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