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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Wayfinding Financial, LLC$260,258$228,974,655$2,655,266$231,629,921
2Waycross Investment Management Company$1,053,401$134,835,353$134,835,353
3VESTORY, LLC$207,548$433,424,640$22,351,831$455,776,471
4Unionview, LLC$516,177$226,609,076$3,089,845$229,698,921
5Trellis Advisors, LLC$355,650$390,599,487$3,460,392$394,059,879
6Tradewinds Capital Management, LLC$260,281$1,009,631,757$1,009,631,757
7The Planner'S Edge LLC$583,245$127,147,487$127,147,487
8The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
9Ten Capital Wealth Advisors, LLC$354,842$762,866,935$35,173,747$798,040,682
10TALBOT FINANCIAL, LLC$1,590,481$321,078,631$198,500$321,277,131
11Stolz & Associates, Ps$417,100$116,876,271$17,012,757$133,889,028
12Sovereign Wealth Advisors, Inc.$401,505$239,057,678$40,791,209$279,848,887
13Soundview Advisors, Inc.$300,549$276,447,038$6,369,252$282,816,290
14Seneschal Advisors, LLC$388,782$191,669,405$191,669,405
15S. R. Schill & Associates Inc.$407,213$228,318,118$2,978,733$231,296,851
16Robinswood Financial LLC$306,534$334,223,205$2,657,276$336,880,481
17Ramsey & Associates Inc$728,224$63,550,939$175,306,455$238,857,394
18Ram Investment Partners, LLC$342,524$415,434,597$116,504,857$531,939,454
19R.L. Evans Co. Inc.$264,882$109,100,000$60,954,000$170,054,000
20Quantum Financial Planning Services, Inc.$199,026$348,632,815$37,876,520$386,509,335
21PRIVATE ASSET MANAGEMENT INC$526,725$10,638,337$116,302,489$126,940,826
22Private Advisory Group LLC$437,780$475,899,456$843,000$476,742,456
23Personal Investment Management Inc$391,981$487,623,800$487,623,800
24Parcion Private Wealth LLC$1,695,894$1,521,216,909$1,521,216,909
25Paracle Advisors LLC$797,891$1,404,742,363$5,131,623$1,409,873,986
26Oliver Capital Management, Inc.$190,955$31,755,488$238,446,223$270,201,711
27Northern Capital Management, Inc.$198,482$341,192,244$395,091$341,587,335
28NEWFOCUS FINANCIAL GROUP, LLC$380,186$602,974,548$602,974,548
29My Personal CFO, LLC$1,130,843$141,355,357$141,355,357
30Moss Adams Wealth Advisors LLC$807,402$2,220,511,241$560,180,550$2,780,691,791
31Moser Wealth Advisors, LLC$420,285$181,983,230$181,983,230
32Miller Advisors Inc$462,351$187,916,830$17,367,128$205,283,958
33McCutchen Group LLC$2,983,988$2,368,881,923$910,520,452$3,279,402,375
34Martel Wealth Advisors Inc$296,655$692,691,790$123,407,471$816,099,261
35Mars Jewett Financial Group, Inc.$345,255$496,322,864$1,535,506$497,858,370
36Lesa Sroufe & Company, Inc.$580,769$137,788,782$14,372,699$152,161,481
37Leonard Rickey Investment Advisors, P.L.L.C.$237,918$560,430,525$19,850,930$580,281,455
38Lakeside Advisors Inc$554,927$326,063,560$9,667,082$335,730,642
39Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
40Kutscher Benner Barsness & Stevens, Inc.$617,357$443,261,996$443,261,996
41Kaufman Kampe Advisors LLC$475,622$154,577,200$154,577,200
42Kaizen Financial Advisors, LLC$347,617$157,462,863$44,502,872$201,965,735
43Joslin Capital Advisors LLC$694,478$259,718,760$122,938,495$382,657,255
44Jeffrey Jay Bogdanovich$1,473,835$225,496,783$225,496,783
45Jarvis Financial Services, Inc.$330,860$191,000,000$5,200,000$196,200,000
46James R. Martin Consulting, Inc. Dba Jrm Capital Management$633,207$429,314,243$429,314,243
47Hohimer Wealth Management, LLC$794,288$620,276,267$62,016,765$682,293,032
48Highland Private Wealth Management$896,548$1,013,781,432$8,282,963$1,022,064,395
49Helmsman Financial Group, LLC$560,380$53,610,175$89,847,023$143,457,198
50HBC Financial Services, PLLC$607,445$360,217,071$37,659,152$397,876,223
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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.