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
301Accretive Wealth Management, LLC$681,829$129,883,579$20,118,760$150,002,339
302Fc360 Wealth Management, Inc.$313,905$85,798,333$21,557,133$107,355,466
303New Market Wealth Management, LLC$667,385$217,978,901$21,612,378$239,591,279
304Ariston Services Group, LLC$1,927,293$405,896,922$21,962,163$427,859,085
305Capital Cs Group, LLC$463,849$106,668,881$22,281,072$128,949,953
306Oceaniq Capital, LLC$478,320$77,862,077$22,585,208$100,447,285
307ACap Asset Management, Inc.$124,925$113,833,411$23,084,708$136,918,119
308O'Boyle Wealth Management, Inc.$203,527$201,788,113$23,922,990$225,711,103
309HAMILTON WEALTH, LLC$498,784$219,354,009$24,052,534$243,406,543
310The Weil Company$680,254$868,281,296$24,212,087$892,493,383
311Koa Wealth Management, LLC$374,843$126,756,132$24,305,475$151,061,607
312Wimmer Associates I, LLC$2,307,900$344,608,000$24,656,000$369,264,000
313RVW Wealth LLC$439,751$804,223,364$26,025,768$830,249,132
314WFA WEALTH MANAGERS$387,387$262,454,427$26,149,170$288,603,597
315CBT Financial Planning, Inc.$1,812,561$176,733,562$26,273,270$203,006,832
316Walker Financial Advisors, Inc. Dba California 457 Benefits$516,004$140,467,268$27,233,960$167,701,228
317DLK Investment Management, LLC$363,915$238,521,812$27,500,105$266,021,917
318Monterey Private Wealth, Inc.$429,851$671,865,099$27,931,534$699,796,633
319Front Row Advisors LLC$616,999$220,414,955$28,852,752$249,267,707
320Parkshore Wealth Management$258,759$312,126,238$28,918,182$341,044,420
321Ted Buchan & Company, LLC$244,480$198,190,287$29,420,903$227,611,190
322Lucas Group Financial Planners, Inc.$528,146$206,758,934$29,850,315$236,609,249
323Oakmont Corporation$35,202,513$2,574,943,547$30,042,431$2,604,985,978
324ROWLING & ASSOCIATES$409,125$388,802,238$30,141,456$418,943,694
325Equius Partners, Inc.$736,911$1,077,247,083$31,066,953$1,108,314,036
326Covington Capital Management$2,489,083$3,552,505,921$31,773,251$3,584,279,172
327Private Wealth Partners, LLC$6,312,949$1,280,345,565$32,747,785$1,313,093,350
328Surevest, LLC$535,383$417,904,667$33,423,453$451,328,120
329Matrix Planning Inc$1,109,738$97,189,920$33,759,218$130,949,138
330Rowling & Associates LLC$485,767$494,399,475$34,114,707$528,514,182
331Stewart Wealth Management, Inc.$201,204$204,292,256$34,537,395$238,829,651
332Boltwood Capital Management$696,498$172,639,074$35,613,928$208,253,002
333Lifesteps Financial, Inc.$302,654$204,042,068$35,659,687$239,701,755
334Sweeney & Michel, LLC$603,224$388,900,568$36,372,438$425,273,006
335Guardian Investment Management, LLC$1,552,571$239,091,967$37,265,732$276,357,699
336Pure Financial Advisors, Inc.$315,989$3,252,712,647$38,940,547$3,291,653,194
337MA Private Wealth, LLC$437,286$504,584,726$38,962,011$543,546,737
338Sirius Wealth Management Strategies, LLC$3,465,208$275,958,965$39,375,000$315,333,965
339Amara Financial, LLC$265,373$66,516,613$40,428,669$106,945,282
340Catalina Capital Group, LLC$722,726$181,549,900$41,772,495$223,322,395
341Tempus Wealth Planning, LLC$216,392$119,662,565$43,064,167$162,726,732
342Van Strum & Towne Inc$1,277,539$301,769,225$43,166,175$344,935,400
343Impact Investors, Inc.$269,314$177,954,966$43,690,534$221,645,500
344Integral Investment Advisors, Inc.$386,540$140,121,476$43,871,354$183,992,830
345Pachira Investments, Inc.$363,142$167,378,789$44,332,807$211,711,596
346Fermata Advisors, LLC$155,421$148,760,000$47,847,079$196,607,079
347Park, Miller, LLC$1,243,390$177,363,640$50,176,816$227,540,456
348Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
349LEGA Z ADVISORY LLC$11,783,677$266,830,327$51,328,960$318,159,287
350Krane Financial Solutions, LLC$292,455$90,303,881$52,414,240$142,718,121
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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.