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
151Elevage Partners, LLC$150,937$185,351,045$185,351,045
152Dash Acquisitions Inc.$354,546$191,454,826$191,454,826
153Elmwood Wealth Management, Inc.$400,658$192,280,963$4,842,601$197,123,564
154Measured Risk Portfolios, Inc.$230,492$193,248,384$4,282,999$197,531,383
155Victus Captial Wealth, LLC$426,412$194,945,000$11,865,000$206,810,000
156Veripax Wealth Management, Inc.$219,420$195,342,823$379,464$195,722,287
157Carlsbad Wealth Advisory Group, Inc.$310,940$196,824,814$196,824,814
158Concord Investment Counsel$377,660$197,292,533$2,867,197$200,159,730
159Ted Buchan & Company, LLC$244,480$198,190,287$29,420,903$227,611,190
160Ward & Associates$4,014,621$201,038,193$11,736,733$212,774,926
161O'Boyle Wealth Management, Inc.$203,527$201,788,113$23,922,990$225,711,103
162PFC Capital Group Inc$310,461$201,799,842$201,799,842
163Longview Financial Advisors, LLC$587,374$203,233,256$56,973,298$260,206,554
164Sharper & Granite LLC$564,490$203,781,000$203,781,000
165Lifesteps Financial, Inc.$302,654$204,042,068$35,659,687$239,701,755
166Stewart Wealth Management, Inc.$201,204$204,292,256$34,537,395$238,829,651
167Seldon Capital Lp$40,996,043$204,980,216$204,980,216
168Lucas Group Financial Planners, Inc.$528,146$206,758,934$29,850,315$236,609,249
169C-J Advisory, Inc.$241,474$207,909,075$207,909,075
170Verity Wealth Advisors, LLC$4,091,254$208,653,946$208,653,946
171Womack Wealth Management, Inc.$455,580$208,773,202$3,982,496$212,755,698
172Clay Northam Wealth Management, LLC$200,913$209,551,845$209,551,845
173Shira Ridge Wealth Management$348,548$209,825,991$209,825,991
174Wolman Wealth Management, Inc.$3,630,650$210,577,693$210,577,693
175Carter Financial, LLC$403,131$210,811,749$1,235,076$212,046,825
176Regal Wealth Group Inc.$372,306$212,586,730$212,586,730
1775T Wealth, LLC$679,914$213,025,059$467,989$213,493,048
178Wealth Analytics Partners, LLC$587,172$213,143,348$213,143,348
179Pacific Capital Wealth Advisors, Inc.$529,583$213,421,768$213,421,768
180AF Advisors, Inc.$1,665,573$214,469,264$389,641$214,858,905
181Barlow, Linda, Ann$393,566$214,490,581$12,203,621$226,694,202
182Core Financial Partners Inc.$335,599$214,730,038$389,029$215,119,067
183New Market Wealth Management, LLC$667,385$217,978,901$21,612,378$239,591,279
184Fortress Wealth Management, Inc.$284,160$218,229,702$573,260$218,802,962
185RUNNING POINT CAPITAL ADVISORS LLC$782,251$218,247,934$218,247,934
186Bennicas & Associates, Inc.$1,750,996$218,874,448$218,874,448
187HAMILTON WEALTH, LLC$498,784$219,354,009$24,052,534$243,406,543
188Clelland & Co Inc$1,711,714$220,367,060$159,633,539$380,000,599
189Front Row Advisors LLC$616,999$220,414,955$28,852,752$249,267,707
190Platt Wealth Management, LLC$629,986$220,592,817$1,792,288$222,385,105
191Empyrion Wealth Management, Inc.$2,676,073$222,114,022$222,114,022
192TTP Investments, Inc.$286,282$226,449,066$226,449,066
193JDH Wealth Management, LLC$747,157$227,135,868$227,135,868
194Simplifi, Inc.$445,017$230,963,649$230,963,649
195Jurika, Mills & Keifer, LLC$1,190,765$233,390,000$233,390,000
196The Humphreys Group, LLC$2,030,901$235,584,542$235,584,542
197Libra Wealth LLC$610,099$237,938,726$237,938,726
198DLK Investment Management, LLC$363,915$238,521,812$27,500,105$266,021,917
199Guardian Investment Management, LLC$1,552,571$239,091,967$37,265,732$276,357,699
200ZRC Wealth Management, LLC$464,145$239,271,176$1,155,862$240,427,038
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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.