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 |
|---|---|---|---|---|---|
| 1 | MOZAIC, LLC | $42,700,799 | — | $3,202,559,896 | $3,202,559,896 |
| 2 | GLOBAL FINANCIAL ADVISORY SERVICES, INC. | $308,009 | — | $154,312,473 | $154,312,473 |
| 3 | NEW INSIGHT WEALTH ADVISORS | $237,941 | — | $190,590,418 | $190,590,418 |
| 4 | REDWOOD COAST FINANCIAL PARTNERS | $343,822 | — | $143,030,000 | $143,030,000 |
| 5 | HENDERSHOTT WEALTH MANAGEMENT, LLC | $342,888 | — | $153,613,622 | $153,613,622 |
| 6 | BUCHER WEALTH ADVISORS | $588,528 | — | $115,351,474 | $115,351,474 |
| 7 | PORTFOLIO ADVISORS, INC. | $287,062 | — | $236,251,628 | $236,251,628 |
| 8 | ALTAMONT WEALTH MANAGEMENT, INC. | $1,209,061 | — | $182,568,174 | $182,568,174 |
| 9 | ANODOS ADVISORS, LLC | $4,554,550 | — | $860,810,000 | $860,810,000 |
| 10 | PATHWAYS ADVISORY GROUP, INC. | $280,494 | — | $246,273,482 | $246,273,482 |
| 11 | SOUTH BAY FINANCIAL PARTNERS | $840,313 | — | $142,012,947 | $142,012,947 |
| 12 | TAYLOR WEALTH MANAGEMENT, LLC | $688,624 | $5,401,283 | $123,371,425 | $128,772,708 |
| 13 | MADRONE INVESTMENT ADVISORY, LLC | $497,949 | $8,409,040 | $157,905,798 | $166,314,838 |
| 14 | BERKSON ASSET MANAGEMENT, INC. | $1,294,104 | $27,027,453 | $194,264,253 | $221,291,706 |
| 15 | CERDA MUNOZ ADVISORS, INC | $200,548 | $30,764,126 | $123,056,506 | $153,820,632 |
| 16 | SAS FINANCIAL ADVISORS, LLC. | $314,286 | $40,000,000 | $70,000,000 | $110,000,000 |
| 17 | ASPIREAN WEALTH, LLC | $286,700 | $49,239,365 | $89,236,670 | $138,476,035 |
| 18 | DEDICATED CAPITAL ADVISORS, LLC | $1,090,360 | $79,756,319 | $38,002,590 | $117,758,909 |
| 19 | AMARA FINANCIAL, LLC | $268,056 | $81,620,870 | $43,829,465 | $125,450,335 |
| 20 | MARRICK WEALTH | $481,287 | $83,829,547 | $30,235,573 | $114,065,120 |
| 21 | SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC | $2,529,540 | $88,654,253 | $53,000,000 | $141,654,253 |
| 22 | WEALTHTECH PARTNERS LLC | $187,489 | $95,104,713 | $12,326,335 | $107,431,048 |
| 23 | PORTOLA PARTNERS | $3,240,901 | $96,082,225 | $5,475,026,612 | $5,571,108,837 |
| 24 | FC360 WEALTH MANAGEMENT, INC. | $421,673 | $98,045,213 | $22,131,601 | $120,176,814 |
| 25 | OPTIMIZE FINANCIAL INC. | $223,014 | $100,579,312 | — | $100,579,312 |
| 26 | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | $449,512 | $101,147,959 | $1,790,225 | $102,938,184 |
| 27 | TORREY WEALTH, LLC | $660,389 | $102,360,315 | — | $102,360,315 |
| 28 | CORINTHIAN WEALTH MANAGEMENT | $341,871 | $102,677,231 | $1,593,484 | $104,270,715 |
| 29 | ACAP ASSET MANAGEMENT, INC. | $144,917 | $102,914,936 | $55,914,107 | $158,829,043 |
| 30 | AWM GLOBAL ADVISORS | $342,025 | $103,633,443 | — | $103,633,443 |
| 31 | ARCHER POINTE WEALTH MANAGEMENT, LLC | $481,440 | $105,835,785 | $20,301,370 | $126,137,155 |
| 32 | KRANE FINANCIAL SOLUTIONS | $380,301 | $106,458,281 | $74,945,390 | $181,403,671 |
| 33 | WEALTH MANAGEMENT SOLUTIONS, LLC | $280,097 | $107,082,222 | $8,037,440 | $115,119,662 |
| 34 | BULMAN WEALTH GROUP | $216,834 | $108,200,000 | — | $108,200,000 |
| 35 | MISSION TRAILS FINANCIAL | $381,715 | $108,887,870 | $11,733,957 | $120,621,827 |
| 36 | CRAWFORD FINANCIAL PLANNING & CONSULTING | $312,179 | $108,950,510 | — | $108,950,510 |
| 37 | COGNIZANT WEALTH ADVISORS | $764,210 | $110,046,250 | — | $110,046,250 |
| 38 | OCEANIQ CAPITAL, LLC | $448,751 | $110,103,702 | $15,097,903 | $125,201,605 |
| 39 | BLOM & HOWELL FINANCIAL PLANNING, INC. | $139,294 | $111,857,000 | $3,200,000 | $115,057,000 |
| 40 | DOUBLE BAY MANAGEMENT & PLANNING | $1,235,446 | $112,425,565 | — | $112,425,565 |
| 41 | FONTE FINANCIAL ADVISORS | $372,034 | $112,473,949 | $3,228,659 | $115,702,608 |
| 42 | MATRIX PLANNING INC | $1,573,928 | $113,135,966 | $36,387,217 | $149,523,183 |
| 43 | CAVU WEALTH ADVISORS | $1,760,231 | $114,415,000 | — | $114,415,000 |
| 44 | CLEARVIEW INVESTMENT PARTNERS, LLC | $302,136 | $114,509,721 | — | $114,509,721 |
| 45 | ILLUMINATION WEALTH MANAGEMENT | $193,244 | $114,883,203 | $9,566,130 | $124,449,333 |
| 46 | GOLDEN GATE PERSONAL FINANCIAL PLANNING | $724,406 | $115,180,497 | — | $115,180,497 |
| 47 | NERAD + DEPPE WEALTH MANAGEMENT | $197,562 | $115,555,932 | $1,993,614 | $117,549,546 |
| 48 | BULL OAK CAPITAL, LLC | $494,613 | $116,234,129 | — | $116,234,129 |
| 49 | YOUNG WEALTH MANAGEMENT | $1,114,507 | $117,023,216 | — | $117,023,216 |
| 50 | WAVERLEY WEALTH MANAGEMENT LLC | $364,885 | $117,151,044 | $2,531,323 | $119,682,367 |
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.
