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
251Fluent Wealth Partners$262,163$136,324,800$0$136,324,800
252Alethea Capital Management, LLC$1,180,843$135,796,934$0$135,796,934
253Pillar Wealth Management, LLC$378,604$133,268,464$0$133,268,464
254Inspired Financial$1,266,667$133,000,000$0$133,000,000
255Private Capital Management, Inc.$484,482$89,603,388$42,660,162$132,263,550
256Moler Capital Management$490,081$130,851,509$0$130,851,509
257Garner Financial Management, Inc.$286,555$122,458,670$7,350,634$129,809,304
258Bergquist Wang$1,472,262$51,282,926$78,276,173$129,559,099
259Casilio Leitch Investments$450,227$129,215,009$0$129,215,009
260Sharper & Granite LLC$458,929$128,500,000$0$128,500,000
261Spectrum Financial Management$987,241$122,511,950$4,842,125$127,354,075
262Aljian Capital Management$240,801$121,040,988$5,620,295$126,661,283
263Reed & Ball, Inc.$296,934$126,197,115$0$126,197,115
264Hearthstone | Private Wealth Management$340,884$125,855,242$272,002$126,127,244
265TABR Capital Management$213,634$125,616,584$0$125,616,584
266Womack Wealth Management, Inc.$435,148$125,322,557$0$125,322,557
267Wilson & Boucher Capital Management, LLC$314,692$124,618,079$0$124,618,079
268Integral Financial Solutions, LLC$451,524$123,265,997$0$123,265,997
269Betterwealth LLC$190,709$117,200,000$3,900,000$121,100,000
270Cannon Beach Financial Advisors$191,501$100,367,542$20,660,787$121,028,329
271Clutinger Williams & Verhoye Inc$338,888$111,884,973$9,098,174$120,983,147
272South Bay Financial Partners$845,342$330,476$120,553,446$120,883,922
273Carlsbad Wealth Advisory Group, Inc.$144,901$120,412,958$0$120,412,958
274Dobson Asset Management$813,251$117,546,330$2,814,805$120,361,135
275Triad Investment Management$1,669,255$120,186,341$0$120,186,341
276Sage Stone Wealth Management LLC$437,778$113,500,000$4,700,000$118,200,000
277Cardinal Point Wealth Management, LLC$421,377$116,300,000$0$116,300,000
278Napa Wealth Management$251,580$114,469,037$0$114,469,037
279TTP Investments, Inc.$233,699$114,045,265$0$114,045,265
280Reis Investment Management, Inc.$462,080$113,671,557$0$113,671,557
281Brentwood Advisory Group, LLC$377,290$112,432,499$0$112,432,499
282Union Financial Partners, San Francisco, Inc.$850,844$99,119,741$12,340,785$111,460,526
283Holbrook Global Strategies$1,375,000$110,000,000$0$110,000,000
284Investor's Capital Management$270,831$103,727,337$5,417,748$109,145,085
285Clay Northam Wealth Management$108,265$107,503,000$1,628,000$109,131,000
286Castle Wealth Planning$1,017,518$108,874,391$0$108,874,391
287GW Financial$737,118$95,597,466$12,021,799$107,619,265
288Hutchinson & Ziegler Financial Advisors, Inc.$451,059$105,269,112$2,082,989$107,352,101
289Carmel Capital Management LLC$1,091,837$107,000,000$0$107,000,000
290Westshore Wealth$475,556$103,200,000$3,800,000$107,000,000
291Topturn Capital, LLC$463,991$84,593,000$21,661,000$106,254,000
292Gasber Financial Advisors, Inc$313,877$105,148,796$0$105,148,796
293Allstreet Capital LLC$477,273$105,000,000$0$105,000,000
294Bradley & Company, LLC$147,043$80,920,000$22,010,000$102,930,000
295Pacific Edge Advisors, LLC$1,607,813$102,900,000$0$102,900,000
296Camelotta Advisors$584,331$101,301,685$371,945$101,673,630
297Pacific Financial Strategies, Inc$157,020$101,591,680$0$101,591,680
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Showing 251 to 297 of 297 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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 June 5, 2017.