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.

Filters

Filters

# of employees

MinMax
Apply

High-net-worth client assets

    View More

      Total AUM

      MinMax
      Apply

      Total accounts

      MinMax
      Apply

      Discretionary AUM

      MinMax
      Apply

      Avg. discretionary account AUM

      MinMax
      Apply

      Non-discretionary AUM

      MinMax
      Apply

      Non-discretionary accounts

      MinMax
      Apply

      Average non-discretionary account AUM

      MinMax
      Apply

      Avg. account AUM

      MinMax
      Apply
      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      601CORE WEALTH ADVISORS, INC.$580,086$410,561,029$139,678$410,700,707
      602BETA WEALTH GROUP, INC$1,043,003$409,900,000—$409,900,000
      603WOLFF FINANCIAL MANAGEMENT LLC$410,865$403,533,488$6,098,435$409,631,923
      604TIMONIER$605,993$307,916,449$101,128,983$409,045,432
      605WOLF GROUP CAPITAL ADVISORS$598,294$400,368,797$8,266,304$408,635,101
      606IFG ADVISORS, LLC$228,828$391,000,000$17,000,000$408,000,000
      607HARBOUR INVESTMENT MANAGEMENT L.L.C.$840,625$406,862,546—$406,862,546
      608DEDORA CAPITAL, INC.$312,467$400,115,577$5,465,977$405,581,554
      609BEACON HARBOR WEALTH ADVISORS$387,953$405,410,468—$405,410,468
      610ATWATER MALICK$475,797$405,379,058—$405,379,058
      611WIMMER ASSOCIATES LLC$2,846,296$374,071,000$30,103,000$404,174,000
      612GLOBAL VIEW INVESTMENT ADVISORS, LLC$276,605$400,493,555$3,626,486$404,120,041
      613HERITAGE WEALTH ADVISORS$687,173$404,057,501—$404,057,501
      614QUATTRO ADVISORS L.L.C.$284,068$385,978,824$17,965,752$403,944,576
      615VAN STRUM & TOWNE INC$1,552,842$359,015,322$44,723,495$403,738,817
      616ARJUNA CAPITAL, LLC$962,731$403,384,379—$403,384,379
      617ALPHAMARK ADVISORS, LLC$409,156$403,018,605—$403,018,605
      618DELTA FINANCIAL ADVISORS$862,653$337,113,488$65,745,412$402,858,900
      619MMHP INVESTMENT ADVISORS$284,788$402,690,744—$402,690,744
      620ALLRED CAPITAL MANAGEMENT, LLC$441,490$367,458,220$35,180,922$402,639,142
      621LOWE WEALTH ADVISORS, LLC$312,648$392,290,874$9,773,864$402,064,738
      622MCCARTHY GRITTINGER FINANCIAL GROUP, LLC$525,735$392,155,561$8,980,353$401,135,914
      623HARVEST FINANCIAL ADVISORS, LLC$407,641$380,094,735$21,023,901$401,118,636
      624JUPITER WEALTH MANAGEMENT, LLC$1,601,953$367,259,963$33,228,232$400,488,195
      625WHITE PINE INVESTMENT CO$467,820$399,986,095—$399,986,095
      626ANDESA FINANCIAL MANAGEMENT, INC.$522,508$370,069,650$29,648,894$399,718,544
      627WEALTH PRESERVATION ADVISORS, LLC$484,163$373,093,331$26,341,402$399,434,733
      628ASSET ADVISORY GROUP INC$450,613$378,328,312$20,914,682$399,242,994
      629BLUE ZONE WEALTH ADVISORS, LLC$1,344,127$399,205,735—$399,205,735
      630UAS WEALTH ADVISORS$500,396$390,899,665$7,915,577$398,815,242
      631JONATHAN D. POND, LLC$2,203,112$398,763,287—$398,763,287
      632PRAIRIE WEALTH ADVISORS, INC.$422,433$334,886,436$63,467,839$398,354,275
      633MODUS ADVISORS, LLC$460,999$386,191,573$12,111,974$398,303,547
      634NEW ENGLAND GUILD WEALTH ADVISORS, INC.$553,825$396,538,657—$396,538,657
      635VERUM PARTNERS LLC$670,577$253,593,941$142,717,164$396,311,105
      636PEAK FINANCIAL MANAGEMENT INC$304,586$395,961,220—$395,961,220
      637OBRIEN GREENE & CO INC$1,257,282$341,641,204$53,145,470$394,786,674
      638JACKSON SQUARE CAPITAL, LLC$1,044,203$392,480,442$2,228,146$394,708,588
      639CLELLAND & COMPANY INC$1,663,002$250,465,788$142,002,572$392,468,360
      640ROBINSON SMITH WEALTH ADVISORS, LLC$463,023$350,589,897$41,590,895$392,180,792
      641HARBOR ADVISORY CORPORATION$953,158$383,369,318$8,378,482$391,747,800
      642PROFESSIONAL FINANCIAL ADVISORS, LLC$142,683$323,408,029$67,543,185$390,951,214
      643WESTSHORE WEALTH$635,658$352,173,547$38,756,212$390,929,759
      644WOODWARD DIVERSIFIED CAPITAL, LLC$385,955$390,586,460—$390,586,460
      645IMS CAPITAL MANAGEMENT$736,592$373,997,807$16,395,837$390,393,644
      646FORTITER WEALTH MANAGEMENT, LLC$2,374,160$389,362,280—$389,362,280
      647F&V CAPITAL MANAGEMENT, L.L.C.$2,186,742$373,520,488$15,719,655$389,240,143
      648CLEAR ROCK ADVISORS, LLC$775,916$388,734,152—$388,734,152
      649WHITENER CAPITAL MANAGEMENT, INC$355,210$339,651,229$48,948,771$388,600,000
      650CANDACE SHIRA ASSOCIATES, LLC$402,572$381,847,702$6,634,568$388,482,270
      « Previous PageNext Page »

      Showing 601 to 650 of 1,990 entries

      Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

      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.