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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Anodos Advisors, Llc$3,476,768$719,691,000$719,691,000
2Altamont Wealth Management, Inc.$2,018,636$159,472,253$159,472,253
3South Bay Financial Partners$652,364$156,567,337$156,567,337
4Portola Partners$3,062,630$4,468,377,318$4,468,377,318
5Pathways Advisory Group, Inc.$222,860$192,773,890$192,773,890
6Mozaic, Llc$49,653,303$3,326,771,303$3,326,771,303
7Avivar Capital, Llc$13,088,235$222,500,000$222,500,000
8Global Financial Advisory Services, Inc.$296,140$110,164,052$110,164,052
9Berkson Asset Management, Inc.$1,166,619$26,069,136$161,756,602$187,825,738
10Matrix Planning Inc$1,097,101$75,580,038$51,683,728$127,263,766
11Acap Asset Management, Inc.$93,124$78,731,935$21,469,597$100,201,532
12Stephenson And Company, Inc.$408,567$80,326,938$65,122,908$145,449,846
13Up Capital Management, Inc.$575,083$84,556,877$91,993,708$176,550,585
14Dedicated Capital Advisors, Llc$1,114,698$86,333,840$13,989,022$100,322,862
15Gw Financial$355,979$95,014,592$11,067,089$106,081,681
16Oceaniq Capital, Llc$719,593$96,027,346$11,911,545$107,938,891
17Cannon Beach Financial Advisors$213,632$96,120,720$46,371,706$142,492,426
18Cedarstone Advisors$728,652$101,244,711$766,517$102,011,228
19Double Bay Management & Planning$553,108$103,431,146$103,431,146
20Bourke Wealth Management$410,876$103,965,028$808,458$104,773,486
21David S Reinders$243,991$104,184,103$104,184,103
22Johnson Lyman Wealth Advisors$2,232,328$104,577,121$4,806,942$109,384,063
23Advantage Capital Advisors, Llc$278,903$107,377,534$107,377,534
24Canter Wealth$822,060$108,511,917$108,511,917
25Axiom Advisory, Llc$238,636$110,011,213$110,011,213
26Haydel, Biel & Associates$120,530$110,332,716$433,981$110,766,697
27Aspire Planning Associates, Inc.$290,372$110,922,151$110,922,151
28Hillegas Advisory Services, Inc.$379,495$110,938,945$14,294,535$125,233,480
29Capital Management Advisor Group, Llc$542,351$111,181,917$111,181,917
30Union Financial Partners, San Francisco, Inc.$897,516$113,984,551$113,984,551
31Willow Grove Advisors, Llc$356,822$114,178,257$4,773$114,183,030
32Pacific Financial Strategies, Inc$189,485$114,259,692$114,259,692
33Tempus Wealth Planning, Llc$216,674$114,350,946$40,787,760$155,138,706
34Kachkovsky & Fisher, Inc.$146,387$114,598,670$8,219,633$122,818,303
35Millennium Investment Services$516,857$115,974,931$2,902,243$118,877,174
36Yoder Wealth Management$408,208$116,339,261$116,339,261
37Kaizen Financial Strategies, Llc$260,738$116,549,853$116,549,853
38Titan Capital Management, Llc$156,426$117,632,550$117,632,550
39Integral Wealth Management$358,016$117,979,476$43,127,676$161,107,152
40Pacifica Wealth Advisors, Inc.$2,684,711$119,207,761$12,343,091$131,550,852
41Align Impact, Llc$8,520,408$119,285,708$119,285,708
42Clutinger Williams & Verhoye Inc$417,941$120,074,371$9,069,457$129,143,828
43Chronicle Advisors Llc$1,781,443$121,138,114$121,138,114
44Rhs Financial, Llc$277,729$121,743,037$6,012,502$127,755,539
45Triad Investment Management, Llc$1,561,175$121,771,663$121,771,663
46Casilio Leitch Investments$1,128,059$121,830,422$121,830,422
47Walker Financial Advisors Inc$465,963$122,495,856$24,748,520$147,244,376
48Gasber Financial Advisors, Inc$875,392$122,554,871$122,554,871
49Fischer Investment Strategies, Llc$177,905$123,466,166$123,466,166
50Griffin Black, Inc.$255,715$123,766,244$123,766,244
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Showing 1 to 50 of 351 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.