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 |
|---|---|---|---|---|---|
| 351 | VAN STRUM & TOWNE INC | $1,552,842 | $359,015,322 | $44,723,495 | $403,738,817 |
| 352 | MA PRIVATE WEALTH, LLC | $498,957 | $594,053,533 | $45,609,475 | $639,663,008 |
| 353 | CHRISTOPHER WEIL & CO INC | $766,989 | $1,015,771,256 | $46,508,332 | $1,062,279,588 |
| 354 | LIFESTEPS FINANCIAL | $361,452 | $249,999,325 | $48,198,666 | $298,197,991 |
| 355 | STEWART WEALTH MANAGEMENT, INC. | $226,123 | $254,879,911 | $48,577,690 | $303,457,601 |
| 356 | THE CLARK GROUP ASSET MANAGEMENT | $403,318 | $198,462,799 | $49,174,163 | $247,636,962 |
| 357 | DHR INVESTMENT COUNSEL LTD | $646,981 | $417,668,972 | $52,686,131 | $470,355,103 |
| 358 | SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC | $2,529,540 | $88,654,253 | $53,000,000 | $141,654,253 |
| 359 | ACAP ASSET MANAGEMENT, INC. | $144,917 | $102,914,936 | $55,914,107 | $158,829,043 |
| 360 | LONGVIEW FINANCIAL ADVISORS, LLC | $640,392 | $212,862,707 | $58,023,053 | $270,885,760 |
| 361 | TEMPUS WEALTH PLANNING, LLC | $262,660 | $188,442,986 | $59,508,312 | $247,951,298 |
| 362 | CONSILIUM WEALTH MANAGEMENT | $800,711 | $666,341,090 | $61,505,661 | $727,846,751 |
| 363 | EIGER WEALTH MANAGEMENT, LLC | $629,278 | $200,365,584 | $66,448,475 | $266,814,059 |
| 364 | BELL INVESTMENT ADVISORS INC | $576,941 | $589,937,360 | $66,621,975 | $656,559,335 |
| 365 | SAS FINANCIAL ADVISORS, LLC. | $314,286 | $40,000,000 | $70,000,000 | $110,000,000 |
| 366 | RINA WEALTH MANAGEMENT SERVICES LLC | $455,579 | $132,352,103 | $73,569,601 | $205,921,704 |
| 367 | SAND HILL GLOBAL ADVISORS, LLC | $2,069,285 | $3,530,763,948 | $73,929,922 | $3,604,693,870 |
| 368 | KRANE FINANCIAL SOLUTIONS | $380,301 | $106,458,281 | $74,945,390 | $181,403,671 |
| 369 | CANNON BEACH FINANCIAL ADVISORS | $340,720 | $153,852,060 | $75,112,030 | $228,964,090 |
| 370 | MONOGRAPH WEALTH ADVISORS, LLC | $2,331,580 | $1,896,187,246 | $78,660,746 | $1,974,847,992 |
| 371 | PREMIER FINANCIAL GROUP INC | $666,058 | $676,979,108 | $80,329,289 | $757,308,397 |
| 372 | GRADIENT CAPITAL ADVISORS, LLC | $391,040 | $431,035,319 | $81,617,508 | $512,652,827 |
| 373 | PAN GLOBAL ADVISERS, LLC | $807,667 | $129,327,664 | $82,281,213 | $211,608,877 |
| 374 | CLEARPATH CAPITAL PARTNERS LLC | $1,151,234 | $242,248,388 | $85,853,424 | $328,101,812 |
| 375 | SONOMA WEALTH ADVISORS, LLC | $224,166 | $410,050,000 | $86,925,000 | $496,975,000 |
| 376 | POLARIS WEALTH ADVISORY GROUP | $466,008 | $1,874,699,405 | $87,659,240 | $1,962,358,645 |
| 377 | WILLOW CREEK WEALTH MANAGEMENT, INC. | $665,114 | $1,571,613,381 | $87,845,748 | $1,659,459,129 |
| 378 | VANCE WEALTH | $452,632 | $417,723,660 | $88,318,692 | $506,042,352 |
| 379 | ASPIREAN WEALTH, LLC | $286,700 | $49,239,365 | $89,236,670 | $138,476,035 |
| 380 | CHECK CAPITAL MANAGEMENT INC | $765,622 | $1,516,221,789 | $89,287,050 | $1,605,508,839 |
| 381 | STEPHENSON AND COMPANY, INC. | $539,733 | $137,185,630 | $90,581,889 | $227,767,519 |
| 382 | PARAGON FINANCIAL PARTNERS | $550,846 | $170,883,374 | $92,971,645 | $263,855,019 |
| 383 | JEPPSON WEALTH MANAGEMENT, LLC | $673,173 | $463,586,458 | $98,512,705 | $562,099,163 |
| 384 | FINANCIAL DESIGNS CORPORATION | $332,297 | $326,955,463 | $98,716,775 | $425,672,238 |
| 385 | UP CAPITAL MANAGEMENT, INC. | $631,714 | $127,864,160 | $100,184,691 | $228,048,851 |
| 386 | ANGELES WEALTH MANAGEMENT, LLC | $11,037,465 | $985,351,255 | $107,357,827 | $1,092,709,082 |
| 387 | CHEQUERS FINANCIAL MANAGEMENT LLC | $711,419 | $480,422,902 | $110,055,045 | $590,477,947 |
| 388 | BURTON ENRIGHT WELCH | $654,333 | $920,327,830 | $114,826,479 | $1,035,154,309 |
| 389 | BUCHER WEALTH ADVISORS | $588,528 | — | $115,351,474 | $115,351,474 |
| 390 | CERDA MUNOZ ADVISORS, INC | $200,548 | $30,764,126 | $123,056,506 | $153,820,632 |
| 391 | TAYLOR WEALTH MANAGEMENT, LLC | $688,624 | $5,401,283 | $123,371,425 | $128,772,708 |
| 392 | SUMMITRY, LLC | $756,769 | $2,258,898,143 | $123,409,765 | $2,382,307,908 |
| 393 | DOWLING & YAHNKE, LLC | $1,264,653 | $5,989,292,627 | $124,037,570 | $6,113,330,197 |
| 394 | WEALTH ARCHITECTS, LLC | $699,870 | $1,525,413,579 | $126,979,111 | $1,652,392,690 |
| 395 | WADE FINANCIAL ADVISORY, INC. | $2,167,310 | $527,627,736 | $131,234,542 | $658,862,278 |
| 396 | CLELLAND & COMPANY INC | $1,663,002 | $250,465,788 | $142,002,572 | $392,468,360 |
| 397 | SOUTH BAY FINANCIAL PARTNERS | $840,313 | — | $142,012,947 | $142,012,947 |
| 398 | LOWERY THOMAS, LLC | $522,262 | $171,005,183 | $142,874,376 | $313,879,559 |
| 399 | REDWOOD COAST FINANCIAL PARTNERS | $343,822 | — | $143,030,000 | $143,030,000 |
| 400 | BURLESON & COMPANY, LLC | $848,992 | $657,216,261 | $144,232,615 | $801,448,876 |
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.
