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
351Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
352Victus Captial Wealth, LLC$426,412$194,945,000$11,865,000$206,810,000
353VINTAGE WEST CAPITAL MANAGEMENT$939,461$135,327,022$159,663,725$294,990,747
354Vista Advisor Group, LLC$372,356$130,777,445$5,504,916$136,282,361
355Wacker Wealth Partners, LLC$1,668,311$1,044,291,815$6,744,006$1,051,035,821
356Wade Financial Advisory, Inc.$2,021,604$428,618,710$131,365,557$559,984,267
357Walker Financial Advisors, Inc. Dba California 457 Benefits$516,004$140,467,268$27,233,960$167,701,228
358WALPOLE FINANCIAL ADVISORS, LLC$350,201$154,438,694$154,438,694
359Ward & Associates$4,014,621$201,038,193$11,736,733$212,774,926
360Waypoint Wealth Partners, Inc.$959,753$629,598,002$629,598,002
361Wealth Analytics Partners, LLC$587,172$213,143,348$213,143,348
362Wealth Architects, LLC$541,203$1,248,533,331$92,568,487$1,341,101,818
363Wealth Quest Partners, Inc.$358,889$106,590,112$106,590,112
364Wealthvalues, LLC$2,262,468$391,406,928$391,406,928
365Weatherly Asset Management Lp$815,876$1,018,183,828$9,820,014$1,028,003,842
366Weinberger Asset Management, Inc$563,010$159,331,713$159,331,713
367Werba Rubin Papier Wealth Management, LLC$497,451$703,893,000$703,893,000
368Wescap Management Group, Inc.$2,452,294$649,400,000$152,500,000$801,900,000
369West Coast Financial, LLC$773,182$1,264,926,547$1,264,926,547
370Westend Capital Management, LLC.$749,085$158,056,900$158,056,900
371Western Financial Corporation$591,276$183,886,684$183,886,684
372Westhill Financial Advisors, Inc.$444,549$415,362,150$14,071,846$429,433,996
373Westmount Asset Management, LLC$779,050$3,052,940,348$65,596,133$3,118,536,481
374Westshore Wealth, LLC$668,911$389,938,970$8,063,366$398,002,336
375Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
376WFA WEALTH MANAGERS$387,387$262,454,427$26,149,170$288,603,597
377Willow Creek Wealth Management, Inc.$590,021$1,296,488,990$84,749,517$1,381,238,507
378Willow Grove Advisors, LLC$381,441$138,459,220$3,693$138,462,913
379Wilsey Asset Management Incorporated$300,978$360,270,737$360,270,737
380WILSON & BOUCHER CAPITAL MANAGEMENT, LLC$384,524$161,115,762$161,115,762
381Wimmer Associates I, LLC$2,307,900$344,608,000$24,656,000$369,264,000
382Wolff Wiese Magana LLC$195,186$274,303,336$14,962,302$289,265,638
383Wolman Wealth Management, Inc.$3,630,650$210,577,693$210,577,693
384Womack Wealth Management, Inc.$455,580$208,773,202$3,982,496$212,755,698
385Woodward Diversified Capital, LLC$404,995$390,414,891$390,414,891
386WORLDVIEW WEALTH ADVISORS$1,246,696$139,630,000$139,630,000
387Worthpointe, LLC$521,612$692,701,264$692,701,264
388WP Advisors, LLC$407,779$316,821,002$13,071,999$329,893,001
389Yoder Wealth Management, Inc.$508,084$146,836,311$146,836,311
390ZRC Wealth Management, LLC$464,145$239,271,176$1,155,862$240,427,038
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Showing 351 to 390 of 390 entries

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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.