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
    401MERITAS WEALTH MANAGEMENT, LLC$614,663$560,572,253$560,572,253
    402LIGHTHOUSE FINANCIAL SERVICES INC$403,894$424,088,899$424,088,899
    403HAROLD DAVIDSON & ASSOCIATES INC$802,373$353,044,173$353,044,173
    404D'ARCY CAPITAL MANAGEMENT, LLC$649,394$146,113,613$146,113,613
    405TORREY WEALTH, LLC$660,389$102,360,315$102,360,315
    406TTP INVESTMENTS, INC.$403,225$330,241,603$330,241,603
    407TOPEL & DISTASI WEALTH MANAGEMENT, LLC$508,730$296,589,461$296,589,461
    408QUANTUM FINANCIAL ADVISORS, LLC$694,802$887,262,307$887,262,307
    409MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC$490,247$214,238,109$214,238,109
    410TRIAD INVESTMENT MANAGEMENT, LLC$1,893,121$124,945,961$124,945,961
    411CREEKSIDE PARTNERS$1,968,198$505,826,892$505,826,892
    412FARTHER FINANCE ADVISORS, LLC$175,982$142,897,678$142,897,678
    413DEAN ROLAND RUSSELL, LLC$540,343$303,672,725$303,672,725
    414AWM GLOBAL ADVISORS$342,025$103,633,443$103,633,443
    415PRUDENT INVESTORS NETWORK, INC.$604,474$244,811,821$244,811,821
    416KNUFF & COMPANY LLC$14,965,049$359,161,178$359,161,178
    417LINDA A. BARLOW, CFP$315,274$244,021,924$244,021,924
    418DELTA INVESTMENT MANAGEMENT, LLC$309,760$513,891,606$513,891,606
    419MCM WEALTH$511,635$137,629,793$137,629,793
    420ASPIRE PLANNING ASSOCIATES, INC.$344,805$125,509,086$125,509,086
    421CLEARVIEW INVESTMENT PARTNERS, LLC$302,136$114,509,721$114,509,721
    422SILICON VALLEY CAPITAL PARTNERS, L.P.$665,602$845,313,930$845,313,930
    423EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT$320,006$222,083,927$222,083,927
    424ALIGN IMPACT, LLC$6,616,102$205,099,167$205,099,167
    425COMPREHENSIVE FINANCIAL MANAGEMENT LLC$812,662,569$22,754,551,937$22,754,551,937
    426WEALTH TEAMS ALLIANCE$270,295$246,779,538$246,779,538
    427NEUMANN CAPITAL MANAGEMENT$949,236$515,435,206$515,435,206
    428FIRST WILSHIRE SECURITIES MANAGEMENT, INC.$1,325,008$359,077,070$359,077,070
    429DEFINE FINANCIAL, LLC$475,252$139,723,964$139,723,964
    430BANTA ASSET MANAGEMENT LP$631,950$156,723,525$156,723,525
    431INTEGRITY WEALTH PARTNERS, LLC$320,144$172,877,760$172,877,760
    432TABR CAPITAL MANAGEMENT, LLC$305,024$179,963,936$179,963,936
    433AG ASSET ADVISORY, LLC$2,048,385$307,257,783$307,257,783
    434JDH WEALTH MANAGEMENT, LLC$827,151$305,218,644$305,218,644
    435GOLDEN GATE PERSONAL FINANCIAL PLANNING$724,406$115,180,497$115,180,497
    436ASSET DEDICATION, LLC$387,767$2,015,222,595$2,015,222,595
    437WEINBERGER ASSET MANAGEMENT, INC$611,831$214,752,613$214,752,613
    438HC FINANCIAL ADVISORS INC$530,524$534,768,166$534,768,166
    439REBALANCE LLC$909,291$1,462,139,862$1,462,139,862
    440INSPIRED FINANCIAL$595,679$289,500,000$289,500,000
    441PARKWORTH WEALTH MANAGEMENT, INC.$384,501$134,190,713$134,190,713
    442DESTINATION WEALTH MANAGEMENT$722,183$3,809,515,164$3,809,515,164
    443CAVU WEALTH ADVISORS$1,760,231$114,415,000$114,415,000
    444BLUE ZONE WEALTH ADVISORS, LLC$1,344,127$399,205,735$399,205,735
    445CANTER WEALTH$1,016,190$206,286,473$206,286,473
    446CAPITAL TRUST ADVISORS$555,320$290,987,632$290,987,632
    447NAPA WEALTH MANAGEMENT$479,254$257,838,672$257,838,672
    448RETIREMENT CAPITAL STRATEGIES, INC.$445,781$295,998,391$295,998,391
    449KCS WEALTH ADVISORY$416,840$386,827,079$386,827,079
    450CHEVIOT VALUE MANAGEMENT, LLC$720,711$622,693,979$622,693,979
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    Showing 401 to 450 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.