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
1Corinthian Wealth Management$1,818,182$100,000,000$100,000,000
2Oceaniq Capital, LLC$478,320$77,862,077$22,585,208$100,447,285
3Lumina Financial Consultants, LLC$680,432$94,359,732$7,705,050$102,064,782
4Triad Investment Management, LLC$1,521,537$103,464,506$103,464,506
5Dedicated Capital Advisors, LLC$1,082,106$91,133,764$13,830,536$104,964,300
6Oxley, Harry Keir$1,167,525$105,077,252$105,077,252
7Wealth Quest Partners, Inc.$358,889$106,590,112$106,590,112
8Amara Financial, LLC$265,373$66,516,613$40,428,669$106,945,282
9Fc360 Wealth Management, Inc.$313,905$85,798,333$21,557,133$107,355,466
10Taylor Wealth Management, LLC$585,474$4,286,779$104,025,902$108,312,681
11Citrine Capital, LLC$467,906$109,022,110$109,022,110
12HBA Advisors, LLC$113,802$109,381,760$323,023$109,704,783
13Pariax, LLC$1,110,891$107,000,000$5,200,000$112,200,000
14Archer Pointe Wealth Management, LLC$505,914$101,224,728$11,088,234$112,312,962
15Hendershott Wealth Management, LLC$285,539$113,073,448$113,073,448
16Cedarstone Advisors$771,464$113,215,076$961,599$114,176,675
17Bourke Wealth Management$431,908$113,263,397$1,192,289$114,455,686
18Legacy Wealth Advisors, LLC$636,492$109,871,298$4,697,329$114,568,627
19ALAMAR CAPITAL MANAGEMENT, LLC$761,332$116,483,726$116,483,726
20Lewis Asset Management, LLC$260,861$112,370,767$5,799,459$118,170,226
21Del Mar Wealth Management Inc$406,541$118,303,331$118,303,331
22Jack Keeter & Associates, Inc.$150,836$106,325,241$12,985,874$119,311,115
23Alsari Wealth Management Global Advisors, LLC$349,854$120,000,000$120,000,000
24Pantheon Investment Group, LLC$532,861$120,426,555$120,426,555
25Echo45 Advisors LLC$365,839$120,726,820$120,726,820
26Prosperity Road, LLC$958,943$117,657,981$3,168,872$120,826,853
27CHRONICLE ADVISORS LLC$1,781,443$121,138,114$121,138,114
28Aspire Planning Associates, Inc.$310,162$123,444,466$123,444,466
29Global Financial Advisory Services, Inc.$305,710$124,423,884$124,423,884
30Johnson Lyman, Inc.$2,445,755$119,124,389$5,609,096$124,733,485
31Clutinger Williams & Verhoye Inc$452,407$114,555,490$10,308,972$124,864,462
32BUFFALO CAPITAL CORPORATION$650,815$126,258,119$126,258,119
33D'Arcy Capital Management, LLC$606,419$126,741,596$126,741,596
34Archvest Wealth Advisors, Inc.$586,073$128,350,000$128,350,000
35Capital Cs Group, LLC$463,849$106,668,881$22,281,072$128,949,953
36Pacific Financial Strategies, Inc$175,933$129,486,615$129,486,615
37Hillegas Advisory Services, Inc.$381,093$112,740,253$16,831,317$129,571,570
38Matrix Planning Inc$1,109,738$97,189,920$33,759,218$130,949,138
39Topel & Distasi Wealth Management, LLC$252,241$131,670,000$131,670,000
40Advantage Capital Advisors, LLC$304,241$131,736,302$131,736,302
41Titan Capital Management, LLC$238,247$131,750,746$131,750,746
42Great Gable Advisors, LLC$414,523$132,647,399$132,647,399
43Blue Summit Financial Group, Inc.$257,983$132,861,287$132,861,287
44Carbahal Olsen Financial Services Group LLC$282,545$129,776,658$3,301,805$133,078,463
45Millennium Investment Services$595,858$128,791,192$4,681,028$133,472,220
46Effective Assets, Inc.$386,486$127,348,529$6,762,166$134,110,695
47Garner Financial Management, Inc.$364,825$127,581,122$7,769,045$135,350,167
48Gasber Financial Advisors, Inc$949,504$129,429,056$6,349,962$135,779,018
49Vista Advisor Group, LLC$372,356$130,777,445$5,504,916$136,282,361
50ACap Asset Management, Inc.$124,925$113,833,411$23,084,708$136,918,119
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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 Carline Murphy.

*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.