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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Alpha & Omega Financial Management Consultants, Inc.$3,470$479,190,284$479,190,284
2HBA Advisors, LLC$113,802$109,381,760$323,023$109,704,783
3ACap Asset Management, Inc.$124,925$113,833,411$23,084,708$136,918,119
4Attentive Investment Managers, Inc.$128,737$127,350,862$12,972,830$140,323,692
5Jack Keeter & Associates, Inc.$150,836$106,325,241$12,985,874$119,311,115
6Elevage Partners, LLC$150,937$185,351,045$185,351,045
7M Wealth Management, LLC$153,392$140,046,579$140,046,579
8Fermata Advisors, LLC$155,421$148,760,000$47,847,079$196,607,079
9Falcon Wealth Planning, Inc.$175,640$287,450,269$1,653,099$289,103,368
10Pacific Financial Strategies, Inc$175,933$129,486,615$129,486,615
11Kachkovsky & Fisher, Inc.$178,491$148,183,308$11,030,642$159,213,950
12RPA Wealth Management$184,844$154,529,721$154,529,721
13McNaughton Wealth Management, LLC$194,147$139,681,293$2,045,863$141,727,156
14Tricord Advisors, Inc.$194,688$152,441,018$152,441,018
15Wolff Wiese Magana LLC$195,186$274,303,336$14,962,302$289,265,638
16Fischer Investment Strategies, LLC$196,064$142,538,703$142,538,703
17One Degree Advisors, Inc.$200,513$251,230,725$3,219,875$254,450,600
18Clay Northam Wealth Management, LLC$200,913$209,551,845$209,551,845
19Stewart Wealth Management, Inc.$201,204$204,292,256$34,537,395$238,829,651
20O'Boyle Wealth Management, Inc.$203,527$201,788,113$23,922,990$225,711,103
21Planned Solutions Financial & Insurance Services, Inc.$205,315$333,276,488$7,547,029$340,823,517
22Tempus Wealth Planning, LLC$216,392$119,662,565$43,064,167$162,726,732
23Veripax Wealth Management, Inc.$219,420$195,342,823$379,464$195,722,287
24Sam Advisors, LLC$220,921$279,285,387$5,923,936$285,209,323
25Pathways Advisory Group, Inc.$230,356$203,173,711$203,173,711
26Measured Risk Portfolios, Inc.$230,492$193,248,384$4,282,999$197,531,383
27CLEARVIEW INVESTMENT PARTNERS, LLC$234,048$137,272,097$2,220,659$139,492,756
28David S Reinders, Inc.$235,458$138,920,045$138,920,045
29Titan Capital Management, LLC$238,247$131,750,746$131,750,746
30C-J Advisory, Inc.$241,474$207,909,075$207,909,075
31Ted Buchan & Company, LLC$244,480$198,190,287$29,420,903$227,611,190
32Plan Life & Wealth Management, Inc.$244,760$175,134,102$3,785,398$178,919,500
33Topel & Distasi Wealth Management, LLC$252,241$131,670,000$131,670,000
34Davis & Seiley Wealth Management, Inc.$252,580$152,812,000$15,406,184$168,218,184
35Blue Summit Financial Group, Inc.$257,983$132,861,287$132,861,287
36Parkshore Wealth Management$258,759$312,126,238$28,918,182$341,044,420
37Lewis Asset Management, LLC$260,861$112,370,767$5,799,459$118,170,226
38Certified Planners, Inc.$262,113$169,849,329$169,849,329
39Portfolio Advisors, Inc.$264,189$205,010,504$205,010,504
40Amara Financial, LLC$265,373$66,516,613$40,428,669$106,945,282
41Axiom Advisory, LLC$269,005$150,249,438$124,155$150,373,593
42Impact Investors, Inc.$269,314$177,954,966$43,690,534$221,645,500
43Kaizen Financial Strategies, LLC$271,089$141,127,050$1,194,517$142,321,567
44RHS Financial, LLC$274,733$140,975,270$6,831,287$147,806,557
45TABR Capital Management, LLC$280,924$165,744,978$165,744,978
46Griffin Black, Inc.$281,548$147,531,179$147,531,179
47Carbahal Olsen Financial Services Group LLC$282,545$129,776,658$3,301,805$133,078,463
48Private Wealth Advisors, LLC$283,754$345,729,624$167,091$345,896,715
49Fortress Wealth Management, Inc.$284,160$218,229,702$573,260$218,802,962
50Hendershott Wealth Management, LLC$285,539$113,073,448$113,073,448
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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.