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
101Regal Wealth Group Inc.$278,596$163,257,072$163,257,072
102Linda A. Barlow, CFP$284,608$156,151,954$7,213,245$163,365,199
103Lifesteps Financial$225,424$153,018,968$11,766,014$164,784,982
104Integral Financial Solutions, LLC$543,843$165,872,215$165,872,215
105Verity Wealth Advisors$1,124,644$168,696,606$168,696,606
106New Market Wealth Management, LLC$527,825$160,373,388$8,530,768$168,904,156
107Portfolio Advisors, Inc.$243,051$168,920,340$168,920,340
108Avalan, LLC$445,066$156,700,000$12,425,000$169,125,000
109Fairbanks Capital Management$2,067,218$171,579,075$171,579,075
110Palo Alto Wealth Advisors, LLC$491,625$132,997,432$39,071,310$172,068,742
111JDH Wealth Management, LLC$620,667$173,166,218$173,166,218
112Simplifi, Inc.$347,144$174,613,597$174,613,597
113Cardinal Point Wealth Management, LLC$504,550$174,944,209$134,549$175,078,758
114Bennicas & Associates$1,453,250$178,749,688$178,749,688
115Johnson Lyman Wealth Advisors$1,525,908$179,730,734$3,378,244$183,108,978
116Sierra Asset Management$308,754$180,300,000$3,100,000$183,400,000
117Manhattan West Asset Management, LLC$479,631$178,952,983$5,225,231$184,178,214
118Parkshore Wealth Management$196,220$178,657,185$5,985,368$184,642,553
119Guardian Financial Partners, LLC$335,748$185,904,844$435,377$186,340,221
120Pennington Financial Group$306,913$187,523,917$187,523,917
121Praetorian Guard$201,478$187,979,012$187,979,012
122Empyrion Wealth Management, Inc.$583,351$188,422,344$188,422,344
123Taylor Frigon Capital Management LLC$1,390,381$189,091,859$189,091,859
124Jess S. Morgan & Company., Inc.$986,984$191,474,903$191,474,903
125Ward & Associates$3,566,550$183,597,734$8,995,978$192,593,712
126Park, Miller$896,031$193,540,825$1,868$193,542,693
127The Humphreys Group$1,714,214$193,706,126$193,706,126
128C-J Advisory, Inc.$246,766$194,698,000$194,698,000
129ZRC Wealth Management, LLC$440,989$193,727,857$1,189,454$194,917,311
130Personal Financial Consultants, Inc.$930,803$196,188,618$210,817$196,399,435
131Quantum Capital Management$1,082,383$200,240,810$200,240,810
132Bell & Brown Wealth Advisors, LLC$464,905$189,971,990$12,261,483$202,233,473
133Financial Alternatives, Inc.$284,813$204,298,206$482,639$204,780,845
134Sirius Wealth Management Strategies, LLC$2,113,407$207,113,918$207,113,918
135Financial Avengers, Inc.$290,860$202,398,322$5,566,884$207,965,206
136Aequitas Wealth Management$1,190,357$208,312,450$208,312,450
137Marin Bay Wealth Advisors, LLC$806,017$132,972,368$78,204,082$211,176,450
138Morling Financial Advisors, LLC$292,433$212,598,965$212,598,965
139Core Financial$303,221$212,498,000$363,000$212,861,000
140Orin Green Financial, LLC$335,510$208,667,076$6,059,028$214,726,104
141Boltwood Capital Management$760,556$175,892,904$39,344,367$215,237,271
142Hearthstone | Private Wealth Management$389,732$215,052,559$469,400$215,521,959
143Cedar Wealth Management$1,166,598$212,411,948$9,241,742$221,653,690
144Longview Financial Advisors, LLC$457,142$177,309,564$44,404,496$221,714,060
145Concord Investment Counsel$398,353$217,851,938$4,428,975$222,280,913
146Cw Does Business Under The Dba The O'Donnell Group$401,862$204,033,663$19,000,000$223,033,663
147NBS Financial Services, Inc.$497,674$221,244,067$2,709,427$223,953,494
148VR Advisors, LLC$712,069$226,438,000$226,438,000
149Avivar Capital, LLC$16,285,714$228,000,000$228,000,000
150AG Asset Advisory, LLC$1,735,951$229,145,586$229,145,586
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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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