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
151Empyrion Wealth Management, Inc.$2,676,073$222,114,022$222,114,022
152Platt Wealth Management, LLC$629,986$220,592,817$1,792,288$222,385,105
153Catalina Capital Group, LLC$722,726$181,549,900$41,772,495$223,322,395
154O'Boyle Wealth Management, Inc.$203,527$201,788,113$23,922,990$225,711,103
155TTP Investments, Inc.$286,282$226,449,066$226,449,066
156JDH Wealth Management, LLC$747,157$227,135,868$227,135,868
157Park, Miller, LLC$1,243,390$177,363,640$50,176,816$227,540,456
158Ted Buchan & Company, LLC$244,480$198,190,287$29,420,903$227,611,190
159Paragon Financial Partners, Inc.$516,528$143,340,514$85,481,488$228,822,002
160Eiger Wealth Management, LLC$658,844$167,531,071$64,382,125$231,913,196
161Jurika, Mills & Keifer, LLC$1,190,765$233,390,000$233,390,000
162The Humphreys Group, LLC$2,030,901$235,584,542$235,584,542
163Libra Wealth LLC$610,099$237,938,726$237,938,726
164Stewart Wealth Management, Inc.$201,204$204,292,256$34,537,395$238,829,651
165New Market Wealth Management, LLC$667,385$217,978,901$21,612,378$239,591,279
166Lifesteps Financial, Inc.$302,654$204,042,068$35,659,687$239,701,755
167ZRC Wealth Management, LLC$464,145$239,271,176$1,155,862$240,427,038
168Life Line Wealth Management LLC$1,167,073$239,677,305$1,906,839$241,584,144
169HAMILTON WEALTH, LLC$498,784$219,354,009$24,052,534$243,406,543
170Financial Alternatives, Inc.$306,075$241,303,257$3,862,872$245,166,129
171Lowery Thomas, LLC$450,482$120,376,059$125,136,675$245,512,734
172Inspired Financial LLC$496,982$247,000,000$247,000,000
173Curran & Lewis Investment Management, Inc.$483,650$247,628,744$247,628,744
174Monarch Wealth Strategies$381,222$249,319,052$249,319,052
175Curtis Advisory Group, LLC$862,899$249,474,207$766,595$250,240,802
176Bell & Brown Wealth Advisors, LLC$674,542$250,137,175$2,816,103$252,953,278
177Navigoe, LLC$1,776,551$252,631,496$1,415,310$254,046,806
178Longview Financial Advisors, LLC$587,374$203,233,256$56,973,298$260,206,554
179AEQUITAS WEALTH MANAGEMENT, LLC$425,399$263,322,000$263,322,000
180Alethea Capital Management, LLC$1,949,226$268,993,167$268,993,167
181Oder Investment Management, LLC$544,957$253,812,008$16,486,875$270,298,883
182Knuff & Company LLC$2,206,131$271,354,155$271,354,155
183AIRE Advisors, LLC$746,605$271,764,124$271,764,124
184KCS Wealth Advisory, LLC$333,183$272,210,173$272,210,173
185Retirement Capital Strategies, Inc.$455,928$272,644,923$272,644,923
186Hayes Financial, Inc.$444,087$269,947,038$4,498,821$274,445,859
187Avalan, LLC$587,016$265,343,071$10,554,513$275,897,584
188Guardian Investment Management, LLC$1,552,571$239,091,967$37,265,732$276,357,699
189Harrington Investments, Incorporated$1,251,351$275,934,984$613,600$276,548,584
190NBS Financial & Insurance Services Inc$616,599$274,474,722$2,378,104$276,852,826
191Litton Financial, LLC$317,789$279,972,495$279,972,495
192Sam Advisors, LLC$220,921$279,285,387$5,923,936$285,209,323
193Cedar Wealth Management, LLC$1,402,909$286,193,379$286,193,379
194Ariadne Wealth Management, Lp$959,059$278,104,900$8,653,621$286,758,521
195WFA WEALTH MANAGERS$387,387$262,454,427$26,149,170$288,603,597
196Slwa, LLC$660,580$288,673,603$288,673,603
197Falcon Wealth Planning, Inc.$175,640$287,450,269$1,653,099$289,103,368
198Wolff Wiese Magana LLC$195,186$274,303,336$14,962,302$289,265,638
199Blue Zone Wealth Advisors, LLC$1,185,386$293,975,700$293,975,700
200Chico Wealth Ria, Inc.$380,235$275,301,597$19,000,000$294,301,597
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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.