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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
151Knightsbridge Asset Management LLC$597,212$443,878,610$2,836,306$446,714,916
152Neumann Capital Management, LLC$839,606$439,114,157$439,114,157
153DHR Investment Counsel Ltd$614,222$363,075,159$74,865,020$437,940,179
154Integris Wealth Management, LLC$615,468$420,386,971$13,517,705$433,904,676
155Anchor Capital Management Group, Inc.$8,631,537$431,576,869$431,576,869
156Westhill Financial Advisors, Inc.$444,549$415,362,150$14,071,846$429,433,996
157Ariston Services Group, LLC$1,927,293$405,896,922$21,962,163$427,859,085
158Opes Wealth Management, LLC$1,517,825$426,508,843$426,508,843
159Sweeney & Michel, LLC$603,224$388,900,568$36,372,438$425,273,006
160Occidental Asset Management, LLC$363,867$422,085,914$422,085,914
161Gradient Capital Advisors, LLC$332,999$347,593,375$73,317,531$420,910,906
162De Groote Financial Group, LLC$360,116$420,615,000$420,615,000
163ROWLING & ASSOCIATES$409,125$388,802,238$30,141,456$418,943,694
164Creative Capital Management Investments LLC$546,770$416,638,808$416,638,808
165Affinity Capital Advisors LLC$373,378$339,238,997$77,077,208$416,316,205
166Epsilon Financial Group, Inc.$355,017$415,369,766$415,369,766
167Silicon Valley Wealth Advisors, LLC$400,448$396,165,056$9,889,584$406,054,640
168Navalign, LLC$297,974$404,947,000$404,947,000
169Westshore Wealth, LLC$668,911$389,938,970$8,063,366$398,002,336
170Financial Designs Corporation$296,334$300,814,499$95,976,757$396,791,256
171American Money Management, LLC$319,241$382,450,072$10,535,248$392,985,320
172EWG Elevate Inc.$401,275$390,735,924$1,710,648$392,446,572
173Traverso Chambers Private Wealth Management, LLC$395,068$392,302,815$392,302,815
174Wealthvalues, LLC$2,262,468$391,406,928$391,406,928
175Jeppson Wealth Management, LLC$736,928$390,571,799$390,571,799
176Woodward Diversified Capital, LLC$404,995$390,414,891$390,414,891
177Cerro Pacific Wealth Advisors, LLC$466,962$384,776,957$384,776,957
178Clelland & Co Inc$1,711,714$220,367,060$159,633,539$380,000,599
179Asset Planning, Inc$1,077,588$376,207,369$948,523$377,155,892
180Financial Connections Group, Inc.$485,321$370,785,066$370,785,066
181Wimmer Associates I, LLC$2,307,900$344,608,000$24,656,000$369,264,000
182Prism Advisors, Inc.$573,246$361,570,712$6,453,201$368,023,913
183Sitrin Capital Management, LLC$590,398$364,865,671$364,865,671
184Wilsey Asset Management Incorporated$300,978$360,270,737$360,270,737
185Morling Financial Advisors, LLC$433,699$359,536,604$359,536,604
186Shone Asset Management LLC$1,035,939$346,863,583$9,499,525$356,363,108
187Vance Wealth, Inc.$422,257$354,854,411$1,108,156$355,962,567
188Palo Alto Wealth Advisors, LLC$732,290$261,178,301$91,785,383$352,963,684
189Lighthouse Financial Services Inc$346,122$347,160,859$347,160,859
190Private Wealth Advisors, LLC$283,754$345,729,624$167,091$345,896,715
191Betterwealth LLC$313,380$337,898,692$7,445,530$345,344,222
192Van Strum & Towne Inc$1,277,539$301,769,225$43,166,175$344,935,400
193Beta Wealth Group, Inc$922,102$342,100,000$342,100,000
194Parkshore Wealth Management$258,759$312,126,238$28,918,182$341,044,420
195Planned Solutions Financial & Insurance Services, Inc.$205,315$333,276,488$7,547,029$340,823,517
196Orin Green Financial, LLC$461,437$336,286,684$2,869,249$339,155,933
197Elm Advisors, LLC$896,755$259,284,460$79,688,964$338,973,424
198McCarthy Asset Management, Inc.$432,955$330,344,596$330,344,596
199WP Advisors, LLC$407,779$316,821,002$13,071,999$329,893,001
200Clearpath Capital Partners LLC$1,141,147$242,273,849$82,953,117$325,226,966
« Previous PageNext Page »

Showing 151 to 200 of 438 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9

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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.