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
201CORNERSTONE WEALTH MANAGEMENT$567,111$179,086,662$3,523,085$182,609,747
202Financial Alternatives, Inc.$306,075$241,303,257$3,862,872$245,166,129
203Womack Wealth Management, Inc.$455,580$208,773,202$3,982,496$212,755,698
204Measured Risk Portfolios, Inc.$230,492$193,248,384$4,282,999$197,531,383
205Hayes Financial, Inc.$444,087$269,947,038$4,498,821$274,445,859
206Millennium Investment Services$595,858$128,791,192$4,681,028$133,472,220
207Legacy Wealth Advisors, LLC$636,492$109,871,298$4,697,329$114,568,627
208Sage Stone Wealth Management LLC$534,479$154,488,658$4,786,149$159,274,807
209Elmwood Wealth Management, Inc.$400,658$192,280,963$4,842,601$197,123,564
210Apriem Advisors$433,841$870,743,718$5,181,319$875,925,037
211Pariax, LLC$1,110,891$107,000,000$5,200,000$112,200,000
212Vista Advisor Group, LLC$372,356$130,777,445$5,504,916$136,282,361
213Johnson Lyman, Inc.$2,445,755$119,124,389$5,609,096$124,733,485
214Lewis Asset Management, LLC$260,861$112,370,767$5,799,459$118,170,226
215Simplex Wealth Management, LLC$312,103$176,987,979$5,904,376$182,892,355
216Sam Advisors, LLC$220,921$279,285,387$5,923,936$285,209,323
217BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.$405,397$514,889,068$6,045,887$520,934,955
218L & S Advisors, Inc$535,696$704,543,929$6,324,828$710,868,757
219Gasber Financial Advisors, Inc$949,504$129,429,056$6,349,962$135,779,018
220Prism Advisors, Inc.$573,246$361,570,712$6,453,201$368,023,913
221Friedlander, Brenda S$1,469,738$179,919,490$6,737,247$186,656,737
222Wacker Wealth Partners, LLC$1,668,311$1,044,291,815$6,744,006$1,051,035,821
223Effective Assets, Inc.$386,486$127,348,529$6,762,166$134,110,695
224RHS Financial, LLC$274,733$140,975,270$6,831,287$147,806,557
225Hutchinson Capital Management$954,158$637,124,389$6,932,135$644,056,524
226Investor'S Capital Management, LLC$420,601$169,276,175$6,955,657$176,231,832
227Atlas Capital Advisors LLC$1,807,595$707,000,000$7,000,000$714,000,000
228Garrison Point Advisors, LLC$541,079$157,587,138$7,442,092$165,029,230
229Betterwealth LLC$313,380$337,898,692$7,445,530$345,344,222
230Planned Solutions Financial & Insurance Services, Inc.$205,315$333,276,488$7,547,029$340,823,517
231Lumina Financial Consultants, LLC$680,432$94,359,732$7,705,050$102,064,782
232Garner Financial Management, Inc.$364,825$127,581,122$7,769,045$135,350,167
233Lodestar Private Asset Management LLC$520,019$718,964,834$8,022,210$726,987,044
234Westshore Wealth, LLC$668,911$389,938,970$8,063,366$398,002,336
235Ariadne Wealth Management, Lp$959,059$278,104,900$8,653,621$286,758,521
236The Wealth Collaborative, Inc.$1,395,731$661,767,177$9,579,383$671,346,560
237Weatherly Asset Management Lp$815,876$1,018,183,828$9,820,014$1,028,003,842
238Clutinger Williams & Verhoye Inc$452,407$114,555,490$10,308,972$124,864,462
239American Money Management, LLC$319,241$382,450,072$10,535,248$392,985,320
240Avalan, LLC$587,016$265,343,071$10,554,513$275,897,584
241Oak Root LLC$7,243,478$822,000,000$11,000,000$833,000,000
242Kachkovsky & Fisher, Inc.$178,491$148,183,308$11,030,642$159,213,950
243Archer Pointe Wealth Management, LLC$505,914$101,224,728$11,088,234$112,312,962
244R. S. Crum, Inc.$625,661$543,826,248$11,134,654$554,960,902
245Pacific Edge Advisors, LLC$2,274,721$509,345,715$11,565,472$520,911,187
246Cardinal Point Wealth Management, LLC$794,211$554,579,872$11,692,815$566,272,687
247Ward & Associates$4,014,621$201,038,193$11,736,733$212,774,926
248Victus Captial Wealth, LLC$426,412$194,945,000$11,865,000$206,810,000
249Vantage Wealth Management, LLC$348,024$446,000,000$12,000,000$458,000,000
250Private Ocean, LLC$677,341$2,426,706,066$12,400,484$2,439,106,550
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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.