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
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
4Double Bay Management & Planning$553,108$103,431,146$103,431,146
5David S Reinders$243,991$104,184,103$104,184,103
6Bourke Wealth Management$410,876$103,965,028$808,458$104,773,486
7Gw Financial$355,979$95,014,592$11,067,089$106,081,681
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
10Canter Wealth$822,060$108,511,917$108,511,917
11Johnson Lyman Wealth Advisors$2,232,328$104,577,121$4,806,942$109,384,063
12Axiom Advisory, Llc$238,636$110,011,213$110,011,213
13Global Financial Advisory Services, Inc.$296,140$110,164,052$110,164,052
14Haydel, Biel & Associates$120,530$110,332,716$433,981$110,766,697
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
17Union Financial Partners, San Francisco, Inc.$897,516$113,984,551$113,984,551
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
21Kaizen Financial Strategies, Llc$260,738$116,549,853$116,549,853
22Titan Capital Management, Llc$156,426$117,632,550$117,632,550
23Millennium Investment Services$516,857$115,974,931$2,902,243$118,877,174
24Align Impact, Llc$8,520,408$119,285,708$119,285,708
25Chronicle Advisors Llc$1,781,443$121,138,114$121,138,114
26Triad Investment Management, Llc$1,561,175$121,771,663$121,771,663
27Casilio Leitch Investments$1,128,059$121,830,422$121,830,422
28Gasber Financial Advisors, Inc$875,392$122,554,871$122,554,871
29Kachkovsky & Fisher, Inc.$146,387$114,598,670$8,219,633$122,818,303
30Fischer Investment Strategies, Llc$177,905$123,466,166$123,466,166
31Griffin Black, Inc.$255,715$123,766,244$123,766,244
32Hillegas Advisory Services, Inc.$379,495$110,938,945$14,294,535$125,233,480
33Buffalo Capital Corporation$650,815$126,258,119$126,258,119
34Matrix Planning Inc$1,097,101$75,580,038$51,683,728$127,263,766
35Rhs Financial, Llc$277,729$121,743,037$6,012,502$127,755,539
36Garner Financial Management$336,800$123,987,202$3,996,687$127,983,889
37Clutinger Williams & Verhoye Inc$417,941$120,074,371$9,069,457$129,143,828
38Pacifica Wealth Advisors, Inc.$2,684,711$119,207,761$12,343,091$131,550,852
39Weinberger Asset Management, Inc$543,867$133,247,396$133,247,396
40Macroclimate Llc$4,762,531$133,350,868$133,350,868
41Holbrook Global Strategies$1,914,286$134,000,000$134,000,000
42Camelotta Advisors$638,367$133,727,358$329,742$134,057,100
43Investor'S Capital Management, Llc$302,549$127,063,509$8,478,311$135,541,820
44Simplex Wealth Management$279,472$127,174,720$8,648,907$135,823,627
45Awm Global Advisors$363,941$136,842,000$136,842,000
46Dobson Asset Management$391,582$134,849,694$2,595,608$137,445,302
47Fpc Investment Advisory, Inc.$340,709$139,350,104$139,350,104
48Worldview Wealth Advisors$1,246,696$139,630,000$139,630,000
49Clearview Investment Partners, Llc$199,068$138,402,736$1,740,853$140,143,589
50Castle Wealth Planning$1,185,551$142,266,112$142,266,112
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Showing 1 to 50 of 351 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.