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 |
|---|---|---|---|---|---|
| 51 | BREEN WEALTH MANAGEMENT, LLC | $397,172 | $212,884,330 | — | $212,884,330 |
| 52 | BRIAN D. LOWDER, INC. | $611,912 | $377,549,404 | — | $377,549,404 |
| 53 | BRICKLEY WEALTH MANAGEMENT | $1,427,039 | $724,935,685 | — | $724,935,685 |
| 54 | BRIGHTPATH WEALTH PLANNING, LLC | $482,715 | $141,435,545 | — | $141,435,545 |
| 55 | BROOKER WEALTH MANAGEMENT | $967,124 | $566,734,883 | — | $566,734,883 |
| 56 | BUCHER WEALTH ADVISORS | $588,528 | — | $115,351,474 | $115,351,474 |
| 57 | BULL OAK CAPITAL, LLC | $494,613 | $116,234,129 | — | $116,234,129 |
| 58 | BULMAN WEALTH GROUP | $216,834 | $108,200,000 | — | $108,200,000 |
| 59 | BURLESON & COMPANY, LLC | $848,992 | $657,216,261 | $144,232,615 | $801,448,876 |
| 60 | BURTON ENRIGHT WELCH | $654,333 | $920,327,830 | $114,826,479 | $1,035,154,309 |
| 61 | C-J ADVISORY, INC. | $274,421 | $250,546,454 | — | $250,546,454 |
| 62 | CALIFORNIA FINANCIAL ADVISORS | $559,210 | $1,380,084,998 | $269,023,939 | $1,649,108,937 |
| 63 | CAMELOTTA ADVISORS | $741,792 | $179,972,543 | $1,024,783 | $180,997,326 |
| 64 | CANNON BEACH FINANCIAL ADVISORS | $340,720 | $153,852,060 | $75,112,030 | $228,964,090 |
| 65 | CANTER WEALTH | $1,016,190 | $206,286,473 | — | $206,286,473 |
| 66 | CAPITAL ADVANTAGE, INC. | $386,094 | $981,065,395 | — | $981,065,395 |
| 67 | CAPITAL CS GROUP, LLC | $477,049 | $140,942,740 | $19,822,635 | $160,765,375 |
| 68 | CAPITAL MANAGEMENT ADVISOR GROUP, LLC | $772,150 | $165,240,000 | — | $165,240,000 |
| 69 | CAPITAL TRUST ADVISORS | $555,320 | $290,987,632 | — | $290,987,632 |
| 70 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC | $321,098 | $154,292,540 | $3,687,496 | $157,980,036 |
| 71 | CARLSBAD WEALTH ADVISORY GROUP, INC. | $338,359 | $244,295,531 | — | $244,295,531 |
| 72 | CARMEL CAPITAL MANAGEMENT L.L.C. | $2,551,042 | $244,900,000 | — | $244,900,000 |
| 73 | CARTER FINANCIAL, LLC | $442,709 | $237,854,260 | $1,208,404 | $239,062,664 |
| 74 | CASILIO LEITCH INVESTMENTS | $699,351 | $160,850,796 | — | $160,850,796 |
| 75 | CASTLE WEALTH PLANNING | $1,828,636 | $181,752,293 | $24,883,523 | $206,635,816 |
| 76 | CAVU WEALTH ADVISORS | $1,760,231 | $114,415,000 | — | $114,415,000 |
| 77 | CEDAR WEALTH MANAGEMENT | $1,579,330 | $308,860,741 | $37,012,620 | $345,873,361 |
| 78 | CEDARSTONE ADVISORS | $801,946 | $141,731,644 | $1,014,746 | $142,746,390 |
| 79 | CERDA MUNOZ ADVISORS, INC | $200,548 | $30,764,126 | $123,056,506 | $153,820,632 |
| 80 | CERRO PACIFIC WEALTH ADVISORS, LLC | $544,294 | $346,715,581 | — | $346,715,581 |
| 81 | CERTIFIED PLANNERS, INC. | $293,928 | $185,468,350 | — | $185,468,350 |
| 82 | CERTIFIED PLANNERS, INC. | $293,928 | $185,468,350 | — | $185,468,350 |
| 83 | CHECK CAPITAL MANAGEMENT INC | $765,622 | $1,516,221,789 | $89,287,050 | $1,605,508,839 |
| 84 | CHEQUERS FINANCIAL MANAGEMENT LLC | $711,419 | $480,422,902 | $110,055,045 | $590,477,947 |
| 85 | CHEVIOT VALUE MANAGEMENT, LLC | $720,711 | $622,693,979 | — | $622,693,979 |
| 86 | CHRISTOPHER WEIL & CO INC | $766,989 | $1,015,771,256 | $46,508,332 | $1,062,279,588 |
| 87 | CHURCHILL MANAGEMENT GROUP | $438,845 | $7,782,747,396 | $132,260,254 | $7,915,007,650 |
| 88 | CITRINE CAPITAL | $358,119 | $192,310,021 | — | $192,310,021 |
| 89 | CLARITY CAPITAL ADVISORS, LLC | $1,047,556 | $191,731,943 | $28,254,887 | $219,986,830 |
| 90 | CLARITY WEALTH MANAGEMENT, INC. | $440,525 | $118,315,336 | $9,436,822 | $127,752,158 |
| 91 | CLAY NORTHAM WEALTH MANAGEMENT | $247,134 | $254,053,459 | — | $254,053,459 |
| 92 | CLEARPATH CAPITAL PARTNERS LLC | $1,151,234 | $242,248,388 | $85,853,424 | $328,101,812 |
| 93 | CLEARVIEW INVESTMENT PARTNERS, LLC | $302,136 | $114,509,721 | — | $114,509,721 |
| 94 | CLEARVIEW WEALTH MANAGEMENT | $220,987 | $117,758,000 | $2,680,000 | $120,438,000 |
| 95 | CLELLAND & COMPANY INC | $1,663,002 | $250,465,788 | $142,002,572 | $392,468,360 |
| 96 | CLIFFORD SWAN INVESTMENT COUNSELORS | $1,656,794 | $3,515,052,289 | $671,666,244 | $4,186,718,533 |
| 97 | CLUTINGER WILLIAMS & VERHOYE INC | $484,373 | $118,507,517 | $10,819,983 | $129,327,500 |
| 98 | COASTEDGE PARTNERS, LLC | $2,565,173 | $732,989,000 | $1,401,235,000 | $2,134,224,000 |
| 99 | COGNIZANT WEALTH ADVISORS | $764,210 | $110,046,250 | — | $110,046,250 |
| 100 | COHEN CAPITAL MANAGEMENT INC | $4,468,960 | $755,254,210 | — | $755,254,210 |
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.
