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 | Oceaniq Capital, LLC | $478,320 | $77,862,077 | $22,585,208 | $100,447,285 |
| 2 | Lumina Financial Consultants, LLC | $680,432 | $94,359,732 | $7,705,050 | $102,064,782 |
| 3 | Triad Investment Management, LLC | $1,521,537 | $103,464,506 | — | $103,464,506 |
| 4 | Dedicated Capital Advisors, LLC | $1,082,106 | $91,133,764 | $13,830,536 | $104,964,300 |
| 5 | Oxley, Harry Keir | $1,167,525 | $105,077,252 | — | $105,077,252 |
| 6 | Wealth Quest Partners, Inc. | $358,889 | $106,590,112 | — | $106,590,112 |
| 7 | Amara Financial, LLC | $265,373 | $66,516,613 | $40,428,669 | $106,945,282 |
| 8 | Taylor Wealth Management, LLC | $585,474 | $4,286,779 | $104,025,902 | $108,312,681 |
| 9 | Citrine Capital, LLC | $467,906 | $109,022,110 | — | $109,022,110 |
| 10 | HBA Advisors, LLC | $113,802 | $109,381,760 | $323,023 | $109,704,783 |
| 11 | Pariax, LLC | $1,110,891 | $107,000,000 | $5,200,000 | $112,200,000 |
| 12 | Archer Pointe Wealth Management, LLC | $505,914 | $101,224,728 | $11,088,234 | $112,312,962 |
| 13 | Hendershott Wealth Management, LLC | $285,539 | — | $113,073,448 | $113,073,448 |
| 14 | Cedarstone Advisors | $771,464 | $113,215,076 | $961,599 | $114,176,675 |
| 15 | Bourke Wealth Management | $431,908 | $113,263,397 | $1,192,289 | $114,455,686 |
| 16 | Legacy Wealth Advisors, LLC | $636,492 | $109,871,298 | $4,697,329 | $114,568,627 |
| 17 | ALAMAR CAPITAL MANAGEMENT, LLC | $761,332 | $116,483,726 | — | $116,483,726 |
| 18 | Lewis Asset Management, LLC | $260,861 | $112,370,767 | $5,799,459 | $118,170,226 |
| 19 | Del Mar Wealth Management Inc | $406,541 | $118,303,331 | — | $118,303,331 |
| 20 | Jack Keeter & Associates, Inc. | $150,836 | $106,325,241 | $12,985,874 | $119,311,115 |
| 21 | Alsari Wealth Management Global Advisors, LLC | $349,854 | $120,000,000 | — | $120,000,000 |
| 22 | Pantheon Investment Group, LLC | $532,861 | $120,426,555 | — | $120,426,555 |
| 23 | Echo45 Advisors LLC | $365,839 | $120,726,820 | — | $120,726,820 |
| 24 | Prosperity Road, LLC | $958,943 | $117,657,981 | $3,168,872 | $120,826,853 |
| 25 | CHRONICLE ADVISORS LLC | $1,781,443 | $121,138,114 | — | $121,138,114 |
| 26 | Aspire Planning Associates, Inc. | $310,162 | $123,444,466 | — | $123,444,466 |
| 27 | Global Financial Advisory Services, Inc. | $305,710 | — | $124,423,884 | $124,423,884 |
| 28 | Johnson Lyman, Inc. | $2,445,755 | $119,124,389 | $5,609,096 | $124,733,485 |
| 29 | Clutinger Williams & Verhoye Inc | $452,407 | $114,555,490 | $10,308,972 | $124,864,462 |
| 30 | BUFFALO CAPITAL CORPORATION | $650,815 | $126,258,119 | — | $126,258,119 |
| 31 | D'Arcy Capital Management, LLC | $606,419 | $126,741,596 | — | $126,741,596 |
| 32 | Archvest Wealth Advisors, Inc. | $586,073 | $128,350,000 | — | $128,350,000 |
| 33 | Capital Cs Group, LLC | $463,849 | $106,668,881 | $22,281,072 | $128,949,953 |
| 34 | Hillegas Advisory Services, Inc. | $381,093 | $112,740,253 | $16,831,317 | $129,571,570 |
| 35 | Matrix Planning Inc | $1,109,738 | $97,189,920 | $33,759,218 | $130,949,138 |
| 36 | Topel & Distasi Wealth Management, LLC | $252,241 | $131,670,000 | — | $131,670,000 |
| 37 | Advantage Capital Advisors, LLC | $304,241 | $131,736,302 | — | $131,736,302 |
| 38 | Great Gable Advisors, LLC | $414,523 | $132,647,399 | — | $132,647,399 |
| 39 | Blue Summit Financial Group, Inc. | $257,983 | $132,861,287 | — | $132,861,287 |
| 40 | Carbahal Olsen Financial Services Group LLC | $282,545 | $129,776,658 | $3,301,805 | $133,078,463 |
| 41 | Millennium Investment Services | $595,858 | $128,791,192 | $4,681,028 | $133,472,220 |
| 42 | Effective Assets, Inc. | $386,486 | $127,348,529 | $6,762,166 | $134,110,695 |
| 43 | Garner Financial Management, Inc. | $364,825 | $127,581,122 | $7,769,045 | $135,350,167 |
| 44 | Gasber Financial Advisors, Inc | $949,504 | $129,429,056 | $6,349,962 | $135,779,018 |
| 45 | Vista Advisor Group, LLC | $372,356 | $130,777,445 | $5,504,916 | $136,282,361 |
| 46 | ACap Asset Management, Inc. | $124,925 | $113,833,411 | $23,084,708 | $136,918,119 |
| 47 | Willow Grove Advisors, LLC | $381,441 | $138,459,220 | $3,693 | $138,462,913 |
| 48 | David S Reinders, Inc. | $235,458 | $138,920,045 | — | $138,920,045 |
| 49 | Capital Management Advisor Group, LLC | $675,265 | $139,104,491 | — | $139,104,491 |
| 50 | CLEARVIEW INVESTMENT PARTNERS, LLC | $234,048 | $137,272,097 | $2,220,659 | $139,492,756 |
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.
