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