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
201Jackson Square Capital, LLC$1,078,069$239,452,006$69,953,767$309,405,773
202Life Line Wealth Management LLC$1,167,073$239,677,305$1,906,839$241,584,144
203Financial Alternatives, Inc.$306,075$241,303,257$3,862,872$245,166,129
204Clearpath Capital Partners LLC$1,141,147$242,273,849$82,953,117$325,226,966
205Inspired Financial LLC$496,982$247,000,000$247,000,000
206Curran & Lewis Investment Management, Inc.$483,650$247,628,744$247,628,744
207Monarch Wealth Strategies$381,222$249,319,052$249,319,052
208Curtis Advisory Group, LLC$862,899$249,474,207$766,595$250,240,802
209Bell & Brown Wealth Advisors, LLC$674,542$250,137,175$2,816,103$252,953,278
210One Degree Advisors, Inc.$200,513$251,230,725$3,219,875$254,450,600
211Navigoe, LLC$1,776,551$252,631,496$1,415,310$254,046,806
212Oder Investment Management, LLC$544,957$253,812,008$16,486,875$270,298,883
213Elm Advisors, LLC$896,755$259,284,460$79,688,964$338,973,424
214Palo Alto Wealth Advisors, LLC$732,290$261,178,301$91,785,383$352,963,684
215WFA WEALTH MANAGERS$387,387$262,454,427$26,149,170$288,603,597
216AEQUITAS WEALTH MANAGEMENT, LLC$425,399$263,322,000$263,322,000
217Avalan, LLC$587,016$265,343,071$10,554,513$275,897,584
218Marin Wealth Advisors LLC$351,244$266,242,725$266,242,725
219LEGA Z ADVISORY LLC$11,783,677$266,830,327$51,328,960$318,159,287
220Alethea Capital Management, LLC$1,949,226$268,993,167$268,993,167
221Hayes Financial, Inc.$444,087$269,947,038$4,498,821$274,445,859
222Knuff & Company LLC$2,206,131$271,354,155$271,354,155
223AIRE Advisors, LLC$746,605$271,764,124$271,764,124
224KCS Wealth Advisory, LLC$333,183$272,210,173$272,210,173
225Retirement Capital Strategies, Inc.$455,928$272,644,923$272,644,923
226Wolff Wiese Magana LLC$195,186$274,303,336$14,962,302$289,265,638
227NBS Financial & Insurance Services Inc$616,599$274,474,722$2,378,104$276,852,826
228Chico Wealth Ria, Inc.$380,235$275,301,597$19,000,000$294,301,597
229Harrington Investments, Incorporated$1,251,351$275,934,984$613,600$276,548,584
230Sirius Wealth Management Strategies, LLC$3,465,208$275,958,965$39,375,000$315,333,965
231Ariadne Wealth Management, Lp$959,059$278,104,900$8,653,621$286,758,521
232Sam Advisors, LLC$220,921$279,285,387$5,923,936$285,209,323
233Litton Financial, LLC$317,789$279,972,495$279,972,495
234Cedar Wealth Management, LLC$1,402,909$286,193,379$286,193,379
235Falcon Wealth Planning, Inc.$175,640$287,450,269$1,653,099$289,103,368
236Slwa, LLC$660,580$288,673,603$288,673,603
237Nia Impact Advisors, LLC$1,614,244$290,288,633$11,575,046$301,863,679
238Blue Zone Wealth Advisors, LLC$1,185,386$293,975,700$293,975,700
239Deyoe Wealth Management, Inc.$402,903$294,924,675$294,924,675
240Hynes Advisory Inc.$514,966$299,162,439$33,064$299,195,503
241Financial Designs Corporation$296,334$300,814,499$95,976,757$396,791,256
242Van Strum & Towne Inc$1,277,539$301,769,225$43,166,175$344,935,400
243AG Asset Advisory, LLC$1,863,931$301,956,882$301,956,882
244Financial Avengers, Inc.$451,469$303,838,810$303,838,810
245Dean Roland Russell, LLC$526,347$306,860,162$306,860,162
246Parkshore Wealth Management$258,759$312,126,238$28,918,182$341,044,420
247WP Advisors, LLC$407,779$316,821,002$13,071,999$329,893,001
248Brian D. Lowder, Inc.$516,738$319,344,067$319,344,067
249CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT$1,899,373$320,994,000$320,994,000
250Praetorian Wealth Management, Inc.$294,914$321,268,876$2,251,913$323,520,789
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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.