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
201NBS Financial & Insurance Services Inc$616,599$274,474,722$2,378,104$276,852,826
202Check Capital Management Inc$618,881$1,180,097,002$75,611,808$1,255,708,810
203Strategy Asset Managers L.L.C.$620,325$583,725,372$583,725,372
204Abacus Wealth Partners, LLC$620,391$3,512,857,000$236,788,000$3,749,645,000
205Caerus Investment Advisors, LLC$621,974$151,230,384$70,192,522$221,422,906
206Burton Enright Welch$622,859$757,068,453$112,442,181$869,510,634
207R. S. Crum, Inc.$625,661$543,826,248$11,134,654$554,960,902
208Platt Wealth Management, LLC$629,986$220,592,817$1,792,288$222,385,105
209Alphacore Capital LLC$630,542$441,580,965$601,966,709$1,043,547,674
210Banta Asset Management Lp$633,914$168,621,099$168,621,099
211Hutchinson & Ziegler Financial Advisors, Inc.$634,818$154,895,494$154,895,494
212Legacy Wealth Advisors, LLC$636,492$109,871,298$4,697,329$114,568,627
213Cheviot Value Management, LLC$640,497$533,534,398$533,534,398
214Private Asset Management Inc$645,735$880,782,665$880,782,665
215Roof, Eidam & Maycock, LLC$646,332$623,010,254$15,565,302$638,575,556
216BUFFALO CAPITAL CORPORATION$650,815$126,258,119$126,258,119
217Destination Wealth Management$653,674$3,226,536,075$3,226,536,075
218Summitry, LLC$657,743$1,855,910,283$102,191,277$1,958,101,560
219Eiger Wealth Management, LLC$658,844$167,531,071$64,382,125$231,913,196
220Slwa, LLC$660,580$288,673,603$288,673,603
221Parkside Advisors LLC$666,875$511,493,152$511,493,152
222New Market Wealth Management, LLC$667,385$217,978,901$21,612,378$239,591,279
223Westshore Wealth, LLC$668,911$389,938,970$8,063,366$398,002,336
224Bell & Brown Wealth Advisors, LLC$674,542$250,137,175$2,816,103$252,953,278
225Capital Management Advisor Group, LLC$675,265$139,104,491$139,104,491
226Index Fund Advisors, Inc.$675,307$4,132,878,908$4,132,878,908
227Private Ocean, LLC$677,341$2,426,706,066$12,400,484$2,439,106,550
2285T Wealth, LLC$679,914$213,025,059$467,989$213,493,048
229Lumina Financial Consultants, LLC$680,432$94,359,732$7,705,050$102,064,782
230Peninsula Wealth, LLC$681,167$472,729,806$472,729,806
231Accretive Wealth Management, LLC$681,829$129,883,579$20,118,760$150,002,339
232Benningfield Financial Advisors, LLC$690,894$181,014,326$181,014,326
233Boltwood Capital Management$696,498$172,639,074$35,613,928$208,253,002
234Halbert Hargrove Global Advisors, LLC$708,434$2,566,475,785$196,415,236$2,762,891,021
235Catalina Capital Group, LLC$722,726$181,549,900$41,772,495$223,322,395
236Palo Alto Wealth Advisors, LLC$732,290$261,178,301$91,785,383$352,963,684
237Equius Partners, Inc.$736,911$1,077,247,083$31,066,953$1,108,314,036
238Jeppson Wealth Management, LLC$736,928$390,571,799$390,571,799
239RPG Investment Advisory, LLC$737,631$615,184,613$615,184,613
240Rebalance LLC$740,603$984,261,417$984,261,417
241Blankinship & Foster, LLC$741,506$722,226,368$722,226,368
242Morton Capital Management, LLC$743,154$2,120,478,789$90,404,247$2,210,883,036
243SB Capital Management, Inc.$746,365$852,759,819$1,827,925$854,587,744
244AIRE Advisors, LLC$746,605$271,764,124$271,764,124
245JDH Wealth Management, LLC$747,157$227,135,868$227,135,868
246Westend Capital Management, LLC.$749,085$158,056,900$158,056,900
247ALAMAR CAPITAL MANAGEMENT, LLC$761,332$116,483,726$116,483,726
248Pacific Global Investment Management Co$762,609$609,324,919$609,324,919
249Finkel Eliot Michelow$763,155$156,446,740$156,446,740
250Brio Consultants, LLC$763,900$472,853,885$472,853,885
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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.