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 |
|---|---|---|---|---|---|
| 201 | Lewis Asset Management, LLC | $260,861 | $112,370,767 | $5,799,459 | $118,170,226 |
| 202 | Libra Wealth LLC | $610,099 | $237,938,726 | — | $237,938,726 |
| 203 | Lido Advisors, LLC | $935,245 | $7,269,566,926 | $422,819,680 | $7,692,386,606 |
| 204 | Life Line Wealth Management LLC | $1,167,073 | $239,677,305 | $1,906,839 | $241,584,144 |
| 205 | Lifesteps Financial, Inc. | $302,654 | $204,042,068 | $35,659,687 | $239,701,755 |
| 206 | Lighthouse Financial Services Inc | $346,122 | $347,160,859 | — | $347,160,859 |
| 207 | Lindbrook Capital, LLC | $1,251,046 | $1,615,187,246 | $218,846,472 | $1,834,033,718 |
| 208 | Litton Financial, LLC | $317,789 | $279,972,495 | — | $279,972,495 |
| 209 | Lodestar Private Asset Management LLC | $520,019 | $718,964,834 | $8,022,210 | $726,987,044 |
| 210 | Longview Financial Advisors, LLC | $587,374 | $203,233,256 | $56,973,298 | $260,206,554 |
| 211 | Lowery Thomas, LLC | $450,482 | $120,376,059 | $125,136,675 | $245,512,734 |
| 212 | Lumina Financial Consultants, LLC | $680,432 | $94,359,732 | $7,705,050 | $102,064,782 |
| 213 | Lyell Wealth Management Lp | $3,723,525 | $785,663,753 | — | $785,663,753 |
| 214 | MA Private Wealth, LLC | $437,286 | $504,584,726 | $38,962,011 | $543,546,737 |
| 215 | Macroclimate LLC | $3,068,341 | $150,348,700 | — | $150,348,700 |
| 216 | Main Street Research LLC | $1,999,963 | $1,389,974,082 | — | $1,389,974,082 |
| 217 | Manhattan West Asset Management, LLC | $310,499 | $144,404,410 | $59,904,107 | $204,308,517 |
| 218 | Matrix Planning Inc | $1,109,738 | $97,189,920 | $33,759,218 | $130,949,138 |
| 219 | McCarthy Asset Management, Inc. | $432,955 | $330,344,596 | — | $330,344,596 |
| 220 | McNaughton Wealth Management, LLC | $194,147 | $139,681,293 | $2,045,863 | $141,727,156 |
| 221 | Measured Risk Portfolios, Inc. | $230,492 | $193,248,384 | $4,282,999 | $197,531,383 |
| 222 | Meritas Wealth Management, LLC | $528,559 | $454,560,698 | — | $454,560,698 |
| 223 | Millennium Investment Services | $595,858 | $128,791,192 | $4,681,028 | $133,472,220 |
| 224 | Mine & Arao Wealth Creation And Management, LLC | $413,921 | $174,260,743 | — | $174,260,743 |
| 225 | Miracle Mile Advisors, LLC | $1,072,934 | $2,009,870,010 | $2,953,361 | $2,012,823,371 |
| 226 | Mission Creek Capital Partners, Inc. | $500,961 | $466,394,226 | — | $466,394,226 |
| 227 | Monarch Wealth Strategies | $381,222 | $249,319,052 | — | $249,319,052 |
| 228 | Monograph Wealth Advisors, LLC | $2,094,425 | $1,492,237,053 | $68,109,466 | $1,560,346,519 |
| 229 | Monterey Private Wealth, Inc. | $429,851 | $671,865,099 | $27,931,534 | $699,796,633 |
| 230 | Morling Financial Advisors, LLC | $433,699 | $359,536,604 | — | $359,536,604 |
| 231 | Morton Capital Management, LLC | $743,154 | $2,120,478,789 | $90,404,247 | $2,210,883,036 |
| 232 | Mozaic, LLC | $47,740,514 | — | $3,150,873,899 | $3,150,873,899 |
| 233 | Mraz, Amerine & Associates, Inc. | $332,458 | $499,019,550 | — | $499,019,550 |
| 234 | Navalign, LLC | $297,974 | $404,947,000 | — | $404,947,000 |
| 235 | Navigoe, LLC | $1,776,551 | $252,631,496 | $1,415,310 | $254,046,806 |
| 236 | NBS Financial & Insurance Services Inc | $616,599 | $274,474,722 | $2,378,104 | $276,852,826 |
| 237 | Nelson Capital Management, LLC | $1,137,727 | $574,552,255 | — | $574,552,255 |
| 238 | Neumann Capital Management, LLC | $839,606 | $439,114,157 | — | $439,114,157 |
| 239 | New Market Wealth Management, LLC | $667,385 | $217,978,901 | $21,612,378 | $239,591,279 |
| 240 | North Berkeley Wealth Management, LLC | $353,591 | $468,207,726 | $17,272,319 | $485,480,045 |
| 241 | NWK Group, Inc. | $1,251,375 | $489,287,671 | — | $489,287,671 |
| 242 | O'Boyle Wealth Management, Inc. | $203,527 | $201,788,113 | $23,922,990 | $225,711,103 |
| 243 | Oak Root LLC | $7,243,478 | $822,000,000 | $11,000,000 | $833,000,000 |
| 244 | Oakmont Corporation | $35,202,513 | $2,574,943,547 | $30,042,431 | $2,604,985,978 |
| 245 | Oakwood Capital Management LLC | $1,108,123 | $921,958,587 | — | $921,958,587 |
| 246 | Occidental Asset Management, LLC | $363,867 | $422,085,914 | — | $422,085,914 |
| 247 | Oceaniq Capital, LLC | $478,320 | $77,862,077 | $22,585,208 | $100,447,285 |
| 248 | Oder Investment Management, LLC | $544,957 | $253,812,008 | $16,486,875 | $270,298,883 |
| 249 | Ohana Advisors Management, LLC | $98,002,959 | $946,147,577 | $327,890,887 | $1,274,038,464 |
| 250 | Opes Wealth Management, LLC | $1,517,825 | $426,508,843 | — | $426,508,843 |
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.
