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
101Comprehensive Financial Management LLC$583,539,126$22,758,025,923$22,758,025,923
102Concentric Wealth Management LLC$557,675$470,677,717$470,677,717
103Concord Investment Counsel$377,660$197,292,533$2,867,197$200,159,730
104Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
105CORNERSTONE WEALTH MANAGEMENT$567,111$179,086,662$3,523,085$182,609,747
106Covington Capital Management$2,489,083$3,552,505,921$31,773,251$3,584,279,172
107Creative Capital Management Investments LLC$546,770$416,638,808$416,638,808
108Creekside Partners Financial Advisers LLC$1,822,387$470,175,798$470,175,798
109Curran & Lewis Investment Management, Inc.$483,650$247,628,744$247,628,744
110Curtis Advisory Group, LLC$862,899$249,474,207$766,595$250,240,802
111D'Arcy Capital Management, LLC$606,419$126,741,596$126,741,596
112Dash Acquisitions Inc.$354,546$191,454,826$191,454,826
113David S Reinders, Inc.$235,458$138,920,045$138,920,045
114Davis & Seiley Wealth Management, Inc.$252,580$152,812,000$15,406,184$168,218,184
115De Groote Financial Group, LLC$360,116$420,615,000$420,615,000
116Dean Roland Russell, LLC$526,347$306,860,162$306,860,162
117Dedicated Capital Advisors, LLC$1,082,106$91,133,764$13,830,536$104,964,300
118Del Mar Wealth Management Inc$406,541$118,303,331$118,303,331
119Destination Wealth Management$653,674$3,226,536,075$3,226,536,075
120DHR Investment Counsel Ltd$614,222$363,075,159$74,865,020$437,940,179
121Dobson Asset Management - Northern California$411,300$146,279,700$3,022,339$149,302,039
122Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
123Echo45 Advisors LLC$365,839$120,726,820$120,726,820
124Eclectic Associates, Inc.$334,664$774,972,448$146,021,897$920,994,345
125Effective Assets, Inc.$386,486$127,348,529$6,762,166$134,110,695
126Eiger Wealth Management, LLC$658,844$167,531,071$64,382,125$231,913,196
127Elevage Partners, LLC$150,937$185,351,045$185,351,045
128Elm Advisors, LLC$896,755$259,284,460$79,688,964$338,973,424
129Elmwood Wealth Management, Inc.$400,658$192,280,963$4,842,601$197,123,564
130Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
131Empyrion Wealth Management, Inc.$2,676,073$222,114,022$222,114,022
132Equius Partners, Inc.$736,911$1,077,247,083$31,066,953$1,108,314,036
133Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
134EWG Elevate Inc.$401,275$390,735,924$1,710,648$392,446,572
135Fairbanks Capital Management, Inc.$1,043,328$182,582,392$182,582,392
136Falcon Wealth Planning, Inc.$175,640$287,450,269$1,653,099$289,103,368
137Financial Alternatives, Inc.$306,075$241,303,257$3,862,872$245,166,129
138Financial Avengers, Inc.$451,469$303,838,810$303,838,810
139Financial Connections Group, Inc.$485,321$370,785,066$370,785,066
140Financial Designs Corporation$296,334$300,814,499$95,976,757$396,791,256
141Finkel Eliot Michelow$763,155$156,446,740$156,446,740
142Fischer Investment Strategies, LLC$196,064$142,538,703$142,538,703
143Fortress Wealth Management, Inc.$284,160$218,229,702$573,260$218,802,962
144FPC Investment Advisory, Inc.$371,049$163,632,689$163,632,689
145Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
146Franklin, Joyce Lea$857,472$160,347,183$160,347,183
147Friedlander, Brenda S$1,469,738$179,919,490$6,737,247$186,656,737
148Gamble Jones Investment Counsel$1,489,497$822,871,532$893,028,659$1,715,900,191
149Garner Financial Management, Inc.$364,825$127,581,122$7,769,045$135,350,167
150Garrison Point Advisors, LLC$541,079$157,587,138$7,442,092$165,029,230
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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.