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
251Life Line Wealth Management LLC$1,167,073$239,677,305$1,906,839$241,584,144
252ZRC Wealth Management, LLC$464,145$239,271,176$1,155,862$240,427,038
253Lifesteps Financial, Inc.$302,654$204,042,068$35,659,687$239,701,755
254New Market Wealth Management, LLC$667,385$217,978,901$21,612,378$239,591,279
255Stewart Wealth Management, Inc.$201,204$204,292,256$34,537,395$238,829,651
256Libra Wealth LLC$610,099$237,938,726$237,938,726
257Lucas Group Financial Planners, Inc.$528,146$206,758,934$29,850,315$236,609,249
258The Humphreys Group, LLC$2,030,901$235,584,542$235,584,542
259Jurika, Mills & Keifer, LLC$1,190,765$233,390,000$233,390,000
260Eiger Wealth Management, LLC$658,844$167,531,071$64,382,125$231,913,196
261Simplifi, Inc.$445,017$230,963,649$230,963,649
262Paragon Financial Partners, Inc.$516,528$143,340,514$85,481,488$228,822,002
263Ted Buchan & Company, LLC$244,480$198,190,287$29,420,903$227,611,190
264Park, Miller, LLC$1,243,390$177,363,640$50,176,816$227,540,456
265JDH Wealth Management, LLC$747,157$227,135,868$227,135,868
266Barlow, Linda, Ann$393,566$214,490,581$12,203,621$226,694,202
267TTP Investments, Inc.$286,282$226,449,066$226,449,066
268O'Boyle Wealth Management, Inc.$203,527$201,788,113$23,922,990$225,711,103
269Catalina Capital Group, LLC$722,726$181,549,900$41,772,495$223,322,395
270Platt Wealth Management, LLC$629,986$220,592,817$1,792,288$222,385,105
271Empyrion Wealth Management, Inc.$2,676,073$222,114,022$222,114,022
272Impact Investors, Inc.$269,314$177,954,966$43,690,534$221,645,500
273Caerus Investment Advisors, LLC$621,974$151,230,384$70,192,522$221,422,906
274Bennicas & Associates, Inc.$1,750,996$218,874,448$218,874,448
275Fortress Wealth Management, Inc.$284,160$218,229,702$573,260$218,802,962
276RUNNING POINT CAPITAL ADVISORS LLC$782,251$218,247,934$218,247,934
277Core Financial Partners Inc.$335,599$214,730,038$389,029$215,119,067
278AF Advisors, Inc.$1,665,573$214,469,264$389,641$214,858,905
2795T Wealth, LLC$679,914$213,025,059$467,989$213,493,048
280Pacific Capital Wealth Advisors, Inc.$529,583$213,421,768$213,421,768
281Wealth Analytics Partners, LLC$587,172$213,143,348$213,143,348
282Ward & Associates$4,014,621$201,038,193$11,736,733$212,774,926
283Womack Wealth Management, Inc.$455,580$208,773,202$3,982,496$212,755,698
284Regal Wealth Group Inc.$372,306$212,586,730$212,586,730
285Carter Financial, LLC$403,131$210,811,749$1,235,076$212,046,825
286Pachira Investments, Inc.$363,142$167,378,789$44,332,807$211,711,596
287Wolman Wealth Management, Inc.$3,630,650$210,577,693$210,577,693
288Shira Ridge Wealth Management$348,548$209,825,991$209,825,991
289Clay Northam Wealth Management, LLC$200,913$209,551,845$209,551,845
290Verity Wealth Advisors, LLC$4,091,254$208,653,946$208,653,946
291Boltwood Capital Management$696,498$172,639,074$35,613,928$208,253,002
292C-J Advisory, Inc.$241,474$207,909,075$207,909,075
293Berkson Asset Management, Inc.$1,231,573$26,322,401$180,581,933$206,904,334
294Victus Captial Wealth, LLC$426,412$194,945,000$11,865,000$206,810,000
295Portfolio Advisors, Inc.$264,189$205,010,504$205,010,504
296Seldon Capital Lp$40,996,043$204,980,216$204,980,216
297Manhattan West Asset Management, LLC$310,499$144,404,410$59,904,107$204,308,517
298Sharper & Granite LLC$564,490$203,781,000$203,781,000
299Pathways Advisory Group, Inc.$230,356$203,173,711$203,173,711
300CBT Financial Planning, Inc.$1,812,561$176,733,562$26,273,270$203,006,832
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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.