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

Showing 101 to 150 of 438 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9

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.