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
1Portfolio Advisors, Inc.$243,051$168,920,340$168,920,340
2Pathways Advisory Group, Inc.$188,049$162,662,723$162,662,723
3Altamont Wealth Management, Inc.$1,477,835$153,694,800$153,694,800
4Berkson Asset Management, Inc.$991,785$21,778,580$134,923,463$156,702,043
5Integral Wealth Management$702,701$51,526,547$88,311,009$139,837,556
6Tempus Wealth Planning, Llc$222,551$62,621,000$37,527,092$100,148,092
7Kachkovsky & Fisher, Inc.$129,926$89,635,990$10,796,886$100,432,876
8Gw Financial$355,979$95,014,592$11,067,089$106,081,681
9Rhs Financial, Llc$243,692$95,140,839$5,016,767$100,157,606
10Millennium Investment Services$409,128$98,484,987$3,387,935$101,872,922
11Nia Impact Capital$1,299,032$99,529,104$496,381$100,025,485
12Aspire Planning Associates, Inc.$352,398$99,884,037$26,979,066$126,863,103
13Wealth Resources Group$262,896$101,380,000$24,810,000$126,190,000
14Walker Financial Advisors Inc$437,895$103,859,969$21,377,930$125,237,899
15Blue Summit Wealth Management$230,907$107,602,631$107,602,631
16Mcnaughton Wealth Management, Llc$174,045$107,900,000$1,400,000$109,300,000
17Haydel, Biel & Associates$120,530$110,332,716$433,981$110,766,697
18Union Financial Partners, San Francisco, Inc.$897,516$113,984,551$113,984,551
19Shira Ridge Wealth Management$199,423$118,038,739$5,204,864$123,243,603
20Garner Financial Management$309,232$119,054,383$119,054,383
21Ted Buchan & Company$190,396$119,540,688$31,062,457$150,603,145
22Clutinger Williams & Verhoye Inc$417,941$120,074,371$9,069,457$129,143,828
23Dlk Investment Management$513,551$122,181,598$14,936,615$137,118,213
24Gasber Financial Advisors, Inc$875,392$122,554,871$122,554,871
25Moler Capital Management$443,655$124,667,036$124,667,036
26Symphony Financial Planning Llc$295,234$126,491,941$1,344,207$127,836,148
27Buffalo Capital Corporation$341,898$127,869,707$127,869,707
28Stewart Wealth Management, Inc.$148,387$128,940,246$21,672,753$150,612,999
29Pring Turner Capital Group$475,669$129,806,945$17,174,918$146,981,863
30Dobson Asset Management$383,583$130,644,489$3,226,028$133,870,517
31Davis & Seiley Wealth Management, Inc.$218,343$134,767,875$10,867,056$145,634,931
32Spectrum Financial Management$1,113,132$135,275,630$4,978,941$140,254,571
33Napa Wealth Management$278,311$135,537,443$135,537,443
34Castle Wealth Planning$1,222,770$135,727,424$135,727,424
35Tabr Capital Management, Llc$221,566$135,819,911$135,819,911
36Clearview Investment Partners, Llc$199,068$138,402,736$1,740,853$140,143,589
37Awm Global Advisors$374,713$139,018,559$139,018,559
38Walpole Financial Advisors, Llc$312,199$140,489,772$140,489,772
39Wilson & Boucher Capital Management, Llc$335,529$140,922,216$140,922,216
40Balboa Wealth Partners, Inc.$221,146$141,200,000$112,000$141,312,000
41Aljian Capital Management$253,853$145,214,237$2,527,990$147,742,227
42Fortress Wealth Management, Inc.$317,297$145,956,655$145,956,655
43Baker, Brose & Mitsutome Wealth Management LLC$356,886$147,037,000$147,037,000
44Eliot Finkel Investment Counsel, Llc$702,493$147,523,490$147,523,490
45Carlsbad Wealth Advisory Group, Inc.$210,924$149,123,286$149,123,286
46Ball & Company$341,798$151,074,847$151,074,847
47Avalan, Llc$445,066$156,700,000$12,425,000$169,125,000
48Regal Wealth Group Inc.$278,596$163,257,072$163,257,072
49Platt Wealth Management$535,819$165,032,232$165,032,232
50One Degree Advisors, Inc.$244,880$166,170,303$3,531,765$169,702,068
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Showing 1 to 50 of 126 entries

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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 Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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 June 5, 2019.