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
1Mozaic, Llc$25,199,281$1,915,145,364$1,915,145,364
2Financial Clarity, Inc.$47,919,467$1,437,584,000$1,437,584,000
3Anodos Advisors, Llc$2,798,905$649,346,000$649,346,000
4Avivar Capital, Llc$16,285,714$228,000,000$228,000,000
5Portfolio Advisors, Inc.$243,051$168,920,340$168,920,340
6Pathways Advisory Group, Inc.$188,049$162,662,723$162,662,723
7Altamont Wealth Management, Inc.$1,477,835$153,694,800$153,694,800
8South Bay Financial Partners$496,585$143,512,941$143,512,941
9Stephenson And Company, Inc.$766,204$108,034,697$108,034,697
10Compass Financial Planning, Llc$9,326,131$2,163,040$100,424,398$102,587,438
11Berkson Asset Management, Inc.$991,785$21,778,580$134,923,463$156,702,043
12Integral Wealth Management$702,701$51,526,547$88,311,009$139,837,556
13Krane Financial Solutions$271,107$57,601,007$51,384,124$108,985,131
14Matrix Planning Inc$892,812$62,120,217$45,909,989$108,030,206
15Tempus Wealth Planning, Llc$222,551$62,621,000$37,527,092$100,148,092
16Up Capital Management, Inc.$577,411$67,475,732$86,115,636$153,591,368
17Oceaniq Capital, Llc$2,112,633$84,505,313$21,126,328$105,631,641
18Eiger Wealth Management, Llc$559,857$84,533,523$49,272,334$133,805,857
19Kachkovsky & Fisher, Inc.$129,926$89,635,990$10,796,886$100,432,876
20Life Line Wealth Management Llc$783,232$93,464,000$27,937,000$121,401,000
21Gw Financial$355,979$95,014,592$11,067,089$106,081,681
22Rhs Financial, Llc$243,692$95,140,839$5,016,767$100,157,606
23Millennium Investment Services$409,128$98,484,987$3,387,935$101,872,922
24Hillegas Advisory Services, Inc.$334,150$98,845,504$9,753,133$108,598,637
25Nia Impact Capital$1,299,032$99,529,104$496,381$100,025,485
26Aspire Planning Associates, Inc.$352,398$99,884,037$26,979,066$126,863,103
27Yoder Wealth Management$374,767$100,062,694$100,062,694
28Cannon Beach Financial Advisors$243,237$100,242,238$60,050,678$160,292,916
29Kaizen Financial Strategies, Llc$246,819$100,948,955$100,948,955
30Wealth Resources Group$262,896$101,380,000$24,810,000$126,190,000
31Camelotta Advisors$581,717$103,125,764$419,852$103,545,616
32Macroclimate Llc$4,708,289$103,582,351$103,582,351
33Walker Financial Advisors Inc$437,895$103,859,969$21,377,930$125,237,899
34O'Boyle Wealth Management, Inc.$124,630$104,300,000$13,600,000$117,900,000
35Pantheon Investment Group, Llc$522,496$105,544,233$105,544,233
36Triad Investment Management, Llc$1,239,365$106,585,401$106,585,401
37Seldon Capital Llc$8,203,759$106,648,865$106,648,865
38Blue Summit Wealth Management$230,907$107,602,631$107,602,631
39Mcnaughton Wealth Management, Llc$174,045$107,900,000$1,400,000$109,300,000
40Cardiff Park Advisors$861,187$108,354,197$1,734,586,316$1,842,940,513
41Caerus Investment Advisors, Llc$637,474$108,983,564$42,097,776$151,081,340
42Fischer Investment Strategies, Llc$159,669$109,213,476$109,213,476
43Haydel, Biel & Associates$120,530$110,332,716$433,981$110,766,697
44Jlfranklin Wealth Planning$690,465$111,164,902$111,164,902
45Willow Grove Advisors, Llc$369,977$112,098,447$4,511$112,102,958
46Tricord Advisors, Inc.$343,962$113,507,557$113,507,557
47Carmel Capital Management L.L.C.$1,127,723$113,900,000$113,900,000
48Mine & Arao Wealth Creation And Management, Llc$343,128$113,918,517$113,918,517
49Union Financial Partners, San Francisco, Inc.$897,516$113,984,551$113,984,551
50Holbrook Global Strategies$1,642,857$115,000,000$115,000,000
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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.