT WEALTH MANAGEMENT, LLC$469,752$161,125,000$161,125,000
    44PALADINI FINANCIAL ADVISORS, LLC$307,417$162,008,884$162,008,884
    45STRATEGIC FINANCIAL PLANNING, INC.$311,308$163,436,933$163,436,933
    46SECURE FINANCIAL MANAGEMENT$530,318$164,398,425$164,398,425
    47MILLER GLOBAL INVESTMENTS, L.L.C.$1,017,134$164,775,737$164,775,737
    48KEENE & DORCHAK$541,242$166,262,698$1,522,228$167,784,926
    49J.K. FINANCIAL, INC.$438,182$168,700,000$168,700,000
    50WISDOM INDEX ADVISORS$281,301$169,343,106$169,343,106
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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.