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
351Kachkovsky & Fisher, Inc.$178,491$148,183,308$11,030,642$159,213,950
352Westend Capital Management, LLC.$749,085$158,056,900$158,056,900
353Pacifica Wealth Advisors, Inc.$799,045$144,817,589$12,594,298$157,411,887
354WARREN STREET WEALTH ADVISORS, LLC$367,427$148,749,393$7,774,301$156,523,694
355Finkel Eliot Michelow$763,155$156,446,740$156,446,740
356South Bay Financial Partners Group, Inc.$798,687$154,945,209$154,945,209
357Hutchinson & Ziegler Financial Advisors, Inc.$634,818$154,895,494$154,895,494
358RPA Wealth Management$184,844$154,529,721$154,529,721
359WALPOLE FINANCIAL ADVISORS, LLC$350,201$154,438,694$154,438,694
360Camelot Technology Advisors, Inc.$569,096$153,972,696$252,383$154,225,079
361Robasciotti & Associates , Inc.$288,931$154,000,000$154,000,000
362QUANTUM CAPITAL MANAGEMENT$777,170$137,829,319$15,273,256$153,102,575
363Tricord Advisors, Inc.$194,688$152,441,018$152,441,018
364Koa Wealth Management, LLC$374,843$126,756,132$24,305,475$151,061,607
365Orion Capital Management LLC$577,205$150,424,930$225,564$150,650,494
366Axiom Advisory, LLC$269,005$150,249,438$124,155$150,373,593
367Macroclimate LLC$3,068,341$150,348,700$150,348,700
368Accretive Wealth Management, LLC$681,829$129,883,579$20,118,760$150,002,339
369Dobson Asset Management - Northern California$411,300$146,279,700$3,022,339$149,302,039
370RHS Financial, LLC$274,733$140,975,270$6,831,287$147,806,557
371Griffin Black, Inc.$281,548$147,531,179$147,531,179
372Yoder Wealth Management, Inc.$508,084$146,836,311$146,836,311
373TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.$735,878$146,439,802$146,439,802
374Integrity Wealth Partners, LLC$348,255$144,874,134$144,874,134
375Krane Financial Solutions, LLC$292,455$90,303,881$52,414,240$142,718,121
376Fischer Investment Strategies, LLC$196,064$142,538,703$142,538,703
377Kaizen Financial Strategies, LLC$271,089$141,127,050$1,194,517$142,321,567
378Castle Wealth Planning LLC$1,185,551$142,266,112$142,266,112
379McNaughton Wealth Management, LLC$194,147$139,681,293$2,045,863$141,727,156
380Casilio Leitch Investments, LLC$614,523$141,340,210$141,340,210
381Attentive Investment Managers, Inc.$128,737$127,350,862$12,972,830$140,323,692
382M Wealth Management, LLC$153,392$140,046,579$140,046,579
383ALLSTREET CAPITAL LLC$1,076,923$140,000,000$140,000,000
384WORLDVIEW WEALTH ADVISORS$1,246,696$139,630,000$139,630,000
385CLEARVIEW INVESTMENT PARTNERS, LLC$234,048$137,272,097$2,220,659$139,492,756
386Capital Management Advisor Group, LLC$675,265$139,104,491$139,104,491
387David S Reinders, Inc.$235,458$138,920,045$138,920,045
388Willow Grove Advisors, LLC$381,441$138,459,220$3,693$138,462,913
389ACap Asset Management, Inc.$124,925$113,833,411$23,084,708$136,918,119
390Vista Advisor Group, LLC$372,356$130,777,445$5,504,916$136,282,361
391Gasber Financial Advisors, Inc$949,504$129,429,056$6,349,962$135,779,018
392Garner Financial Management, Inc.$364,825$127,581,122$7,769,045$135,350,167
393Effective Assets, Inc.$386,486$127,348,529$6,762,166$134,110,695
394Millennium Investment Services$595,858$128,791,192$4,681,028$133,472,220
395Carbahal Olsen Financial Services Group LLC$282,545$129,776,658$3,301,805$133,078,463
396Blue Summit Financial Group, Inc.$257,983$132,861,287$132,861,287
397Great Gable Advisors, LLC$414,523$132,647,399$132,647,399
398Titan Capital Management, LLC$238,247$131,750,746$131,750,746
399Advantage Capital Advisors, LLC$304,241$131,736,302$131,736,302
400Topel & Distasi Wealth Management, LLC$252,241$131,670,000$131,670,000
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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.