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 | WFA WEALTH MANAGERS | $387,387 | $262,454,427 | $26,149,170 | $288,603,597 |
| 202 | Palo Alto Wealth Advisors, LLC | $732,290 | $261,178,301 | $91,785,383 | $352,963,684 |
| 203 | Elm Advisors, LLC | $896,755 | $259,284,460 | $79,688,964 | $338,973,424 |
| 204 | Oder Investment Management, LLC | $544,957 | $253,812,008 | $16,486,875 | $270,298,883 |
| 205 | Navigoe, LLC | $1,776,551 | $252,631,496 | $1,415,310 | $254,046,806 |
| 206 | Bell & Brown Wealth Advisors, LLC | $674,542 | $250,137,175 | $2,816,103 | $252,953,278 |
| 207 | Curtis Advisory Group, LLC | $862,899 | $249,474,207 | $766,595 | $250,240,802 |
| 208 | Monarch Wealth Strategies | $381,222 | $249,319,052 | — | $249,319,052 |
| 209 | Curran & Lewis Investment Management, Inc. | $483,650 | $247,628,744 | — | $247,628,744 |
| 210 | Inspired Financial LLC | $496,982 | $247,000,000 | — | $247,000,000 |
| 211 | Clearpath Capital Partners LLC | $1,141,147 | $242,273,849 | $82,953,117 | $325,226,966 |
| 212 | Financial Alternatives, Inc. | $306,075 | $241,303,257 | $3,862,872 | $245,166,129 |
| 213 | Life Line Wealth Management LLC | $1,167,073 | $239,677,305 | $1,906,839 | $241,584,144 |
| 214 | Jackson Square Capital, LLC | $1,078,069 | $239,452,006 | $69,953,767 | $309,405,773 |
| 215 | ZRC Wealth Management, LLC | $464,145 | $239,271,176 | $1,155,862 | $240,427,038 |
| 216 | Guardian Investment Management, LLC | $1,552,571 | $239,091,967 | $37,265,732 | $276,357,699 |
| 217 | Libra Wealth LLC | $610,099 | $237,938,726 | — | $237,938,726 |
| 218 | The Humphreys Group, LLC | $2,030,901 | $235,584,542 | — | $235,584,542 |
| 219 | Jurika, Mills & Keifer, LLC | $1,190,765 | $233,390,000 | — | $233,390,000 |
| 220 | JDH Wealth Management, LLC | $747,157 | $227,135,868 | — | $227,135,868 |
| 221 | TTP Investments, Inc. | $286,282 | $226,449,066 | — | $226,449,066 |
| 222 | Empyrion Wealth Management, Inc. | $2,676,073 | $222,114,022 | — | $222,114,022 |
| 223 | Platt Wealth Management, LLC | $629,986 | $220,592,817 | $1,792,288 | $222,385,105 |
| 224 | HAMILTON WEALTH, LLC | $498,784 | $219,354,009 | $24,052,534 | $243,406,543 |
| 225 | Bennicas & Associates, Inc. | $1,750,996 | $218,874,448 | — | $218,874,448 |
| 226 | RUNNING POINT CAPITAL ADVISORS LLC | $782,251 | $218,247,934 | — | $218,247,934 |
| 227 | Fortress Wealth Management, Inc. | $284,160 | $218,229,702 | $573,260 | $218,802,962 |
| 228 | New Market Wealth Management, LLC | $667,385 | $217,978,901 | $21,612,378 | $239,591,279 |
| 229 | AF Advisors, Inc. | $1,665,573 | $214,469,264 | $389,641 | $214,858,905 |
| 230 | Pacific Capital Wealth Advisors, Inc. | $529,583 | $213,421,768 | — | $213,421,768 |
| 231 | Wealth Analytics Partners, LLC | $587,172 | $213,143,348 | — | $213,143,348 |
| 232 | 5T Wealth, LLC | $679,914 | $213,025,059 | $467,989 | $213,493,048 |
| 233 | Regal Wealth Group Inc. | $372,306 | $212,586,730 | — | $212,586,730 |
| 234 | Carter Financial, LLC | $403,131 | $210,811,749 | $1,235,076 | $212,046,825 |
| 235 | Wolman Wealth Management, Inc. | $3,630,650 | $210,577,693 | — | $210,577,693 |
| 236 | Shira Ridge Wealth Management | $348,548 | $209,825,991 | — | $209,825,991 |
| 237 | Clay Northam Wealth Management, LLC | $200,913 | $209,551,845 | — | $209,551,845 |
| 238 | Womack Wealth Management, Inc. | $455,580 | $208,773,202 | $3,982,496 | $212,755,698 |
| 239 | Verity Wealth Advisors, LLC | $4,091,254 | $208,653,946 | — | $208,653,946 |
| 240 | C-J Advisory, Inc. | $241,474 | $207,909,075 | — | $207,909,075 |
| 241 | Seldon Capital Lp | $40,996,043 | $204,980,216 | — | $204,980,216 |
| 242 | Stewart Wealth Management, Inc. | $201,204 | $204,292,256 | $34,537,395 | $238,829,651 |
| 243 | Lifesteps Financial, Inc. | $302,654 | $204,042,068 | $35,659,687 | $239,701,755 |
| 244 | Sharper & Granite LLC | $564,490 | $203,781,000 | — | $203,781,000 |
| 245 | Longview Financial Advisors, LLC | $587,374 | $203,233,256 | $56,973,298 | $260,206,554 |
| 246 | O'Boyle Wealth Management, Inc. | $203,527 | $201,788,113 | $23,922,990 | $225,711,103 |
| 247 | Ward & Associates | $4,014,621 | $201,038,193 | $11,736,733 | $212,774,926 |
| 248 | Ted Buchan & Company, LLC | $244,480 | $198,190,287 | $29,420,903 | $227,611,190 |
| 249 | Concord Investment Counsel | $377,660 | $197,292,533 | $2,867,197 | $200,159,730 |
| 250 | Carlsbad Wealth Advisory Group, Inc. | $310,940 | $196,824,814 | — | $196,824,814 |
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.
