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 |
|---|---|---|---|---|---|
| 1 | DEDICATED CAPITAL ADVISORS, LLC | $1,114,698 | $86,333,840 | $13,989,022 | $100,322,862 |
| 2 | CEDARSTONE ADVISORS | $728,652 | $101,244,711 | $766,517 | $102,011,228 |
| 3 | ECHO45 ADVISORS LLC | $345,705 | $98,234,053 | $4,094,747 | $102,328,800 |
| 4 | DOUBLE BAY MANAGEMENT & PLANNING | $553,108 | $103,431,146 | — | $103,431,146 |
| 5 | BOURKE WEALTH MANAGEMENT | $410,876 | $103,965,028 | $808,458 | $104,773,486 |
| 6 | ADVANTAGE CAPITAL ADVISORS, LLC | $278,903 | $107,377,534 | — | $107,377,534 |
| 7 | OCEANIQ CAPITAL, LLC | $719,593 | $96,027,346 | $11,911,545 | $107,938,891 |
| 8 | GW FINANCIAL | $393,915 | $82,013,649 | $26,312,889 | $108,326,538 |
| 9 | JOHNSON LYMAN WEALTH ADVISORS | $2,232,328 | $104,577,121 | $4,806,942 | $109,384,063 |
| 10 | HAYDEL, BIEL & ASSOCIATES | $113,802 | $109,381,760 | $323,023 | $109,704,783 |
| 11 | AXIOM ADVISORY, LLC | $238,636 | $110,011,213 | — | $110,011,213 |
| 12 | GLOBAL FINANCIAL ADVISORY SERVICES, INC. | $296,140 | — | $110,164,052 | $110,164,052 |
| 13 | ASPIRE PLANNING ASSOCIATES, INC. | $290,372 | $110,922,151 | — | $110,922,151 |
| 14 | CAPITAL MANAGEMENT ADVISOR GROUP, LLC | $542,351 | $111,181,917 | — | $111,181,917 |
| 15 | WILLOW GROVE ADVISORS, LLC | $356,822 | $114,178,257 | $4,773 | $114,183,030 |
| 16 | YODER WEALTH MANAGEMENT | $408,208 | $116,339,261 | — | $116,339,261 |
| 17 | ALAMAR CAPITAL MANAGEMENT, LLC | $761,332 | $116,483,726 | — | $116,483,726 |
| 18 | BLUE SUMMIT WEALTH MANAGEMENT | $243,045 | $116,904,690 | — | $116,904,690 |
| 19 | CANTER WEALTH | $815,166 | $117,383,901 | — | $117,383,901 |
| 20 | GASBER FINANCIAL ADVISORS, INC | $778,653 | $112,009,626 | $5,566,967 | $117,576,593 |
| 21 | ORION CAPITAL MANAGEMENT LLC | $529,101 | $117,949,045 | $40,574 | $117,989,619 |
| 22 | MILLENNIUM INVESTMENT SERVICES | $516,857 | $115,974,931 | $2,902,243 | $118,877,174 |
| 23 | ALIGN IMPACT, LLC | $8,520,408 | $119,285,708 | — | $119,285,708 |
| 24 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC | $260,683 | $119,653,268 | — | $119,653,268 |
| 25 | NIA IMPACT CAPITAL | $1,166,814 | $109,556,001 | $10,625,839 | $120,181,840 |
| 26 | CHRONICLE ADVISORS LLC | $1,781,443 | $121,138,114 | — | $121,138,114 |
| 27 | TRIAD INVESTMENT MANAGEMENT, LLC | $1,561,175 | $121,771,663 | — | $121,771,663 |
| 28 | KACHKOVSKY & FISHER, INC. | $146,387 | $114,598,670 | $8,219,633 | $122,818,303 |
| 29 | FISCHER INVESTMENT STRATEGIES, LLC | $177,905 | $123,466,166 | — | $123,466,166 |
| 30 | GRIFFIN BLACK, INC. | $255,715 | $123,766,244 | — | $123,766,244 |
| 31 | ACCRETIVE WEALTH MANAGEMENT, LLC | $632,653 | $109,000,000 | $15,000,000 | $124,000,000 |
| 32 | CLUTINGER WILLIAMS & VERHOYE INC | $409,609 | $115,139,284 | $8,972,306 | $124,111,590 |
| 33 | HILLEGAS ADVISORY SERVICES, INC. | $379,495 | $110,938,945 | $14,294,535 | $125,233,480 |
| 34 | BUFFALO CAPITAL CORPORATION | $650,815 | $126,258,119 | — | $126,258,119 |
| 35 | MATRIX PLANNING INC | $1,097,101 | $75,580,038 | $51,683,728 | $127,263,766 |
| 36 | RHS FINANCIAL, LLC | $277,729 | $121,743,037 | $6,012,502 | $127,755,539 |
| 37 | GARNER FINANCIAL MANAGEMENT | $336,800 | $123,987,202 | $3,996,687 | $127,983,889 |
| 38 | PACIFICA WEALTH ADVISORS, INC. | $2,684,711 | $119,207,761 | $12,343,091 | $131,550,852 |
| 39 | WEINBERGER ASSET MANAGEMENT, INC | $543,867 | $133,247,396 | — | $133,247,396 |
| 40 | MACROCLIMATE LLC | $4,762,531 | $133,350,868 | — | $133,350,868 |
| 41 | HOLBROOK GLOBAL STRATEGIES | $1,914,286 | $134,000,000 | — | $134,000,000 |
| 42 | CAMELOTTA ADVISORS | $638,367 | $133,727,358 | $329,742 | $134,057,100 |
| 43 | SIMPLEX WEALTH MANAGEMENT | $279,472 | $127,174,720 | $8,648,907 | $135,823,627 |
| 44 | AWM GLOBAL ADVISORS | $363,941 | $136,842,000 | — | $136,842,000 |
| 45 | DOBSON ASSET MANAGEMENT | $391,582 | $134,849,694 | $2,595,608 | $137,445,302 |
| 46 | FPC INVESTMENT ADVISORY, INC. | $340,709 | $139,350,104 | — | $139,350,104 |
| 47 | CLEARVIEW INVESTMENT PARTNERS, LLC | $234,048 | $137,272,097 | $2,220,659 | $139,492,756 |
| 48 | WORLDVIEW WEALTH ADVISORS | $1,246,696 | $139,630,000 | — | $139,630,000 |
| 49 | ALLSTREET CAPITAL LLC | $1,076,923 | $140,000,000 | — | $140,000,000 |
| 50 | CASTLE WEALTH PLANNING | $1,185,551 | $142,266,112 | — | $142,266,112 |
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 Data.
Reprints: For reprints of these rankings, please contact Sabrina Straub.
*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.
Database last updated on June, 2020.
