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
151C-J Advisory, Inc.$241,474$207,909,075$207,909,075
152J.P. King Advisors, Inc.$437,668$575,970,684$575,970,684
153Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
154Dash Acquisitions Inc.$354,546$191,454,826$191,454,826
155Main Street Research LLC$1,999,963$1,389,974,082$1,389,974,082
156Inspired Financial LLC$496,982$247,000,000$247,000,000
157McCarthy Asset Management, Inc.$432,955$330,344,596$330,344,596
158Shira Ridge Wealth Management$348,548$209,825,991$209,825,991
159Integrity Wealth Partners, LLC$348,255$144,874,134$144,874,134
160Rebalance LLC$740,603$984,261,417$984,261,417
161Strategy Asset Managers L.L.C.$620,325$583,725,372$583,725,372
162M Wealth Management, LLC$153,392$140,046,579$140,046,579
163Alsari Wealth Management Global Advisors, LLC$349,854$120,000,000$120,000,000
164Sage Rhino Capital LLC$566,954$600,403,904$600,403,904
165Towneley Capital Management, Inc.$2,447,392$849,245,103$849,245,103
166Simplifi, Inc.$445,017$230,963,649$230,963,649
167AG Asset Advisory, LLC$1,863,931$301,956,882$301,956,882
168Capital Management Advisor Group, LLC$675,265$139,104,491$139,104,491
169Nelson Capital Management, LLC$1,137,727$574,552,255$574,552,255
170Wilsey Asset Management Incorporated$300,978$360,270,737$360,270,737
171Del Mar Wealth Management Inc$406,541$118,303,331$118,303,331
172Anchor Capital Management Group, Inc.$8,631,537$431,576,869$431,576,869
173Fischer Investment Strategies, LLC$196,064$142,538,703$142,538,703
174Global Wealth Strategies LLC$4,571,429$160,000,000$160,000,000
175D'Arcy Capital Management, LLC$606,419$126,741,596$126,741,596
176Benningfield Financial Advisors, LLC$690,894$181,014,326$181,014,326
177Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
178Willow Grove Advisors, LLC$381,441$138,459,220$3,693$138,462,913
179Hynes Advisory Inc.$514,966$299,162,439$33,064$299,195,503
180Axiom Advisory, LLC$269,005$150,249,438$124,155$150,373,593
181Private Wealth Advisors, LLC$283,754$345,729,624$167,091$345,896,715
182Orion Capital Management LLC$577,205$150,424,930$225,564$150,650,494
183Camelot Technology Advisors, Inc.$569,096$153,972,696$252,383$154,225,079
184SMART INVESTOR, LLC$553,644$574,410,546$272,090$574,682,636
185HBA Advisors, LLC$113,802$109,381,760$323,023$109,704,783
186Veripax Wealth Management, Inc.$219,420$195,342,823$379,464$195,722,287
187Core Financial Partners Inc.$335,599$214,730,038$389,029$215,119,067
188AF Advisors, Inc.$1,665,573$214,469,264$389,641$214,858,905
189Pring/Turner Capital Group, Inc.$499,045$162,795,365$392,393$163,187,758
1905T Wealth, LLC$679,914$213,025,059$467,989$213,493,048
191Fortress Wealth Management, Inc.$284,160$218,229,702$573,260$218,802,962
192Harrington Investments, Incorporated$1,251,351$275,934,984$613,600$276,548,584
193Curtis Advisory Group, LLC$862,899$249,474,207$766,595$250,240,802
194Asset Planning, Inc$1,077,588$376,207,369$948,523$377,155,892
195Cedarstone Advisors$771,464$113,215,076$961,599$114,176,675
196Vance Wealth, Inc.$422,257$354,854,411$1,108,156$355,962,567
197ZRC Wealth Management, LLC$464,145$239,271,176$1,155,862$240,427,038
198Bourke Wealth Management$431,908$113,263,397$1,192,289$114,455,686
199Kaizen Financial Strategies, LLC$271,089$141,127,050$1,194,517$142,321,567
200Carter Financial, LLC$403,131$210,811,749$1,235,076$212,046,825
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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.