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 |
|---|---|---|---|---|---|
| 101 | Pacific Financial Strategies, Inc | $175,933 | $129,486,615 | — | $129,486,615 |
| 102 | Castle Wealth Planning LLC | $1,185,551 | $142,266,112 | — | $142,266,112 |
| 103 | Westside Investment Management, Inc. | $875,563 | $716,210,706 | — | $716,210,706 |
| 104 | Peninsula Wealth, LLC | $681,167 | $472,729,806 | — | $472,729,806 |
| 105 | Great Gable Advisors, LLC | $414,523 | $132,647,399 | — | $132,647,399 |
| 106 | Banta Asset Management Lp | $633,914 | $168,621,099 | — | $168,621,099 |
| 107 | Navalign, LLC | $297,974 | $404,947,000 | — | $404,947,000 |
| 108 | CHRONICLE ADVISORS LLC | $1,781,443 | $121,138,114 | — | $121,138,114 |
| 109 | Fundx Investment Group, LLC | $1,450,282 | $893,373,944 | — | $893,373,944 |
| 110 | Gryphon Advisors, LLC | $261,261,954 | $4,963,977,124 | — | $4,963,977,124 |
| 111 | RPG Investment Advisory, LLC | $737,631 | $615,184,613 | — | $615,184,613 |
| 112 | Comprehensive Financial Management LLC | $583,539,126 | $22,758,025,923 | — | $22,758,025,923 |
| 113 | Financial Avengers, Inc. | $451,469 | $303,838,810 | — | $303,838,810 |
| 114 | Curran & Lewis Investment Management, Inc. | $483,650 | $247,628,744 | — | $247,628,744 |
| 115 | Carmel Capital Management L.L.C. | $1,856,250 | $178,200,000 | — | $178,200,000 |
| 116 | Cedar Wealth Management, LLC | $1,402,909 | $286,193,379 | — | $286,193,379 |
| 117 | Finkel Eliot Michelow | $763,155 | $156,446,740 | — | $156,446,740 |
| 118 | Capital Advantage, Inc. | $449,844 | $891,590,122 | — | $891,590,122 |
| 119 | Retirement Capital Strategies, Inc. | $455,928 | $272,644,923 | — | $272,644,923 |
| 120 | Beta Wealth Group, Inc | $922,102 | $342,100,000 | — | $342,100,000 |
| 121 | Libra Wealth LLC | $610,099 | $237,938,726 | — | $237,938,726 |
| 122 | Worthpointe, LLC | $521,612 | $692,701,264 | — | $692,701,264 |
| 123 | De Groote Financial Group, LLC | $360,116 | $420,615,000 | — | $420,615,000 |
| 124 | Echo45 Advisors LLC | $365,839 | $120,726,820 | — | $120,726,820 |
| 125 | Ball & Company | $379,252 | $165,733,320 | — | $165,733,320 |
| 126 | Seldon Capital Lp | $40,996,043 | $204,980,216 | — | $204,980,216 |
| 127 | Meritas Wealth Management, LLC | $528,559 | $454,560,698 | — | $454,560,698 |
| 128 | TABR Capital Management, LLC | $280,924 | $165,744,978 | — | $165,744,978 |
| 129 | Cheviot Value Management, LLC | $640,497 | $533,534,398 | — | $533,534,398 |
| 130 | Sitrin Capital Management, LLC | $590,398 | $364,865,671 | — | $364,865,671 |
| 131 | Macroclimate LLC | $3,068,341 | $150,348,700 | — | $150,348,700 |
| 132 | AIRE Advisors, LLC | $746,605 | $271,764,124 | — | $271,764,124 |
| 133 | Pantheon Investment Group, LLC | $532,861 | $120,426,555 | — | $120,426,555 |
| 134 | Brio Consultants, LLC | $763,900 | $472,853,885 | — | $472,853,885 |
| 135 | Franklin, Joyce Lea | $857,472 | $160,347,183 | — | $160,347,183 |
| 136 | Blankinship & Foster, LLC | $741,506 | $722,226,368 | — | $722,226,368 |
| 137 | Pacific Global Investment Management Co | $762,609 | $609,324,919 | — | $609,324,919 |
| 138 | Jeppson Wealth Management, LLC | $736,928 | $390,571,799 | — | $390,571,799 |
| 139 | FPC Investment Advisory, Inc. | $371,049 | $163,632,689 | — | $163,632,689 |
| 140 | Wealth Quest Partners, Inc. | $358,889 | $106,590,112 | — | $106,590,112 |
| 141 | Sharper & Granite LLC | $564,490 | $203,781,000 | — | $203,781,000 |
| 142 | Citrine Capital, LLC | $467,906 | $109,022,110 | — | $109,022,110 |
| 143 | Prudent Investors Network, Inc. | $417,953 | $179,301,983 | — | $179,301,983 |
| 144 | Tricord Advisors, Inc. | $194,688 | $152,441,018 | — | $152,441,018 |
| 145 | Creative Capital Management Investments LLC | $546,770 | $416,638,808 | — | $416,638,808 |
| 146 | Hutchinson & Ziegler Financial Advisors, Inc. | $634,818 | $154,895,494 | — | $154,895,494 |
| 147 | Tellone Management Group Inc | $448,610 | $494,816,425 | — | $494,816,425 |
| 148 | Breen Wealth Management, LLC | $366,607 | $170,472,028 | — | $170,472,028 |
| 149 | Weinberger Asset Management, Inc | $563,010 | $159,331,713 | — | $159,331,713 |
| 150 | NWK Group, Inc. | $1,251,375 | $489,287,671 | — | $489,287,671 |
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.
