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$3,671$395,581,764$15,386,542$410,968,306
2ASSET DEDICATION, LLC$24,793$1,235,044,177$1,235,044,177
3ACAP ASSET MANAGEMENT, INC.$93,124$78,731,935$21,469,597$100,201,532
4HAYDEL, BIEL & ASSOCIATES$113,802$109,381,760$323,023$109,704,783
5ATTENTIVE INVESTMENT MANAGERS, INC.$113,995$102,803,436$17,232,876$120,036,312
6RPA WEALTH MANAGEMENT$141,237$112,565,829$112,565,829
7M WEALTH MANAGEMENT, LLC$142,209$142,502,980$132,978$142,635,958
8KACHKOVSKY & FISHER, INC.$146,387$114,598,670$8,219,633$122,818,303
9BRIO FINANCIAL GROUP$148,659$484,993,925$79,822$485,073,747
10TITAN CAPITAL MANAGEMENT, LLC$156,426$117,632,550$117,632,550
11CLAY NORTHAM WEALTH MANAGEMENT$158,279$160,970,251$160,970,251
12FALCON WEALTH PLANNING, INC.$165,595$220,802,001$3,744,218$224,546,219
13ELEVAGE PARTNERS, LLC$176,733$193,705,121$171,287$193,876,408
14MCNAUGHTON WEALTH MANAGEMENT, LLC$176,996$121,742,877$1,800,076$123,542,953
15FISCHER INVESTMENT STRATEGIES, LLC$177,905$123,466,166$123,466,166
16WWM FINANCIAL$180,532$235,355,075$13,778,876$249,133,951
17MEASURED RISK PORTFOLIOS$181,328$146,764,593$4,643,984$151,408,577
18PLANNED SOLUTIONS, INC.$181,846$280,042,550$280,042,550
19PACIFIC FINANCIAL STRATEGIES, INC$189,485$114,259,692$114,259,692
20ONE DEGREE ADVISORS, INC.$192,740$216,573,309$3,921,717$220,495,026
21REILLY FINANCIAL ADVISORS$193,595$1,545,808,076$56,380,834$1,602,188,910
22O'BOYLE WEALTH MANAGEMENT, INC.$193,652$188,011,160$17,841,104$205,852,264
23STEWART WEALTH MANAGEMENT, INC.$193,988$170,765,629$30,788,055$201,553,684
24TRICORD ADVISORS, INC.$195,189$146,391,706$146,391,706
25TED BUCHAN & COMPANY$202,640$152,164,222$26,766,754$178,930,976
26VERIPAX WEALTH MANAGEMENT, LLC$202,650$173,754,120$1,335,510$175,089,630
27PLAN FINANCIAL$211,737$157,951,444$3,391,896$161,343,340
28CANNON BEACH FINANCIAL ADVISORS$213,632$96,120,720$46,371,706$142,492,426
29TEMPUS WEALTH PLANNING, LLC$216,674$114,350,946$40,787,760$155,138,706
30PARKSHORE WEALTH MANAGEMENT$220,129$258,514,108$11,143,444$269,657,552
31PATHWAYS ADVISORY GROUP, INC.$222,860$192,773,890$192,773,890
32REGATTA CAPITAL GROUP, LLC$230,108$392,442,579$94,695,241$487,137,820
33CLEARVIEW INVESTMENT PARTNERS, LLC$234,048$137,272,097$2,220,659$139,492,756
34AXIOM ADVISORY, LLC$238,636$110,011,213$110,011,213
35PURE FINANCIAL ADVISORS, INC.$240,672$2,243,999,364$22,650,486$2,266,649,850
36BLUE SUMMIT WEALTH MANAGEMENT$243,045$116,904,690$116,904,690
37DAVID S REINDERS$243,991$104,184,103$104,184,103
38CERTIFIED PLANNERS, INC.$244,377$157,779,294$332,492$158,111,786
40DAVIS & SEILEY WEALTH MANAGEMENT, INC.$245,828$149,096,355$13,887,370$162,983,725
41TABR CAPITAL MANAGEMENT, LLC$247,041$153,659,497$153,659,497
42MRAZ, AMERINE & ASSOCIATES, INC.$248,643$414,735,919$414,735,919
43SHIRA RIDGE WEALTH MANAGEMENT$253,442$165,244,249$165,244,249
44CARLSBAD WEALTH ADVISORY GROUP, INC.$253,745$165,695,743$165,695,743
45GRIFFIN BLACK, INC.$255,715$123,766,244$123,766,244
46PORTFOLIO ADVISORS, INC.$255,730$190,518,544$190,518,544
47CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC$260,683$119,653,268$119,653,268
48KAIZEN FINANCIAL STRATEGIES, LLC$260,738$116,549,853$116,549,853
49WILSEY ASSET MANAGEMENT INCORPORATED$266,690$299,225,986$299,225,986
50PRIVATE WEALTH ADVISORS$267,833$321,182,530$7,984,812$329,167,342
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Showing 1 to 50 of 391 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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.