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
51Advantage Capital Advisors, LLC$304,241$131,736,302$131,736,302
52HC Financial Advisors Inc$515,403$479,840,525$479,840,525
53Oakwood Capital Management LLC$1,108,123$921,958,587$921,958,587
54Waypoint Wealth Partners, Inc.$959,753$629,598,002$629,598,002
55The Humphreys Group, LLC$2,030,901$235,584,542$235,584,542
56Tarbox Family Office, Inc.$1,080,208$841,481,772$841,481,772
57ALLSTREET CAPITAL LLC$1,076,923$140,000,000$140,000,000
58Brickley Wealth Management$1,272,534$600,635,890$600,635,890
59RUNNING POINT CAPITAL ADVISORS LLC$782,251$218,247,934$218,247,934
60WILSON & BOUCHER CAPITAL MANAGEMENT, LLC$384,524$161,115,762$161,115,762
61ALAMAR CAPITAL MANAGEMENT, LLC$761,332$116,483,726$116,483,726
62KCS Wealth Advisory, LLC$333,183$272,210,173$272,210,173
63Private Asset Management Inc$645,735$880,782,665$880,782,665
64Slwa, LLC$660,580$288,673,603$288,673,603
65Mission Creek Capital Partners, Inc.$500,961$466,394,226$466,394,226
66Morling Financial Advisors, LLC$433,699$359,536,604$359,536,604
67JDH Wealth Management, LLC$747,157$227,135,868$227,135,868
68Dean Roland Russell, LLC$526,347$306,860,162$306,860,162
69Verity Wealth Advisors, LLC$4,091,254$208,653,946$208,653,946
70WALPOLE FINANCIAL ADVISORS, LLC$350,201$154,438,694$154,438,694
71Cerro Pacific Wealth Advisors, LLC$466,962$384,776,957$384,776,957
72Align Impact, LLC$7,812,692$164,066,530$164,066,530
73David S Reinders, Inc.$235,458$138,920,045$138,920,045
74Occidental Asset Management, LLC$363,867$422,085,914$422,085,914
75Certified Planners, Inc.$262,113$169,849,329$169,849,329
76Jordan Park Group LLC$5,087,433$15,791,390,922$15,791,390,922
77Silver Oak Wealth Advisors Services, LLC$428,940$177,152,239$177,152,239
78Wealthvalues, LLC$2,262,468$391,406,928$391,406,928
79Traverso Chambers Private Wealth Management, LLC$395,068$392,302,815$392,302,815
80Concentric Wealth Management LLC$557,675$470,677,717$470,677,717
81Mraz, Amerine & Associates, Inc.$332,458$499,019,550$499,019,550
83Brian D. Lowder, Inc.$516,738$319,344,067$319,344,067
84Blue Summit Financial Group, Inc.$257,983$132,861,287$132,861,287
85WORLDVIEW WEALTH ADVISORS$1,246,696$139,630,000$139,630,000
86Archvest Wealth Advisors, Inc.$586,073$128,350,000$128,350,000
87Insight Wealth Strategies, LLC$372,671$780,373,193$780,373,193
88BUFFALO CAPITAL CORPORATION$650,815$126,258,119$126,258,119
89Lighthouse Financial Services Inc$346,122$347,160,859$347,160,859
90Griffin Black, Inc.$281,548$147,531,179$147,531,179
91Castle Wealth Planning LLC$1,185,551$142,266,112$142,266,112
92Peninsula Wealth, LLC$681,167$472,729,806$472,729,806
93Great Gable Advisors, LLC$414,523$132,647,399$132,647,399
94Banta Asset Management Lp$633,914$168,621,099$168,621,099
95Navalign, LLC$297,974$404,947,000$404,947,000
96CHRONICLE ADVISORS LLC$1,781,443$121,138,114$121,138,114
97RPG Investment Advisory, LLC$737,631$615,184,613$615,184,613
98Comprehensive Financial Management LLC$583,539,126$22,758,025,923$22,758,025,923
99Financial Avengers, Inc.$451,469$303,838,810$303,838,810
100Curran & Lewis Investment Management, Inc.$483,650$247,628,744$247,628,744
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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.