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
251Orin Green Financial, LLC$461,437$336,286,684$2,869,249$339,155,933
252Orion Capital Management LLC$577,205$150,424,930$225,564$150,650,494
253Osborne Partners Capital Management LLC$1,194,493$1,383,257,587$379,814,001$1,763,071,588
254Osher Van De Voorde Investment Management$1,317,025$449,105,573$449,105,573
255Oxley, Harry Keir$1,167,525$105,077,252$105,077,252
256Pachira Investments, Inc.$363,142$167,378,789$44,332,807$211,711,596
257Pacific Capital Wealth Advisors, Inc.$529,583$213,421,768$213,421,768
258Pacific Edge Advisors, LLC$2,274,721$509,345,715$11,565,472$520,911,187
259Pacific Global Investment Management Co$762,609$609,324,919$609,324,919
260Pacifica Wealth Advisors, Inc.$799,045$144,817,589$12,594,298$157,411,887
261Palo Alto Wealth Advisors, LLC$732,290$261,178,301$91,785,383$352,963,684
262Pantheon Investment Group, LLC$532,861$120,426,555$120,426,555
263Paragon Financial Partners, Inc.$516,528$143,340,514$85,481,488$228,822,002
264Parallel Advisors, LLC$468,887$3,809,512,141$2,074,154$3,811,586,295
265Pariax, LLC$1,110,891$107,000,000$5,200,000$112,200,000
266Park, Miller, LLC$1,243,390$177,363,640$50,176,816$227,540,456
267Parkshore Wealth Management$258,759$312,126,238$28,918,182$341,044,420
268Parkside Advisors LLC$666,875$511,493,152$511,493,152
269Pathways Advisory Group, Inc.$230,356$203,173,711$203,173,711
270Peninsula Wealth, LLC$681,167$472,729,806$472,729,806
271Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
272Planned Solutions Financial & Insurance Services, Inc.$205,315$333,276,488$7,547,029$340,823,517
273Platt Wealth Management, LLC$629,986$220,592,817$1,792,288$222,385,105
274Polaris Wealth Advisory Group, LLC$490,815$1,564,880,502$71,497,866$1,636,378,368
275Portfolio Advisors, Inc.$264,189$205,010,504$205,010,504
276Portola Partners Group LLC$3,143,712$4,998,501,584$4,998,501,584
277Praetorian Wealth Management, Inc.$294,914$321,268,876$2,251,913$323,520,789
278Premier Financial Group Inc$542,407$455,043,361$141,604,208$596,647,569
279Pring/Turner Capital Group, Inc.$499,045$162,795,365$392,393$163,187,758
280Prism Advisors, Inc.$573,246$361,570,712$6,453,201$368,023,913
281Private Asset Management Inc$645,735$880,782,665$880,782,665
282Private Capital Management, Inc.$572,108$143,548,946$17,785,517$161,334,463
283Private Ocean, LLC$677,341$2,426,706,066$12,400,484$2,439,106,550
284Private Wealth Advisors, LLC$283,754$345,729,624$167,091$345,896,715
285Private Wealth Partners, LLC$6,312,949$1,280,345,565$32,747,785$1,313,093,350
286Prosperity Road, LLC$958,943$117,657,981$3,168,872$120,826,853
287Pure Financial Advisors, Inc.$315,989$3,252,712,647$38,940,547$3,291,653,194
288QUANTUM CAPITAL MANAGEMENT$777,170$137,829,319$15,273,256$153,102,575
289R. S. Crum, Inc.$625,661$543,826,248$11,134,654$554,960,902
290Rebalance LLC$740,603$984,261,417$984,261,417
291Regal Wealth Group Inc.$372,306$212,586,730$212,586,730
292Regatta Capital Group, LLC$286,953$563,612,476$119,048,528$682,661,004
293Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
294Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
295Retirement Capital Strategies, Inc.$455,928$272,644,923$272,644,923
296RHS Financial, LLC$274,733$140,975,270$6,831,287$147,806,557
297Robasciotti & Associates , Inc.$288,931$154,000,000$154,000,000
298Roof, Eidam & Maycock, LLC$646,332$623,010,254$15,565,302$638,575,556
299Rosenblum Silverman Sutton Sf Inc$2,759,574$482,925,503$482,925,503
300ROWLING & ASSOCIATES$409,125$388,802,238$30,141,456$418,943,694
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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.