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 |
|---|---|---|---|---|---|
| 51 | Oxley, Harry Keir | $1,167,525 | $105,077,252 | — | $105,077,252 |
| 52 | Triad Investment Management, LLC | $1,521,537 | $103,464,506 | — | $103,464,506 |
| 53 | Corinthian Wealth Management | $1,818,182 | $100,000,000 | — | $100,000,000 |
| 54 | Regal Wealth Group Inc. | $372,306 | $212,586,730 | — | $212,586,730 |
| 55 | Blue Zone Wealth Advisors, LLC | $1,185,386 | $293,975,700 | — | $293,975,700 |
| 56 | Pacific Capital Wealth Advisors, Inc. | $529,583 | $213,421,768 | — | $213,421,768 |
| 57 | Advantage Capital Advisors, LLC | $304,241 | $131,736,302 | — | $131,736,302 |
| 58 | HC Financial Advisors Inc | $515,403 | $479,840,525 | — | $479,840,525 |
| 59 | Oakwood Capital Management LLC | $1,108,123 | $921,958,587 | — | $921,958,587 |
| 60 | Waypoint Wealth Partners, Inc. | $959,753 | $629,598,002 | — | $629,598,002 |
| 61 | The Humphreys Group, LLC | $2,030,901 | $235,584,542 | — | $235,584,542 |
| 62 | Tarbox Family Office, Inc. | $1,080,208 | $841,481,772 | — | $841,481,772 |
| 63 | ALLSTREET CAPITAL LLC | $1,076,923 | $140,000,000 | — | $140,000,000 |
| 64 | Brickley Wealth Management | $1,272,534 | $600,635,890 | — | $600,635,890 |
| 65 | RUNNING POINT CAPITAL ADVISORS LLC | $782,251 | $218,247,934 | — | $218,247,934 |
| 66 | WILSON & BOUCHER CAPITAL MANAGEMENT, LLC | $384,524 | $161,115,762 | — | $161,115,762 |
| 67 | ALAMAR CAPITAL MANAGEMENT, LLC | $761,332 | $116,483,726 | — | $116,483,726 |
| 68 | KCS Wealth Advisory, LLC | $333,183 | $272,210,173 | — | $272,210,173 |
| 69 | Private Asset Management Inc | $645,735 | $880,782,665 | — | $880,782,665 |
| 70 | Slwa, LLC | $660,580 | $288,673,603 | — | $288,673,603 |
| 71 | Deyoe Wealth Management, Inc. | $402,903 | $294,924,675 | — | $294,924,675 |
| 72 | Mission Creek Capital Partners, Inc. | $500,961 | $466,394,226 | — | $466,394,226 |
| 73 | Morling Financial Advisors, LLC | $433,699 | $359,536,604 | — | $359,536,604 |
| 74 | JDH Wealth Management, LLC | $747,157 | $227,135,868 | — | $227,135,868 |
| 75 | Dean Roland Russell, LLC | $526,347 | $306,860,162 | — | $306,860,162 |
| 76 | Verity Wealth Advisors, LLC | $4,091,254 | $208,653,946 | — | $208,653,946 |
| 77 | WALPOLE FINANCIAL ADVISORS, LLC | $350,201 | $154,438,694 | — | $154,438,694 |
| 78 | Cerro Pacific Wealth Advisors, LLC | $466,962 | $384,776,957 | — | $384,776,957 |
| 79 | Align Impact, LLC | $7,812,692 | $164,066,530 | — | $164,066,530 |
| 80 | David S Reinders, Inc. | $235,458 | $138,920,045 | — | $138,920,045 |
| 81 | Occidental Asset Management, LLC | $363,867 | $422,085,914 | — | $422,085,914 |
| 82 | Certified Planners, Inc. | $262,113 | $169,849,329 | — | $169,849,329 |
| 83 | Jordan Park Group LLC | $5,087,433 | $15,791,390,922 | — | $15,791,390,922 |
| 84 | Silver Oak Wealth Advisors Services, LLC | $428,940 | $177,152,239 | — | $177,152,239 |
| 85 | Wealthvalues, LLC | $2,262,468 | $391,406,928 | — | $391,406,928 |
| 86 | Traverso Chambers Private Wealth Management, LLC | $395,068 | $392,302,815 | — | $392,302,815 |
| 87 | Concentric Wealth Management LLC | $557,675 | $470,677,717 | — | $470,677,717 |
| 88 | Marin Wealth Advisors LLC | $351,244 | $266,242,725 | — | $266,242,725 |
| 89 | Mraz, Amerine & Associates, Inc. | $332,458 | $499,019,550 | — | $499,019,550 |
| 90 | RPA Wealth Management | $184,844 | $154,529,721 | — | $154,529,721 |
| 91 | CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT | $1,899,373 | $320,994,000 | — | $320,994,000 |
| 92 | Brian D. Lowder, Inc. | $516,738 | $319,344,067 | — | $319,344,067 |
| 93 | Blue Summit Financial Group, Inc. | $257,983 | $132,861,287 | — | $132,861,287 |
| 94 | WORLDVIEW WEALTH ADVISORS | $1,246,696 | $139,630,000 | — | $139,630,000 |
| 95 | Justinvest, LLC | $1,164,558 | $739,494,392 | — | $739,494,392 |
| 96 | Archvest Wealth Advisors, Inc. | $586,073 | $128,350,000 | — | $128,350,000 |
| 97 | Insight Wealth Strategies, LLC | $372,671 | $780,373,193 | — | $780,373,193 |
| 98 | BUFFALO CAPITAL CORPORATION | $650,815 | $126,258,119 | — | $126,258,119 |
| 99 | Lighthouse Financial Services Inc | $346,122 | $347,160,859 | — | $347,160,859 |
| 100 | Griffin Black, Inc. | $281,548 | $147,531,179 | — | $147,531,179 |
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.
