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