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
51WORLDVIEW WEALTH ADVISORS$1,246,696$139,630,000$139,630,000
52ALLSTREET CAPITAL LLC$1,076,923$140,000,000$140,000,000
53McNaughton Wealth Management, LLC$194,147$139,681,293$2,045,863$141,727,156
54Castle Wealth Planning LLC$1,185,551$142,266,112$142,266,112
55Kaizen Financial Strategies, LLC$271,089$141,127,050$1,194,517$142,321,567
56Fischer Investment Strategies, LLC$196,064$142,538,703$142,538,703
57Integrity Wealth Partners, LLC$348,255$144,874,134$144,874,134
58Yoder Wealth Management, Inc.$508,084$146,836,311$146,836,311
59Griffin Black, Inc.$281,548$147,531,179$147,531,179
60RHS Financial, LLC$274,733$140,975,270$6,831,287$147,806,557
61Dobson Asset Management - Northern California$411,300$146,279,700$3,022,339$149,302,039
62Accretive Wealth Management, LLC$681,829$129,883,579$20,118,760$150,002,339
63Macroclimate LLC$3,068,341$150,348,700$150,348,700
64Axiom Advisory, LLC$269,005$150,249,438$124,155$150,373,593
65Orion Capital Management LLC$577,205$150,424,930$225,564$150,650,494
66Koa Wealth Management, LLC$374,843$126,756,132$24,305,475$151,061,607
67Tricord Advisors, Inc.$194,688$152,441,018$152,441,018
68QUANTUM CAPITAL MANAGEMENT$777,170$137,829,319$15,273,256$153,102,575
69Robasciotti & Associates , Inc.$288,931$154,000,000$154,000,000
70Camelot Technology Advisors, Inc.$569,096$153,972,696$252,383$154,225,079
71WALPOLE FINANCIAL ADVISORS, LLC$350,201$154,438,694$154,438,694
72Hutchinson & Ziegler Financial Advisors, Inc.$634,818$154,895,494$154,895,494
73South Bay Financial Partners Group, Inc.$798,687$154,945,209$154,945,209
74Finkel Eliot Michelow$763,155$156,446,740$156,446,740
75Pacifica Wealth Advisors, Inc.$799,045$144,817,589$12,594,298$157,411,887
76Westend Capital Management, LLC.$749,085$158,056,900$158,056,900
77Kachkovsky & Fisher, Inc.$178,491$148,183,308$11,030,642$159,213,950
78Sage Stone Wealth Management LLC$534,479$154,488,658$4,786,149$159,274,807
79Weinberger Asset Management, Inc$563,010$159,331,713$159,331,713
80Global Wealth Strategies LLC$4,571,429$160,000,000$160,000,000
81Franklin, Joyce Lea$857,472$160,347,183$160,347,183
82WILSON & BOUCHER CAPITAL MANAGEMENT, LLC$384,524$161,115,762$161,115,762
83Private Capital Management, Inc.$572,108$143,548,946$17,785,517$161,334,463
84Tempus Wealth Planning, LLC$216,392$119,662,565$43,064,167$162,726,732
85Pring/Turner Capital Group, Inc.$499,045$162,795,365$392,393$163,187,758
86FPC Investment Advisory, Inc.$371,049$163,632,689$163,632,689
87Canter Strategic Wealth Management, LLC$992,842$163,818,948$163,818,948
88Align Impact, LLC$7,812,692$164,066,530$164,066,530
89Garrison Point Advisors, LLC$541,079$157,587,138$7,442,092$165,029,230
90Ball & Company$379,252$165,733,320$165,733,320
91TABR Capital Management, LLC$280,924$165,744,978$165,744,978
92Walker Financial Advisors, Inc. Dba California 457 Benefits$516,004$140,467,268$27,233,960$167,701,228
93Symphony Financial Planning LLC$356,408$165,774,529$2,093,577$167,868,106
94Davis & Seiley Wealth Management, Inc.$252,580$152,812,000$15,406,184$168,218,184
95Banta Asset Management Lp$633,914$168,621,099$168,621,099
96Grecu Capital Management, Inc.$578,839$153,882,818$15,138,248$169,021,066
97Certified Planners, Inc.$262,113$169,849,329$169,849,329
98Breen Wealth Management, LLC$366,607$170,472,028$170,472,028
99Altamont Wealth Management, Inc.$2,053,091$172,459,625$172,459,625
100Stephenson And Company, Inc.$461,501$100,754,541$73,231,289$173,985,830
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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.