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$120,530$110,332,716$433,981$110,766,697
5M Wealth Management, Llc$142,209$142,502,980$132,978$142,635,958
6Kachkovsky & Fisher, Inc.$146,387$114,598,670$8,219,633$122,818,303
7Brio Financial Group$148,659$484,993,925$79,822$485,073,747
8Financial Engines Advisors L.L.C.$151,202$229,000,000,000$229,000,000,000
9Titan Capital Management, Llc$156,426$117,632,550$117,632,550
10Clay Northam Wealth Management$158,280$160,970,251$160,970,251
11Elevage Partners, Llc$176,733$193,705,121$171,287$193,876,408
12Fischer Investment Strategies, Llc$177,905$123,466,166$123,466,166
13Reilly Financial Advisors$177,912$1,302,906,016$47,268,679$1,350,174,695
14Wwm Financial$180,532$235,355,075$13,778,876$249,133,951
15Measured Risk Portfolios$181,328$146,764,593$4,643,984$151,408,577
16Planned Solutions, Inc.$181,846$280,042,550$280,042,550
17Pacific Financial Strategies, Inc$189,485$114,259,692$114,259,692
18One Degree Advisors, Inc.$192,740$216,573,309$3,921,717$220,495,026
19O'Boyle Wealth Management, Inc.$193,652$188,011,160$17,841,104$205,852,264
20Stewart Wealth Management, Inc.$193,988$170,765,629$30,788,055$201,553,684
21Tricord Advisors, Inc.$195,189$146,391,706$146,391,706
22Personal Capital Advisors Corporation$195,558$12,240,728,055$12,240,728,055
23Clearview Investment Partners, Llc$199,068$138,402,736$1,740,853$140,143,589
24Ted Buchan & Company$202,640$152,164,222$26,766,754$178,930,976
25Veripax Wealth Management, Llc$202,650$173,754,120$1,335,510$175,089,630
26Plan Financial$211,737$157,951,444$3,391,896$161,343,340
27Cannon Beach Financial Advisors$213,632$96,120,720$46,371,706$142,492,426
28Tempus Wealth Planning, Llc$216,674$114,350,946$40,787,760$155,138,706
29Pathways Advisory Group, Inc.$222,860$192,773,890$192,773,890
30Regatta Capital Group, Llc$230,108$392,442,579$94,695,241$487,137,820
31Axiom Advisory, Llc$238,636$110,011,213$110,011,213
32Pure Financial Advisors, Inc.$240,672$2,243,999,364$22,650,486$2,266,649,850
33Balboa Wealth Partners, Inc.$243,592$193,784,400$114,600$193,899,000
34David S Reinders$243,991$104,184,103$104,184,103
35Steel Peak Wealth Management, Llc$244,096$957,673,366$18,953,053$976,626,419
36Certified Planners, Inc.$244,377$157,779,294$332,492$158,111,786
37Praetorian Guard, A Division Of Praetorian Wealth Management,Inc$245,414$244,186,888$244,186,888
38Tabr Capital Management, Llc$247,041$153,659,497$153,659,497
39Mraz, Amerine & Associates, Inc.$248,643$414,735,919$414,735,919
40Carlsbad Wealth Advisory Group, Inc.$253,745$165,695,743$165,695,743
41Griffin Black, Inc.$255,715$123,766,244$123,766,244
42Kaizen Financial Strategies, Llc$260,738$116,549,853$116,549,853
43Private Wealth Advisors$267,833$321,182,530$7,984,812$329,167,342
44Navalign, Llc$268,424$356,198,528$356,198,528
45American Money Management, Llc$268,957$310,273,701$6,557,781$316,831,482
46Ttp Investments, Inc.$276,132$208,755,630$208,755,630
47Rhs Financial, Llc$277,729$121,743,037$6,012,502$127,755,539
48Lifesteps Financial$278,796$182,549,285$25,432,680$207,981,965
49Advantage Capital Advisors, Llc$278,903$107,377,534$107,377,534
50Simplex Wealth Management$279,472$127,174,720$8,648,907$135,823,627
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Showing 1 to 50 of 351 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.