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
    51ARISTON SERVICES GROUP, LLC$2,186,040$351,451,560$153,523,795$504,975,355
    52REGATTA CAPITAL GROUP, LLC$315,653$753,580,531$153,289,381$906,869,912
    53BURLESON & COMPANY, LLC$848,992$657,216,261$144,232,615$801,448,876
    54REDWOOD COAST FINANCIAL PARTNERS$343,822$143,030,000$143,030,000
    55LOWERY THOMAS, LLC$522,262$171,005,183$142,874,376$313,879,559
    56SOUTH BAY FINANCIAL PARTNERS$840,313$142,012,947$142,012,947
    57CLELLAND & COMPANY INC$1,663,002$250,465,788$142,002,572$392,468,360
    58CHURCHILL MANAGEMENT GROUP$438,845$7,782,747,396$132,260,254$7,915,007,650
    59WADE FINANCIAL ADVISORY, INC.$2,167,310$527,627,736$131,234,542$658,862,278
    60WEALTH ARCHITECTS, LLC$699,870$1,525,413,579$126,979,111$1,652,392,690
    61DOWLING & YAHNKE, LLC$1,264,653$5,989,292,627$124,037,570$6,113,330,197
    62SUMMITRY, LLC$756,769$2,258,898,143$123,409,765$2,382,307,908
    63TAYLOR WEALTH MANAGEMENT, LLC$688,624$5,401,283$123,371,425$128,772,708
    64CERDA MUNOZ ADVISORS, INC$200,548$30,764,126$123,056,506$153,820,632
    65BUCHER WEALTH ADVISORS$588,528$115,351,474$115,351,474
    66BURTON ENRIGHT WELCH$654,333$920,327,830$114,826,479$1,035,154,309
    67CHEQUERS FINANCIAL MANAGEMENT LLC$711,419$480,422,902$110,055,045$590,477,947
    68ANGELES WEALTH MANAGEMENT, LLC$11,037,465$985,351,255$107,357,827$1,092,709,082
    69UP CAPITAL MANAGEMENT, INC.$631,714$127,864,160$100,184,691$228,048,851
    70FINANCIAL DESIGNS CORPORATION$332,297$326,955,463$98,716,775$425,672,238
    71JEPPSON WEALTH MANAGEMENT, LLC$673,173$463,586,458$98,512,705$562,099,163
    72PARAGON FINANCIAL PARTNERS$550,846$170,883,374$92,971,645$263,855,019
    73STEPHENSON AND COMPANY, INC.$539,733$137,185,630$90,581,889$227,767,519
    74CHECK CAPITAL MANAGEMENT INC$765,622$1,516,221,789$89,287,050$1,605,508,839
    75ASPIREAN WEALTH, LLC$286,700$49,239,365$89,236,670$138,476,035
    76VANCE WEALTH$452,632$417,723,660$88,318,692$506,042,352
    77WILLOW CREEK WEALTH MANAGEMENT, INC.$665,114$1,571,613,381$87,845,748$1,659,459,129
    78POLARIS WEALTH ADVISORY GROUP$466,008$1,874,699,405$87,659,240$1,962,358,645
    79SONOMA WEALTH ADVISORS, LLC$224,166$410,050,000$86,925,000$496,975,000
    80CLEARPATH CAPITAL PARTNERS LLC$1,151,234$242,248,388$85,853,424$328,101,812
    81PAN GLOBAL ADVISERS, LLC$807,667$129,327,664$82,281,213$211,608,877
    82GRADIENT CAPITAL ADVISORS, LLC$391,040$431,035,319$81,617,508$512,652,827
    83PREMIER FINANCIAL GROUP INC$666,058$676,979,108$80,329,289$757,308,397
    84MONOGRAPH WEALTH ADVISORS, LLC$2,331,580$1,896,187,246$78,660,746$1,974,847,992
    85CANNON BEACH FINANCIAL ADVISORS$340,720$153,852,060$75,112,030$228,964,090
    86KRANE FINANCIAL SOLUTIONS$380,301$106,458,281$74,945,390$181,403,671
    87SAND HILL GLOBAL ADVISORS, LLC$2,069,285$3,530,763,948$73,929,922$3,604,693,870
    88RINA WEALTH MANAGEMENT SERVICES LLC$455,579$132,352,103$73,569,601$205,921,704
    89SAS FINANCIAL ADVISORS, LLC.$314,286$40,000,000$70,000,000$110,000,000
    90BELL INVESTMENT ADVISORS INC$576,941$589,937,360$66,621,975$656,559,335
    91EIGER WEALTH MANAGEMENT, LLC$629,278$200,365,584$66,448,475$266,814,059
    92CONSILIUM WEALTH MANAGEMENT$800,711$666,341,090$61,505,661$727,846,751
    93TEMPUS WEALTH PLANNING, LLC$262,660$188,442,986$59,508,312$247,951,298
    94LONGVIEW FINANCIAL ADVISORS, LLC$640,392$212,862,707$58,023,053$270,885,760
    95ACAP ASSET MANAGEMENT, INC.$144,917$102,914,936$55,914,107$158,829,043
    96SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC$2,529,540$88,654,253$53,000,000$141,654,253
    97DHR INVESTMENT COUNSEL LTD$646,981$417,668,972$52,686,131$470,355,103
    98THE CLARK GROUP ASSET MANAGEMENT$403,318$198,462,799$49,174,163$247,636,962
    99STEWART WEALTH MANAGEMENT, INC.$226,123$254,879,911$48,577,690$303,457,601
    100LIFESTEPS FINANCIAL$361,452$249,999,325$48,198,666$298,197,991
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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.