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
201VINTAGE WEST CAPITAL MANAGEMENT$939,461$135,327,022$159,663,725$294,990,747
202Hynes Advisory Inc.$514,966$299,162,439$33,064$299,195,503
203AG Asset Advisory, LLC$1,863,931$301,956,882$301,956,882
204Financial Avengers, Inc.$451,469$303,838,810$303,838,810
205Dean Roland Russell, LLC$526,347$306,860,162$306,860,162
206Jackson Square Capital, LLC$1,078,069$239,452,006$69,953,767$309,405,773
207Sirius Wealth Management Strategies, LLC$3,465,208$275,958,965$39,375,000$315,333,965
208LEGA Z ADVISORY LLC$11,783,677$266,830,327$51,328,960$318,159,287
209Brian D. Lowder, Inc.$516,738$319,344,067$319,344,067
210CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT$1,899,373$320,994,000$320,994,000
211Praetorian Wealth Management, Inc.$294,914$321,268,876$2,251,913$323,520,789
212Harold Davidson & Associates Inc$788,223$323,959,812$323,959,812
213Clearpath Capital Partners LLC$1,141,147$242,273,849$82,953,117$325,226,966
214WP Advisors, LLC$407,779$316,821,002$13,071,999$329,893,001
215McCarthy Asset Management, Inc.$432,955$330,344,596$330,344,596
216Elm Advisors, LLC$896,755$259,284,460$79,688,964$338,973,424
217Orin Green Financial, LLC$461,437$336,286,684$2,869,249$339,155,933
218Planned Solutions Financial & Insurance Services, Inc.$205,315$333,276,488$7,547,029$340,823,517
219Parkshore Wealth Management$258,759$312,126,238$28,918,182$341,044,420
220Beta Wealth Group, Inc$922,102$342,100,000$342,100,000
221Van Strum & Towne Inc$1,277,539$301,769,225$43,166,175$344,935,400
222Betterwealth LLC$313,380$337,898,692$7,445,530$345,344,222
223Private Wealth Advisors, LLC$283,754$345,729,624$167,091$345,896,715
224Lighthouse Financial Services Inc$346,122$347,160,859$347,160,859
225Palo Alto Wealth Advisors, LLC$732,290$261,178,301$91,785,383$352,963,684
226Vance Wealth, Inc.$422,257$354,854,411$1,108,156$355,962,567
227Morling Financial Advisors, LLC$433,699$359,536,604$359,536,604
228Wilsey Asset Management Incorporated$300,978$360,270,737$360,270,737
229Sitrin Capital Management, LLC$590,398$364,865,671$364,865,671
230Prism Advisors, Inc.$573,246$361,570,712$6,453,201$368,023,913
231Wimmer Associates I, LLC$2,307,900$344,608,000$24,656,000$369,264,000
232Financial Connections Group, Inc.$485,321$370,785,066$370,785,066
233Asset Planning, Inc$1,077,588$376,207,369$948,523$377,155,892
234Cerro Pacific Wealth Advisors, LLC$466,962$384,776,957$384,776,957
235Woodward Diversified Capital, LLC$404,995$390,414,891$390,414,891
236Jeppson Wealth Management, LLC$736,928$390,571,799$390,571,799
237Wealthvalues, LLC$2,262,468$391,406,928$391,406,928
238Traverso Chambers Private Wealth Management, LLC$395,068$392,302,815$392,302,815
239EWG Elevate Inc.$401,275$390,735,924$1,710,648$392,446,572
240American Money Management, LLC$319,241$382,450,072$10,535,248$392,985,320
241Financial Designs Corporation$296,334$300,814,499$95,976,757$396,791,256
242Westshore Wealth, LLC$668,911$389,938,970$8,063,366$398,002,336
243Navalign, LLC$297,974$404,947,000$404,947,000
244Creative Capital Management Investments LLC$546,770$416,638,808$416,638,808
245ROWLING & ASSOCIATES$409,125$388,802,238$30,141,456$418,943,694
246De Groote Financial Group, LLC$360,116$420,615,000$420,615,000
247Gradient Capital Advisors, LLC$332,999$347,593,375$73,317,531$420,910,906
248Occidental Asset Management, LLC$363,867$422,085,914$422,085,914
249Sweeney & Michel, LLC$603,224$388,900,568$36,372,438$425,273,006
250Opes Wealth Management, LLC$1,517,825$426,508,843$426,508,843
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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.