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 |
|---|---|---|---|---|---|
| 1901 | OLIVER CAPITAL MANAGEMENT | $217,643 | $37,080,875 | $297,653,396 | $334,734,271 |
| 1902 | OLIVER WEALTH MANAGEMENT | $229,506 | $292,390,829 | — | $292,390,829 |
| 1903 | OMEGA WEALTH MANAGEMENT LLC | $351,938 | $58,459,151 | $140,385,642 | $198,844,793 |
| 1904 | OMICRON ADVISORS, LLC | $746,521 | $111,231,558 | — | $111,231,558 |
| 1905 | ONE DAY IN JULY LLC | $312,980 | $549,991,618 | $19,944,692 | $569,936,310 |
| 1906 | ONE DEGREE ADVISORS, INC. | $229,687 | $289,669,210 | $3,411,753 | $293,080,963 |
| 1907 | ONEASCENT WEALTH MANAGEMENT | $217,739 | $380,741,218 | $3,786,529 | $384,527,747 |
| 1908 | ONYX FINANCIAL ADVISORS, LLC | $358,248 | $326,363,848 | — | $326,363,848 |
| 1909 | OPEN WINDOW FINANCIAL SOLUTIONS, LTD. | $669,470 | $186,112,658 | — | $186,112,658 |
| 1910 | OPEROSE ADVISORS LLC | $1,158,098 | $381,834,690 | $148,574,159 | $530,408,849 |
| 1911 | OPES WEALTH MANAGEMENT, LLC | $1,701,193 | $508,656,733 | — | $508,656,733 |
| 1912 | OPTIMA ASSET MANAGEMENT INC | $2,555,546 | — | $669,553,144 | $669,553,144 |
| 1913 | OPTIMA CAPITAL LLC | $185,860 | $127,747,000 | $2,541,000 | $130,288,000 |
| 1914 | OPTIMAL PORTFOLIO, LLC | $562,844 | $114,257,362 | — | $114,257,362 |
| 1915 | OPTIMIZE FINANCIAL INC. | $223,014 | $100,579,312 | — | $100,579,312 |
| 1916 | OPTIMUM INVESTMENT ADVISORS, LLC | $608,750 | $290,629,582 | $64,271,581 | $354,901,163 |
| 1917 | OPUS CAPITAL MANAGEMENT | $2,514,834 | $622,933,752 | $259,772,834 | $882,706,586 |
| 1918 | OPUS FINANCIAL SOLUTIONS LLC | $976,473 | $113,230,396 | $7,852,293 | $121,082,689 |
| 1919 | ORCA WEALTH MANAGEMENT, LLC | $380,265 | $155,031,030 | $2,398,487 | $157,429,517 |
| 1920 | OREGON PACIFIC WEALTH MANAGEMENT | $293,869 | $139,000,000 | — | $139,000,000 |
| 1921 | ORGEL WEALTH MANAGEMENT, LLC | $728,894 | $6,604,220,000 | $2,479,000 | $6,606,699,000 |
| 1922 | ORIN GREEN FINANCIAL, LLC | $511,369 | $408,489,448 | $3,162,608 | $411,652,056 |
| 1923 | ORION CAPITAL MANAGEMENT LLC | $636,132 | $192,415,335 | $332,732 | $192,748,067 |
| 1924 | OSBORNE PARTNERS | $1,322,673 | $1,780,235,788 | $463,017,988 | $2,243,253,776 |
| 1925 | OSHER VAN DE VOORDE INVESTMENT MANAGEMENT | $1,384,699 | $548,340,619 | — | $548,340,619 |
| 1926 | OSWEGO WEALTH ADVISORS INC. | $182,299 | $234,801,096 | — | $234,801,096 |
| 1927 | OTTO & ASSOCIATES, INC. | $386,807 | $219,706,127 | — | $219,706,127 |
| 1928 | OWEN LARUE FINANCIAL GROUP | $345,572 | $216,123,118 | $54,805,577 | $270,928,695 |
| 1929 | OXFORD FINANCIAL GROUP, LTD | $1,695,544 | $7,264,284,704 | $9,799,671,503 | $17,063,956,207 |
| 1930 | OXFORD FINANCIAL PARTNERS | $529,281 | $277,872,677 | — | $277,872,677 |
| 1931 | OXLER PRIVATE WEALTH | $1,749,696 | $455,214,306 | $3,205,956 | $458,420,262 |
| 1932 | PACES FERRY WEALTH ADVISORS, LLC | $616,977 | $276,646,696 | $69,477,449 | $346,124,145 |
| 1933 | PACIFIC CAPITAL | $874,508 | $386,532,536 | — | $386,532,536 |
| 1934 | PACIFIC FINANCIAL STRATEGIES, INC | $183,881 | $145,265,781 | — | $145,265,781 |
| 1935 | PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | $848,320 | $717,678,502 | — | $717,678,502 |
| 1936 | PACIFIC SAGE PARTNERS, LLC | $319,891 | $696,082,978 | — | $696,082,978 |
| 1937 | PACIFICA WEALTH ADVISORS, INC. | $886,294 | $173,364,880 | $11,870,498 | $185,235,378 |
| 1938 | PAINTED PORCH ADVISORS LLC | $508,103 | $147,349,880 | — | $147,349,880 |
| 1939 | PALADIN WEALTH PARTNERS | $852,370 | $202,782,298 | $4,343,524 | $207,125,822 |
| 1940 | PALADINI FINANCIAL ADVISORS, LLC | $307,417 | — | $162,008,884 | $162,008,884 |
| 1941 | PALISADE ASSET MANAGEMENT, LLC | $1,894,436 | $1,092,322,974 | $82,227,561 | $1,174,550,535 |
| 1942 | PALLADIUM REGISTERED INVESTMENT ADVISORS | $1,307,009 | $3,279,070,756 | $91,706,040 | $3,370,776,796 |
| 1943 | PALO ALTO WEALTH ADVISORS, LLC | $1,177,420 | $421,005,174 | $160,640,478 | $581,645,652 |
| 1944 | PAN GLOBAL ADVISERS, LLC | $807,667 | $129,327,664 | $82,281,213 | $211,608,877 |
| 1945 | PANORAMIC INVESTMENT ADVISORS | $294,556 | $191,461,660 | — | $191,461,660 |
| 1946 | PAOLINO, WILLIAM | $257,635 | $169,008,747 | — | $169,008,747 |
| 1947 | PARADIEM, LLC | $1,487,095 | $428,859,650 | $910,869 | $429,770,519 |
| 1948 | PARADIGM WEALTH MANAGEMENT, LLC | $535,345 | $259,180,000 | $28,300,000 | $287,480,000 |
| 1949 | PARAGON ADVISORS, INC. | $17,557,895 | $566,600,000 | $434,200,000 | $1,000,800,000 |
| 1950 | PARAGON CAPITAL MANAGEMENT | $2,030,020 | $1,275,790,722 | $147,253,562 | $1,423,044,284 |
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.
