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 |
|---|---|---|---|---|---|
| 251 | MISSION TRAILS FINANCIAL | $381,715 | $108,887,870 | $11,733,957 | $120,621,827 |
| 252 | MISSION WEALTH MANAGEMENT, LP | $730,558 | $3,956,379,545 | $858,730,067 | $4,815,109,612 |
| 253 | MONARCH WEALTH STRATEGIES | $475,064 | $228,615,961 | $16,992,210 | $245,608,171 |
| 254 | MONOGRAPH WEALTH ADVISORS, LLC | $2,331,580 | $1,896,187,246 | $78,660,746 | $1,974,847,992 |
| 255 | MONTEREY PRIVATE WEALTH, INC. | $474,464 | $823,177,163 | $35,128,609 | $858,305,772 |
| 256 | MORLING FINANCIAL ADVISORS, LLC | $536,269 | $501,411,899 | — | $501,411,899 |
| 257 | MORTON WEALTH | $715,087 | $2,375,243,103 | $41,036,045 | $2,416,279,148 |
| 258 | MOZAIC, LLC | $42,700,799 | — | $3,202,559,896 | $3,202,559,896 |
| 259 | MRAZ, AMERINE & ASSOCIATES, INC. | $387,335 | $565,509,753 | — | $565,509,753 |
| 260 | NAPA WEALTH MANAGEMENT | $479,254 | $257,838,672 | — | $257,838,672 |
| 261 | NAVALIGN, LLC | $306,731 | $490,462,316 | — | $490,462,316 |
| 262 | NAVIGOE, LLC | $572,003 | $304,911,718 | $1,681,654 | $306,593,372 |
| 263 | NBS FINANCIAL SERVICES, INC. | $632,573 | $265,296,408 | $2,914,361 | $268,210,769 |
| 264 | NELSON CAPITAL MANAGEMENT, LLC | $1,116,007 | $597,780,223 | $28,299,587 | $626,079,810 |
| 265 | NERAD + DEPPE WEALTH MANAGEMENT | $197,562 | $115,555,932 | $1,993,614 | $117,549,546 |
| 266 | NEUMANN CAPITAL MANAGEMENT | $949,236 | $515,435,206 | — | $515,435,206 |
| 267 | NEW INSIGHT WEALTH ADVISORS | $237,941 | — | $190,590,418 | $190,590,418 |
| 268 | NORTH BERKELEY WEALTH MANAGEMENT, LLC | $463,973 | $555,284,496 | $20,970,266 | $576,254,762 |
| 269 | NWK GROUP | $1,257,111 | $512,901,108 | — | $512,901,108 |
| 270 | O'BOYLE WEALTH MANAGEMENT, INC. | $218,170 | $244,784,575 | $25,309,333 | $270,093,908 |
| 271 | OAK ROOT LLC | $7,539,130 | $856,000,000 | $11,000,000 | $867,000,000 |
| 272 | OAKMONT CORPORATION | $33,321,675 | $2,845,216,205 | $20,447,845 | $2,865,664,050 |
| 273 | OCCIDENTAL ASSET MANAGEMENT, LLC | $400,411 | $523,737,691 | — | $523,737,691 |
| 274 | OCEANIQ CAPITAL, LLC | $448,751 | $110,103,702 | $15,097,903 | $125,201,605 |
| 275 | ODER INVESTMENT MANAGEMENT, LLC | $568,728 | $280,227,742 | $17,216,952 | $297,444,694 |
| 276 | OHANA ADVISORS | $124,732,949 | $1,253,932,740 | $492,328,551 | $1,746,261,291 |
| 277 | ONE DEGREE ADVISORS, INC. | $229,687 | $289,669,210 | $3,411,753 | $293,080,963 |
| 278 | OPES WEALTH MANAGEMENT, LLC | $1,701,193 | $508,656,733 | — | $508,656,733 |
| 279 | OPTIMIZE FINANCIAL INC. | $223,014 | $100,579,312 | — | $100,579,312 |
| 280 | ORIN GREEN FINANCIAL, LLC | $511,369 | $408,489,448 | $3,162,608 | $411,652,056 |
| 281 | ORION CAPITAL MANAGEMENT LLC | $636,132 | $192,415,335 | $332,732 | $192,748,067 |
| 282 | OSBORNE PARTNERS | $1,322,673 | $1,780,235,788 | $463,017,988 | $2,243,253,776 |
| 283 | OSHER VAN DE VOORDE INVESTMENT MANAGEMENT | $1,384,699 | $548,340,619 | — | $548,340,619 |
| 284 | PACIFIC CAPITAL | $874,508 | $386,532,536 | — | $386,532,536 |
| 285 | PACIFIC FINANCIAL STRATEGIES, INC | $183,881 | $145,265,781 | — | $145,265,781 |
| 286 | PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | $848,320 | $717,678,502 | — | $717,678,502 |
| 287 | PACIFICA WEALTH ADVISORS, INC. | $886,294 | $173,364,880 | $11,870,498 | $185,235,378 |
| 288 | PAINTED PORCH ADVISORS LLC | $508,103 | $147,349,880 | — | $147,349,880 |
| 289 | PALO ALTO WEALTH ADVISORS, LLC | $1,177,420 | $421,005,174 | $160,640,478 | $581,645,652 |
| 290 | PAN GLOBAL ADVISERS, LLC | $807,667 | $129,327,664 | $82,281,213 | $211,608,877 |
| 291 | PARAGON FINANCIAL PARTNERS | $550,846 | $170,883,374 | $92,971,645 | $263,855,019 |
| 292 | PARALLEL ADVISORS, LLC | $531,351 | $5,440,390,425 | $2,766,088 | $5,443,156,513 |
| 293 | PARIAX PRIVATE WEALTH MANAGEMENT | $1,277,381 | $130,311,000 | $3,814,000 | $134,125,000 |
| 294 | PARK, MILLER, LLC | $1,309,836 | $256,727,331 | $453 | $256,727,784 |
| 295 | PARKSHORE WEALTH MANAGEMENT | $258,116 | $360,242,697 | $13,767,822 | $374,010,519 |
| 296 | PARKSIDE ADVISORS LLC | $736,675 | $587,130,325 | — | $587,130,325 |
| 297 | PARKWORTH WEALTH MANAGEMENT, INC. | $384,501 | $134,190,713 | — | $134,190,713 |
| 298 | PATHWAYS ADVISORY GROUP, INC. | $280,494 | — | $246,273,482 | $246,273,482 |
| 299 | PENINSULA WEALTH, LLC | $798,289 | $558,003,681 | — | $558,003,681 |
| 300 | PERSONAL FINANCIAL MANAGEMENT | $1,467,548 | $392,268,421 | $169,802,486 | $562,070,907 |
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.
