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 |
|---|---|---|---|---|---|
| 1 | ZRC WEALTH MANAGEMENT, LLC | $479,419 | $282,861,747 | $1,433,434 | $284,295,181 |
| 2 | YOUNG WEALTH MANAGEMENT | $1,114,507 | $117,023,216 | — | $117,023,216 |
| 3 | YODER WEALTH MANAGEMENT | $640,073 | $207,383,534 | — | $207,383,534 |
| 4 | WWM FINANCIAL | $218,767 | $323,654,696 | $17,621,641 | $341,276,337 |
| 5 | WP ADVISORS, LLC | $461,401 | $380,979,058 | $7,059,411 | $388,038,469 |
| 6 | WORTHPOINTE | $560,622 | $816,613,579 | $212,427 | $816,826,006 |
| 7 | WOODWARD DIVERSIFIED CAPITAL, LLC | $385,955 | $390,586,460 | — | $390,586,460 |
| 8 | WOMACK WEALTH MANAGEMENT, INC. | $566,466 | $270,331,033 | $4,971,321 | $275,302,354 |
| 9 | WITTLIN ADVISORY | $34,984,971 | $140,567,755 | $244,266,922 | $384,834,677 |
| 10 | WIMMER ASSOCIATES LLC | $2,846,296 | $374,071,000 | $30,103,000 | $404,174,000 |
| 11 | WILSEY ASSET MANAGEMENT INCORPORATED | $348,077 | $479,650,469 | — | $479,650,469 |
| 12 | WILLOW GROVE ADVISORS, LLC | $443,904 | $185,103,991 | $4,104 | $185,108,095 |
| 13 | WILLOW CREEK WEALTH MANAGEMENT, INC. | $665,114 | $1,571,613,381 | $87,845,748 | $1,659,459,129 |
| 14 | WILLIAM ALLAN, LLC | $286,272 | $170,618,269 | — | $170,618,269 |
| 15 | WESTSIDE INVESTMENT MANAGEMENT, LLC | $875,563 | $716,210,706 | — | $716,210,706 |
| 16 | WESTSHORE WEALTH | $635,658 | $352,173,547 | $38,756,212 | $390,929,759 |
| 17 | WESTMOUNT ASSET MANAGEMENT, LLC | $921,586 | $3,455,536,547 | $381,948,894 | $3,837,485,441 |
| 18 | WESTHILL FINANCIAL ADVISORS, INC. | $537,549 | $549,509,609 | $12,228,701 | $561,738,310 |
| 19 | WESTERN FINANCIAL CORPORATION | $701,001 | $254,463,487 | — | $254,463,487 |
| 20 | WESTEND CAPITAL MANAGEMENT, LLC. | $731,055 | $194,460,663 | — | $194,460,663 |
| 21 | WEST COAST FINANCIAL, LLC | $906,939 | $1,640,652,188 | — | $1,640,652,188 |
| 22 | WESCAP GROUP | $770,886 | $752,300,000 | $161,200,000 | $913,500,000 |
| 23 | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | $532,333 | $780,400,000 | — | $780,400,000 |
| 24 | WEINBERGER ASSET MANAGEMENT, INC | $611,831 | $214,752,613 | — | $214,752,613 |
| 25 | WEATHERLY ASSET MANAGEMENT | $933,272 | $1,209,259,179 | $9,593,596 | $1,218,852,775 |
| 26 | WEALTHVALUES, LLC | $2,350,591 | $420,755,858 | — | $420,755,858 |
| 27 | WEALTHTECH PARTNERS LLC | $187,489 | $95,104,713 | $12,326,335 | $107,431,048 |
| 28 | WEALTHSPIRE ADVISORS | $774,879 | $2,820,515,552 | $11,668,857 | $2,832,184,409 |
| 29 | WEALTH TEAMS ALLIANCE | $270,295 | $246,779,538 | — | $246,779,538 |
| 30 | WEALTH MANAGEMENT SOLUTIONS, LLC | $280,097 | $107,082,222 | $8,037,440 | $115,119,662 |
| 31 | WEALTH ARCHITECTS, LLC | $699,870 | $1,525,413,579 | $126,979,111 | $1,652,392,690 |
| 32 | WEALTH ANALYTICS PARTNERS, LLC | $619,426 | $250,248,174 | — | $250,248,174 |
| 33 | WAYPOINT WEALTH PARTNERS | $1,185,670 | $896,366,542 | — | $896,366,542 |
| 34 | WAVERLEY WEALTH MANAGEMENT LLC | $364,885 | $117,151,044 | $2,531,323 | $119,682,367 |
| 35 | WARD & ASSOCIATES | $4,328,852 | $221,290,000 | $12,468,000 | $233,758,000 |
| 36 | WALKER FINANCIAL ADVISORS INC | $1,201,055 | $171,284,252 | $25,688,789 | $196,973,041 |
| 37 | WADE FINANCIAL ADVISORY, INC. | $2,167,310 | $527,627,736 | $131,234,542 | $658,862,278 |
| 38 | WACKER WEALTH PARTNERS, LLC | $1,790,307 | $1,194,963,895 | $8,122,309 | $1,203,086,204 |
| 39 | VON BERGE WEALTH MANAGEMENT GROUP, LLC | $374,830 | $290,177,343 | $30,302,197 | $320,479,540 |
| 40 | VISTA ADVISOR GROUP, LLC | $361,867 | $168,201,869 | $2,961,236 | $171,163,105 |
| 41 | VILLAGE WEALTH ADVISORS | $444,825 | $126,330,421 | — | $126,330,421 |
| 42 | VIENNA ASSET MANAGEMENT LLC | $1,988,386 | $169,012,832 | — | $169,012,832 |
| 43 | VICTUS CAPITAL WEALTH | $416,997 | $218,873,753 | $2,134,442 | $221,008,195 |
| 44 | VERITY WEALTH ADVISORS, LLC | $1,402,314 | $201,933,158 | — | $201,933,158 |
| 45 | VERIS WEALTH PARTNERS, LLC | $1,012,402 | $1,953,273,906 | $169,734,098 | $2,123,008,004 |
| 46 | VERIPAX WEALTH MANAGEMENT, INC. | $227,907 | $220,718,552 | $579,443 | $221,297,995 |
| 47 | VANTAGE WEALTH MANAGEMENT, LLC | $354,578 | $488,608,000 | — | $488,608,000 |
| 48 | VANCE WEALTH | $452,632 | $417,723,660 | $88,318,692 | $506,042,352 |
| 49 | VAN STRUM & TOWNE INC | $1,552,842 | $359,015,322 | $44,723,495 | $403,738,817 |
| 50 | UP CAPITAL MANAGEMENT, INC. | $631,714 | $127,864,160 | $100,184,691 | $228,048,851 |
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.
