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. | $649,733 | $204,016,095 | — | $204,016,095 |
| 2 | EPSILON FINANCIAL GROUP, INC. | $999,352 | $382,751,993 | — | $382,751,993 |
| 3 | IMPACT INVESTORS | $441,981 | $156,903,425 | — | $156,903,425 |
| 4 | LITTON FINANCIAL | $353,242 | $246,916,000 | — | $246,916,000 |
| 5 | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | $735,878 | $146,439,802 | — | $146,439,802 |
| 6 | ASSET DEDICATION, LLC | $24,793 | $1,235,044,177 | — | $1,235,044,177 |
| 7 | ASHFIELD CAPITAL PARTNERS | $2,080,609 | $1,208,833,649 | — | $1,208,833,649 |
| 8 | KAIZEN FINANCIAL STRATEGIES, LLC | $260,738 | $116,549,853 | — | $116,549,853 |
| 9 | ROBASCIOTTI & PHILIPSON | $289,157 | $144,000,000 | — | $144,000,000 |
| 10 | CANTER WEALTH | $815,166 | $117,383,901 | — | $117,383,901 |
| 11 | CLAY NORTHAM WEALTH MANAGEMENT | $158,279 | $160,970,251 | — | $160,970,251 |
| 12 | HAROLD DAVIDSON & ASSOCIATES INC | $953,461 | $294,619,355 | — | $294,619,355 |
| 13 | BENNICAS & ASSOCIATES, INC. | $1,693,699 | $211,712,328 | — | $211,712,328 |
| 14 | WEST COAST FINANCIAL, LLC | $700,735 | $1,139,394,644 | — | $1,139,394,644 |
| 15 | CREEKSIDE PARTNERS | $1,672,727 | $436,581,680 | — | $436,581,680 |
| 16 | JESS S. MORGAN & COMPANY., INC. | $925,681 | $181,433,454 | — | $181,433,454 |
| 17 | OPES WEALTH MANAGEMENT, LLC | $1,444,075 | $411,561,244 | — | $411,561,244 |
| 18 | AVITAS WEALTH MANAGEMENT, LLC | $1,436,802 | $771,562,639 | — | $771,562,639 |
| 19 | KNUFF & COMPANY LLC | $2,224,204 | $193,505,758 | — | $193,505,758 |
| 20 | OSHER VAN DE VOORDE INVESTMENT MANAGEMENT | $1,159,311 | $370,979,643 | — | $370,979,643 |
| 21 | SILICON VALLEY CAPITAL PARTNERS, L.P. | $462,834 | $477,181,979 | — | $477,181,979 |
| 22 | TELOS CAPITAL MANAGEMENT, INC. | $473,139 | $776,894,754 | — | $776,894,754 |
| 23 | JURIKA, MILLS & KEIFER, LLC | $1,069,988 | $178,688,000 | — | $178,688,000 |
| 24 | YODER WEALTH MANAGEMENT | $408,208 | $116,339,261 | — | $116,339,261 |
| 25 | BLUME CAPITAL MANAGEMENT, INC. | $544,820 | $419,511,518 | — | $419,511,518 |
| 26 | SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC | $2,472,358 | $244,763,438 | — | $244,763,438 |
| 27 | FAIRBANKS CAPITAL MANAGEMENT, INC. | $1,919,144 | $186,156,934 | — | $186,156,934 |
| 28 | CASILIO LEITCH INVESTMENTS | $1,128,059 | $121,830,422 | — | $121,830,422 |
| 29 | FINANCIAL CONNECTIONS GROUP, INC. | $330,633 | $328,318,406 | — | $328,318,406 |
| 30 | MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC | $381,751 | $148,119,407 | — | $148,119,407 |
| 31 | LYELL WEALTH MANAGEMENT LP | $2,901,840 | $516,527,560 | — | $516,527,560 |
| 32 | WEALTH ANALYTICS PARTNERS, LLC | $567,765 | $191,904,704 | — | $191,904,704 |
| 33 | TITAN CAPITAL MANAGEMENT, LLC | $156,426 | $117,632,550 | — | $117,632,550 |
| 34 | PARKSIDE ADVISORS LLC | $593,621 | $461,837,025 | — | $461,837,025 |
| 35 | WOODWARD DIVERSIFIED CAPITAL, LLC | $349,646 | $224,122,969 | — | $224,122,969 |
| 36 | JEFFREY CHARLES LLOYD WOLMAN | $3,348,783 | $190,880,644 | — | $190,880,644 |
| 37 | LOWERY THOMAS, LLC | $432,938 | $216,036,044 | — | $216,036,044 |
| 38 | COHEN CAPITAL MANAGEMENT INC | $3,546,781 | $613,593,058 | — | $613,593,058 |
| 39 | ALETHEA CAPITAL MANAGEMENT, LLC | $2,728,637 | $300,150,085 | — | $300,150,085 |
| 40 | TTP INVESTMENTS, INC. | $276,132 | $208,755,630 | — | $208,755,630 |
| 41 | AEQUITAS WEALTH MANAGEMENT, LLC | $425,399 | $263,322,000 | — | $263,322,000 |
| 42 | CARLSBAD WEALTH ADVISORY GROUP, INC. | $253,745 | $165,695,743 | — | $165,695,743 |
| 43 | ASPIRE PLANNING ASSOCIATES, INC. | $290,372 | $110,922,151 | — | $110,922,151 |
| 44 | PRIVATE FINANCIAL COUNSELING | $286,896 | $176,728,215 | — | $176,728,215 |
| 45 | DESTINATION WEALTH MANAGEMENT | $585,592 | $2,752,282,359 | — | $2,752,282,359 |
| 46 | DOUBLE BAY MANAGEMENT & PLANNING | $553,108 | $103,431,146 | — | $103,431,146 |
| 47 | TRIAD INVESTMENT MANAGEMENT, LLC | $1,561,175 | $121,771,663 | — | $121,771,663 |
| 48 | REGAL WEALTH GROUP INC. | $324,688 | $196,436,254 | — | $196,436,254 |
| 49 | BLUE ZONE WEALTH ADVISORS, LLC | $1,185,325 | $228,767,721 | — | $228,767,721 |
| 50 | CURTIS ADVISORY GROUP, LLC | $913,224 | $216,434,142 | — | $216,434,142 |
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 Data.
Reprints: For reprints of these rankings, please contact Sabrina Straub.
*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.
Database last updated on June, 2020.
