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
251Harold Davidson & Associates Inc$788,223$323,959,812$323,959,812
252McCarthy Asset Management, Inc.$432,955$330,344,596$330,344,596
253Planned Solutions Financial & Insurance Services, Inc.$205,315$333,276,488$7,547,029$340,823,517
254Orin Green Financial, LLC$461,437$336,286,684$2,869,249$339,155,933
255Brennan John David$1,368,338$337,421,850$152,443,246$489,865,096
256Betterwealth LLC$313,380$337,898,692$7,445,530$345,344,222
257Affinity Capital Advisors LLC$373,378$339,238,997$77,077,208$416,316,205
258Beta Wealth Group, Inc$922,102$342,100,000$342,100,000
259Wimmer Associates I, LLC$2,307,900$344,608,000$24,656,000$369,264,000
260Private Wealth Advisors, LLC$283,754$345,729,624$167,091$345,896,715
261Shone Asset Management LLC$1,035,939$346,863,583$9,499,525$356,363,108
262Lighthouse Financial Services Inc$346,122$347,160,859$347,160,859
263Gradient Capital Advisors, LLC$332,999$347,593,375$73,317,531$420,910,906
264Vance Wealth, Inc.$422,257$354,854,411$1,108,156$355,962,567
265Morling Financial Advisors, LLC$433,699$359,536,604$359,536,604
266Wilsey Asset Management Incorporated$300,978$360,270,737$360,270,737
267Prism Advisors, Inc.$573,246$361,570,712$6,453,201$368,023,913
268DHR Investment Counsel Ltd$614,222$363,075,159$74,865,020$437,940,179
269Sitrin Capital Management, LLC$590,398$364,865,671$364,865,671
270Financial Connections Group, Inc.$485,321$370,785,066$370,785,066
271Asset Planning, Inc$1,077,588$376,207,369$948,523$377,155,892
272American Money Management, LLC$319,241$382,450,072$10,535,248$392,985,320
273Cerro Pacific Wealth Advisors, LLC$466,962$384,776,957$384,776,957
274ROWLING & ASSOCIATES$409,125$388,802,238$30,141,456$418,943,694
275Sweeney & Michel, LLC$603,224$388,900,568$36,372,438$425,273,006
276Westshore Wealth, LLC$668,911$389,938,970$8,063,366$398,002,336
277Woodward Diversified Capital, LLC$404,995$390,414,891$390,414,891
278Jeppson Wealth Management, LLC$736,928$390,571,799$390,571,799
279EWG Elevate Inc.$401,275$390,735,924$1,710,648$392,446,572
280Wealthvalues, LLC$2,262,468$391,406,928$391,406,928
281Traverso Chambers Private Wealth Management, LLC$395,068$392,302,815$392,302,815
282Silicon Valley Wealth Advisors, LLC$400,448$396,165,056$9,889,584$406,054,640
283Navalign, LLC$297,974$404,947,000$404,947,000
284Ariston Services Group, LLC$1,927,293$405,896,922$21,962,163$427,859,085
285Chequers Financial Management LLC$843,149$412,481,548$68,956,710$481,438,258
286Westhill Financial Advisors, Inc.$444,549$415,362,150$14,071,846$429,433,996
287Epsilon Financial Group, Inc.$355,017$415,369,766$415,369,766
288Creative Capital Management Investments LLC$546,770$416,638,808$416,638,808
289Surevest, LLC$535,383$417,904,667$33,423,453$451,328,120
290Integris Wealth Management, LLC$615,468$420,386,971$13,517,705$433,904,676
291De Groote Financial Group, LLC$360,116$420,615,000$420,615,000
292Occidental Asset Management, LLC$363,867$422,085,914$422,085,914
293Opes Wealth Management, LLC$1,517,825$426,508,843$426,508,843
294Wade Financial Advisory, Inc.$2,021,604$428,618,710$131,365,557$559,984,267
295Anchor Capital Management Group, Inc.$8,631,537$431,576,869$431,576,869
296Neumann Capital Management, LLC$839,606$439,114,157$439,114,157
297Alphacore Capital LLC$630,542$441,580,965$601,966,709$1,043,547,674
298Knightsbridge Asset Management LLC$597,212$443,878,610$2,836,306$446,714,916
299Vantage Wealth Management, LLC$348,024$446,000,000$12,000,000$458,000,000
300Osher Van De Voorde Investment Management$1,317,025$449,105,573$449,105,573
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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.