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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
251Atlas Capital Advisors LLC$1,807,595$707,000,000$7,000,000$714,000,000
252FAIRVIEW CAPITAL$4,848,747$2,344,223,324$7,418,875$2,351,642,199
253Garrison Point Advisors, LLC$541,079$157,587,138$7,442,092$165,029,230
254Betterwealth LLC$313,380$337,898,692$7,445,530$345,344,222
255Planned Solutions Financial & Insurance Services, Inc.$205,315$333,276,488$7,547,029$340,823,517
256Lumina Financial Consultants, LLC$680,432$94,359,732$7,705,050$102,064,782
257Garner Financial Management, Inc.$364,825$127,581,122$7,769,045$135,350,167
258WARREN STREET WEALTH ADVISORS, LLC$367,427$148,749,393$7,774,301$156,523,694
259Lodestar Private Asset Management LLC$520,019$718,964,834$8,022,210$726,987,044
260Westshore Wealth, LLC$668,911$389,938,970$8,063,366$398,002,336
261Ariadne Wealth Management, Lp$959,059$278,104,900$8,653,621$286,758,521
262Shone Asset Management LLC$1,035,939$346,863,583$9,499,525$356,363,108
263The Wealth Collaborative, Inc.$1,395,731$661,767,177$9,579,383$671,346,560
264Weatherly Asset Management Lp$815,876$1,018,183,828$9,820,014$1,028,003,842
265Silicon Valley Wealth Advisors, LLC$400,448$396,165,056$9,889,584$406,054,640
266Clutinger Williams & Verhoye Inc$452,407$114,555,490$10,308,972$124,864,462
267American Money Management, LLC$319,241$382,450,072$10,535,248$392,985,320
268Avalan, LLC$587,016$265,343,071$10,554,513$275,897,584
269Oak Root LLC$7,243,478$822,000,000$11,000,000$833,000,000
270Kachkovsky & Fisher, Inc.$178,491$148,183,308$11,030,642$159,213,950
271Archer Pointe Wealth Management, LLC$505,914$101,224,728$11,088,234$112,312,962
272R. S. Crum, Inc.$625,661$543,826,248$11,134,654$554,960,902
273Pacific Edge Advisors, LLC$2,274,721$509,345,715$11,565,472$520,911,187
274Nia Impact Advisors, LLC$1,614,244$290,288,633$11,575,046$301,863,679
275Cardinal Point Wealth Management, LLC$794,211$554,579,872$11,692,815$566,272,687
276Ward & Associates$4,014,621$201,038,193$11,736,733$212,774,926
277Victus Captial Wealth, LLC$426,412$194,945,000$11,865,000$206,810,000
278Vantage Wealth Management, LLC$348,024$446,000,000$12,000,000$458,000,000
279Barlow, Linda, Ann$393,566$214,490,581$12,203,621$226,694,202
280Private Ocean, LLC$677,341$2,426,706,066$12,400,484$2,439,106,550
281Pacifica Wealth Advisors, Inc.$799,045$144,817,589$12,594,298$157,411,887
282Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
283Attentive Investment Managers, Inc.$128,737$127,350,862$12,972,830$140,323,692
284Jack Keeter & Associates, Inc.$150,836$106,325,241$12,985,874$119,311,115
285WP Advisors, LLC$407,779$316,821,002$13,071,999$329,893,001
286Spectrum Asset Management Inc$612,959$558,194,620$13,083,246$571,277,866
287Integris Wealth Management, LLC$615,468$420,386,971$13,517,705$433,904,676
288Dedicated Capital Advisors, LLC$1,082,106$91,133,764$13,830,536$104,964,300
289Westhill Financial Advisors, Inc.$444,549$415,362,150$14,071,846$429,433,996
290Wolff Wiese Magana LLC$195,186$274,303,336$14,962,302$289,265,638
291Grecu Capital Management, Inc.$578,839$153,882,818$15,138,248$169,021,066
292QUANTUM CAPITAL MANAGEMENT$777,170$137,829,319$15,273,256$153,102,575
293Davis & Seiley Wealth Management, Inc.$252,580$152,812,000$15,406,184$168,218,184
294HARRIS FINANCIAL ADVISORS, INC.$452,326$540,839,692$15,521,566$556,361,258
295Roof, Eidam & Maycock, LLC$646,332$623,010,254$15,565,302$638,575,556
296Oder Investment Management, LLC$544,957$253,812,008$16,486,875$270,298,883
297Hillegas Advisory Services, Inc.$381,093$112,740,253$16,831,317$129,571,570
298North Berkeley Wealth Management, LLC$353,591$468,207,726$17,272,319$485,480,045
299Private Capital Management, Inc.$572,108$143,548,946$17,785,517$161,334,463
300Chico Wealth Ria, Inc.$380,235$275,301,597$19,000,000$294,301,597
« Previous PageNext Page »

Showing 251 to 300 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 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.