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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

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