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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1ALPha & Omega$5,005$495,145,827$12,274,025$507,419,852
2Integris Wealth Management, Llc$47,659$116,467,766$581,719$117,049,485
3Gunderson Capital Management$117,417$120,000,000$120,000,000
4Clay Northam Wealth Management$120,067$121,391,939$1,076,204$122,468,143
5O'Boyle Wealth Management, Inc.$124,630$104,300,000$13,600,000$117,900,000
6Financial Engines Advisors$128,980$181,000,000,000$181,000,000,000
7Elevage Partners, LLC$129,145$231,559,356$126,796$231,686,152
8Titan Capital Management, LLC$131,218$122,426,237$122,426,237
9WWM Financial$131,563$128,558,584$11,424,114$139,982,698
10M Wealth Management, LLC$131,821$145,267,260$145,267,260
11Stewart Wealth Management, Inc.$148,387$128,940,246$21,672,753$150,612,999
12Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
13Regatta Capital Group$164,721$234,020,772$89,656,268$323,677,040
14Brio Financial Group$169,499$306,098,857$63,070,312$369,169,169
15Natural Investments$169,853$521,418,489$2,748,334$524,166,823
16Steel Peak Wealth Management, LLC$177,835$664,467,178$19,484,572$683,951,750
17Plan Financial$184,966$133,175,550$133,175,550
18Pathways Advisory Group, Inc.$188,049$162,662,723$162,662,723
19Ted Buchan & Company$190,396$119,540,688$31,062,457$150,603,145
20Parkshore Wealth Management$196,220$178,657,185$5,985,368$184,642,553
21Allworth Financial, L.P.$196,949$125,456,204$125,456,204
22Clearview Investment Partners$199,068$138,402,736$1,740,853$140,143,589
23Shira Ridge Wealth Management$199,423$118,038,739$5,204,864$123,243,603
24Praetorian Guard$201,478$187,979,012$187,979,012
25Veripax Wealth Management, LLC$207,951$146,397,307$146,397,307
26Certified Planners, Inc.$209,894$141,604,677$283,521$141,888,198
27Carlsbad Wealth Advisory Group, Inc.$210,924$149,123,286$149,123,286
28Davis & Seiley Wealth Management, Inc.$218,343$134,767,875$10,867,056$145,634,931
29Balboa Wealth Partners, Inc.$221,146$141,200,000$112,000$141,312,000
30TABR Capital Management$221,566$135,819,911$135,819,911
31Tempus Wealth Planning, LLC$222,551$62,621,000$37,527,092$100,148,092
32Lifesteps Financial$225,424$153,018,968$11,766,014$164,784,982
33Hanson Mcclain Advisors$228,391$3,324,287,304$129,439,518$3,453,726,822
34TTP Investments, Inc.$228,666$154,349,827$154,349,827
35Betterwealth LLC$233,025$245,417,359$6,948,749$252,366,108
36Portfolio Advisors, Inc.$243,051$168,920,340$168,920,340
37Cannon Beach Financial Advisors$243,237$100,242,238$60,050,678$160,292,916
38RHS Financial, LLC$243,692$95,140,839$5,016,767$100,157,606
39YellowBrickRoad Financial Advisors$243,721$265,061,951$837,221$265,899,172
40Reilly Financial Advisors$244,803$1,290,942,920$43,479,893$1,334,422,813
41Gradient Capital Advisors, LLC$245,822$240,801,316$60,331,218$301,132,534
42C-J Advisory, Inc.$246,766$194,698,000$194,698,000
43Eclectic Associates, Inc.$249,545$610,269,856$117,153,637$727,423,493
44Spectrum Capital Investment Group, Inc.$252,720$127,623,714$127,623,714
45Aljian Capital Management$253,853$145,214,237$2,527,990$147,742,227
46Mraz, Amerine & Associates, Inc.$257,945$473,071,328$473,071,328
47Measured Risk Portfolios$260,849$134,899,764$3,089,188$137,988,952
48De Groote Financial Group, LLC$261,202$239,000,000$239,000,000
49Pure Financial Advisors, Inc.$261,316$2,253,636,916$25,042,576$2,278,679,492
50Robasciotti & Philipson$265,393$125,000,000$125,000,000
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Showing 1 to 50 of 346 entries

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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 Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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 June 5, 2019.

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