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
151Clearpath Capital Partners LLC$772,291$202,317,142$58,717,191$261,034,333
152Taddei, Ludwig & Associates, Inc.$352,897$242,597,383$17,487,644$260,085,027
153Silicon Valley Capital Partners, L.P.$322,403$256,310,536$0$256,310,536
154Stevens First Principles Investment Advisors$531,192$256,034,375$0$256,034,375
155Brian D. Lowder, Inc.$414,311$251,124,702$362,118$251,486,820
156Occidental Asset Management, LLC$416,667$250,000,000$0$250,000,000
157Integris Wealth Management$427,070$238,532,000$11,304,000$249,836,000
158Anodos Advisors$1,878,195$0$249,800,000$249,800,000
159Guardian Investment Management$1,240,576$199,021,444$50,334,279$249,355,723
160Gradient Capital Advisors, LLC$218,373$191,697,935$56,373,648$248,071,583
161Newport Wealth Strategies, Inc.$503,659$185,100,000$62,700,000$247,800,000
162Authent Advisors, Inc.$217,754$165,863,979$80,633,230$246,497,209
163Ariston Services Group$1,059,735$237,400,000$2,100,000$239,500,000
164Whelan Financial$310,622$238,868,325$0$238,868,325
165American Money Management$224,932$233,292,155$5,361,101$238,653,256
166Trinity Capital Management$357,461$228,562,734$8,791,368$237,354,102
167Wealthvalues, LLC$1,028,577$233,486,947$0$233,486,947
168Meritas Wealth Management$373,345$232,593,895$0$232,593,895
169YellowBrickRoad Financial Advisors$234,557$232,211,123$0$232,211,123
170Wealth Quest Partners$381,113$229,810,910$0$229,810,910
171WP Advisors$304,619$215,289,382$13,175,007$228,464,389
172Concentric Wealth Management$391,460$227,438,000$0$227,438,000
173Cedar Wealth Management$1,554,249$212,945,291$13,975,046$226,920,337
174Pennington Financial Group$401,531$226,153,090$310,313$226,463,403
175Lighthouse Financial Services Inc$293,339$226,457,350$0$226,457,350
176McCarthy Asset Management, Inc.$335,967$225,434,106$0$225,434,106
177NBS Financial Services, Inc.$463,741$220,606,262$3,844,458$224,450,720
178Lamia Financial Group, Inc.$327,038$224,021,199$0$224,021,199
179Ariadne Wealth Management, LLC$772,262$178,053,110$45,902,961$223,956,071
180Financial Connections Group, Inc.$281,961$221,339,210$0$221,339,210
182Asset Planning, Inc$336,268$218,874,532$1,381,319$220,255,851
183De Groote Financial Group, LLC$220,000$200,000,000$20,000,000$220,000,000
184Dean Roland Russell, LLC$398,115$211,410,834$2,775,166$214,186,000
185Integral Investment Advisors, Inc.$270,928$53,009,749$160,481,566$213,491,315
186Shone Asset Management LLC$247,793$206,042,236$6,316,198$212,358,434
187Curran & Lewis Investment Management, Inc.$1,217,839$205,409,025$5,277,208$210,686,233
188Harrington Investments, Inc.$1,061,202$210,117,987$0$210,117,987
189Regatta Capital Group$152,460$140,610,860$69,326,171$209,937,031
190Silver Oak Wealth Advisors$401,036$208,939,652$0$208,939,652
191Boltwood Capital Management$795,920$186,072,907$21,662,140$207,735,047
192Beta Wealth Group, Inc$775,000$207,700,000$0$207,700,000
193AG Asset Advisory, LLC$2,115,683$207,336,900$0$207,336,900
194Bell & Brown Wealth Advisors, LLC$519,294$191,546,388$12,017,044$203,563,432
195Manhattan West Asset Management, LLC$673,563$202,069,030$0$202,069,030
196Walpole Financial Advisors$486,301$128,934,845$72,393,728$201,328,573
197Orin Green Financial, LLC$318,295$166,202,123$31,140,885$197,343,008
198Park, Miller$948,649$195,415,712$5,964$195,421,676
199Concord Investment Counsel$356,260$186,843,580$3,399,322$190,242,902
200Arterburn And Watters, LLP$1,013,324$0$187,465,000$187,465,000
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Showing 151 to 200 of 310 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 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.


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