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
301Caerus Investment Advisors, LLC$621,974$151,230,384$70,192,522$221,422,906
302Orion Capital Management LLC$577,205$150,424,930$225,564$150,650,494
303Macroclimate LLC$3,068,341$150,348,700$150,348,700
304Axiom Advisory, LLC$269,005$150,249,438$124,155$150,373,593
305Kachkovsky & Fisher, Inc.$178,491$148,183,308$11,030,642$159,213,950
306Griffin Black, Inc.$281,548$147,531,179$147,531,179
307Yoder Wealth Management, Inc.$508,084$146,836,311$146,836,311
308Dobson Asset Management - Northern California$411,300$146,279,700$3,022,339$149,302,039
309Integrity Wealth Partners, LLC$348,255$144,874,134$144,874,134
310Pacifica Wealth Advisors, Inc.$799,045$144,817,589$12,594,298$157,411,887
311Manhattan West Asset Management, LLC$310,499$144,404,410$59,904,107$204,308,517
312Private Capital Management, Inc.$572,108$143,548,946$17,785,517$161,334,463
313Paragon Financial Partners, Inc.$516,528$143,340,514$85,481,488$228,822,002
314Fischer Investment Strategies, LLC$196,064$142,538,703$142,538,703
315Castle Wealth Planning LLC$1,185,551$142,266,112$142,266,112
316Kaizen Financial Strategies, LLC$271,089$141,127,050$1,194,517$142,321,567
317RHS Financial, LLC$274,733$140,975,270$6,831,287$147,806,557
318Walker Financial Advisors, Inc. Dba California 457 Benefits$516,004$140,467,268$27,233,960$167,701,228
319Integral Investment Advisors, Inc.$386,540$140,121,476$43,871,354$183,992,830
320ALLSTREET CAPITAL LLC$1,076,923$140,000,000$140,000,000
321McNaughton Wealth Management, LLC$194,147$139,681,293$2,045,863$141,727,156
322WORLDVIEW WEALTH ADVISORS$1,246,696$139,630,000$139,630,000
323Capital Management Advisor Group, LLC$675,265$139,104,491$139,104,491
324David S Reinders, Inc.$235,458$138,920,045$138,920,045
325Willow Grove Advisors, LLC$381,441$138,459,220$3,693$138,462,913
326QUANTUM CAPITAL MANAGEMENT$777,170$137,829,319$15,273,256$153,102,575
327CLEARVIEW INVESTMENT PARTNERS, LLC$234,048$137,272,097$2,220,659$139,492,756
328VINTAGE WEST CAPITAL MANAGEMENT$939,461$135,327,022$159,663,725$294,990,747
329Blue Summit Financial Group, Inc.$257,983$132,861,287$132,861,287
330Great Gable Advisors, LLC$414,523$132,647,399$132,647,399
331Advantage Capital Advisors, LLC$304,241$131,736,302$131,736,302
332Topel & Distasi Wealth Management, LLC$252,241$131,670,000$131,670,000
333Vista Advisor Group, LLC$372,356$130,777,445$5,504,916$136,282,361
334Accretive Wealth Management, LLC$681,829$129,883,579$20,118,760$150,002,339
335Carbahal Olsen Financial Services Group LLC$282,545$129,776,658$3,301,805$133,078,463
336Gasber Financial Advisors, Inc$949,504$129,429,056$6,349,962$135,779,018
337Millennium Investment Services$595,858$128,791,192$4,681,028$133,472,220
338Cannon Beach Consultants Inc$305,516$128,552,301$68,505,479$197,057,780
339Archvest Wealth Advisors, Inc.$586,073$128,350,000$128,350,000
340Garner Financial Management, Inc.$364,825$127,581,122$7,769,045$135,350,167
341Effective Assets, Inc.$386,486$127,348,529$6,762,166$134,110,695
342Koa Wealth Management, LLC$374,843$126,756,132$24,305,475$151,061,607
343D'Arcy Capital Management, LLC$606,419$126,741,596$126,741,596
344BUFFALO CAPITAL CORPORATION$650,815$126,258,119$126,258,119
345Aspire Planning Associates, Inc.$310,162$123,444,466$123,444,466
346CHRONICLE ADVISORS LLC$1,781,443$121,138,114$121,138,114
347Echo45 Advisors LLC$365,839$120,726,820$120,726,820
348Pantheon Investment Group, LLC$532,861$120,426,555$120,426,555
349Lowery Thomas, LLC$450,482$120,376,059$125,136,675$245,512,734
350Alsari Wealth Management Global Advisors, LLC$349,854$120,000,000$120,000,000
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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.