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