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
1Tempus Wealth Planning, LLC$222,551$62,621,000$37,527,092$100,148,092
2RHS Financial, LLC$243,692$95,140,839$5,016,767$100,157,606
3Millennium Investment Services$409,128$98,484,987$3,387,935$101,872,922
4Compass Financial Planning, LLC$9,326,131$2,163,040$100,424,398$102,587,438
5Camelotta Advisors$581,717$103,125,764$419,852$103,545,616
6Pantheon Investment Group, LLC$522,496$105,544,233$105,544,233
7GW Financial$355,979$95,014,592$11,067,089$106,081,681
8Triad Investment Management$1,239,365$106,585,401$106,585,401
9Matrix Planning Inc$892,812$62,120,217$45,909,989$108,030,206
10Hillegas Advisory Services, Inc.$334,150$98,845,504$9,753,133$108,598,637
11Krane Financial Solutions$271,107$57,601,007$51,384,124$108,985,131
12Aperio Group, Llc$996,849$107,577,528$3,072,677$110,650,205
13JLFranklin Wealth Planning$690,465$111,164,902$111,164,902
14Tricord Advisors, Inc.$343,962$113,507,557$113,507,557
15Carmel Capital Management LLC$1,127,723$113,900,000$113,900,000
16Mine & Arao Wealth Creation And Management, LLC$343,128$113,918,517$113,918,517
17Union Financial Partners, San Francisco, Inc.$897,516$113,984,551$113,984,551
18Holbrook Global Strategies$1,642,857$115,000,000$115,000,000
19Breen Wealth Management, LLC$331,429$116,000,000$116,000,000
20Integris Wealth Management, Llc$47,659$116,467,766$581,719$117,049,485
21O'Boyle Wealth Management, Inc.$124,630$104,300,000$13,600,000$117,900,000
22Haydel, Biel & Associates$399,329$100,000,000$19,000,000$119,000,000
23Garner Financial Management, Inc.$309,232$119,054,383$119,054,383
24Weinberger Asset Management, Inc$533,606$119,527,812$119,527,812
25Gunderson Capital Management$117,417$120,000,000$120,000,000
26Titan Capital Management, LLC$131,218$122,426,237$122,426,237
27Clay Northam Wealth Management$120,067$121,391,939$1,076,204$122,468,143
28Grecu Capital Management, Inc.$466,517$115,151,661$7,542,416$122,694,077
29Shira Ridge Wealth Management$199,423$118,038,739$5,204,864$123,243,603
30Gasber Financial Advisors, Inc$334,107$118,307,604$5,311,886$123,619,490
31Reis Investment Management, Inc.$537,561$123,638,967$123,638,967
32Mission Creek Capital Partners, Inc.$368,396$124,517,679$124,517,679
33Allstreet Capital LLC$1,038,189$124,582,679$124,582,679
34Moler Capital Management$443,655$124,667,036$124,667,036
35Cedarstone Advisors$747,566$124,326,852$516,637$124,843,489
36Robasciotti & Philipson$265,393$125,000,000$125,000,000
37Walker Financial Advisors Inc$437,895$103,859,969$21,377,930$125,237,899
38Allworth Financial, L.P.$196,949$125,456,204$125,456,204
39Sage Stone Wealth Management LLC$458,812$124,091,378$3,458,442$127,549,820
40Spectrum Capital Investment Group, Inc.$252,720$127,623,714$127,623,714
41Symphony Financial Planning LLC$295,234$126,491,941$1,344,207$127,836,148
42Hutchinson & Ziegler Financial Advisors, Inc.$525,821$129,877,666$129,877,666
43Casilio Leitch Investments$1,687,897$129,968,069$129,968,069
44Pillar Wealth Management, LLC$405,516$131,387,186$131,387,186
45Clutinger Williams & Verhoye Inc$395,502$122,423,126$9,279,103$131,702,229
46Fortress Retirement, Inc.$279,723$132,410,278$458,189$132,868,467
47Plan Financial$184,966$133,175,550$133,175,550
48FPC Investment Advisory, Inc.$359,379$133,329,711$133,329,711
49Dobson Asset Management$383,583$130,644,489$3,226,028$133,870,517
50Vine Street Wealth Management, LLC$855,647$128,101,273$7,090,956$135,192,229
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Showing 1 to 50 of 346 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 Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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