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
151Gasber Financial Advisors, Inc$949,504$129,429,056$6,349,962$135,779,018
152Global Financial Advisory Services, Inc.$305,710$124,423,884$124,423,884
153Global Wealth Strategies LLC$4,571,429$160,000,000$160,000,000
154Goldstein Munger + Associates$2,370,768$643,337,199$105,825,624$749,162,823
155Gradient Capital Advisors, LLC$332,999$347,593,375$73,317,531$420,910,906
156Great Gable Advisors, LLC$414,523$132,647,399$132,647,399
157Grecu Capital Management, Inc.$578,839$153,882,818$15,138,248$169,021,066
158Griffin Black, Inc.$281,548$147,531,179$147,531,179
159Guardian Investment Management, LLC$1,552,571$239,091,967$37,265,732$276,357,699
160Halbert Hargrove Global Advisors, LLC$708,434$2,566,475,785$196,415,236$2,762,891,021
161Hall Capital Partners LLC$264,036,123$19,355,118,374$28,699,455,919$48,054,574,293
162HAMILTON WEALTH, LLC$498,784$219,354,009$24,052,534$243,406,543
163Harold Davidson & Associates Inc$788,223$323,959,812$323,959,812
164Harrington Investments, Incorporated$1,251,351$275,934,984$613,600$276,548,584
165Hayes Financial, Inc.$444,087$269,947,038$4,498,821$274,445,859
166HBA Advisors, LLC$113,802$109,381,760$323,023$109,704,783
167HC Financial Advisors Inc$515,403$479,840,525$479,840,525
168Hendershott Wealth Management, LLC$285,539$113,073,448$113,073,448
169Hillegas Advisory Services, Inc.$381,093$112,740,253$16,831,317$129,571,570
170Hutchinson & Ziegler Financial Advisors, Inc.$634,818$154,895,494$154,895,494
171Hutchinson Capital Management$954,158$637,124,389$6,932,135$644,056,524
172Hynes Advisory Inc.$514,966$299,162,439$33,064$299,195,503
173IEQ Capital, LLC$14,785,394$11,246,774,010$344,974,719$11,591,748,729
174Impact Investors, Inc.$269,314$177,954,966$43,690,534$221,645,500
175Index Fund Advisors, Inc.$675,307$4,132,878,908$4,132,878,908
176Insight Wealth Strategies, LLC$372,671$780,373,193$780,373,193
177Inspired Financial LLC$496,982$247,000,000$247,000,000
178Integral Investment Advisors, Inc.$386,540$140,121,476$43,871,354$183,992,830
179Integris Wealth Management, LLC$615,468$420,386,971$13,517,705$433,904,676
180Integrity Wealth Partners, LLC$348,255$144,874,134$144,874,134
181Intellectus Partners, LLC$1,525,499$840,191,652$264,269,808$1,104,461,460
182Investor'S Capital Management, LLC$420,601$169,276,175$6,955,657$176,231,832
183J.P. King Advisors, Inc.$437,668$575,970,684$575,970,684
184Jack Keeter & Associates, Inc.$150,836$106,325,241$12,985,874$119,311,115
185Jackson Square Capital, LLC$1,078,069$239,452,006$69,953,767$309,405,773
186JDH Wealth Management, LLC$747,157$227,135,868$227,135,868
187Jeppson Wealth Management, LLC$736,928$390,571,799$390,571,799
188Jess S. Morgan & Company., Inc.$925,681$181,433,454$181,433,454
189Johnson Lyman, Inc.$2,445,755$119,124,389$5,609,096$124,733,485
190Jordan Park Group LLC$5,087,433$15,791,390,922$15,791,390,922
191Jurika, Mills & Keifer, LLC$1,190,765$233,390,000$233,390,000
192Kachkovsky & Fisher, Inc.$178,491$148,183,308$11,030,642$159,213,950
193Kaizen Financial Strategies, LLC$271,089$141,127,050$1,194,517$142,321,567
194KCS Wealth Advisory, LLC$333,183$272,210,173$272,210,173
195Knightsbridge Asset Management LLC$597,212$443,878,610$2,836,306$446,714,916
196Knuff & Company LLC$2,206,131$271,354,155$271,354,155
197Koa Wealth Management, LLC$374,843$126,756,132$24,305,475$151,061,607
198L & S Advisors, Inc$535,696$704,543,929$6,324,828$710,868,757
199LEGA Z ADVISORY LLC$11,783,677$266,830,327$51,328,960$318,159,287
200Legacy Wealth Advisors, LLC$636,492$109,871,298$4,697,329$114,568,627
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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.