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
151C-J Advisory, Inc.$241,474$207,909,075$207,909,075
152Verity Wealth Advisors, LLC$4,091,254$208,653,946$208,653,946
153Womack Wealth Management, Inc.$455,580$208,773,202$3,982,496$212,755,698
154Clay Northam Wealth Management, LLC$200,913$209,551,845$209,551,845
155Shira Ridge Wealth Management$348,548$209,825,991$209,825,991
156Wolman Wealth Management, Inc.$3,630,650$210,577,693$210,577,693
157Carter Financial, LLC$403,131$210,811,749$1,235,076$212,046,825
158Regal Wealth Group Inc.$372,306$212,586,730$212,586,730
1595T Wealth, LLC$679,914$213,025,059$467,989$213,493,048
160Wealth Analytics Partners, LLC$587,172$213,143,348$213,143,348
161Pacific Capital Wealth Advisors, Inc.$529,583$213,421,768$213,421,768
162AF Advisors, Inc.$1,665,573$214,469,264$389,641$214,858,905
163New Market Wealth Management, LLC$667,385$217,978,901$21,612,378$239,591,279
164Fortress Wealth Management, Inc.$284,160$218,229,702$573,260$218,802,962
165RUNNING POINT CAPITAL ADVISORS LLC$782,251$218,247,934$218,247,934
166Bennicas & Associates, Inc.$1,750,996$218,874,448$218,874,448
167HAMILTON WEALTH, LLC$498,784$219,354,009$24,052,534$243,406,543
168Platt Wealth Management, LLC$629,986$220,592,817$1,792,288$222,385,105
169Empyrion Wealth Management, Inc.$2,676,073$222,114,022$222,114,022
170TTP Investments, Inc.$286,282$226,449,066$226,449,066
171JDH Wealth Management, LLC$747,157$227,135,868$227,135,868
172Jurika, Mills & Keifer, LLC$1,190,765$233,390,000$233,390,000
173The Humphreys Group, LLC$2,030,901$235,584,542$235,584,542
174Libra Wealth LLC$610,099$237,938,726$237,938,726
175Guardian Investment Management, LLC$1,552,571$239,091,967$37,265,732$276,357,699
176ZRC Wealth Management, LLC$464,145$239,271,176$1,155,862$240,427,038
177Jackson Square Capital, LLC$1,078,069$239,452,006$69,953,767$309,405,773
178Life Line Wealth Management LLC$1,167,073$239,677,305$1,906,839$241,584,144
179Financial Alternatives, Inc.$306,075$241,303,257$3,862,872$245,166,129
180Clearpath Capital Partners LLC$1,141,147$242,273,849$82,953,117$325,226,966
181Inspired Financial LLC$496,982$247,000,000$247,000,000
182Curran & Lewis Investment Management, Inc.$483,650$247,628,744$247,628,744
183Monarch Wealth Strategies$381,222$249,319,052$249,319,052
184Curtis Advisory Group, LLC$862,899$249,474,207$766,595$250,240,802
185Bell & Brown Wealth Advisors, LLC$674,542$250,137,175$2,816,103$252,953,278
186Navigoe, LLC$1,776,551$252,631,496$1,415,310$254,046,806
187Oder Investment Management, LLC$544,957$253,812,008$16,486,875$270,298,883
188Elm Advisors, LLC$896,755$259,284,460$79,688,964$338,973,424
189Palo Alto Wealth Advisors, LLC$732,290$261,178,301$91,785,383$352,963,684
190WFA WEALTH MANAGERS$387,387$262,454,427$26,149,170$288,603,597
191AEQUITAS WEALTH MANAGEMENT, LLC$425,399$263,322,000$263,322,000
192Avalan, LLC$587,016$265,343,071$10,554,513$275,897,584
193LEGA Z ADVISORY LLC$11,783,677$266,830,327$51,328,960$318,159,287
194Alethea Capital Management, LLC$1,949,226$268,993,167$268,993,167
195Hayes Financial, Inc.$444,087$269,947,038$4,498,821$274,445,859
196Knuff & Company LLC$2,206,131$271,354,155$271,354,155
197AIRE Advisors, LLC$746,605$271,764,124$271,764,124
198KCS Wealth Advisory, LLC$333,183$272,210,173$272,210,173
199Retirement Capital Strategies, Inc.$455,928$272,644,923$272,644,923
200Wolff Wiese Magana LLC$195,186$274,303,336$14,962,302$289,265,638
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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.