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