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
201Harold Davidson & Associates Inc$788,223$323,959,812$323,959,812
202Praetorian Wealth Management, Inc.$294,914$321,268,876$2,251,913$323,520,789
203CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT$1,899,373$320,994,000$320,994,000
204Brian D. Lowder, Inc.$516,738$319,344,067$319,344,067
205LEGA Z ADVISORY LLC$11,783,677$266,830,327$51,328,960$318,159,287
206Sirius Wealth Management Strategies, LLC$3,465,208$275,958,965$39,375,000$315,333,965
207Jackson Square Capital, LLC$1,078,069$239,452,006$69,953,767$309,405,773
208Dean Roland Russell, LLC$526,347$306,860,162$306,860,162
209Financial Avengers, Inc.$451,469$303,838,810$303,838,810
210AG Asset Advisory, LLC$1,863,931$301,956,882$301,956,882
211Nia Impact Advisors, LLC$1,614,244$290,288,633$11,575,046$301,863,679
212Hynes Advisory Inc.$514,966$299,162,439$33,064$299,195,503
213VINTAGE WEST CAPITAL MANAGEMENT$939,461$135,327,022$159,663,725$294,990,747
214Deyoe Wealth Management, Inc.$402,903$294,924,675$294,924,675
215Chico Wealth Ria, Inc.$380,235$275,301,597$19,000,000$294,301,597
216Blue Zone Wealth Advisors, LLC$1,185,386$293,975,700$293,975,700
217Wolff Wiese Magana LLC$195,186$274,303,336$14,962,302$289,265,638
218Falcon Wealth Planning, Inc.$175,640$287,450,269$1,653,099$289,103,368
219Slwa, LLC$660,580$288,673,603$288,673,603
220WFA WEALTH MANAGERS$387,387$262,454,427$26,149,170$288,603,597
221Ariadne Wealth Management, Lp$959,059$278,104,900$8,653,621$286,758,521
222Cedar Wealth Management, LLC$1,402,909$286,193,379$286,193,379
223Sam Advisors, LLC$220,921$279,285,387$5,923,936$285,209,323
224Litton Financial, LLC$317,789$279,972,495$279,972,495
225NBS Financial & Insurance Services Inc$616,599$274,474,722$2,378,104$276,852,826
226Harrington Investments, Incorporated$1,251,351$275,934,984$613,600$276,548,584
227Guardian Investment Management, LLC$1,552,571$239,091,967$37,265,732$276,357,699
228Avalan, LLC$587,016$265,343,071$10,554,513$275,897,584
229Hayes Financial, Inc.$444,087$269,947,038$4,498,821$274,445,859
230Retirement Capital Strategies, Inc.$455,928$272,644,923$272,644,923
231KCS Wealth Advisory, LLC$333,183$272,210,173$272,210,173
232AIRE Advisors, LLC$746,605$271,764,124$271,764,124
233Knuff & Company LLC$2,206,131$271,354,155$271,354,155
234Oder Investment Management, LLC$544,957$253,812,008$16,486,875$270,298,883
235Alethea Capital Management, LLC$1,949,226$268,993,167$268,993,167
236Marin Wealth Advisors LLC$351,244$266,242,725$266,242,725
237DLK Investment Management, LLC$363,915$238,521,812$27,500,105$266,021,917
238AEQUITAS WEALTH MANAGEMENT, LLC$425,399$263,322,000$263,322,000
239Longview Financial Advisors, LLC$587,374$203,233,256$56,973,298$260,206,554
240One Degree Advisors, Inc.$200,513$251,230,725$3,219,875$254,450,600
241Navigoe, LLC$1,776,551$252,631,496$1,415,310$254,046,806
242Bell & Brown Wealth Advisors, LLC$674,542$250,137,175$2,816,103$252,953,278
243Curtis Advisory Group, LLC$862,899$249,474,207$766,595$250,240,802
244Monarch Wealth Strategies$381,222$249,319,052$249,319,052
245Front Row Advisors LLC$616,999$220,414,955$28,852,752$249,267,707
246Curran & Lewis Investment Management, Inc.$483,650$247,628,744$247,628,744
247Inspired Financial LLC$496,982$247,000,000$247,000,000
248Lowery Thomas, LLC$450,482$120,376,059$125,136,675$245,512,734
249Financial Alternatives, Inc.$306,075$241,303,257$3,862,872$245,166,129
250HAMILTON WEALTH, LLC$498,784$219,354,009$24,052,534$243,406,543
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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 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.