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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
51Aspire Planning Associates, Inc.$310,162$123,444,466$123,444,466
52BUFFALO CAPITAL CORPORATION$650,815$126,258,119$126,258,119
53D'Arcy Capital Management, LLC$606,419$126,741,596$126,741,596
54Koa Wealth Management, LLC$374,843$126,756,132$24,305,475$151,061,607
55Effective Assets, Inc.$386,486$127,348,529$6,762,166$134,110,695
56Attentive Investment Managers, Inc.$128,737$127,350,862$12,972,830$140,323,692
57Garner Financial Management, Inc.$364,825$127,581,122$7,769,045$135,350,167
58Archvest Wealth Advisors, Inc.$586,073$128,350,000$128,350,000
59Cannon Beach Consultants Inc$305,516$128,552,301$68,505,479$197,057,780
60Millennium Investment Services$595,858$128,791,192$4,681,028$133,472,220
61Gasber Financial Advisors, Inc$949,504$129,429,056$6,349,962$135,779,018
62Pacific Financial Strategies, Inc$175,933$129,486,615$129,486,615
63Carbahal Olsen Financial Services Group LLC$282,545$129,776,658$3,301,805$133,078,463
64Accretive Wealth Management, LLC$681,829$129,883,579$20,118,760$150,002,339
65Vista Advisor Group, LLC$372,356$130,777,445$5,504,916$136,282,361
66Topel & Distasi Wealth Management, LLC$252,241$131,670,000$131,670,000
67Advantage Capital Advisors, LLC$304,241$131,736,302$131,736,302
68Titan Capital Management, LLC$238,247$131,750,746$131,750,746
69Great Gable Advisors, LLC$414,523$132,647,399$132,647,399
70Blue Summit Financial Group, Inc.$257,983$132,861,287$132,861,287
71VINTAGE WEST CAPITAL MANAGEMENT$939,461$135,327,022$159,663,725$294,990,747
72CLEARVIEW INVESTMENT PARTNERS, LLC$234,048$137,272,097$2,220,659$139,492,756
73QUANTUM CAPITAL MANAGEMENT$777,170$137,829,319$15,273,256$153,102,575
74Willow Grove Advisors, LLC$381,441$138,459,220$3,693$138,462,913
75David S Reinders, Inc.$235,458$138,920,045$138,920,045
76Capital Management Advisor Group, LLC$675,265$139,104,491$139,104,491
77WORLDVIEW WEALTH ADVISORS$1,246,696$139,630,000$139,630,000
78McNaughton Wealth Management, LLC$194,147$139,681,293$2,045,863$141,727,156
79ALLSTREET CAPITAL LLC$1,076,923$140,000,000$140,000,000
80M Wealth Management, LLC$153,392$140,046,579$140,046,579
81Integral Investment Advisors, Inc.$386,540$140,121,476$43,871,354$183,992,830
82Walker Financial Advisors, Inc. Dba California 457 Benefits$516,004$140,467,268$27,233,960$167,701,228
83RHS Financial, LLC$274,733$140,975,270$6,831,287$147,806,557
84Kaizen Financial Strategies, LLC$271,089$141,127,050$1,194,517$142,321,567
85Casilio Leitch Investments, LLC$614,523$141,340,210$141,340,210
86Castle Wealth Planning LLC$1,185,551$142,266,112$142,266,112
87Fischer Investment Strategies, LLC$196,064$142,538,703$142,538,703
88Paragon Financial Partners, Inc.$516,528$143,340,514$85,481,488$228,822,002
89Private Capital Management, Inc.$572,108$143,548,946$17,785,517$161,334,463
90Manhattan West Asset Management, LLC$310,499$144,404,410$59,904,107$204,308,517
91Pacifica Wealth Advisors, Inc.$799,045$144,817,589$12,594,298$157,411,887
92Integrity Wealth Partners, LLC$348,255$144,874,134$144,874,134
93Dobson Asset Management - Northern California$411,300$146,279,700$3,022,339$149,302,039
94TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.$735,878$146,439,802$146,439,802
95Yoder Wealth Management, Inc.$508,084$146,836,311$146,836,311
96Griffin Black, Inc.$281,548$147,531,179$147,531,179
97Kachkovsky & Fisher, Inc.$178,491$148,183,308$11,030,642$159,213,950
98WARREN STREET WEALTH ADVISORS, LLC$367,427$148,749,393$7,774,301$156,523,694
99Fermata Advisors, LLC$155,421$148,760,000$47,847,079$196,607,079
100Axiom Advisory, LLC$269,005$150,249,438$124,155$150,373,593
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.