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 | ASPIREAN WEALTH, LLC | $286,700 | $49,239,365 | $89,236,670 | $138,476,035 |
| 52 | PORTFOLIO ADVISORS, INC. | $287,062 | — | $236,251,628 | $236,251,628 |
| 53 | BLUE SUMMIT WEALTH MANAGEMENT | $289,440 | $168,743,694 | — | $168,743,694 |
| 54 | PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC | $290,067 | $384,048,054 | — | $384,048,054 |
| 55 | CERTIFIED PLANNERS, INC. | $293,928 | $185,468,350 | — | $185,468,350 |
| 56 | CERTIFIED PLANNERS, INC. | $293,928 | $185,468,350 | — | $185,468,350 |
| 57 | KAIZEN FINANCIAL STRATEGIES, LLC | $297,783 | $175,382,332 | $1,203,138 | $176,585,470 |
| 58 | CLEARVIEW INVESTMENT PARTNERS, LLC | $302,136 | $114,509,721 | — | $114,509,721 |
| 59 | TABR CAPITAL MANAGEMENT, LLC | $305,024 | $179,963,936 | — | $179,963,936 |
| 60 | NAVALIGN, LLC | $306,731 | $490,462,316 | — | $490,462,316 |
| 61 | GLOBAL FINANCIAL ADVISORY SERVICES, INC. | $308,009 | — | $154,312,473 | $154,312,473 |
| 62 | DE GROOTE FINANCIAL GROUP, LLC | $309,001 | $562,690,300 | — | $562,690,300 |
| 63 | DELTA INVESTMENT MANAGEMENT, LLC | $309,760 | $513,891,606 | — | $513,891,606 |
| 64 | CRAWFORD FINANCIAL PLANNING & CONSULTING | $312,179 | $108,950,510 | — | $108,950,510 |
| 65 | DEDORA CAPITAL, INC. | $312,467 | $400,115,577 | $5,465,977 | $405,581,554 |
| 66 | RHS FINANCIAL, LLC | $312,523 | $177,718,079 | $7,608,090 | $185,326,169 |
| 67 | LEWIS ASSET MANAGEMENT | $312,629 | $135,991,199 | $5,004,534 | $140,995,733 |
| 68 | SAS FINANCIAL ADVISORS, LLC. | $314,286 | $40,000,000 | $70,000,000 | $110,000,000 |
| 69 | LINDA A. BARLOW, CFP | $315,274 | $244,021,924 | — | $244,021,924 |
| 70 | REGATTA CAPITAL GROUP, LLC | $315,653 | $753,580,531 | $153,289,381 | $906,869,912 |
| 71 | FRANK FINANCIAL ADVISORS | $318,745 | $135,804,096 | $6,674,704 | $142,478,800 |
| 72 | JEFFREY CHARLES LLOYD WOLMAN | $318,954 | $220,396,968 | — | $220,396,968 |
| 73 | EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT | $320,006 | $222,083,927 | — | $222,083,927 |
| 74 | INTEGRITY WEALTH PARTNERS, LLC | $320,144 | $172,877,760 | — | $172,877,760 |
| 75 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC | $321,098 | $154,292,540 | $3,687,496 | $157,980,036 |
| 76 | KOA WEALTH MANAGEMENT, LLC | $328,383 | $144,709,608 | $31,303,810 | $176,013,418 |
| 77 | FINANCIAL DESIGNS CORPORATION | $332,297 | $326,955,463 | $98,716,775 | $425,672,238 |
| 78 | FORTRESS WEALTH MANAGEMENT, INC. | $334,068 | $291,097,434 | $1,212,289 | $292,309,723 |
| 79 | CARLSBAD WEALTH ADVISORY GROUP, INC. | $338,359 | $244,295,531 | — | $244,295,531 |
| 80 | CANNON BEACH FINANCIAL ADVISORS | $340,720 | $153,852,060 | $75,112,030 | $228,964,090 |
| 81 | CORINTHIAN WEALTH MANAGEMENT | $341,871 | $102,677,231 | $1,593,484 | $104,270,715 |
| 82 | AWM GLOBAL ADVISORS | $342,025 | $103,633,443 | — | $103,633,443 |
| 83 | HENDERSHOTT WEALTH MANAGEMENT, LLC | $342,888 | — | $153,613,622 | $153,613,622 |
| 84 | REDWOOD COAST FINANCIAL PARTNERS | $343,822 | — | $143,030,000 | $143,030,000 |
| 85 | SWEENEY & MICHEL, LLC | $344,367 | $449,106,618 | $43,682,094 | $492,788,712 |
| 86 | ASPIRE PLANNING ASSOCIATES, INC. | $344,805 | $125,509,086 | — | $125,509,086 |
| 87 | IMPACT INVESTORS | $346,157 | $217,038,045 | $41,195,128 | $258,233,173 |
| 88 | ECLECTIC ASSOCIATES, INC. | $347,723 | $905,408,774 | $165,579,070 | $1,070,987,844 |
| 89 | WILSEY ASSET MANAGEMENT INCORPORATED | $348,077 | $479,650,469 | — | $479,650,469 |
| 90 | GARNER FINANCIAL MANAGEMENT | $352,261 | $122,464,061 | $2,236,275 | $124,700,336 |
| 91 | SIMPLEX WEALTH MANAGEMENT | $352,336 | $221,992,147 | $7,731,248 | $229,723,395 |
| 92 | AMERICAN MONEY MANAGEMENT, LLC | $354,253 | $541,554,684 | $11,433,517 | $552,988,201 |
| 93 | VANTAGE WEALTH MANAGEMENT, LLC | $354,578 | $488,608,000 | — | $488,608,000 |
| 94 | BETTERWEALTH LLC | $357,396 | $406,292,073 | $8,287,323 | $414,579,396 |
| 95 | CITRINE CAPITAL | $358,119 | $192,310,021 | — | $192,310,021 |
| 96 | GRIFFIN BLACK, INC. | $359,228 | $188,953,738 | — | $188,953,738 |
| 97 | GREAT GABLE WEALTH MANAGEMENT, LLC | $361,130 | $136,507,086 | — | $136,507,086 |
| 98 | LIFESTEPS FINANCIAL | $361,452 | $249,999,325 | $48,198,666 | $298,197,991 |
| 99 | VISTA ADVISOR GROUP, LLC | $361,867 | $168,201,869 | $2,961,236 | $171,163,105 |
| 100 | SHIRA RIDGE WEALTH MANAGEMENT | $362,447 | $242,595,181 | $1,694,068 | $244,289,249 |
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.
