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
1DEDICATED CAPITAL ADVISORS, LLC$1,114,698$86,333,840$13,989,022$100,322,862
2CEDARSTONE ADVISORS$728,652$101,244,711$766,517$102,011,228
3ECHO45 ADVISORS LLC$345,705$98,234,053$4,094,747$102,328,800
4DOUBLE BAY MANAGEMENT & PLANNING$553,108$103,431,146$103,431,146
5BOURKE WEALTH MANAGEMENT$410,876$103,965,028$808,458$104,773,486
6ADVANTAGE CAPITAL ADVISORS, LLC$278,903$107,377,534$107,377,534
7OCEANIQ CAPITAL, LLC$719,593$96,027,346$11,911,545$107,938,891
8GW FINANCIAL$393,915$82,013,649$26,312,889$108,326,538
9JOHNSON LYMAN WEALTH ADVISORS$2,232,328$104,577,121$4,806,942$109,384,063
10HAYDEL, BIEL & ASSOCIATES$113,802$109,381,760$323,023$109,704,783
11AXIOM ADVISORY, LLC$238,636$110,011,213$110,011,213
12GLOBAL FINANCIAL ADVISORY SERVICES, INC.$296,140$110,164,052$110,164,052
13ASPIRE PLANNING ASSOCIATES, INC.$290,372$110,922,151$110,922,151
14CAPITAL MANAGEMENT ADVISOR GROUP, LLC$542,351$111,181,917$111,181,917
15WILLOW GROVE ADVISORS, LLC$356,822$114,178,257$4,773$114,183,030
16YODER WEALTH MANAGEMENT$408,208$116,339,261$116,339,261
17ALAMAR CAPITAL MANAGEMENT, LLC$761,332$116,483,726$116,483,726
18BLUE SUMMIT WEALTH MANAGEMENT$243,045$116,904,690$116,904,690
19CANTER WEALTH$815,166$117,383,901$117,383,901
20GASBER FINANCIAL ADVISORS, INC$778,653$112,009,626$5,566,967$117,576,593
21ORION CAPITAL MANAGEMENT LLC$529,101$117,949,045$40,574$117,989,619
22MILLENNIUM INVESTMENT SERVICES$516,857$115,974,931$2,902,243$118,877,174
23ALIGN IMPACT, LLC$8,520,408$119,285,708$119,285,708
24CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC$260,683$119,653,268$119,653,268
25NIA IMPACT CAPITAL$1,166,814$109,556,001$10,625,839$120,181,840
26CHRONICLE ADVISORS LLC$1,781,443$121,138,114$121,138,114
27TRIAD INVESTMENT MANAGEMENT, LLC$1,561,175$121,771,663$121,771,663
28KACHKOVSKY & FISHER, INC.$146,387$114,598,670$8,219,633$122,818,303
29FISCHER INVESTMENT STRATEGIES, LLC$177,905$123,466,166$123,466,166
30GRIFFIN BLACK, INC.$255,715$123,766,244$123,766,244
31ACCRETIVE WEALTH MANAGEMENT, LLC$632,653$109,000,000$15,000,000$124,000,000
32CLUTINGER WILLIAMS & VERHOYE INC$409,609$115,139,284$8,972,306$124,111,590
33HILLEGAS ADVISORY SERVICES, INC.$379,495$110,938,945$14,294,535$125,233,480
34BUFFALO CAPITAL CORPORATION$650,815$126,258,119$126,258,119
35MATRIX PLANNING INC$1,097,101$75,580,038$51,683,728$127,263,766
36RHS FINANCIAL, LLC$277,729$121,743,037$6,012,502$127,755,539
37GARNER FINANCIAL MANAGEMENT$336,800$123,987,202$3,996,687$127,983,889
38PACIFICA WEALTH ADVISORS, INC.$2,684,711$119,207,761$12,343,091$131,550,852
39WEINBERGER ASSET MANAGEMENT, INC$543,867$133,247,396$133,247,396
40MACROCLIMATE LLC$4,762,531$133,350,868$133,350,868
41HOLBROOK GLOBAL STRATEGIES$1,914,286$134,000,000$134,000,000
42CAMELOTTA ADVISORS$638,367$133,727,358$329,742$134,057,100
43SIMPLEX WEALTH MANAGEMENT$279,472$127,174,720$8,648,907$135,823,627
44AWM GLOBAL ADVISORS$363,941$136,842,000$136,842,000
45DOBSON ASSET MANAGEMENT$391,582$134,849,694$2,595,608$137,445,302
46FPC INVESTMENT ADVISORY, INC.$340,709$139,350,104$139,350,104
47CLEARVIEW INVESTMENT PARTNERS, LLC$234,048$137,272,097$2,220,659$139,492,756
48WORLDVIEW WEALTH ADVISORS$1,246,696$139,630,000$139,630,000
49ALLSTREET CAPITAL LLC$1,076,923$140,000,000$140,000,000
50CASTLE WEALTH PLANNING$1,185,551$142,266,112$142,266,112
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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 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.