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
1Convergent Wealth Advisors, LLC$18,316,042$54,948,126$0$54,948,126
2New Market Wealth Management, LLC$550,650$100,218,385$0$100,218,385
3Titan Capital Management, LLC$166,821$101,427,238$0$101,427,238
4Stewart Wealth Management, Inc.$135,273$93,664,815$7,925,000$101,589,815
5Pacific Financial Strategies, Inc$157,020$101,591,680$0$101,591,680
6Camelotta Advisors$584,331$101,301,685$371,945$101,673,630
7Vine Street Wealth Management, LLC$841,728$101,849,033$0$101,849,033
8Pacific Edge Advisors, LLC$1,607,813$102,900,000$0$102,900,000
9Bradley & Company, LLC$147,043$80,920,000$22,010,000$102,930,000
10Tempus Wealth Planning, LLC$248,077$72,500,000$30,700,000$103,200,000
11Hillegas Advisory Services, Inc.$394,966$101,030,264$3,240,795$104,271,059
12Topturn Capital, LLC$463,991$84,593,000$21,661,000$106,254,000
13Hutchinson & Ziegler Financial Advisors, Inc.$451,059$105,269,112$2,082,989$107,352,101
14GW Financial$737,118$95,597,466$12,021,799$107,619,265
15Castle Wealth Planning$1,017,518$108,874,391$0$108,874,391
16Clay Northam Wealth Management$108,265$107,503,000$1,628,000$109,131,000
17Investor's Capital Management$270,831$103,727,337$5,417,748$109,145,085
18Holbrook Global Strategies$1,375,000$110,000,000$0$110,000,000
19Union Financial Partners, San Francisco, Inc.$850,844$99,119,741$12,340,785$111,460,526
20Haydel, Biel & Associates$114,286$112,000,000$0$112,000,000
21Brentwood Advisory Group, LLC$377,290$112,432,499$0$112,432,499
22Gasber Financial Advisors, Inc$304,027$112,793,843$0$112,793,843
23Allstreet Capital LLC$356,056$103,093,519$11,200,372$114,293,891
24Napa Wealth Management$251,580$114,469,037$0$114,469,037
25JLFranklin Wealth Planning$567,081$115,117,471$0$115,117,471
26Sage Stone Wealth Management LLC$437,778$113,500,000$4,700,000$118,200,000
27Triad Investment Management$1,669,255$120,186,341$0$120,186,341
28Davis & Seiley Wealth Management, Inc.$203,175$113,235,797$7,044,000$120,279,797
29Dobson Asset Management$813,251$117,546,330$2,814,805$120,361,135
30Carlsbad Wealth Advisory Group, Inc.$144,901$120,412,958$0$120,412,958
31South Bay Financial Partners$845,342$330,476$120,553,446$120,883,922
32Cannon Beach Financial Advisors$191,501$100,367,542$20,660,787$121,028,329
33Reis Investment Management, Inc.$2,320,189$122,970,000$0$122,970,000
34Clutinger Williams & Verhoye Inc$361,034$112,450,418$10,662,343$123,112,761
35Integral Financial Solutions, LLC$451,524$123,265,997$0$123,265,997
36Wilson & Boucher Capital Management, LLC$314,692$124,618,079$0$124,618,079
37Womack Wealth Management, Inc.$435,148$125,322,557$0$125,322,557
38TABR Capital Management$213,634$125,616,584$0$125,616,584
39Elmwood Wealth Management$280,703$125,632,565$122,205$125,754,770
40Hearthstone | Private Wealth Management$340,884$125,855,242$272,002$126,127,244
41Aljian Capital Management$240,801$121,040,988$5,620,295$126,661,283
42Spectrum Financial Management$987,241$122,511,950$4,842,125$127,354,075
43Sharper & Granite LLC$458,929$128,500,000$0$128,500,000
44Casilio Leitch Investments$450,227$129,215,009$0$129,215,009
45Bergquist Wang$1,472,262$51,282,926$78,276,173$129,559,099
46Garner Financial Management, Inc.$286,555$122,458,670$7,350,634$129,809,304
47Moler Capital Management$490,081$130,851,509$0$130,851,509
48Private Capital Management, Inc.$484,482$89,603,388$42,660,162$132,263,550
49Inspired Financial$1,266,667$133,000,000$0$133,000,000
50Pillar Wealth Management, LLC$378,604$133,268,464$0$133,268,464
Next Page »

Showing 1 to 50 of 310 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7

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 Laura Picariello.

*Methodology: InvestmentNews qualified 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 December 11, 2017.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.