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 | Empyrion Wealth Management, Inc. | $2,676,073 | $222,114,022 | — | $222,114,022 |
| 2 | Epsilon Financial Group, Inc. | $355,017 | $415,369,766 | — | $415,369,766 |
| 3 | Litton Financial, LLC | $317,789 | $279,972,495 | — | $279,972,495 |
| 4 | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | $735,878 | $146,439,802 | — | $146,439,802 |
| 5 | Asset Dedication, LLC | $908,970 | $1,437,081,527 | — | $1,437,081,527 |
| 6 | Ashfield Capital Partners, LLC | $2,412,430 | $1,483,644,160 | — | $1,483,644,160 |
| 7 | Robasciotti & Associates , Inc. | $288,931 | $154,000,000 | — | $154,000,000 |
| 8 | Canter Strategic Wealth Management, LLC | $992,842 | $163,818,948 | — | $163,818,948 |
| 9 | Clay Northam Wealth Management, LLC | $200,913 | $209,551,845 | — | $209,551,845 |
| 10 | Rosenblum Silverman Sutton Sf Inc | $2,759,574 | $482,925,503 | — | $482,925,503 |
| 11 | Harold Davidson & Associates Inc | $788,223 | $323,959,812 | — | $323,959,812 |
| 12 | Bennicas & Associates, Inc. | $1,750,996 | $218,874,448 | — | $218,874,448 |
| 13 | West Coast Financial, LLC | $773,182 | $1,264,926,547 | — | $1,264,926,547 |
| 14 | Creekside Partners Financial Advisers LLC | $1,822,387 | $470,175,798 | — | $470,175,798 |
| 15 | Jess S. Morgan & Company., Inc. | $925,681 | $181,433,454 | — | $181,433,454 |
| 16 | Topel & Distasi Wealth Management, LLC | $252,241 | $131,670,000 | — | $131,670,000 |
| 17 | Opes Wealth Management, LLC | $1,517,825 | $426,508,843 | — | $426,508,843 |
| 18 | Avitas Wealth Management, LLC | $1,502,576 | $897,037,916 | — | $897,037,916 |
| 19 | Knuff & Company LLC | $2,206,131 | $271,354,155 | — | $271,354,155 |
| 20 | Osher Van De Voorde Investment Management | $1,317,025 | $449,105,573 | — | $449,105,573 |
| 21 | Silicon Valley Capital Partners, L.P. | $555,557 | $637,779,174 | — | $637,779,174 |
| 22 | Index Fund Advisors, Inc. | $675,307 | $4,132,878,908 | — | $4,132,878,908 |
| 23 | Telos Capital Management, Inc. | $564,647 | $1,017,493,974 | — | $1,017,493,974 |
| 24 | Jurika, Mills & Keifer, LLC | $1,190,765 | $233,390,000 | — | $233,390,000 |
| 25 | Yoder Wealth Management, Inc. | $508,084 | $146,836,311 | — | $146,836,311 |
| 26 | Neumann Capital Management, LLC | $839,606 | $439,114,157 | — | $439,114,157 |
| 27 | Westend Capital Management, LLC. | $749,085 | $158,056,900 | — | $158,056,900 |
| 28 | Monarch Wealth Strategies | $381,222 | $249,319,052 | — | $249,319,052 |
| 29 | Western Financial Corporation | $591,276 | $183,886,684 | — | $183,886,684 |
| 30 | Blume Capital Management, Inc. | $612,031 | $473,099,819 | — | $473,099,819 |
| 31 | Fairbanks Capital Management, Inc. | $1,043,328 | $182,582,392 | — | $182,582,392 |
| 32 | Casilio Leitch Investments, LLC | $614,523 | $141,340,210 | — | $141,340,210 |
| 33 | Financial Connections Group, Inc. | $485,321 | $370,785,066 | — | $370,785,066 |
| 34 | Mine & Arao Wealth Creation And Management, LLC | $413,921 | $174,260,743 | — | $174,260,743 |
| 35 | Lyell Wealth Management Lp | $3,723,525 | $785,663,753 | — | $785,663,753 |
| 36 | Wealth Analytics Partners, LLC | $587,172 | $213,143,348 | — | $213,143,348 |
| 37 | Titan Capital Management, LLC | $238,247 | $131,750,746 | — | $131,750,746 |
| 38 | Parkside Advisors LLC | $666,875 | $511,493,152 | — | $511,493,152 |
| 39 | Werba Rubin Papier Wealth Management, LLC | $497,451 | $703,893,000 | — | $703,893,000 |
| 40 | Woodward Diversified Capital, LLC | $404,995 | $390,414,891 | — | $390,414,891 |
| 41 | Wolman Wealth Management, Inc. | $3,630,650 | $210,577,693 | — | $210,577,693 |
| 42 | Elevage Partners, LLC | $150,937 | $185,351,045 | — | $185,351,045 |
| 43 | Cohen Capital Management Inc | $3,791,629 | $674,909,881 | — | $674,909,881 |
| 44 | Alethea Capital Management, LLC | $1,949,226 | $268,993,167 | — | $268,993,167 |
| 45 | TTP Investments, Inc. | $286,282 | $226,449,066 | — | $226,449,066 |
| 46 | AEQUITAS WEALTH MANAGEMENT, LLC | $425,399 | $263,322,000 | — | $263,322,000 |
| 47 | Carlsbad Wealth Advisory Group, Inc. | $310,940 | $196,824,814 | — | $196,824,814 |
| 48 | Aspire Planning Associates, Inc. | $310,162 | $123,444,466 | — | $123,444,466 |
| 49 | PFC Capital Group Inc | $310,461 | $201,799,842 | — | $201,799,842 |
| 50 | Destination Wealth Management | $653,674 | $3,226,536,075 | — | $3,226,536,075 |
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.
