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
101Mine & Arao Wealth Creation And Management, LLC$413,921$174,260,743$174,260,743
102Investor'S Capital Management, LLC$420,601$169,276,175$6,955,657$176,231,832
103Silver Oak Wealth Advisors Services, LLC$428,940$177,152,239$177,152,239
104Carmel Capital Management L.L.C.$1,856,250$178,200,000$178,200,000
105Benningfield Financial Advisors, LLC$690,894$181,014,326$181,014,326
106Jess S. Morgan & Company., Inc.$925,681$181,433,454$181,433,454
107Fairbanks Capital Management, Inc.$1,043,328$182,582,392$182,582,392
108CORNERSTONE WEALTH MANAGEMENT$567,111$179,086,662$3,523,085$182,609,747
109Simplex Wealth Management, LLC$312,103$176,987,979$5,904,376$182,892,355
110Western Financial Corporation$591,276$183,886,684$183,886,684
111Integral Investment Advisors, Inc.$386,540$140,121,476$43,871,354$183,992,830
112Elevage Partners, LLC$150,937$185,351,045$185,351,045
113Friedlander, Brenda S$1,469,738$179,919,490$6,737,247$186,656,737
114ALJIAN CAPITAL MANAGEMENT$304,170$183,797,669$3,266,641$187,064,310
115Dash Acquisitions Inc.$354,546$191,454,826$191,454,826
116Up Capital Management, Inc.$569,962$109,491,089$85,435,842$194,926,931
117Veripax Wealth Management, Inc.$219,420$195,342,823$379,464$195,722,287
118Carlsbad Wealth Advisory Group, Inc.$310,940$196,824,814$196,824,814
119Cannon Beach Consultants Inc$305,516$128,552,301$68,505,479$197,057,780
120Elmwood Wealth Management, Inc.$400,658$192,280,963$4,842,601$197,123,564
121Measured Risk Portfolios, Inc.$230,492$193,248,384$4,282,999$197,531,383
122Concord Investment Counsel$377,660$197,292,533$2,867,197$200,159,730
123CBT Financial Planning, Inc.$1,812,561$176,733,562$26,273,270$203,006,832
124Pathways Advisory Group, Inc.$230,356$203,173,711$203,173,711
125Sharper & Granite LLC$564,490$203,781,000$203,781,000
126Manhattan West Asset Management, LLC$310,499$144,404,410$59,904,107$204,308,517
127Seldon Capital Lp$40,996,043$204,980,216$204,980,216
128Portfolio Advisors, Inc.$264,189$205,010,504$205,010,504
129Victus Captial Wealth, LLC$426,412$194,945,000$11,865,000$206,810,000
130Berkson Asset Management, Inc.$1,231,573$26,322,401$180,581,933$206,904,334
131C-J Advisory, Inc.$241,474$207,909,075$207,909,075
132Boltwood Capital Management$696,498$172,639,074$35,613,928$208,253,002
133Verity Wealth Advisors, LLC$4,091,254$208,653,946$208,653,946
134Clay Northam Wealth Management, LLC$200,913$209,551,845$209,551,845
135Shira Ridge Wealth Management$348,548$209,825,991$209,825,991
136Wolman Wealth Management, Inc.$3,630,650$210,577,693$210,577,693
137Pachira Investments, Inc.$363,142$167,378,789$44,332,807$211,711,596
138Carter Financial, LLC$403,131$210,811,749$1,235,076$212,046,825
139Regal Wealth Group Inc.$372,306$212,586,730$212,586,730
140Womack Wealth Management, Inc.$455,580$208,773,202$3,982,496$212,755,698
141Ward & Associates$4,014,621$201,038,193$11,736,733$212,774,926
142Wealth Analytics Partners, LLC$587,172$213,143,348$213,143,348
143Pacific Capital Wealth Advisors, Inc.$529,583$213,421,768$213,421,768
1445T Wealth, LLC$679,914$213,025,059$467,989$213,493,048
145AF Advisors, Inc.$1,665,573$214,469,264$389,641$214,858,905
146RUNNING POINT CAPITAL ADVISORS LLC$782,251$218,247,934$218,247,934
147Fortress Wealth Management, Inc.$284,160$218,229,702$573,260$218,802,962
148Bennicas & Associates, Inc.$1,750,996$218,874,448$218,874,448
149Caerus Investment Advisors, LLC$621,974$151,230,384$70,192,522$221,422,906
150Impact Investors, Inc.$269,314$177,954,966$43,690,534$221,645,500
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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.