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
151Wilsey Asset Management Incorporated$300,978$360,270,737$360,270,737
152Del Mar Wealth Management Inc$406,541$118,303,331$118,303,331
153Fischer Investment Strategies, LLC$196,064$142,538,703$142,538,703
154Global Wealth Strategies LLC$4,571,429$160,000,000$160,000,000
155D'Arcy Capital Management, LLC$606,419$126,741,596$126,741,596
156Benningfield Financial Advisors, LLC$690,894$181,014,326$181,014,326
157Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
158Willow Grove Advisors, LLC$381,441$138,459,220$3,693$138,462,913
159Hynes Advisory Inc.$514,966$299,162,439$33,064$299,195,503
160Axiom Advisory, LLC$269,005$150,249,438$124,155$150,373,593
161Private Wealth Advisors, LLC$283,754$345,729,624$167,091$345,896,715
162Orion Capital Management LLC$577,205$150,424,930$225,564$150,650,494
163Camelot Technology Advisors, Inc.$569,096$153,972,696$252,383$154,225,079
164SMART INVESTOR, LLC$553,644$574,410,546$272,090$574,682,636
165HBA Advisors, LLC$113,802$109,381,760$323,023$109,704,783
166Veripax Wealth Management, Inc.$219,420$195,342,823$379,464$195,722,287
167AF Advisors, Inc.$1,665,573$214,469,264$389,641$214,858,905
168Pring/Turner Capital Group, Inc.$499,045$162,795,365$392,393$163,187,758
1695T Wealth, LLC$679,914$213,025,059$467,989$213,493,048
170Fortress Wealth Management, Inc.$284,160$218,229,702$573,260$218,802,962
171Harrington Investments, Incorporated$1,251,351$275,934,984$613,600$276,548,584
172Curtis Advisory Group, LLC$862,899$249,474,207$766,595$250,240,802
173Asset Planning, Inc$1,077,588$376,207,369$948,523$377,155,892
174Cedarstone Advisors$771,464$113,215,076$961,599$114,176,675
175Vance Wealth, Inc.$422,257$354,854,411$1,108,156$355,962,567
176ZRC Wealth Management, LLC$464,145$239,271,176$1,155,862$240,427,038
177Bourke Wealth Management$431,908$113,263,397$1,192,289$114,455,686
178Kaizen Financial Strategies, LLC$271,089$141,127,050$1,194,517$142,321,567
179Carter Financial, LLC$403,131$210,811,749$1,235,076$212,046,825
180Navigoe, LLC$1,776,551$252,631,496$1,415,310$254,046,806
181Falcon Wealth Planning, Inc.$175,640$287,450,269$1,653,099$289,103,368
182EWG Elevate Inc.$401,275$390,735,924$1,710,648$392,446,572
183Platt Wealth Management, LLC$629,986$220,592,817$1,792,288$222,385,105
184SB Capital Management, Inc.$746,365$852,759,819$1,827,925$854,587,744
185Life Line Wealth Management LLC$1,167,073$239,677,305$1,906,839$241,584,144
186McNaughton Wealth Management, LLC$194,147$139,681,293$2,045,863$141,727,156
187Parallel Advisors, LLC$468,887$3,809,512,141$2,074,154$3,811,586,295
188Symphony Financial Planning LLC$356,408$165,774,529$2,093,577$167,868,106
189CLEARVIEW INVESTMENT PARTNERS, LLC$234,048$137,272,097$2,220,659$139,492,756
190Praetorian Wealth Management, Inc.$294,914$321,268,876$2,251,913$323,520,789
191NBS Financial & Insurance Services Inc$616,599$274,474,722$2,378,104$276,852,826
192Bell & Brown Wealth Advisors, LLC$674,542$250,137,175$2,816,103$252,953,278
193Knightsbridge Asset Management LLC$597,212$443,878,610$2,836,306$446,714,916
194Concord Investment Counsel$377,660$197,292,533$2,867,197$200,159,730
195Orin Green Financial, LLC$461,437$336,286,684$2,869,249$339,155,933
196Miracle Mile Advisors, LLC$1,072,934$2,009,870,010$2,953,361$2,012,823,371
197Dobson Asset Management - Northern California$411,300$146,279,700$3,022,339$149,302,039
198Prosperity Road, LLC$958,943$117,657,981$3,168,872$120,826,853
199ALJIAN CAPITAL MANAGEMENT$304,170$183,797,669$3,266,641$187,064,310
200Carbahal Olsen Financial Services Group LLC$282,545$129,776,658$3,301,805$133,078,463
« Previous PageNext Page »

Showing 151 to 200 of 390 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8

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.