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 | KAIZEN FINANCIAL ADVISORS, LLC | $440,815 | $173,765,000 | $54,577,000 | $228,342,000 |
| 52 | S. R. SCHILL & ASSOCIATES, INC. | $439,619 | $262,196,390 | $255,917 | $262,452,307 |
| 53 | TRUENORTH WEALTH ADVISORS | $439,528 | $201,743,225 | — | $201,743,225 |
| 54 | INNOVATIVE ADVISER SOLUTIONS, LLC | $437,382 | $101,910,000 | — | $101,910,000 |
| 55 | WEALTHCOLLAB | $436,808 | $109,202,080 | — | $109,202,080 |
| 56 | VICKERMAN INVESTMENT ADVISORS, INC. | $420,941 | $343,067,000 | — | $343,067,000 |
| 57 | CAPITAL PLANNING LLC | $419,683 | $569,283,815 | $1,484,640 | $570,768,455 |
| 58 | ROBINSWOOD FINANCIAL | $419,319 | $409,523,469 | $3,086,619 | $412,610,088 |
| 59 | BREAKWATER INVESTMENT MANAGEMENT | $409,892 | $227,080,444 | — | $227,080,444 |
| 60 | PERSONAL INVESTMENT MANAGEMENT INC | $407,209 | $533,851,522 | — | $533,851,522 |
| 61 | SENESCHAL ADVISORS, LLC | $406,982 | $227,503,103 | — | $227,503,103 |
| 62 | TEN CAPITAL WEALTH ADVISORS, LLC | $402,766 | $700,810,236 | $43,904,807 | $744,715,043 |
| 63 | STOLZ & ASSOCIATES, PS | $401,954 | $149,581,047 | $20,043,373 | $169,624,420 |
| 64 | DENTAL WEALTH ADVISORS, LLC | $395,100 | $141,445,781 | — | $141,445,781 |
| 65 | ALETHEIAN WEALTH ADVISORS LLC | $393,720 | $144,650,000 | $18,350,000 | $163,000,000 |
| 66 | SOVEREIGN WEALTH ADVISORS, INC. | $393,285 | $295,032,409 | $43,585,786 | $338,618,195 |
| 67 | TRELLIS ADVISORS, LLC | $387,969 | $458,354,046 | $3,717,501 | $462,071,547 |
| 68 | JARVIS FINANCIAL | $383,532 | $226,375,000 | $676,000 | $227,051,000 |
| 69 | AVIER WEALTH ADVISORS | $381,182 | $501,712,617 | $169,548,846 | $671,261,463 |
| 70 | SNIDER FINANCIAL GROUP | $378,662 | $329,435,663 | — | $329,435,663 |
| 71 | CHANEY CAPITAL MANAGEMENT INC. | $375,824 | $342,000,000 | — | $342,000,000 |
| 72 | MARSJEWETT FINANCIAL GROUP | $372,079 | $602,796,329 | $2,204,860 | $605,001,189 |
| 73 | CAPITAL ADVISORS WEALTH MANAGEMENT | $368,445 | $476,356,339 | $137,473,836 | $613,830,175 |
| 74 | FIRST PACIFIC FINANCIAL, INC. | $366,294 | $1,047,966,061 | — | $1,047,966,061 |
| 75 | EVANS CAPITAL MANAGEMENT ASSOCIATES | $364,840 | $202,020,000 | $67,232,000 | $269,252,000 |
| 76 | INTEGRITY FINANCIAL CORPORATION | $356,067 | $485,520,160 | $67,808,149 | $553,328,309 |
| 77 | TFS ADVISORS, LLC | $352,438 | — | $121,591,218 | $121,591,218 |
| 78 | BUCKLEY INVESTMENT GROUP, LLC | $346,395 | $114,656,791 | — | $114,656,791 |
| 79 | SURIENCE PRIVATE WEALTH LLC | $340,927 | $134,469,209 | $878,718 | $135,347,927 |
| 80 | MARTEL WEALTH ADVISORS INC | $340,509 | $832,797,102 | $178,175,409 | $1,010,972,511 |
| 81 | EQ WEALTH MANAGEMENT | $338,360 | $356,022,051 | $130,877,652 | $486,899,703 |
| 82 | FINANCIAL FREEDOM FOR DENTISTS LLC | $332,000 | $116,200,000 | — | $116,200,000 |
| 83 | SOUNDVIEW ADVISORS | $320,523 | $287,832,119 | $26,600,804 | $314,432,923 |
| 84 | 180 WEALTH ADVISORS, LLC | $320,000 | $620,000,000 | $180,000,000 | $800,000,000 |
| 85 | PACIFIC SAGE PARTNERS, LLC | $319,891 | $696,082,978 | — | $696,082,978 |
| 86 | FORT VANCOUVER INVESTMENT MANAGEMENT, LLC | $302,927 | $157,825,101 | — | $157,825,101 |
| 87 | BEAR MOUNTAIN CAPITAL INC. | $296,691 | $280,381,835 | $881,603 | $281,263,438 |
| 88 | CONSILIO WEALTH ADVISORS, LLC | $295,958 | $240,613,799 | — | $240,613,799 |
| 89 | FINANCIAL PLAN, INC. | $291,824 | $935,880,675 | — | $935,880,675 |
| 90 | JOHN T. MCCARTHY, LLC | $286,497 | — | $136,659,000 | $136,659,000 |
| 91 | WAYFINDING FINANCIAL, LLC | $267,073 | $260,948,676 | $515,930 | $261,464,606 |
| 92 | COLUMBIA RIVER FINANCIAL GROUP | $262,521 | $123,857,622 | $6,615,115 | $130,472,737 |
| 93 | BYRNE & COMPANY WEALTH MANAGEMENT, LLC | $262,281 | $98,782,144 | $7,441,537 | $106,223,681 |
| 94 | MOULTON WEALTH MANAGEMENT, INC | $260,456 | $147,157,917 | — | $147,157,917 |
| 95 | LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | $257,428 | $662,188,226 | $22,054,445 | $684,242,671 |
| 96 | PREVAIL WEALTH MANAGEMENT | $249,497 | $127,393,313 | $848,100 | $128,241,413 |
| 97 | MCILRATH & ECK, LLC | $249,373 | $645,376,243 | — | $645,376,243 |
| 98 | QUANTUM FINANCIAL PLANNING SERVICES, INC. | $226,168 | $429,164,546 | $28,146,176 | $457,310,722 |
| 99 | NORTHERN CAPITAL MANAGEMENT, INC. | $223,965 | $387,950,295 | $405,763 | $388,356,058 |
| 100 | OLIVER CAPITAL MANAGEMENT | $217,643 | $37,080,875 | $297,653,396 | $334,734,271 |
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.
