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
1SOUTH BAY FINANCIAL PARTNERS$652,364$156,567,337$156,567,337
2PORTOLA PARTNERS$3,062,630$4,468,377,318$4,468,377,318
3ALTAMONT WEALTH MANAGEMENT, INC.$2,018,636$159,472,253$159,472,253
4GLOBAL FINANCIAL ADVISORY SERVICES, INC.$296,140$110,164,052$110,164,052
5ANODOS ADVISORS, LLC$3,476,768$719,691,000$719,691,000
6PATHWAYS ADVISORY GROUP, INC.$222,860$192,773,890$192,773,890
7PORTFOLIO ADVISORS, INC.$255,730$190,518,544$190,518,544
8MOZAIC, LLC$49,653,303$3,326,771,303$3,326,771,303
9BERKSON ASSET MANAGEMENT, INC.$1,166,619$26,069,136$161,756,602$187,825,738
10MATRIX PLANNING INC$1,097,101$75,580,038$51,683,728$127,263,766
11STEPHENSON AND COMPANY, INC.$408,567$80,326,938$65,122,908$145,449,846
12GW FINANCIAL$393,915$82,013,649$26,312,889$108,326,538
13UP CAPITAL MANAGEMENT, INC.$575,083$84,556,877$91,993,708$176,550,585
14DEDICATED CAPITAL ADVISORS, LLC$1,114,698$86,333,840$13,989,022$100,322,862
15OCEANIQ CAPITAL, LLC$719,593$96,027,346$11,911,545$107,938,891
16CANNON BEACH FINANCIAL ADVISORS$213,632$96,120,720$46,371,706$142,492,426
17ECHO45 ADVISORS LLC$345,705$98,234,053$4,094,747$102,328,800
18EIGER WEALTH MANAGEMENT, LLC$600,277$99,948,885$56,123,189$156,072,074
19CEDARSTONE ADVISORS$728,652$101,244,711$766,517$102,011,228
20DOUBLE BAY MANAGEMENT & PLANNING$553,108$103,431,146$103,431,146
21BOURKE WEALTH MANAGEMENT$410,876$103,965,028$808,458$104,773,486
22JOHNSON LYMAN WEALTH ADVISORS$2,232,328$104,577,121$4,806,942$109,384,063
23ADVANTAGE CAPITAL ADVISORS, LLC$278,903$107,377,534$107,377,534
24ACCRETIVE WEALTH MANAGEMENT, LLC$632,653$109,000,000$15,000,000$124,000,000
25HAYDEL, BIEL & ASSOCIATES$113,802$109,381,760$323,023$109,704,783
26NIA IMPACT CAPITAL$1,166,814$109,556,001$10,625,839$120,181,840
27AXIOM ADVISORY, LLC$238,636$110,011,213$110,011,213
28ASPIRE PLANNING ASSOCIATES, INC.$290,372$110,922,151$110,922,151
29HILLEGAS ADVISORY SERVICES, INC.$379,495$110,938,945$14,294,535$125,233,480
30CAPITAL MANAGEMENT ADVISOR GROUP, LLC$542,351$111,181,917$111,181,917
31GASBER FINANCIAL ADVISORS, INC$778,653$112,009,626$5,566,967$117,576,593
32WILLOW GROVE ADVISORS, LLC$356,822$114,178,257$4,773$114,183,030
33TEMPUS WEALTH PLANNING, LLC$216,674$114,350,946$40,787,760$155,138,706
34KACHKOVSKY & FISHER, INC.$146,387$114,598,670$8,219,633$122,818,303
35CLUTINGER WILLIAMS & VERHOYE INC$409,609$115,139,284$8,972,306$124,111,590
36MILLENNIUM INVESTMENT SERVICES$516,857$115,974,931$2,902,243$118,877,174
37YODER WEALTH MANAGEMENT$408,208$116,339,261$116,339,261
38ALAMAR CAPITAL MANAGEMENT, LLC$761,332$116,483,726$116,483,726
39BLUE SUMMIT WEALTH MANAGEMENT$243,045$116,904,690$116,904,690
40CANTER WEALTH$815,166$117,383,901$117,383,901
41ORION CAPITAL MANAGEMENT LLC$529,101$117,949,045$40,574$117,989,619
42INTEGRAL WEALTH MANAGEMENT$358,016$117,979,476$43,127,676$161,107,152
43PACIFICA WEALTH ADVISORS, INC.$2,684,711$119,207,761$12,343,091$131,550,852
44ALIGN IMPACT, LLC$8,520,408$119,285,708$119,285,708
45CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC$260,683$119,653,268$119,653,268
46CHRONICLE ADVISORS LLC$1,781,443$121,138,114$121,138,114
47RHS FINANCIAL, LLC$277,729$121,743,037$6,012,502$127,755,539
48TRIAD INVESTMENT MANAGEMENT, LLC$1,561,175$121,771,663$121,771,663
49WALKER FINANCIAL ADVISORS INC$465,963$122,495,856$24,748,520$147,244,376
50PRIVATE CAPITAL MANAGEMENT, INC.$558,713$123,333,000$26,402,000$149,735,000
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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 Sabrina Straub.

*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.