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
151Shone Asset Management LLC$269,840$224,930,304$4,433,616$229,363,920
152WP Advisors$292,367$219,204,964$10,887,786$230,092,750
153Elevage Partners, LLC$129,145$231,559,356$126,796$231,686,152
155Fortress Wealth Management, Inc.$406,486$235,761,682$235,761,682
156Curran & Lewis Investment Management, Inc.$460,330$236,149,152$236,149,152
157De Groote Financial Group, LLC$261,202$239,000,000$239,000,000
158Harrington Investments, Inc.$1,117,498$239,690,464$571,550$240,262,014
159Harold Davidson & Associates Inc$569,933$241,651,800$241,651,800
160Chamberlain Financial Planning & Wealth Management$1,523,500$243,760,000$243,760,000
161Guardian Investment Management$1,193,711$204,175,011$40,535,739$244,710,750
162McCarthy Asset Management, Inc.$341,845$248,521,288$248,521,288
163Dean Roland Russell, LLC$432,970$246,465,000$2,060,000$248,525,000
164Lighthouse Financial Services Inc$278,128$247,456,591$1,468,053$248,924,644
165Ariadne Wealth Management, LLC$833,355$244,400,831$4,772,203$249,173,034
166Brian D. Lowder, Inc.$412,592$250,856,158$250,856,158
167Betterwealth LLC$233,025$245,417,359$6,948,749$252,366,108
168Westshore Wealth$659,521$230,308,599$28,223,518$258,532,117
169Van Strum & Towne Inc$969,388$218,952,000$40,844,000$259,796,000
170Trinity Capital Management$397,921$249,924,844$12,305,376$262,230,220
171Concentric Wealth Management$405,510$263,175,796$263,175,796
172Asset Planning, Inc$367,010$262,247,719$1,265,747$263,513,466
173NWK Group$934,078$264,343,963$264,343,963
174Financial Connections Group, Inc.$370,109$265,368,326$265,368,326
175YellowBrickRoad Financial Advisors$243,721$265,061,951$837,221$265,899,172
176Occidental Asset Management, LLC$328,896$271,339,071$271,339,071
177WFA Wealth Managers$355,095$239,530,827$33,182,045$272,712,872
178Chequers Financial Management LLC$944,279$259,067,434$14,773,453$273,840,887
179American Money Management$277,118$268,048,219$6,852,617$274,900,836
180Salem Partners Advisors LLC Dba Salem Partners Wealth Management$1,901,739$275,752,186$275,752,186
181Beta Wealth Group, Inc$776,177$280,200,000$280,200,000
182Stevens First Principles Investment Advisors$554,304$281,032,186$281,032,186
183Osher Van De Voorde Investment Management$1,635,955$291,200,000$291,200,000
184Wimmer Associates LLC$845,649$279,710,000$14,576,000$294,286,000
185Cornerstone Wealth Management$515,800$286,854,214$8,699,108$295,553,322
186Delta Wealth Management$1,601,312$296,242,748$296,242,748
187Vintage West Capital Management$987,655$136,759,851$159,536,522$296,296,373
188Elm Advisors$744,599$230,545,337$66,549,612$297,094,949
189Traverso Chambers Private Wealth Management, LLC$351,019$299,419,000$299,419,000
190Rosenblum Silverman Sutton Sf Inc$1,835,569$299,924,522$1,108,833$301,033,355
191Gradient Capital Advisors, LLC$245,822$240,801,316$60,331,218$301,132,534
192Clearpath Capital Partners LLC$1,079,545$253,893,425$48,379,114$302,272,539
193Silicon Valley Wealth Advisors$385,560$296,302,654$8,289,963$304,592,617
194Clelland & Company Inc$1,479,024$176,258,839$131,378,119$307,636,958
195Taddei, Ludwig & Associates, Inc.$914,033$295,789,443$13,153,780$308,943,223
196Personal Resources Investment And Strategic Management, Inc.$471,278$305,888,688$5,625,901$311,514,589
197Wealthvalues, LLC$1,746,819$312,680,656$312,680,656
198North Berkeley Investment Partners$292,876$306,430,000$12,512,000$318,942,000
199Integris Wealth Management$503,564$301,156,603$21,628,196$322,784,799
200Regatta Capital Group$164,721$234,020,772$89,656,268$323,677,040
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Showing 151 to 200 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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