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 |
|---|---|---|---|---|---|
| 201 | NBS Financial & Insurance Services Inc | $616,599 | $274,474,722 | $2,378,104 | $276,852,826 |
| 202 | Chico Wealth Ria, Inc. | $380,235 | $275,301,597 | $19,000,000 | $294,301,597 |
| 203 | Harrington Investments, Incorporated | $1,251,351 | $275,934,984 | $613,600 | $276,548,584 |
| 204 | Sirius Wealth Management Strategies, LLC | $3,465,208 | $275,958,965 | $39,375,000 | $315,333,965 |
| 205 | Ariadne Wealth Management, Lp | $959,059 | $278,104,900 | $8,653,621 | $286,758,521 |
| 206 | Sam Advisors, LLC | $220,921 | $279,285,387 | $5,923,936 | $285,209,323 |
| 207 | Litton Financial, LLC | $317,789 | $279,972,495 | — | $279,972,495 |
| 208 | Cedar Wealth Management, LLC | $1,402,909 | $286,193,379 | — | $286,193,379 |
| 209 | Falcon Wealth Planning, Inc. | $175,640 | $287,450,269 | $1,653,099 | $289,103,368 |
| 210 | Slwa, LLC | $660,580 | $288,673,603 | — | $288,673,603 |
| 211 | Blue Zone Wealth Advisors, LLC | $1,185,386 | $293,975,700 | — | $293,975,700 |
| 212 | Hynes Advisory Inc. | $514,966 | $299,162,439 | $33,064 | $299,195,503 |
| 213 | Financial Designs Corporation | $296,334 | $300,814,499 | $95,976,757 | $396,791,256 |
| 214 | Van Strum & Towne Inc | $1,277,539 | $301,769,225 | $43,166,175 | $344,935,400 |
| 215 | AG Asset Advisory, LLC | $1,863,931 | $301,956,882 | — | $301,956,882 |
| 216 | Financial Avengers, Inc. | $451,469 | $303,838,810 | — | $303,838,810 |
| 217 | Dean Roland Russell, LLC | $526,347 | $306,860,162 | — | $306,860,162 |
| 218 | Parkshore Wealth Management | $258,759 | $312,126,238 | $28,918,182 | $341,044,420 |
| 219 | WP Advisors, LLC | $407,779 | $316,821,002 | $13,071,999 | $329,893,001 |
| 220 | Brian D. Lowder, Inc. | $516,738 | $319,344,067 | — | $319,344,067 |
| 221 | CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT | $1,899,373 | $320,994,000 | — | $320,994,000 |
| 222 | Praetorian Wealth Management, Inc. | $294,914 | $321,268,876 | $2,251,913 | $323,520,789 |
| 223 | Harold Davidson & Associates Inc | $788,223 | $323,959,812 | — | $323,959,812 |
| 224 | McCarthy Asset Management, Inc. | $432,955 | $330,344,596 | — | $330,344,596 |
| 225 | Planned Solutions Financial & Insurance Services, Inc. | $205,315 | $333,276,488 | $7,547,029 | $340,823,517 |
| 226 | Orin Green Financial, LLC | $461,437 | $336,286,684 | $2,869,249 | $339,155,933 |
| 227 | Brennan John David | $1,368,338 | $337,421,850 | $152,443,246 | $489,865,096 |
| 228 | Betterwealth LLC | $313,380 | $337,898,692 | $7,445,530 | $345,344,222 |
| 229 | Beta Wealth Group, Inc | $922,102 | $342,100,000 | — | $342,100,000 |
| 230 | Wimmer Associates I, LLC | $2,307,900 | $344,608,000 | $24,656,000 | $369,264,000 |
| 231 | Private Wealth Advisors, LLC | $283,754 | $345,729,624 | $167,091 | $345,896,715 |
| 232 | Lighthouse Financial Services Inc | $346,122 | $347,160,859 | — | $347,160,859 |
| 233 | Gradient Capital Advisors, LLC | $332,999 | $347,593,375 | $73,317,531 | $420,910,906 |
| 234 | Vance Wealth, Inc. | $422,257 | $354,854,411 | $1,108,156 | $355,962,567 |
| 235 | Morling Financial Advisors, LLC | $433,699 | $359,536,604 | — | $359,536,604 |
| 236 | Wilsey Asset Management Incorporated | $300,978 | $360,270,737 | — | $360,270,737 |
| 237 | Prism Advisors, Inc. | $573,246 | $361,570,712 | $6,453,201 | $368,023,913 |
| 238 | DHR Investment Counsel Ltd | $614,222 | $363,075,159 | $74,865,020 | $437,940,179 |
| 239 | Sitrin Capital Management, LLC | $590,398 | $364,865,671 | — | $364,865,671 |
| 240 | Financial Connections Group, Inc. | $485,321 | $370,785,066 | — | $370,785,066 |
| 241 | Asset Planning, Inc | $1,077,588 | $376,207,369 | $948,523 | $377,155,892 |
| 242 | American Money Management, LLC | $319,241 | $382,450,072 | $10,535,248 | $392,985,320 |
| 243 | Cerro Pacific Wealth Advisors, LLC | $466,962 | $384,776,957 | — | $384,776,957 |
| 244 | ROWLING & ASSOCIATES | $409,125 | $388,802,238 | $30,141,456 | $418,943,694 |
| 245 | Sweeney & Michel, LLC | $603,224 | $388,900,568 | $36,372,438 | $425,273,006 |
| 246 | Westshore Wealth, LLC | $668,911 | $389,938,970 | $8,063,366 | $398,002,336 |
| 247 | Woodward Diversified Capital, LLC | $404,995 | $390,414,891 | — | $390,414,891 |
| 248 | Jeppson Wealth Management, LLC | $736,928 | $390,571,799 | — | $390,571,799 |
| 249 | EWG Elevate Inc. | $401,275 | $390,735,924 | $1,710,648 | $392,446,572 |
| 250 | Wealthvalues, LLC | $2,262,468 | $391,406,928 | — | $391,406,928 |
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.
