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 |
|---|---|---|---|---|---|
| 1 | SOUTH BAY FINANCIAL PARTNERS | $652,364 | — | $156,567,337 | $156,567,337 |
| 2 | PORTOLA PARTNERS | $3,062,630 | — | $4,468,377,318 | $4,468,377,318 |
| 3 | ALTAMONT WEALTH MANAGEMENT, INC. | $2,018,636 | — | $159,472,253 | $159,472,253 |
| 4 | GLOBAL FINANCIAL ADVISORY SERVICES, INC. | $296,140 | — | $110,164,052 | $110,164,052 |
| 5 | ANODOS ADVISORS, LLC | $3,476,768 | — | $719,691,000 | $719,691,000 |
| 6 | PATHWAYS ADVISORY GROUP, INC. | $222,860 | — | $192,773,890 | $192,773,890 |
| 7 | PORTFOLIO ADVISORS, INC. | $255,730 | — | $190,518,544 | $190,518,544 |
| 8 | MOZAIC, LLC | $49,653,303 | — | $3,326,771,303 | $3,326,771,303 |
| 9 | BERKSON ASSET MANAGEMENT, INC. | $1,166,619 | $26,069,136 | $161,756,602 | $187,825,738 |
| 10 | MATRIX PLANNING INC | $1,097,101 | $75,580,038 | $51,683,728 | $127,263,766 |
| 11 | ACAP ASSET MANAGEMENT, INC. | $93,124 | $78,731,935 | $21,469,597 | $100,201,532 |
| 12 | KRANE FINANCIAL SOLUTIONS | $274,050 | $79,920,064 | $45,594,891 | $125,514,955 |
| 13 | STEPHENSON AND COMPANY, INC. | $408,567 | $80,326,938 | $65,122,908 | $145,449,846 |
| 14 | GW FINANCIAL | $393,915 | $82,013,649 | $26,312,889 | $108,326,538 |
| 15 | UP CAPITAL MANAGEMENT, INC. | $575,083 | $84,556,877 | $91,993,708 | $176,550,585 |
| 16 | DEDICATED CAPITAL ADVISORS, LLC | $1,114,698 | $86,333,840 | $13,989,022 | $100,322,862 |
| 17 | OCEANIQ CAPITAL, LLC | $719,593 | $96,027,346 | $11,911,545 | $107,938,891 |
| 18 | CANNON BEACH FINANCIAL ADVISORS | $213,632 | $96,120,720 | $46,371,706 | $142,492,426 |
| 19 | ECHO45 ADVISORS LLC | $345,705 | $98,234,053 | $4,094,747 | $102,328,800 |
| 20 | EIGER WEALTH MANAGEMENT, LLC | $600,277 | $99,948,885 | $56,123,189 | $156,072,074 |
| 21 | CEDARSTONE ADVISORS | $728,652 | $101,244,711 | $766,517 | $102,011,228 |
| 22 | ATTENTIVE INVESTMENT MANAGERS, INC. | $113,995 | $102,803,436 | $17,232,876 | $120,036,312 |
| 23 | DOUBLE BAY MANAGEMENT & PLANNING | $553,108 | $103,431,146 | — | $103,431,146 |
| 24 | BOURKE WEALTH MANAGEMENT | $410,876 | $103,965,028 | $808,458 | $104,773,486 |
| 25 | DAVID S REINDERS | $243,991 | $104,184,103 | — | $104,184,103 |
| 26 | JOHNSON LYMAN WEALTH ADVISORS | $2,232,328 | $104,577,121 | $4,806,942 | $109,384,063 |
| 27 | ADVANTAGE CAPITAL ADVISORS, LLC | $278,903 | $107,377,534 | — | $107,377,534 |
| 28 | ACCRETIVE WEALTH MANAGEMENT, LLC | $632,653 | $109,000,000 | $15,000,000 | $124,000,000 |
| 29 | HAYDEL, BIEL & ASSOCIATES | $113,802 | $109,381,760 | $323,023 | $109,704,783 |
| 30 | NIA IMPACT CAPITAL | $1,166,814 | $109,556,001 | $10,625,839 | $120,181,840 |
| 31 | AXIOM ADVISORY, LLC | $238,636 | $110,011,213 | — | $110,011,213 |
| 32 | ASPIRE PLANNING ASSOCIATES, INC. | $290,372 | $110,922,151 | — | $110,922,151 |
| 33 | HILLEGAS ADVISORY SERVICES, INC. | $379,495 | $110,938,945 | $14,294,535 | $125,233,480 |
| 34 | CAPITAL MANAGEMENT ADVISOR GROUP, LLC | $542,351 | $111,181,917 | — | $111,181,917 |
| 35 | GASBER FINANCIAL ADVISORS, INC | $778,653 | $112,009,626 | $5,566,967 | $117,576,593 |
| 36 | RPA WEALTH MANAGEMENT | $141,237 | $112,565,829 | — | $112,565,829 |
| 37 | WILLOW GROVE ADVISORS, LLC | $356,822 | $114,178,257 | $4,773 | $114,183,030 |
| 38 | PACIFIC FINANCIAL STRATEGIES, INC | $189,485 | $114,259,692 | — | $114,259,692 |
| 39 | TEMPUS WEALTH PLANNING, LLC | $216,674 | $114,350,946 | $40,787,760 | $155,138,706 |
| 40 | KACHKOVSKY & FISHER, INC. | $146,387 | $114,598,670 | $8,219,633 | $122,818,303 |
| 41 | CLUTINGER WILLIAMS & VERHOYE INC | $409,609 | $115,139,284 | $8,972,306 | $124,111,590 |
| 42 | MILLENNIUM INVESTMENT SERVICES | $516,857 | $115,974,931 | $2,902,243 | $118,877,174 |
| 43 | YODER WEALTH MANAGEMENT | $408,208 | $116,339,261 | — | $116,339,261 |
| 44 | ALAMAR CAPITAL MANAGEMENT, LLC | $761,332 | $116,483,726 | — | $116,483,726 |
| 45 | KAIZEN FINANCIAL STRATEGIES, LLC | $260,738 | $116,549,853 | — | $116,549,853 |
| 46 | BLUE SUMMIT WEALTH MANAGEMENT | $243,045 | $116,904,690 | — | $116,904,690 |
| 47 | CANTER WEALTH | $815,166 | $117,383,901 | — | $117,383,901 |
| 48 | TITAN CAPITAL MANAGEMENT, LLC | $156,426 | $117,632,550 | — | $117,632,550 |
| 49 | ORION CAPITAL MANAGEMENT LLC | $529,101 | $117,949,045 | $40,574 | $117,989,619 |
| 50 | INTEGRAL WEALTH MANAGEMENT | $358,016 | $117,979,476 | $43,127,676 | $161,107,152 |
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.
