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
201Navigoe, LLC$1,776,551$252,631,496$1,415,310$254,046,806
202Falcon Wealth Planning, Inc.$175,640$287,450,269$1,653,099$289,103,368
203EWG Elevate Inc.$401,275$390,735,924$1,710,648$392,446,572
204Platt Wealth Management, LLC$629,986$220,592,817$1,792,288$222,385,105
205SB Capital Management, Inc.$746,365$852,759,819$1,827,925$854,587,744
206Life Line Wealth Management LLC$1,167,073$239,677,305$1,906,839$241,584,144
207McNaughton Wealth Management, LLC$194,147$139,681,293$2,045,863$141,727,156
208Parallel Advisors, LLC$468,887$3,809,512,141$2,074,154$3,811,586,295
209Symphony Financial Planning LLC$356,408$165,774,529$2,093,577$167,868,106
210CLEARVIEW INVESTMENT PARTNERS, LLC$234,048$137,272,097$2,220,659$139,492,756
211Praetorian Wealth Management, Inc.$294,914$321,268,876$2,251,913$323,520,789
212NBS Financial & Insurance Services Inc$616,599$274,474,722$2,378,104$276,852,826
213Bell & Brown Wealth Advisors, LLC$674,542$250,137,175$2,816,103$252,953,278
214Knightsbridge Asset Management LLC$597,212$443,878,610$2,836,306$446,714,916
215Concord Investment Counsel$377,660$197,292,533$2,867,197$200,159,730
216Orin Green Financial, LLC$461,437$336,286,684$2,869,249$339,155,933
217Miracle Mile Advisors, LLC$1,072,934$2,009,870,010$2,953,361$2,012,823,371
218Dobson Asset Management - Northern California$411,300$146,279,700$3,022,339$149,302,039
219Prosperity Road, LLC$958,943$117,657,981$3,168,872$120,826,853
220One Degree Advisors, Inc.$200,513$251,230,725$3,219,875$254,450,600
221ALJIAN CAPITAL MANAGEMENT$304,170$183,797,669$3,266,641$187,064,310
222Carbahal Olsen Financial Services Group LLC$282,545$129,776,658$3,301,805$133,078,463
223CORNERSTONE WEALTH MANAGEMENT$567,111$179,086,662$3,523,085$182,609,747
224Plan Life & Wealth Management, Inc.$244,760$175,134,102$3,785,398$178,919,500
225Financial Alternatives, Inc.$306,075$241,303,257$3,862,872$245,166,129
226Womack Wealth Management, Inc.$455,580$208,773,202$3,982,496$212,755,698
227Measured Risk Portfolios, Inc.$230,492$193,248,384$4,282,999$197,531,383
228Hayes Financial, Inc.$444,087$269,947,038$4,498,821$274,445,859
229Millennium Investment Services$595,858$128,791,192$4,681,028$133,472,220
230Legacy Wealth Advisors, LLC$636,492$109,871,298$4,697,329$114,568,627
231Sage Stone Wealth Management LLC$534,479$154,488,658$4,786,149$159,274,807
232Elmwood Wealth Management, Inc.$400,658$192,280,963$4,842,601$197,123,564
233Apriem Advisors$433,841$870,743,718$5,181,319$875,925,037
234Pariax, LLC$1,110,891$107,000,000$5,200,000$112,200,000
235Vista Advisor Group, LLC$372,356$130,777,445$5,504,916$136,282,361
236Johnson Lyman, Inc.$2,445,755$119,124,389$5,609,096$124,733,485
237Lewis Asset Management, LLC$260,861$112,370,767$5,799,459$118,170,226
238Simplex Wealth Management, LLC$312,103$176,987,979$5,904,376$182,892,355
239Sam Advisors, LLC$220,921$279,285,387$5,923,936$285,209,323
240BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.$405,397$514,889,068$6,045,887$520,934,955
241Regency Investment Advisors Inc$446,302$644,180,517$6,081,682$650,262,199
242L & S Advisors, Inc$535,696$704,543,929$6,324,828$710,868,757
243Gasber Financial Advisors, Inc$949,504$129,429,056$6,349,962$135,779,018
244Prism Advisors, Inc.$573,246$361,570,712$6,453,201$368,023,913
245Friedlander, Brenda S$1,469,738$179,919,490$6,737,247$186,656,737
246Wacker Wealth Partners, LLC$1,668,311$1,044,291,815$6,744,006$1,051,035,821
247Effective Assets, Inc.$386,486$127,348,529$6,762,166$134,110,695
248RHS Financial, LLC$274,733$140,975,270$6,831,287$147,806,557
249Hutchinson Capital Management$954,158$637,124,389$6,932,135$644,056,524
250Investor'S Capital Management, LLC$420,601$169,276,175$6,955,657$176,231,832
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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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.