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
101Carmel Capital Management L.L.C.$1,856,250$178,200,000$178,200,000
102Cedar Wealth Management, LLC$1,402,909$286,193,379$286,193,379
103Finkel Eliot Michelow$763,155$156,446,740$156,446,740
104Capital Advantage, Inc.$449,844$891,590,122$891,590,122
105Retirement Capital Strategies, Inc.$455,928$272,644,923$272,644,923
106Beta Wealth Group, Inc$922,102$342,100,000$342,100,000
107Libra Wealth LLC$610,099$237,938,726$237,938,726
108Worthpointe, LLC$521,612$692,701,264$692,701,264
109De Groote Financial Group, LLC$360,116$420,615,000$420,615,000
110Echo45 Advisors LLC$365,839$120,726,820$120,726,820
111Ball & Company$379,252$165,733,320$165,733,320
112Seldon Capital Lp$40,996,043$204,980,216$204,980,216
113Meritas Wealth Management, LLC$528,559$454,560,698$454,560,698
114TABR Capital Management, LLC$280,924$165,744,978$165,744,978
115Cheviot Value Management, LLC$640,497$533,534,398$533,534,398
116Sitrin Capital Management, LLC$590,398$364,865,671$364,865,671
117Macroclimate LLC$3,068,341$150,348,700$150,348,700
118AIRE Advisors, LLC$746,605$271,764,124$271,764,124
119Pantheon Investment Group, LLC$532,861$120,426,555$120,426,555
120Brio Consultants, LLC$763,900$472,853,885$472,853,885
121Franklin, Joyce Lea$857,472$160,347,183$160,347,183
122Blankinship & Foster, LLC$741,506$722,226,368$722,226,368
123Pacific Global Investment Management Co$762,609$609,324,919$609,324,919
124Jeppson Wealth Management, LLC$736,928$390,571,799$390,571,799
125FPC Investment Advisory, Inc.$371,049$163,632,689$163,632,689
126Wealth Quest Partners, Inc.$358,889$106,590,112$106,590,112
127Sharper & Granite LLC$564,490$203,781,000$203,781,000
128Citrine Capital, LLC$467,906$109,022,110$109,022,110
129Tricord Advisors, Inc.$194,688$152,441,018$152,441,018
130Creative Capital Management Investments LLC$546,770$416,638,808$416,638,808
131Hutchinson & Ziegler Financial Advisors, Inc.$634,818$154,895,494$154,895,494
132Breen Wealth Management, LLC$366,607$170,472,028$170,472,028
133Weinberger Asset Management, Inc$563,010$159,331,713$159,331,713
134NWK Group, Inc.$1,251,375$489,287,671$489,287,671
135C-J Advisory, Inc.$241,474$207,909,075$207,909,075
136J.P. King Advisors, Inc.$437,668$575,970,684$575,970,684
137Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
138Dash Acquisitions Inc.$354,546$191,454,826$191,454,826
139Main Street Research LLC$1,999,963$1,389,974,082$1,389,974,082
140Inspired Financial LLC$496,982$247,000,000$247,000,000
141McCarthy Asset Management, Inc.$432,955$330,344,596$330,344,596
142Shira Ridge Wealth Management$348,548$209,825,991$209,825,991
143Integrity Wealth Partners, LLC$348,255$144,874,134$144,874,134
144Rebalance LLC$740,603$984,261,417$984,261,417
145Strategy Asset Managers L.L.C.$620,325$583,725,372$583,725,372
146Alsari Wealth Management Global Advisors, LLC$349,854$120,000,000$120,000,000
147Sage Rhino Capital LLC$566,954$600,403,904$600,403,904
148AG Asset Advisory, LLC$1,863,931$301,956,882$301,956,882
149Capital Management Advisor Group, LLC$675,265$139,104,491$139,104,491
150Nelson Capital Management, LLC$1,137,727$574,552,255$574,552,255
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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.