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
51Blankinship & Foster, LLC$741,506$722,226,368$722,226,368
52Blue Summit Financial Group, Inc.$257,983$132,861,287$132,861,287
53Blue Zone Wealth Advisors, LLC$1,185,386$293,975,700$293,975,700
54Blume Capital Management, Inc.$612,031$473,099,819$473,099,819
55Boltwood Capital Management$696,498$172,639,074$35,613,928$208,253,002
56Bourke Wealth Management$431,908$113,263,397$1,192,289$114,455,686
57Breen Wealth Management, LLC$366,607$170,472,028$170,472,028
58Brennan John David$1,368,338$337,421,850$152,443,246$489,865,096
59Brian D. Lowder, Inc.$516,738$319,344,067$319,344,067
60Brickley Wealth Management$1,272,534$600,635,890$600,635,890
61Brio Consultants, LLC$763,900$472,853,885$472,853,885
62BUFFALO CAPITAL CORPORATION$650,815$126,258,119$126,258,119
63Burleson & Company, LLC$981,507$645,504,267$134,793,423$780,297,690
64Burton Enright Welch$622,859$757,068,453$112,442,181$869,510,634
65C-J Advisory, Inc.$241,474$207,909,075$207,909,075
66Caerus Investment Advisors, LLC$621,974$151,230,384$70,192,522$221,422,906
67Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
68Camelot Technology Advisors, Inc.$569,096$153,972,696$252,383$154,225,079
69Cannon Beach Consultants Inc$305,516$128,552,301$68,505,479$197,057,780
70Canter Strategic Wealth Management, LLC$992,842$163,818,948$163,818,948
71Capital Advantage, Inc.$449,844$891,590,122$891,590,122
72Capital Cs Group, LLC$463,849$106,668,881$22,281,072$128,949,953
73Capital Management Advisor Group, LLC$675,265$139,104,491$139,104,491
74Carbahal Olsen Financial Services Group LLC$282,545$129,776,658$3,301,805$133,078,463
75Cardiff Park Advisors,LLC$1,044,254$52,892,344$2,116,022,686$2,168,915,030
76Cardinal Point Wealth Management, LLC$794,211$554,579,872$11,692,815$566,272,687
77Carlsbad Wealth Advisory Group, Inc.$310,940$196,824,814$196,824,814
78Carmel Capital Management L.L.C.$1,856,250$178,200,000$178,200,000
79Carter Financial, LLC$403,131$210,811,749$1,235,076$212,046,825
80Castle Wealth Planning LLC$1,185,551$142,266,112$142,266,112
81Catalina Capital Group, LLC$722,726$181,549,900$41,772,495$223,322,395
82CBT Financial Planning, Inc.$1,812,561$176,733,562$26,273,270$203,006,832
83Cedar Wealth Management, LLC$1,402,909$286,193,379$286,193,379
84Cedarstone Advisors$771,464$113,215,076$961,599$114,176,675
85Cerro Pacific Wealth Advisors, LLC$466,962$384,776,957$384,776,957
86Certified Planners, Inc.$262,113$169,849,329$169,849,329
87CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT$1,899,373$320,994,000$320,994,000
88Check Capital Management Inc$618,881$1,180,097,002$75,611,808$1,255,708,810
89Chequers Financial Management LLC$843,149$412,481,548$68,956,710$481,438,258
90Cheviot Value Management, LLC$640,497$533,534,398$533,534,398
91Chico Wealth Ria, Inc.$380,235$275,301,597$19,000,000$294,301,597
92CHRONICLE ADVISORS LLC$1,781,443$121,138,114$121,138,114
93Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
94Citrine Capital, LLC$467,906$109,022,110$109,022,110
95Clay Northam Wealth Management, LLC$200,913$209,551,845$209,551,845
96Clearpath Capital Partners LLC$1,141,147$242,273,849$82,953,117$325,226,966
97CLEARVIEW INVESTMENT PARTNERS, LLC$234,048$137,272,097$2,220,659$139,492,756
98Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
99Clutinger Williams & Verhoye Inc$452,407$114,555,490$10,308,972$124,864,462
100Cohen Capital Management Inc$3,791,629$674,909,881$674,909,881
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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.