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 |
|---|---|---|---|---|---|
| 1051 | OPTIMUM INVESTMENT ADVISORS, LLC | $608,750 | $290,629,582 | $64,271,581 | $354,901,163 |
| 1052 | OPTIMIZE FINANCIAL INC. | $223,014 | $100,579,312 | — | $100,579,312 |
| 1053 | OPTIMAL PORTFOLIO, LLC | $562,844 | $114,257,362 | — | $114,257,362 |
| 1054 | OPTIMA CAPITAL LLC | $185,860 | $127,747,000 | $2,541,000 | $130,288,000 |
| 1055 | OPTIMA ASSET MANAGEMENT INC | $2,555,546 | — | $669,553,144 | $669,553,144 |
| 1056 | OPES WEALTH MANAGEMENT, LLC | $1,701,193 | $508,656,733 | — | $508,656,733 |
| 1057 | OPEROSE ADVISORS LLC | $1,158,098 | $381,834,690 | $148,574,159 | $530,408,849 |
| 1058 | OPEN WINDOW FINANCIAL SOLUTIONS, LTD. | $669,470 | $186,112,658 | — | $186,112,658 |
| 1059 | ONYX FINANCIAL ADVISORS, LLC | $358,248 | $326,363,848 | — | $326,363,848 |
| 1060 | ONEASCENT WEALTH MANAGEMENT | $217,739 | $380,741,218 | $3,786,529 | $384,527,747 |
| 1061 | ONE DEGREE ADVISORS, INC. | $229,687 | $289,669,210 | $3,411,753 | $293,080,963 |
| 1062 | ONE DAY IN JULY LLC | $312,980 | $549,991,618 | $19,944,692 | $569,936,310 |
| 1063 | OMICRON ADVISORS, LLC | $746,521 | $111,231,558 | — | $111,231,558 |
| 1064 | OMEGA WEALTH MANAGEMENT LLC | $351,938 | $58,459,151 | $140,385,642 | $198,844,793 |
| 1065 | OLIVER WEALTH MANAGEMENT | $229,506 | $292,390,829 | — | $292,390,829 |
| 1066 | OLIVER CAPITAL MANAGEMENT | $217,643 | $37,080,875 | $297,653,396 | $334,734,271 |
| 1067 | OLISTICO WEALTH, LLC | $843,516 | $155,619,107 | $8,866,428 | $164,485,535 |
| 1068 | OLIO FINANCIAL PLANNING | $271,389 | $279,052,766 | $18,389,420 | $297,442,186 |
| 1069 | OLDFATHER FINANCIAL SERVICES LLC | $333,280 | $323,563,000 | $11,049,711 | $334,612,711 |
| 1070 | OLD PEAK FINANCE | $881,990 | $440,112,765 | — | $440,112,765 |
| 1071 | OLD MISSION INVESTMENT COMPANY, LLC | $349,682 | $426,323,116 | $155,198,064 | $581,521,180 |
| 1072 | OHANA ADVISORS | $124,732,949 | $1,253,932,740 | $492,328,551 | $1,746,261,291 |
| 1073 | OGOREK WEALTH MANAGEMENT, LLC | $2,707,953 | $487,431,467 | — | $487,431,467 |
| 1074 | OFM WEALTH | $387,061 | $299,666,467 | $14,240,053 | $313,906,520 |
| 1075 | ODER INVESTMENT MANAGEMENT, LLC | $568,728 | $280,227,742 | $17,216,952 | $297,444,694 |
| 1076 | OCEANIQ CAPITAL, LLC | $448,751 | $110,103,702 | $15,097,903 | $125,201,605 |
| 1077 | OCCIDENTAL ASSET MANAGEMENT, LLC | $400,411 | $523,737,691 | — | $523,737,691 |
| 1078 | OBRIEN GREENE & CO INC | $1,257,282 | $341,641,204 | $53,145,470 | $394,786,674 |
| 1079 | OBJECTIVITY SQUARED WEALTH MANAGEMENT | $985,030 | $329,000,000 | — | $329,000,000 |
| 1080 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | $1,112,599 | $2,447,718,712 | — | $2,447,718,712 |
| 1081 | OARSMAN CAPITAL, INC | $331,947 | $468,039,499 | $1,001,510 | $469,041,009 |
| 1082 | OARS CAPITAL | $524,394 | $372,319,599 | — | $372,319,599 |
| 1083 | OAKMONT CORPORATION | $33,321,675 | $2,845,216,205 | $20,447,845 | $2,865,664,050 |
| 1084 | OAKMONT CAPITAL MANAGEMENT, LLC | $616,361 | $361,295,526 | $112,070,037 | $473,365,563 |
| 1085 | OAKBRIDGE PARTNERS, LTD. | $626,700 | $1,195,966,939 | $13,564,864 | $1,209,531,803 |
| 1086 | OAK WEALTH ADVISORS LLC | $2,552,563 | $204,205,000 | — | $204,205,000 |
| 1087 | OAK ROOT LLC | $7,539,130 | $856,000,000 | $11,000,000 | $867,000,000 |
| 1088 | OAK HARBOR WEALTH PARTNERS, LLC | $449,394 | $304,892,114 | $242,919,657 | $547,811,771 |
| 1089 | OAK FAMILY ADVISORS, LLC | $660,063 | $345,200,000 | $74,600,000 | $419,800,000 |
| 1090 | OAK ADVISORS, LLC | $506,592 | $206,401,845 | $1,300,988 | $207,702,833 |
| 1091 | O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC | $318,886 | $112,384,386 | $182,521 | $112,566,907 |
| 1092 | O'BRIEN WEALTH PARTNERS LLC | $506,775 | $948,175,951 | — | $948,175,951 |
| 1093 | O'BOYLE WEALTH MANAGEMENT, INC. | $218,170 | $244,784,575 | $25,309,333 | $270,093,908 |
| 1094 | NWK GROUP | $1,257,111 | $512,901,108 | — | $512,901,108 |
| 1095 | NVEST WEALTH STRATEGIES, INC. | $330,876 | $151,101,819 | $1,762,867 | $152,864,686 |
| 1096 | NPF INVESTMENT ADVISORS | $1,071,388 | $2,310,983,746 | — | $2,310,983,746 |
| 1097 | NOVI WEALTH PARTNERS | $514,769 | $337,287,654 | $10,181,279 | $347,468,933 |
| 1098 | NOVARE CAPITAL MANAGEMENT | $2,149,113 | $1,406,619,494 | $3,198,802 | $1,409,818,296 |
| 1099 | NOVAPOINT CAPITAL LLC | $514,402 | $348,767,000 | $3,084,000 | $351,851,000 |
| 1100 | NOVA R WEALTH, INC. | $436,788 | $406,037,157 | $14,153,250 | $420,190,407 |
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.
