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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
701Brio Consultants, LLC$763,900$472,853,885$472,853,885
702Peninsula Wealth, LLC$681,167$472,729,806$472,729,806
703Woodward Financial Advisors, Inc.$596,112$470,928,308$470,928,308
704Concentric Wealth Management LLC$557,675$470,677,717$470,677,717
705Bond & Devick Financial Network, Inc.$437,720$470,325,310$4,601,125$474,926,435
706Creekside Partners Financial Advisers LLC$1,822,387$470,175,798$470,175,798
707Windrose Advisors LLC$23,039,521$469,547,106$1,719,207,344$2,188,754,450
708Timber Creek Capital Management, LLC$10,919,116$469,522,000$469,522,000
709Sattell, Johnson, Appel Financial Advisory, LLC$398,055$468,421,439$487,601$468,909,040
710North Berkeley Wealth Management, LLC$353,591$468,207,726$17,272,319$485,480,045
711Pennsylvania Capital Management Inc.$658,554$467,873,398$162,362,749$630,236,147
712Brown | Miller Wealth Management, LLC$260,978$466,970,015$27,584,104$494,554,119
713Mission Creek Capital Partners, Inc.$500,961$466,394,226$466,394,226
714Ulland Investment Advisors, LLC$996,404$466,057,219$2,252,500$468,309,719
715Family Wms, LLC$1,140,335$465,262,643$223,499,926$688,762,569
716Schnieders Capital Management, LLC.$1,112,312$463,920,886$561,630,907$1,025,551,793
717Teamwork Financial Advisors, LLC$184,461$463,920,002$463,920,002
718Trunorth Wealth Partners, LLC$505,329$463,355,860$14,180,426$477,536,286
719Financial Insights Inc$644,138$461,846,811$461,846,811
720Jack Moller & Associates, Inc.$498,937$460,585,514$1,929,121$462,514,635
721White Oaks Wealth Advisors, Inc.$1,826,530$460,285,619$460,285,619
722Paradigm Financial Advisors LLC$414,589$459,837,777$88,248,398$548,086,175
723Black Coral Financial Advisors, LLC$364,187$458,091,000$134,805,000$592,896,000
724Northern Financial Advisors, Inc.$245,115$456,116,036$17,936,938$474,052,974
725Marotta Asset Management, Inc.$311,336$456,038,756$14,701,091$470,739,847
726Premier Financial Group Inc$542,407$455,043,361$141,604,208$596,647,569
727Meritas Wealth Management, LLC$528,559$454,560,698$454,560,698
728Next Generation Wealth Management, Inc.$475,979$452,478,631$6,841,034$459,319,665
729The Jentner Corporation$531,608$452,398,583$452,398,583
730The Relaxing Retirement Coach, Inc.$1,586,742$452,221,521$452,221,521
731Hopwood Financial Services, Inc.$600,880$451,861,899$451,861,899
732Rhame & Gorrell Wealth Management, LLC$431,518$451,368,034$451,368,034
733IAM Advisory LLC$203,903$451,237,484$451,237,484
734Wealthbridge Capital Management, LLC$314,369$450,804,873$450,804,873
735Lauterbach Financial Advisors, LLC$492,014$450,573,553$1,094,871$451,668,424
736Keudell Morrison Wealth Management, LLC$336,873$450,559,746$108,649,211$559,208,957
737Paragon Wealth Strategies, LLC.$370,009$450,141,526$17,550,345$467,691,871
738Wealth Dimensions Family Office, Inc$5,049,616$449,415,796$449,415,796
739Osher Van De Voorde Investment Management$1,317,025$449,105,573$449,105,573
740The Mosaic Financial Group, LLC$1,746,231$447,926,677$535,201,375$983,128,052
741John E. Sestina And Company$146,282$447,768,194$447,768,194
742Horst & Graben Wealth Management, LLC$243,930$446,877,628$96,355,112$543,232,740
743Grand Wealth Management, LLC$799,196$446,815,317$40,694,399$487,509,716
744Rock Point Advisors, LLC$785,035$446,684,895$446,684,895
745PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION$999,272$446,674,442$446,674,442
746Vantage Wealth Management, LLC$348,024$446,000,000$12,000,000$458,000,000
747Shikiar Asset Management Inc$2,229,730$446,000,000$49,000,000$495,000,000
748Weber Asset Management, Inc.$687,213$445,314,132$445,314,132
749Ogorek Wealth Management, LLC$2,354,808$445,058,704$445,058,704
750Knightsbridge Asset Management LLC$597,212$443,878,610$2,836,306$446,714,916
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Showing 701 to 750 of 2,412 entries

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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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.