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