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
1SOUTH BAY FINANCIAL PARTNERS$652,364$156,567,337$156,567,337
2PORTOLA PARTNERS$3,062,630$4,468,377,318$4,468,377,318
3ALTAMONT WEALTH MANAGEMENT, INC.$2,018,636$159,472,253$159,472,253
4GLOBAL FINANCIAL ADVISORY SERVICES, INC.$296,140$110,164,052$110,164,052
5ANODOS ADVISORS, LLC$3,476,768$719,691,000$719,691,000
6PATHWAYS ADVISORY GROUP, INC.$222,860$192,773,890$192,773,890
7PORTFOLIO ADVISORS, INC.$255,730$190,518,544$190,518,544
8MOZAIC, LLC$49,653,303$3,326,771,303$3,326,771,303
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
12KRANE FINANCIAL SOLUTIONS$274,050$79,920,064$45,594,891$125,514,955
13STEPHENSON AND COMPANY, INC.$408,567$80,326,938$65,122,908$145,449,846
14GW FINANCIAL$393,915$82,013,649$26,312,889$108,326,538
15UP CAPITAL MANAGEMENT, INC.$575,083$84,556,877$91,993,708$176,550,585
16DEDICATED CAPITAL ADVISORS, LLC$1,114,698$86,333,840$13,989,022$100,322,862
17OCEANIQ CAPITAL, LLC$719,593$96,027,346$11,911,545$107,938,891
18CANNON BEACH FINANCIAL ADVISORS$213,632$96,120,720$46,371,706$142,492,426
19ECHO45 ADVISORS LLC$345,705$98,234,053$4,094,747$102,328,800
20EIGER WEALTH MANAGEMENT, LLC$600,277$99,948,885$56,123,189$156,072,074
21CEDARSTONE ADVISORS$728,652$101,244,711$766,517$102,011,228
22ATTENTIVE INVESTMENT MANAGERS, INC.$113,995$102,803,436$17,232,876$120,036,312
23DOUBLE BAY MANAGEMENT & PLANNING$553,108$103,431,146$103,431,146
24BOURKE WEALTH MANAGEMENT$410,876$103,965,028$808,458$104,773,486
25DAVID S REINDERS$243,991$104,184,103$104,184,103
26JOHNSON LYMAN WEALTH ADVISORS$2,232,328$104,577,121$4,806,942$109,384,063
27ADVANTAGE CAPITAL ADVISORS, LLC$278,903$107,377,534$107,377,534
28ACCRETIVE WEALTH MANAGEMENT, LLC$632,653$109,000,000$15,000,000$124,000,000
29HAYDEL, BIEL & ASSOCIATES$113,802$109,381,760$323,023$109,704,783
30NIA IMPACT CAPITAL$1,166,814$109,556,001$10,625,839$120,181,840
31AXIOM ADVISORY, LLC$238,636$110,011,213$110,011,213
32ASPIRE PLANNING ASSOCIATES, INC.$290,372$110,922,151$110,922,151
33HILLEGAS ADVISORY SERVICES, INC.$379,495$110,938,945$14,294,535$125,233,480
34CAPITAL MANAGEMENT ADVISOR GROUP, LLC$542,351$111,181,917$111,181,917
35GASBER FINANCIAL ADVISORS, INC$778,653$112,009,626$5,566,967$117,576,593
36RPA WEALTH MANAGEMENT$141,237$112,565,829$112,565,829
37WILLOW GROVE ADVISORS, LLC$356,822$114,178,257$4,773$114,183,030
38PACIFIC FINANCIAL STRATEGIES, INC$189,485$114,259,692$114,259,692
39TEMPUS WEALTH PLANNING, LLC$216,674$114,350,946$40,787,760$155,138,706
40KACHKOVSKY & FISHER, INC.$146,387$114,598,670$8,219,633$122,818,303
41CLUTINGER WILLIAMS & VERHOYE INC$409,609$115,139,284$8,972,306$124,111,590
42MILLENNIUM INVESTMENT SERVICES$516,857$115,974,931$2,902,243$118,877,174
43YODER WEALTH MANAGEMENT$408,208$116,339,261$116,339,261
44ALAMAR CAPITAL MANAGEMENT, LLC$761,332$116,483,726$116,483,726
45KAIZEN FINANCIAL STRATEGIES, LLC$260,738$116,549,853$116,549,853
46BLUE SUMMIT WEALTH MANAGEMENT$243,045$116,904,690$116,904,690
47CANTER WEALTH$815,166$117,383,901$117,383,901
48TITAN CAPITAL MANAGEMENT, LLC$156,426$117,632,550$117,632,550
49ORION CAPITAL MANAGEMENT LLC$529,101$117,949,045$40,574$117,989,619
50INTEGRAL WEALTH MANAGEMENT$358,016$117,979,476$43,127,676$161,107,152
Next Page »

Showing 1 to 50 of 391 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8

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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.