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
151HC Financial Advisors Inc$515,403$479,840,525$479,840,525
152Walker Financial Advisors, Inc. Dba California 457 Benefits$516,004$140,467,268$27,233,960$167,701,228
153Paragon Financial Partners, Inc.$516,528$143,340,514$85,481,488$228,822,002
154Brian D. Lowder, Inc.$516,738$319,344,067$319,344,067
155Lodestar Private Asset Management LLC$520,019$718,964,834$8,022,210$726,987,044
156Worthpointe, LLC$521,612$692,701,264$692,701,264
157Bell Investment Advisors Inc$525,448$500,472,899$55,450,927$555,923,826
158Dean Roland Russell, LLC$526,347$306,860,162$306,860,162
159Meritas Wealth Management, LLC$528,559$454,560,698$454,560,698
160Pacific Capital Wealth Advisors, Inc.$529,583$213,421,768$213,421,768
161Pantheon Investment Group, LLC$532,861$120,426,555$120,426,555
162Sage Stone Wealth Management LLC$534,479$154,488,658$4,786,149$159,274,807
163Surevest, LLC$535,383$417,904,667$33,423,453$451,328,120
164L & S Advisors, Inc$535,696$704,543,929$6,324,828$710,868,757
165Garrison Point Advisors, LLC$541,079$157,587,138$7,442,092$165,029,230
166Wealth Architects, LLC$541,203$1,248,533,331$92,568,487$1,341,101,818
167Premier Financial Group Inc$542,407$455,043,361$141,604,208$596,647,569
168Oder Investment Management, LLC$544,957$253,812,008$16,486,875$270,298,883
169Creative Capital Management Investments LLC$546,770$416,638,808$416,638,808
170SMART INVESTOR, LLC$553,644$574,410,546$272,090$574,682,636
171Silicon Valley Capital Partners, L.P.$555,557$637,779,174$637,779,174
172Concentric Wealth Management LLC$557,675$470,677,717$470,677,717
173Weinberger Asset Management, Inc$563,010$159,331,713$159,331,713
174Sharper & Granite LLC$564,490$203,781,000$203,781,000
175Telos Capital Management, Inc.$564,647$1,017,493,974$1,017,493,974
176Sage Rhino Capital LLC$566,954$600,403,904$600,403,904
177CORNERSTONE WEALTH MANAGEMENT$567,111$179,086,662$3,523,085$182,609,747
178Camelot Technology Advisors, Inc.$569,096$153,972,696$252,383$154,225,079
179Up Capital Management, Inc.$569,962$109,491,089$85,435,842$194,926,931
180Private Capital Management, Inc.$572,108$143,548,946$17,785,517$161,334,463
181Prism Advisors, Inc.$573,246$361,570,712$6,453,201$368,023,913
182Orion Capital Management LLC$577,205$150,424,930$225,564$150,650,494
183Grecu Capital Management, Inc.$578,839$153,882,818$15,138,248$169,021,066
184Taylor Wealth Management, LLC$585,474$4,286,779$104,025,902$108,312,681
185Archvest Wealth Advisors, Inc.$586,073$128,350,000$128,350,000
186Avalan, LLC$587,016$265,343,071$10,554,513$275,897,584
187Wealth Analytics Partners, LLC$587,172$213,143,348$213,143,348
188Longview Financial Advisors, LLC$587,374$203,233,256$56,973,298$260,206,554
189Willow Creek Wealth Management, Inc.$590,021$1,296,488,990$84,749,517$1,381,238,507
190Sitrin Capital Management, LLC$590,398$364,865,671$364,865,671
191Western Financial Corporation$591,276$183,886,684$183,886,684
192Millennium Investment Services$595,858$128,791,192$4,681,028$133,472,220
193Knightsbridge Asset Management LLC$597,212$443,878,610$2,836,306$446,714,916
194Sweeney & Michel, LLC$603,224$388,900,568$36,372,438$425,273,006
195D'Arcy Capital Management, LLC$606,419$126,741,596$126,741,596
196Libra Wealth LLC$610,099$237,938,726$237,938,726
197Blume Capital Management, Inc.$612,031$473,099,819$473,099,819
198Spectrum Asset Management Inc$612,959$558,194,620$13,083,246$571,277,866
199DHR Investment Counsel Ltd$614,222$363,075,159$74,865,020$437,940,179
200Integris Wealth Management, LLC$615,468$420,386,971$13,517,705$433,904,676
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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.