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 |
|---|---|---|---|---|---|
| 101 | SAGE STONE WEALTH MANAGEMENT LLC | $539,815 | $173,066,167 | $5,612,517 | $178,678,684 |
| 102 | SAGE RHINO CAPITAL LLC | $573,996 | $746,769,280 | — | $746,769,280 |
| 103 | RVW WEALTH LLC | $498,940 | $936,252,766 | $24,705,072 | $960,957,838 |
| 104 | RS CRUM INC. | $670,031 | $603,491,386 | $13,607,245 | $617,098,631 |
| 105 | RPG INVESTMENT ADVISORY, LLC | $880,169 | $716,457,779 | — | $716,457,779 |
| 106 | RPA WEALTH MANAGEMENT | $205,704 | $161,466,590 | $26,547,082 | $188,013,672 |
| 107 | ROWLING & ASSOCIATES LLC | $519,419 | $583,078,452 | $32,433,227 | $615,511,679 |
| 108 | ROSENBLUM SILVERMAN SUTTON SF INC | $3,047,113 | $521,056,271 | — | $521,056,271 |
| 109 | ROOF EIDAM MAYCOCK PERALTA LLC | $694,424 | $687,940,110 | $17,594,331 | $705,534,441 |
| 110 | RINA WEALTH MANAGEMENT SERVICES LLC | $455,579 | $132,352,103 | $73,569,601 | $205,921,704 |
| 111 | RIDGECREST WEALTH PARTNERS, LLC | $1,077,701 | $244,494,904 | $346,085,364 | $590,580,268 |
| 112 | RHS FINANCIAL, LLC | $312,523 | $177,718,079 | $7,608,090 | $185,326,169 |
| 113 | RETIREMENT CAPITAL STRATEGIES, INC. | $445,781 | $295,998,391 | — | $295,998,391 |
| 114 | RESOLUTE PARTNERS GROUP | $25,007,541 | $4,053,221,990 | $173,052,374 | $4,226,274,364 |
| 115 | REGIS MANAGEMENT COMPANY, LLC | $92,566,740 | $4,443,203,516 | — | $4,443,203,516 |
| 116 | REGENCY INVESTMENT ADVISORS INC | $493,559 | $769,931,305 | $7,423,989 | $777,355,294 |
| 117 | REGATTA CAPITAL GROUP, LLC | $315,653 | $753,580,531 | $153,289,381 | $906,869,912 |
| 118 | REGAL WEALTH GROUP INC. | $391,972 | $233,615,485 | — | $233,615,485 |
| 119 | REDWOOD COAST FINANCIAL PARTNERS | $343,822 | — | $143,030,000 | $143,030,000 |
| 120 | REBALANCE LLC | $909,291 | $1,462,139,862 | — | $1,462,139,862 |
| 121 | RAUB BROCK CAPITAL MANAGEMENT, LP | $527,422 | $792,856,970 | $2,619,035,801 | $3,411,892,771 |
| 122 | QUANTUM FINANCIAL ADVISORS, LLC | $694,802 | $887,262,307 | — | $887,262,307 |
| 123 | PURE FINANCIAL ADVISORS, LLC | $1,176,623 | $4,040,035,677 | $44,024,431 | $4,084,060,108 |
| 124 | PRUDENT INVESTORS NETWORK, INC. | $604,474 | $244,811,821 | — | $244,811,821 |
| 125 | PROVIDENCE FINANCIAL AND INSURANCES, INC. | $104,895 | $119,265,165 | — | $119,265,165 |
| 126 | PROTECTION POINT ADVISORS | $415,406 | $453,245,845 | $18,655,536 | $471,901,381 |
| 127 | PROSPERITY WEALTH PLANNING LLC | $250,119 | $117,305,710 | — | $117,305,710 |
| 128 | PROSPERITY ROAD, LLC | $1,105,162 | $146,542,717 | $3,759,336 | $150,302,053 |
| 129 | PRIVATE WEALTH PARTNERS, LLC | $7,038,427 | $1,580,283,355 | $10,401,056 | $1,590,684,411 |
| 130 | PRIVATE WEALTH ADVISORS | $851,759 | $353,480,056 | — | $353,480,056 |
| 131 | PRIVATE FINANCIAL COUNSELING | $536,886 | $238,914,220 | — | $238,914,220 |
| 132 | PRIVATE CAPITAL MANAGEMENT, INC. | $702,066 | $198,650,687 | $19,691,869 | $218,342,556 |
| 133 | PRIVATE ASSET MANAGEMENT INC | $735,821 | $1,003,660,304 | — | $1,003,660,304 |
| 134 | PRISM ADVISORS, INC. | $624,161 | $409,261,174 | $8,926,906 | $418,188,080 |
| 135 | PRING TURNER CAPITAL GROUP | $563,213 | $183,179,163 | $428,201 | $183,607,364 |
| 136 | PRESIDIO CAPITAL MANAGEMENT, LLC | $364,056 | $228,575,586 | $51,308 | $228,626,894 |
| 137 | PREMIER FINANCIAL GROUP INC | $666,058 | $676,979,108 | $80,329,289 | $757,308,397 |
| 138 | PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC | $290,067 | $384,048,054 | — | $384,048,054 |
| 139 | PORTOLA PARTNERS | $3,240,901 | $96,082,225 | $5,475,026,612 | $5,571,108,837 |
| 140 | PORTFOLIO ADVISORS, INC. | $287,062 | — | $236,251,628 | $236,251,628 |
| 141 | POLARIS WEALTH ADVISORY GROUP | $466,008 | $1,874,699,405 | $87,659,240 | $1,962,358,645 |
| 142 | PLATT WEALTH MANAGEMENT | $637,583 | $262,218,640 | $1,740,848 | $263,959,488 |
| 143 | PLANNED SOLUTIONS, INC. | $227,311 | $422,549,209 | $477,398 | $423,026,607 |
| 144 | PLAN FINANCIAL | $246,603 | $182,124,123 | $3,814,339 | $185,938,462 |
| 145 | PERSONAL FINANCIAL MANAGEMENT | $1,467,548 | $392,268,421 | $169,802,486 | $562,070,907 |
| 146 | PENINSULA WEALTH, LLC | $798,289 | $558,003,681 | — | $558,003,681 |
| 147 | PATHWAYS ADVISORY GROUP, INC. | $280,494 | — | $246,273,482 | $246,273,482 |
| 148 | PARKWORTH WEALTH MANAGEMENT, INC. | $384,501 | $134,190,713 | — | $134,190,713 |
| 149 | PARKSIDE ADVISORS LLC | $736,675 | $587,130,325 | — | $587,130,325 |
| 150 | PARKSHORE WEALTH MANAGEMENT | $258,116 | $360,242,697 | $13,767,822 | $374,010,519 |
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.
