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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1ACAP ASSET MANAGEMENT, INC.$93,124$78,731,935$21,469,597$100,201,532
2DEDICATED CAPITAL ADVISORS, LLC$1,114,698$86,333,840$13,989,022$100,322,862
3CEDARSTONE ADVISORS$728,652$101,244,711$766,517$102,011,228
4ECHO45 ADVISORS LLC$345,705$98,234,053$4,094,747$102,328,800
5DOUBLE BAY MANAGEMENT & PLANNING$553,108$103,431,146$103,431,146
6DAVID S REINDERS$243,991$104,184,103$104,184,103
7BOURKE WEALTH MANAGEMENT$410,876$103,965,028$808,458$104,773,486
8ADVANTAGE CAPITAL ADVISORS, LLC$278,903$107,377,534$107,377,534
9OCEANIQ CAPITAL, LLC$719,593$96,027,346$11,911,545$107,938,891
10GW FINANCIAL$393,915$82,013,649$26,312,889$108,326,538
11JOHNSON LYMAN WEALTH ADVISORS$2,232,328$104,577,121$4,806,942$109,384,063
12HAYDEL, BIEL & ASSOCIATES$113,802$109,381,760$323,023$109,704,783
13AXIOM ADVISORY, LLC$238,636$110,011,213$110,011,213
14GLOBAL FINANCIAL ADVISORY SERVICES, INC.$296,140$110,164,052$110,164,052
15ASPIRE PLANNING ASSOCIATES, INC.$290,372$110,922,151$110,922,151
16CAPITAL MANAGEMENT ADVISOR GROUP, LLC$542,351$111,181,917$111,181,917
17RPA WEALTH MANAGEMENT$141,237$112,565,829$112,565,829
18WILLOW GROVE ADVISORS, LLC$356,822$114,178,257$4,773$114,183,030
19PACIFIC FINANCIAL STRATEGIES, INC$189,485$114,259,692$114,259,692
20YODER WEALTH MANAGEMENT$408,208$116,339,261$116,339,261
21ALAMAR CAPITAL MANAGEMENT, LLC$761,332$116,483,726$116,483,726
22KAIZEN FINANCIAL STRATEGIES, LLC$260,738$116,549,853$116,549,853
23BLUE SUMMIT WEALTH MANAGEMENT$243,045$116,904,690$116,904,690
24CANTER WEALTH$815,166$117,383,901$117,383,901
25GASBER FINANCIAL ADVISORS, INC$778,653$112,009,626$5,566,967$117,576,593
26TITAN CAPITAL MANAGEMENT, LLC$156,426$117,632,550$117,632,550
27ORION CAPITAL MANAGEMENT LLC$529,101$117,949,045$40,574$117,989,619
28MILLENNIUM INVESTMENT SERVICES$516,857$115,974,931$2,902,243$118,877,174
29ALIGN IMPACT, LLC$8,520,408$119,285,708$119,285,708
30CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC$260,683$119,653,268$119,653,268
31ATTENTIVE INVESTMENT MANAGERS, INC.$113,995$102,803,436$17,232,876$120,036,312
32NIA IMPACT CAPITAL$1,166,814$109,556,001$10,625,839$120,181,840
33CHRONICLE ADVISORS LLC$1,781,443$121,138,114$121,138,114
34TRIAD INVESTMENT MANAGEMENT, LLC$1,561,175$121,771,663$121,771,663
35CASILIO LEITCH INVESTMENTS$1,128,059$121,830,422$121,830,422
36KACHKOVSKY & FISHER, INC.$146,387$114,598,670$8,219,633$122,818,303
37FISCHER INVESTMENT STRATEGIES, LLC$177,905$123,466,166$123,466,166
38MCNAUGHTON WEALTH MANAGEMENT, LLC$176,996$121,742,877$1,800,076$123,542,953
39GRIFFIN BLACK, INC.$255,715$123,766,244$123,766,244
40ACCRETIVE WEALTH MANAGEMENT, LLC$632,653$109,000,000$15,000,000$124,000,000
41CLUTINGER WILLIAMS & VERHOYE INC$409,609$115,139,284$8,972,306$124,111,590
42HILLEGAS ADVISORY SERVICES, INC.$379,495$110,938,945$14,294,535$125,233,480
43KRANE FINANCIAL SOLUTIONS$274,050$79,920,064$45,594,891$125,514,955
44BUFFALO CAPITAL CORPORATION$650,815$126,258,119$126,258,119
45MATRIX PLANNING INC$1,097,101$75,580,038$51,683,728$127,263,766
46RHS FINANCIAL, LLC$277,729$121,743,037$6,012,502$127,755,539
47GARNER FINANCIAL MANAGEMENT$336,800$123,987,202$3,996,687$127,983,889
48PACIFICA WEALTH ADVISORS, INC.$2,684,711$119,207,761$12,343,091$131,550,852
49WEINBERGER ASSET MANAGEMENT, INC$543,867$133,247,396$133,247,396
50MACROCLIMATE LLC$4,762,531$133,350,868$133,350,868
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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 Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.