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 |
|---|---|---|---|---|---|
| 351 | CLIFFORD SWAN INVESTMENT COUNSELORS | $1,656,794 | $3,515,052,289 | $671,666,244 | $4,186,718,533 |
| 352 | CLELLAND & COMPANY INC | $1,663,002 | $250,465,788 | $142,002,572 | $392,468,360 |
| 353 | CLEARVIEW WEALTH MANAGEMENT | $220,987 | $117,758,000 | $2,680,000 | $120,438,000 |
| 354 | CLEARVIEW INVESTMENT PARTNERS, LLC | $302,136 | $114,509,721 | — | $114,509,721 |
| 355 | CLEARPATH CAPITAL PARTNERS LLC | $1,151,234 | $242,248,388 | $85,853,424 | $328,101,812 |
| 356 | CLAY NORTHAM WEALTH MANAGEMENT | $247,134 | $254,053,459 | — | $254,053,459 |
| 357 | CLARITY WEALTH MANAGEMENT, INC. | $440,525 | $118,315,336 | $9,436,822 | $127,752,158 |
| 358 | CLARITY CAPITAL ADVISORS, LLC | $1,047,556 | $191,731,943 | $28,254,887 | $219,986,830 |
| 359 | CITRINE CAPITAL | $358,119 | $192,310,021 | — | $192,310,021 |
| 360 | CHRISTOPHER WEIL & CO INC | $766,989 | $1,015,771,256 | $46,508,332 | $1,062,279,588 |
| 361 | CHEVIOT VALUE MANAGEMENT, LLC | $720,711 | $622,693,979 | — | $622,693,979 |
| 362 | CHEQUERS FINANCIAL MANAGEMENT LLC | $711,419 | $480,422,902 | $110,055,045 | $590,477,947 |
| 363 | CHECK CAPITAL MANAGEMENT INC | $765,622 | $1,516,221,789 | $89,287,050 | $1,605,508,839 |
| 364 | CERTIFIED PLANNERS, INC. | $293,928 | $185,468,350 | — | $185,468,350 |
| 365 | CERTIFIED PLANNERS, INC. | $293,928 | $185,468,350 | — | $185,468,350 |
| 366 | CERRO PACIFIC WEALTH ADVISORS, LLC | $544,294 | $346,715,581 | — | $346,715,581 |
| 367 | CERDA MUNOZ ADVISORS, INC | $200,548 | $30,764,126 | $123,056,506 | $153,820,632 |
| 368 | CEDARSTONE ADVISORS | $801,946 | $141,731,644 | $1,014,746 | $142,746,390 |
| 369 | CEDAR WEALTH MANAGEMENT | $1,579,330 | $308,860,741 | $37,012,620 | $345,873,361 |
| 370 | CAVU WEALTH ADVISORS | $1,760,231 | $114,415,000 | — | $114,415,000 |
| 371 | CASTLE WEALTH PLANNING | $1,828,636 | $181,752,293 | $24,883,523 | $206,635,816 |
| 372 | CASILIO LEITCH INVESTMENTS | $699,351 | $160,850,796 | — | $160,850,796 |
| 373 | CARTER FINANCIAL, LLC | $442,709 | $237,854,260 | $1,208,404 | $239,062,664 |
| 374 | CARMEL CAPITAL MANAGEMENT L.L.C. | $2,551,042 | $244,900,000 | — | $244,900,000 |
| 375 | CARLSBAD WEALTH ADVISORY GROUP, INC. | $338,359 | $244,295,531 | — | $244,295,531 |
| 376 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC | $321,098 | $154,292,540 | $3,687,496 | $157,980,036 |
| 377 | CAPITAL TRUST ADVISORS | $555,320 | $290,987,632 | — | $290,987,632 |
| 378 | CAPITAL MANAGEMENT ADVISOR GROUP, LLC | $772,150 | $165,240,000 | — | $165,240,000 |
| 379 | CAPITAL CS GROUP, LLC | $477,049 | $140,942,740 | $19,822,635 | $160,765,375 |
| 380 | CAPITAL ADVANTAGE, INC. | $386,094 | $981,065,395 | — | $981,065,395 |
| 381 | CANTER WEALTH | $1,016,190 | $206,286,473 | — | $206,286,473 |
| 382 | CANNON BEACH FINANCIAL ADVISORS | $340,720 | $153,852,060 | $75,112,030 | $228,964,090 |
| 383 | CAMELOTTA ADVISORS | $741,792 | $179,972,543 | $1,024,783 | $180,997,326 |
| 384 | CALIFORNIA FINANCIAL ADVISORS | $559,210 | $1,380,084,998 | $269,023,939 | $1,649,108,937 |
| 385 | C-J ADVISORY, INC. | $274,421 | $250,546,454 | — | $250,546,454 |
| 386 | BURTON ENRIGHT WELCH | $654,333 | $920,327,830 | $114,826,479 | $1,035,154,309 |
| 387 | BURLESON & COMPANY, LLC | $848,992 | $657,216,261 | $144,232,615 | $801,448,876 |
| 388 | BULMAN WEALTH GROUP | $216,834 | $108,200,000 | — | $108,200,000 |
| 389 | BULL OAK CAPITAL, LLC | $494,613 | $116,234,129 | — | $116,234,129 |
| 390 | BUCHER WEALTH ADVISORS | $588,528 | — | $115,351,474 | $115,351,474 |
| 391 | BROOKER WEALTH MANAGEMENT | $967,124 | $566,734,883 | — | $566,734,883 |
| 392 | BRIGHTPATH WEALTH PLANNING, LLC | $482,715 | $141,435,545 | — | $141,435,545 |
| 393 | BRICKLEY WEALTH MANAGEMENT | $1,427,039 | $724,935,685 | — | $724,935,685 |
| 394 | BRIAN D. LOWDER, INC. | $611,912 | $377,549,404 | — | $377,549,404 |
| 395 | BREEN WEALTH MANAGEMENT, LLC | $397,172 | $212,884,330 | — | $212,884,330 |
| 396 | BOURKE WEALTH MANAGEMENT | $516,562 | $118,950,870 | $1,407,966 | $120,358,836 |
| 397 | BOLTWOOD CAPITAL MANAGEMENT | $884,111 | $284,350,907 | $28,624,415 | $312,975,322 |
| 398 | BLUME CAPITAL MANAGEMENT, INC. | $715,060 | $580,628,386 | — | $580,628,386 |
| 399 | BLUEPRINT INVESTING LLC | $1,108,785 | $271,652,283 | — | $271,652,283 |
| 400 | BLUE ZONE WEALTH ADVISORS, LLC | $1,344,127 | $399,205,735 | — | $399,205,735 |
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.
