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 | GREAT GABLE WEALTH MANAGEMENT, LLC | $361,130 | $136,507,086 | — | $136,507,086 |
| 52 | DWR WEALTH MANAGEMENT, LLC | $253,940 | $131,420,313 | $5,707,437 | $137,127,750 |
| 53 | MCM WEALTH | $511,635 | $137,629,793 | — | $137,629,793 |
| 54 | ASPIREAN WEALTH, LLC | $286,700 | $49,239,365 | $89,236,670 | $138,476,035 |
| 55 | DEFINE FINANCIAL, LLC | $475,252 | $139,723,964 | — | $139,723,964 |
| 56 | LEWIS ASSET MANAGEMENT | $312,629 | $135,991,199 | $5,004,534 | $140,995,733 |
| 57 | FILIGREE WEALTH ADVISORS, LLC | $1,166,570 | $141,155,000 | — | $141,155,000 |
| 58 | BRIGHTPATH WEALTH PLANNING, LLC | $482,715 | $141,435,545 | — | $141,435,545 |
| 59 | SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC | $2,529,540 | $88,654,253 | $53,000,000 | $141,654,253 |
| 60 | SOUTH BAY FINANCIAL PARTNERS | $840,313 | — | $142,012,947 | $142,012,947 |
| 61 | FRANK FINANCIAL ADVISORS | $318,745 | $135,804,096 | $6,674,704 | $142,478,800 |
| 62 | CEDARSTONE ADVISORS | $801,946 | $141,731,644 | $1,014,746 | $142,746,390 |
| 63 | FARTHER FINANCE ADVISORS, LLC | $175,982 | $142,897,678 | — | $142,897,678 |
| 64 | REDWOOD COAST FINANCIAL PARTNERS | $343,822 | — | $143,030,000 | $143,030,000 |
| 65 | EVEREST MANAGEMENT CORP. | $555,598 | $125,549,094 | $17,795,063 | $143,344,157 |
| 66 | PACIFIC FINANCIAL STRATEGIES, INC | $183,881 | $145,265,781 | — | $145,265,781 |
| 67 | D'ARCY CAPITAL MANAGEMENT, LLC | $649,394 | $146,113,613 | — | $146,113,613 |
| 68 | JOHNSON LYMAN WEALTH ADVISORS | $2,928,845 | $139,398,784 | $7,043,454 | $146,442,238 |
| 69 | PAINTED PORCH ADVISORS LLC | $508,103 | $147,349,880 | — | $147,349,880 |
| 70 | DEW POINT CAPITAL | $254,965 | $140,610,000 | $6,760,000 | $147,370,000 |
| 71 | MATRIX PLANNING INC | $1,573,928 | $113,135,966 | $36,387,217 | $149,523,183 |
| 72 | MERRITHEW & THORSTEN, INC. | $384,615 | $150,000,000 | — | $150,000,000 |
| 73 | PROSPERITY ROAD, LLC | $1,105,162 | $146,542,717 | $3,759,336 | $150,302,053 |
| 74 | GASBER FINANCIAL ADVISORS, INC | $1,068,697 | $144,130,125 | $7,624,873 | $151,754,998 |
| 75 | DAVID S REINDERS | $230,560 | $151,938,744 | — | $151,938,744 |
| 76 | HENDERSHOTT WEALTH MANAGEMENT, LLC | $342,888 | — | $153,613,622 | $153,613,622 |
| 77 | CERDA MUNOZ ADVISORS, INC | $200,548 | $30,764,126 | $123,056,506 | $153,820,632 |
| 78 | GLOBAL FINANCIAL ADVISORY SERVICES, INC. | $308,009 | — | $154,312,473 | $154,312,473 |
| 79 | ATTENTIVE INVESTMENTS, LLC | $146,582 | $139,317,609 | $15,765,845 | $155,083,454 |
| 80 | BANTA ASSET MANAGEMENT LP | $631,950 | $156,723,525 | — | $156,723,525 |
| 81 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC | $321,098 | $154,292,540 | $3,687,496 | $157,980,036 |
| 82 | ACAP ASSET MANAGEMENT, INC. | $144,917 | $102,914,936 | $55,914,107 | $158,829,043 |
| 83 | M WEALTH MANAGEMENT, LLC | $167,590 | $158,875,573 | — | $158,875,573 |
| 84 | MAREST CAPITAL, LLC | $1,582,399 | $159,822,341 | — | $159,822,341 |
| 85 | HOLBROOK GLOBAL STRATEGIES | $4,571,429 | $160,000,000 | — | $160,000,000 |
| 86 | CAPITAL CS GROUP, LLC | $477,049 | $140,942,740 | $19,822,635 | $160,765,375 |
| 87 | CASILIO LEITCH INVESTMENTS | $699,351 | $160,850,796 | — | $160,850,796 |
| 88 | ECHO45 ADVISORS LLC | $384,042 | $158,009,310 | $5,208,726 | $163,218,036 |
| 89 | CAPITAL MANAGEMENT ADVISOR GROUP, LLC | $772,150 | $165,240,000 | — | $165,240,000 |
| 90 | MADRONE INVESTMENT ADVISORY, LLC | $497,949 | $8,409,040 | $157,905,798 | $166,314,838 |
| 91 | BLUE SUMMIT WEALTH MANAGEMENT | $289,440 | $168,743,694 | — | $168,743,694 |
| 92 | VIENNA ASSET MANAGEMENT LLC | $1,988,386 | $169,012,832 | — | $169,012,832 |
| 93 | WILLIAM ALLAN, LLC | $286,272 | $170,618,269 | — | $170,618,269 |
| 94 | VISTA ADVISOR GROUP, LLC | $361,867 | $168,201,869 | $2,961,236 | $171,163,105 |
| 95 | INTEGRITY WEALTH PARTNERS, LLC | $320,144 | $172,877,760 | — | $172,877,760 |
| 96 | DOBSON ASSET MANAGEMENT | $459,972 | $171,394,927 | $3,394,404 | $174,789,331 |
| 97 | TRICORD ADVISORS, INC. | $217,582 | $175,588,316 | — | $175,588,316 |
| 98 | KOA WEALTH MANAGEMENT, LLC | $328,383 | $144,709,608 | $31,303,810 | $176,013,418 |
| 99 | MCNAUGHTON WEALTH MANAGEMENT, LLC | $234,946 | $173,827,200 | $2,617,162 | $176,444,362 |
| 100 | KAIZEN FINANCIAL STRATEGIES, LLC | $297,783 | $175,382,332 | $1,203,138 | $176,585,470 |
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.
