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
    251ZRC WEALTH MANAGEMENT, LLC$479,419$282,861,747$1,433,434$284,295,181
    252BOURKE WEALTH MANAGEMENT$516,562$118,950,870$1,407,966$120,358,836
    253FORTRESS WEALTH MANAGEMENT, INC.$334,068$291,097,434$1,212,289$292,309,723
    254CARTER FINANCIAL, LLC$442,709$237,854,260$1,208,404$239,062,664
    255KAIZEN FINANCIAL STRATEGIES, LLC$297,783$175,382,332$1,203,138$176,585,470
    256ASSET PLANNING, INC$1,194,374$445,513,644$1,182,163$446,695,807
    257HARRINGTON INVESTMENTS, INC.$1,539,430$328,380,757$1,057,359$329,438,116
    258CAMELOTTA ADVISORS$741,792$179,972,543$1,024,783$180,997,326
    259CEDARSTONE ADVISORS$801,946$141,731,644$1,014,746$142,746,390
    260SHERWOOD FINANCIAL PARTNERS, LLC$1,122,528$126,031,526$814,149$126,845,675
    261CURTIS ADVISORY GROUP, LLC$1,110,753$370,208,958$782,400$370,991,358
    262ALCOSTA CAPITAL MANAGEMENT, INC.$1,411,931$206,968,972$584,879$207,553,851
    263VERIPAX WEALTH MANAGEMENT, INC.$227,907$220,718,552$579,443$221,297,995
    2645T WEALTH, LLC$660,785$217,545,210$513,803$218,059,013
    265PLANNED SOLUTIONS, INC.$227,311$422,549,209$477,398$423,026,607
    266PRING TURNER CAPITAL GROUP$563,213$183,179,163$428,201$183,607,364
    267ADAMS ASHBY FINANCIAL ADVISORS$1,704,335$187,062,076$414,792$187,476,868
    268ORION CAPITAL MANAGEMENT LLC$636,132$192,415,335$332,732$192,748,067
    270PRESIDIO CAPITAL MANAGEMENT, LLC$364,056$228,575,586$51,308$228,626,894
    271DIVERSIFI CAPITAL LLC$456,036$262,667,800$9,100$262,676,900
    272WILLOW GROVE ADVISORS, LLC$443,904$185,103,991$4,104$185,108,095
    273PARK, MILLER, LLC$1,309,836$256,727,331$453$256,727,784
    274KENSINGTON INVESTMENT COUNSEL$958,635$203,230,691$203,230,691
    275OCCIDENTAL ASSET MANAGEMENT, LLC$400,411$523,737,691$523,737,691
    276HERITAGE WEALTH MANAGEMENT, INC.$247,521$213,115,340$213,115,340
    277FINANCIAL AVENGERS, INC.$476,817$337,586,672$337,586,672
    278SIMPLIFI, INC.$456,275$245,019,686$245,019,686
    279CERTIFIED PLANNERS, INC.$293,928$185,468,350$185,468,350
    280MISSION CREEK CAPITAL PARTNERS, INC.$486,828$493,156,933$493,156,933
    281MERRITHEW & THORSTEN, INC.$384,615$150,000,000$150,000,000
    282JORDAN PARK GROUP LLC$4,284,459$17,600,559,329$17,600,559,329
    283CLAY NORTHAM WEALTH MANAGEMENT$247,134$254,053,459$254,053,459
    284REGAL WEALTH GROUP INC.$391,972$233,615,485$233,615,485
    285CERTIFIED PLANNERS, INC.$293,928$185,468,350$185,468,350
    286C-J ADVISORY, INC.$274,421$250,546,454$250,546,454
    287NWK GROUP$1,257,111$512,901,108$512,901,108
    288LYELL WEALTH MANAGEMENT LP$4,227,390$1,073,757,090$1,073,757,090
    289OPES WEALTH MANAGEMENT, LLC$1,701,193$508,656,733$508,656,733
    290ROSENBLUM SILVERMAN SUTTON SF INC$3,047,113$521,056,271$521,056,271
    291BLANKINSHIP & FOSTER, LLC$802,542$786,491,375$786,491,375
    292FPC INVESTMENT ADVISORY, INC.$427,118$208,860,814$208,860,814
    293BENNICAS & ASSOCIATES, INC.$1,864,031$246,052,039$246,052,039
    294EPSILON FINANCIAL GROUP, INC.$904,051$468,298,226$468,298,226
    295MCCARTHY ASSET MANAGEMENT, INC.$514,482$374,028,444$374,028,444
    296JURIKA, MILLS & KEIFER, LLC$1,148,153$299,668,000$299,668,000
    297GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT$156,850$2,028,386,000$2,028,386,000
    298PACIFIC CAPITAL$874,508$386,532,536$386,532,536
    299ENSEMBLE CAPITAL MANAGEMENT, LLC$2,465,366$1,821,905,823$1,821,905,823
    300MAIN STREET RESEARCH LLC$849,924$1,963,324,024$1,963,324,024
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    Showing 251 to 300 of 455 entries

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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.