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

Reprints: For reprints of these rankings, please contact Carline Murphy.

*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.