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 |
|---|---|---|---|---|---|
| 151 | Financial Connections Group, Inc. | $485,321 | $370,785,066 | — | $370,785,066 |
| 152 | Sitrin Capital Management, LLC | $590,398 | $364,865,671 | — | $364,865,671 |
| 153 | DHR Investment Counsel Ltd | $614,222 | $363,075,159 | $74,865,020 | $437,940,179 |
| 154 | Prism Advisors, Inc. | $573,246 | $361,570,712 | $6,453,201 | $368,023,913 |
| 155 | Wilsey Asset Management Incorporated | $300,978 | $360,270,737 | — | $360,270,737 |
| 156 | Morling Financial Advisors, LLC | $433,699 | $359,536,604 | — | $359,536,604 |
| 157 | Vance Wealth, Inc. | $422,257 | $354,854,411 | $1,108,156 | $355,962,567 |
| 158 | Gradient Capital Advisors, LLC | $332,999 | $347,593,375 | $73,317,531 | $420,910,906 |
| 159 | Lighthouse Financial Services Inc | $346,122 | $347,160,859 | — | $347,160,859 |
| 160 | Private Wealth Advisors, LLC | $283,754 | $345,729,624 | $167,091 | $345,896,715 |
| 161 | Wimmer Associates I, LLC | $2,307,900 | $344,608,000 | $24,656,000 | $369,264,000 |
| 162 | Beta Wealth Group, Inc | $922,102 | $342,100,000 | — | $342,100,000 |
| 163 | Betterwealth LLC | $313,380 | $337,898,692 | $7,445,530 | $345,344,222 |
| 164 | Brennan John David | $1,368,338 | $337,421,850 | $152,443,246 | $489,865,096 |
| 165 | Orin Green Financial, LLC | $461,437 | $336,286,684 | $2,869,249 | $339,155,933 |
| 166 | Planned Solutions Financial & Insurance Services, Inc. | $205,315 | $333,276,488 | $7,547,029 | $340,823,517 |
| 167 | McCarthy Asset Management, Inc. | $432,955 | $330,344,596 | — | $330,344,596 |
| 168 | Harold Davidson & Associates Inc | $788,223 | $323,959,812 | — | $323,959,812 |
| 169 | Praetorian Wealth Management, Inc. | $294,914 | $321,268,876 | $2,251,913 | $323,520,789 |
| 170 | CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT | $1,899,373 | $320,994,000 | — | $320,994,000 |
| 171 | Brian D. Lowder, Inc. | $516,738 | $319,344,067 | — | $319,344,067 |
| 172 | WP Advisors, LLC | $407,779 | $316,821,002 | $13,071,999 | $329,893,001 |
| 173 | Parkshore Wealth Management | $258,759 | $312,126,238 | $28,918,182 | $341,044,420 |
| 174 | Dean Roland Russell, LLC | $526,347 | $306,860,162 | — | $306,860,162 |
| 175 | Financial Avengers, Inc. | $451,469 | $303,838,810 | — | $303,838,810 |
| 176 | AG Asset Advisory, LLC | $1,863,931 | $301,956,882 | — | $301,956,882 |
| 177 | Van Strum & Towne Inc | $1,277,539 | $301,769,225 | $43,166,175 | $344,935,400 |
| 178 | Financial Designs Corporation | $296,334 | $300,814,499 | $95,976,757 | $396,791,256 |
| 179 | Hynes Advisory Inc. | $514,966 | $299,162,439 | $33,064 | $299,195,503 |
| 180 | Blue Zone Wealth Advisors, LLC | $1,185,386 | $293,975,700 | — | $293,975,700 |
| 181 | Slwa, LLC | $660,580 | $288,673,603 | — | $288,673,603 |
| 182 | Falcon Wealth Planning, Inc. | $175,640 | $287,450,269 | $1,653,099 | $289,103,368 |
| 183 | Cedar Wealth Management, LLC | $1,402,909 | $286,193,379 | — | $286,193,379 |
| 184 | Litton Financial, LLC | $317,789 | $279,972,495 | — | $279,972,495 |
| 185 | Sam Advisors, LLC | $220,921 | $279,285,387 | $5,923,936 | $285,209,323 |
| 186 | Ariadne Wealth Management, Lp | $959,059 | $278,104,900 | $8,653,621 | $286,758,521 |
| 187 | Sirius Wealth Management Strategies, LLC | $3,465,208 | $275,958,965 | $39,375,000 | $315,333,965 |
| 188 | Harrington Investments, Incorporated | $1,251,351 | $275,934,984 | $613,600 | $276,548,584 |
| 189 | Chico Wealth Ria, Inc. | $380,235 | $275,301,597 | $19,000,000 | $294,301,597 |
| 190 | NBS Financial & Insurance Services Inc | $616,599 | $274,474,722 | $2,378,104 | $276,852,826 |
| 191 | Wolff Wiese Magana LLC | $195,186 | $274,303,336 | $14,962,302 | $289,265,638 |
| 192 | Retirement Capital Strategies, Inc. | $455,928 | $272,644,923 | — | $272,644,923 |
| 193 | KCS Wealth Advisory, LLC | $333,183 | $272,210,173 | — | $272,210,173 |
| 194 | AIRE Advisors, LLC | $746,605 | $271,764,124 | — | $271,764,124 |
| 195 | Knuff & Company LLC | $2,206,131 | $271,354,155 | — | $271,354,155 |
| 196 | Hayes Financial, Inc. | $444,087 | $269,947,038 | $4,498,821 | $274,445,859 |
| 197 | Alethea Capital Management, LLC | $1,949,226 | $268,993,167 | — | $268,993,167 |
| 198 | LEGA Z ADVISORY LLC | $11,783,677 | $266,830,327 | $51,328,960 | $318,159,287 |
| 199 | Avalan, LLC | $587,016 | $265,343,071 | $10,554,513 | $275,897,584 |
| 200 | AEQUITAS WEALTH MANAGEMENT, LLC | $425,399 | $263,322,000 | — | $263,322,000 |
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.
