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
1Nia Impact Capital$1,299,032$99,529,104$496,381$100,025,485
2Yoder Wealth Management$374,767$100,062,694$100,062,694
3Tempus Wealth Planning, Llc$222,551$62,621,000$37,527,092$100,148,092
4Rhs Financial, Llc$243,692$95,140,839$5,016,767$100,157,606
5Kachkovsky & Fisher, Inc.$129,926$89,635,990$10,796,886$100,432,876
6Kaizen Financial Strategies, Llc$246,819$100,948,955$100,948,955
7Millennium Investment Services$409,128$98,484,987$3,387,935$101,872,922
8Compass Financial Planning, Llc$9,326,131$2,163,040$100,424,398$102,587,438
9Camelotta Advisors$581,717$103,125,764$419,852$103,545,616
10Macroclimate Llc$4,708,289$103,582,351$103,582,351
11Pantheon Investment Group, Llc$522,496$105,544,233$105,544,233
12Oceaniq Capital, Llc$2,112,633$84,505,313$21,126,328$105,631,641
13Gw Financial$355,979$95,014,592$11,067,089$106,081,681
14Triad Investment Management, Llc$1,239,365$106,585,401$106,585,401
15Seldon Capital Llc$8,203,759$106,648,865$106,648,865
16Blue Summit Wealth Management$230,907$107,602,631$107,602,631
17Matrix Planning Inc$892,812$62,120,217$45,909,989$108,030,206
18Stephenson And Company, Inc.$766,204$108,034,697$108,034,697
19Hillegas Advisory Services, Inc.$334,150$98,845,504$9,753,133$108,598,637
20Krane Financial Solutions$271,107$57,601,007$51,384,124$108,985,131
21Fischer Investment Strategies, Llc$159,669$109,213,476$109,213,476
22Mcnaughton Wealth Management, Llc$174,045$107,900,000$1,400,000$109,300,000
23Haydel, Biel & Associates$120,530$110,332,716$433,981$110,766,697
24Jlfranklin Wealth Planning$690,465$111,164,902$111,164,902
25Willow Grove Advisors, Llc$369,977$112,098,447$4,511$112,102,958
26Tricord Advisors, Inc.$343,962$113,507,557$113,507,557
27Carmel Capital Management L.L.C.$1,127,723$113,900,000$113,900,000
28Mine & Arao Wealth Creation And Management, Llc$343,128$113,918,517$113,918,517
29Union Financial Partners, San Francisco, Inc.$897,516$113,984,551$113,984,551
30Holbrook Global Strategies$1,642,857$115,000,000$115,000,000
31Breen Wealth Management, Llc$331,429$116,000,000$116,000,000
32O'Boyle Wealth Management, Inc.$124,630$104,300,000$13,600,000$117,900,000
33Garner Financial Management$309,232$119,054,383$119,054,383
34Weinberger Asset Management, Inc$533,606$119,527,812$119,527,812
35Life Line Wealth Management Llc$783,232$93,464,000$27,937,000$121,401,000
36Titan Capital Management, Llc$131,218$122,426,237$122,426,237
37Clay Northam Wealth Management$120,067$121,391,939$1,076,204$122,468,143
38Gasber Financial Advisors, Inc$875,392$122,554,871$122,554,871
39Grecu Capital Management, Inc.$466,517$115,151,661$7,542,416$122,694,077
40Shira Ridge Wealth Management$199,423$118,038,739$5,204,864$123,243,603
41Allstreet Capital Llc$1,038,189$124,582,679$124,582,679
42Moler Capital Management$443,655$124,667,036$124,667,036
43Cedarstone Advisors$747,566$124,326,852$516,637$124,843,489
44Robasciotti & Philipson$265,393$125,000,000$125,000,000
45Walker Financial Advisors Inc$437,895$103,859,969$21,377,930$125,237,899
46Wealth Resources Group$262,896$101,380,000$24,810,000$126,190,000
47Aspire Planning Associates, Inc.$352,398$99,884,037$26,979,066$126,863,103
48Pacific Financial Strategies, Inc$398,240$127,436,689$127,436,689
49Sage Stone Wealth Management Llc$458,812$124,091,378$3,458,442$127,549,820
50Spectrum Capital Investment Group, Inc.$252,720$127,623,714$127,623,714
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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.