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
201WFA WEALTH MANAGERS$387,387$262,454,427$26,149,170$288,603,597
202Palo Alto Wealth Advisors, LLC$732,290$261,178,301$91,785,383$352,963,684
203Elm Advisors, LLC$896,755$259,284,460$79,688,964$338,973,424
204Oder Investment Management, LLC$544,957$253,812,008$16,486,875$270,298,883
205Navigoe, LLC$1,776,551$252,631,496$1,415,310$254,046,806
206Bell & Brown Wealth Advisors, LLC$674,542$250,137,175$2,816,103$252,953,278
207Curtis Advisory Group, LLC$862,899$249,474,207$766,595$250,240,802
208Monarch Wealth Strategies$381,222$249,319,052$249,319,052
209Curran & Lewis Investment Management, Inc.$483,650$247,628,744$247,628,744
210Inspired Financial LLC$496,982$247,000,000$247,000,000
211Clearpath Capital Partners LLC$1,141,147$242,273,849$82,953,117$325,226,966
212Financial Alternatives, Inc.$306,075$241,303,257$3,862,872$245,166,129
213Life Line Wealth Management LLC$1,167,073$239,677,305$1,906,839$241,584,144
214Jackson Square Capital, LLC$1,078,069$239,452,006$69,953,767$309,405,773
215ZRC Wealth Management, LLC$464,145$239,271,176$1,155,862$240,427,038
216Guardian Investment Management, LLC$1,552,571$239,091,967$37,265,732$276,357,699
217Libra Wealth LLC$610,099$237,938,726$237,938,726
218The Humphreys Group, LLC$2,030,901$235,584,542$235,584,542
219Jurika, Mills & Keifer, LLC$1,190,765$233,390,000$233,390,000
220JDH Wealth Management, LLC$747,157$227,135,868$227,135,868
221TTP Investments, Inc.$286,282$226,449,066$226,449,066
222Empyrion Wealth Management, Inc.$2,676,073$222,114,022$222,114,022
223Platt Wealth Management, LLC$629,986$220,592,817$1,792,288$222,385,105
224HAMILTON WEALTH, LLC$498,784$219,354,009$24,052,534$243,406,543
225Bennicas & Associates, Inc.$1,750,996$218,874,448$218,874,448
226RUNNING POINT CAPITAL ADVISORS LLC$782,251$218,247,934$218,247,934
227Fortress Wealth Management, Inc.$284,160$218,229,702$573,260$218,802,962
228New Market Wealth Management, LLC$667,385$217,978,901$21,612,378$239,591,279
229AF Advisors, Inc.$1,665,573$214,469,264$389,641$214,858,905
230Pacific Capital Wealth Advisors, Inc.$529,583$213,421,768$213,421,768
231Wealth Analytics Partners, LLC$587,172$213,143,348$213,143,348
2325T Wealth, LLC$679,914$213,025,059$467,989$213,493,048
233Regal Wealth Group Inc.$372,306$212,586,730$212,586,730
234Carter Financial, LLC$403,131$210,811,749$1,235,076$212,046,825
235Wolman Wealth Management, Inc.$3,630,650$210,577,693$210,577,693
236Shira Ridge Wealth Management$348,548$209,825,991$209,825,991
237Clay Northam Wealth Management, LLC$200,913$209,551,845$209,551,845
238Womack Wealth Management, Inc.$455,580$208,773,202$3,982,496$212,755,698
239Verity Wealth Advisors, LLC$4,091,254$208,653,946$208,653,946
240C-J Advisory, Inc.$241,474$207,909,075$207,909,075
241Seldon Capital Lp$40,996,043$204,980,216$204,980,216
242Stewart Wealth Management, Inc.$201,204$204,292,256$34,537,395$238,829,651
243Lifesteps Financial, Inc.$302,654$204,042,068$35,659,687$239,701,755
244Sharper & Granite LLC$564,490$203,781,000$203,781,000
245Longview Financial Advisors, LLC$587,374$203,233,256$56,973,298$260,206,554
246O'Boyle Wealth Management, Inc.$203,527$201,788,113$23,922,990$225,711,103
247Ward & Associates$4,014,621$201,038,193$11,736,733$212,774,926
248Ted Buchan & Company, LLC$244,480$198,190,287$29,420,903$227,611,190
249Concord Investment Counsel$377,660$197,292,533$2,867,197$200,159,730
250Carlsbad Wealth Advisory Group, Inc.$310,940$196,824,814$196,824,814
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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.