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
51Garner Financial Management, Inc.$364,825$127,581,122$7,769,045$135,350,167
52Archvest Wealth Advisors, Inc.$586,073$128,350,000$128,350,000
53Cannon Beach Consultants Inc$305,516$128,552,301$68,505,479$197,057,780
54Millennium Investment Services$595,858$128,791,192$4,681,028$133,472,220
55Gasber Financial Advisors, Inc$949,504$129,429,056$6,349,962$135,779,018
56Carbahal Olsen Financial Services Group LLC$282,545$129,776,658$3,301,805$133,078,463
57Accretive Wealth Management, LLC$681,829$129,883,579$20,118,760$150,002,339
58Vista Advisor Group, LLC$372,356$130,777,445$5,504,916$136,282,361
59Topel & Distasi Wealth Management, LLC$252,241$131,670,000$131,670,000
60Advantage Capital Advisors, LLC$304,241$131,736,302$131,736,302
61Great Gable Advisors, LLC$414,523$132,647,399$132,647,399
62Blue Summit Financial Group, Inc.$257,983$132,861,287$132,861,287
63VINTAGE WEST CAPITAL MANAGEMENT$939,461$135,327,022$159,663,725$294,990,747
64CLEARVIEW INVESTMENT PARTNERS, LLC$234,048$137,272,097$2,220,659$139,492,756
65QUANTUM CAPITAL MANAGEMENT$777,170$137,829,319$15,273,256$153,102,575
66Willow Grove Advisors, LLC$381,441$138,459,220$3,693$138,462,913
67David S Reinders, Inc.$235,458$138,920,045$138,920,045
68Capital Management Advisor Group, LLC$675,265$139,104,491$139,104,491
69WORLDVIEW WEALTH ADVISORS$1,246,696$139,630,000$139,630,000
70McNaughton Wealth Management, LLC$194,147$139,681,293$2,045,863$141,727,156
71ALLSTREET CAPITAL LLC$1,076,923$140,000,000$140,000,000
72Integral Investment Advisors, Inc.$386,540$140,121,476$43,871,354$183,992,830
73Walker Financial Advisors, Inc. Dba California 457 Benefits$516,004$140,467,268$27,233,960$167,701,228
74RHS Financial, LLC$274,733$140,975,270$6,831,287$147,806,557
75Kaizen Financial Strategies, LLC$271,089$141,127,050$1,194,517$142,321,567
76Castle Wealth Planning LLC$1,185,551$142,266,112$142,266,112
77Fischer Investment Strategies, LLC$196,064$142,538,703$142,538,703
78Paragon Financial Partners, Inc.$516,528$143,340,514$85,481,488$228,822,002
79Private Capital Management, Inc.$572,108$143,548,946$17,785,517$161,334,463
80Manhattan West Asset Management, LLC$310,499$144,404,410$59,904,107$204,308,517
81Pacifica Wealth Advisors, Inc.$799,045$144,817,589$12,594,298$157,411,887
82Integrity Wealth Partners, LLC$348,255$144,874,134$144,874,134
83Dobson Asset Management - Northern California$411,300$146,279,700$3,022,339$149,302,039
84Yoder Wealth Management, Inc.$508,084$146,836,311$146,836,311
85Griffin Black, Inc.$281,548$147,531,179$147,531,179
86Kachkovsky & Fisher, Inc.$178,491$148,183,308$11,030,642$159,213,950
87Axiom Advisory, LLC$269,005$150,249,438$124,155$150,373,593
88Macroclimate LLC$3,068,341$150,348,700$150,348,700
89Orion Capital Management LLC$577,205$150,424,930$225,564$150,650,494
90Caerus Investment Advisors, LLC$621,974$151,230,384$70,192,522$221,422,906
91Tricord Advisors, Inc.$194,688$152,441,018$152,441,018
92Davis & Seiley Wealth Management, Inc.$252,580$152,812,000$15,406,184$168,218,184
93Grecu Capital Management, Inc.$578,839$153,882,818$15,138,248$169,021,066
94Camelot Technology Advisors, Inc.$569,096$153,972,696$252,383$154,225,079
95Robasciotti & Associates , Inc.$288,931$154,000,000$154,000,000
96WALPOLE FINANCIAL ADVISORS, LLC$350,201$154,438,694$154,438,694
97Sage Stone Wealth Management LLC$534,479$154,488,658$4,786,149$159,274,807
98Hutchinson & Ziegler Financial Advisors, Inc.$634,818$154,895,494$154,895,494
99Finkel Eliot Michelow$763,155$156,446,740$156,446,740
100Garrison Point Advisors, LLC$541,079$157,587,138$7,442,092$165,029,230
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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 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.