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 |
|---|---|---|---|---|---|
| 251 | CONCORD INVESTMENT COUNSEL | $561,199 | $297,046,659 | $5,439,486 | $302,486,145 |
| 252 | DEDORA CAPITAL, INC. | $312,467 | $400,115,577 | $5,465,977 | $405,581,554 |
| 253 | SAGE STONE WEALTH MANAGEMENT LLC | $539,815 | $173,066,167 | $5,612,517 | $178,678,684 |
| 254 | DWR WEALTH MANAGEMENT, LLC | $253,940 | $131,420,313 | $5,707,437 | $137,127,750 |
| 255 | FRANK FINANCIAL ADVISORS | $318,745 | $135,804,096 | $6,674,704 | $142,478,800 |
| 256 | DEW POINT CAPITAL | $254,965 | $140,610,000 | $6,760,000 | $147,370,000 |
| 257 | SPECTRUM FINANCIAL MANAGEMENT | $1,655,371 | $204,845,391 | $7,042,062 | $211,887,453 |
| 258 | JOHNSON LYMAN WEALTH ADVISORS | $2,928,845 | $139,398,784 | $7,043,454 | $146,442,238 |
| 259 | WP ADVISORS, LLC | $461,401 | $380,979,058 | $7,059,411 | $388,038,469 |
| 260 | KNIGHTSBRIDGE WEALTH MANAGEMENT | $628,606 | $527,841,704 | $7,101,948 | $534,943,652 |
| 261 | APRIEM ADVISORS | $430,721 | $1,000,651,437 | $7,235,120 | $1,007,886,557 |
| 262 | ALJIAN CAPITAL MANAGEMENT | $465,537 | $419,195,628 | $7,235,889 | $426,431,517 |
| 263 | REGENCY INVESTMENT ADVISORS INC | $493,559 | $769,931,305 | $7,423,989 | $777,355,294 |
| 264 | RHS FINANCIAL, LLC | $312,523 | $177,718,079 | $7,608,090 | $185,326,169 |
| 265 | GASBER FINANCIAL ADVISORS, INC | $1,068,697 | $144,130,125 | $7,624,873 | $151,754,998 |
| 266 | SIMPLEX WEALTH MANAGEMENT | $352,336 | $221,992,147 | $7,731,248 | $229,723,395 |
| 267 | TREEHOUSE WEALTH ADVISORS | $568,424 | $185,334,789 | $7,929,529 | $193,264,318 |
| 268 | WEALTH MANAGEMENT SOLUTIONS, LLC | $280,097 | $107,082,222 | $8,037,440 | $115,119,662 |
| 269 | WACKER WEALTH PARTNERS, LLC | $1,790,307 | $1,194,963,895 | $8,122,309 | $1,203,086,204 |
| 270 | BETTERWEALTH LLC | $357,396 | $406,292,073 | $8,287,323 | $414,579,396 |
| 271 | L & S ADVISORS, INC | $783,493 | $989,659,970 | $8,509,672 | $998,169,642 |
| 272 | PRISM ADVISORS, INC. | $624,161 | $409,261,174 | $8,926,906 | $418,188,080 |
| 273 | THE WEALTH COLLABORATIVE, INC. | $1,587,590 | $751,244,741 | $9,210,942 | $760,455,683 |
| 274 | CLARITY WEALTH MANAGEMENT, INC. | $440,525 | $118,315,336 | $9,436,822 | $127,752,158 |
| 275 | ILLUMINATION WEALTH MANAGEMENT | $193,244 | $114,883,203 | $9,566,130 | $124,449,333 |
| 276 | WEATHERLY ASSET MANAGEMENT | $933,272 | $1,209,259,179 | $9,593,596 | $1,218,852,775 |
| 277 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $610,486 | $911,628,852 | $10,204,578 | $921,833,430 |
| 278 | PRIVATE WEALTH PARTNERS, LLC | $7,038,427 | $1,580,283,355 | $10,401,056 | $1,590,684,411 |
| 279 | LIFE LINE WEALTH MANAGEMENT LLC | $1,457,538 | $369,902,542 | $10,514,885 | $380,417,427 |
| 280 | INVESTOR'S CAPITAL MANAGEMENT, LLC | $453,621 | $180,254,833 | $10,719,639 | $190,974,472 |
| 281 | CLUTINGER WILLIAMS & VERHOYE INC | $484,373 | $118,507,517 | $10,819,983 | $129,327,500 |
| 282 | OAK ROOT LLC | $7,539,130 | $856,000,000 | $11,000,000 | $867,000,000 |
| 283 | AMERICAN MONEY MANAGEMENT, LLC | $354,253 | $541,554,684 | $11,433,517 | $552,988,201 |
| 284 | WEALTHSPIRE ADVISORS | $774,879 | $2,820,515,552 | $11,668,857 | $2,832,184,409 |
| 285 | MISSION TRAILS FINANCIAL | $381,715 | $108,887,870 | $11,733,957 | $120,621,827 |
| 286 | PACIFICA WEALTH ADVISORS, INC. | $886,294 | $173,364,880 | $11,870,498 | $185,235,378 |
| 287 | WESTHILL FINANCIAL ADVISORS, INC. | $537,549 | $549,509,609 | $12,228,701 | $561,738,310 |
| 288 | WEALTHTECH PARTNERS LLC | $187,489 | $95,104,713 | $12,326,335 | $107,431,048 |
| 289 | SILICON VALLEY WEALTH ADVISORS, LLC | $438,206 | $467,055,632 | $12,341,354 | $479,396,986 |
| 290 | WARD & ASSOCIATES | $4,328,852 | $221,290,000 | $12,468,000 | $233,758,000 |
| 291 | ELMWOOD WEALTH MANAGEMENT | $470,011 | $253,535,523 | $12,490,790 | $266,026,313 |
| 292 | INTEGRIS WEALTH MANAGEMENT, LLC | $674,568 | $498,436,623 | $12,885,905 | $511,322,528 |
| 293 | DAVIS & SEILEY WEALTH MANAGEMENT, INC. | $265,639 | $175,961,232 | $13,439,681 | $189,400,913 |
| 294 | RS CRUM INC. | $670,031 | $603,491,386 | $13,607,245 | $617,098,631 |
| 295 | PARKSHORE WEALTH MANAGEMENT | $258,116 | $360,242,697 | $13,767,822 | $374,010,519 |
| 296 | OCEANIQ CAPITAL, LLC | $448,751 | $110,103,702 | $15,097,903 | $125,201,605 |
| 297 | ATTENTIVE INVESTMENTS, LLC | $146,582 | $139,317,609 | $15,765,845 | $155,083,454 |
| 298 | COMPOUND ADVISERS, INC. | $493,568 | $185,983,834 | $16,872,595 | $202,856,429 |
| 299 | MONARCH WEALTH STRATEGIES | $475,064 | $228,615,961 | $16,992,210 | $245,608,171 |
| 300 | ODER INVESTMENT MANAGEMENT, LLC | $568,728 | $280,227,742 | $17,216,952 | $297,444,694 |
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.
