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
2Clay Northam Wealth Management$120,067$121,391,939$1,076,204$122,468,143
3Haydel, Biel & Associates$120,530$110,332,716$433,981$110,766,697
4O'Boyle Wealth Management, Inc.$124,630$104,300,000$13,600,000$117,900,000
5Financial Engines Advisors$128,980$181,000,000,000$181,000,000,000
6Elevage Partners, Llc$129,145$231,559,356$126,796$231,686,152
7Kachkovsky & Fisher, Inc.$129,926$89,635,990$10,796,886$100,432,876
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
12Planned Solutions, Inc.$159,112$225,779,547$225,779,547
13Fischer Investment Strategies, Llc$159,669$109,213,476$109,213,476
14Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
15Regatta Capital Group, Llc$164,721$234,020,772$89,656,268$323,677,040
16Brio Financial Group$169,499$306,098,857$63,070,312$369,169,169
17Mcnaughton Wealth Management, Llc$174,045$107,900,000$1,400,000$109,300,000
18Steel Peak Wealth Management, LLC$177,835$664,467,178$19,484,572$683,951,750
19Plan Financial$184,966$133,175,550$133,175,550
20Pathways Advisory Group, Inc.$188,049$162,662,723$162,662,723
21Ted Buchan & Company$190,396$119,540,688$31,062,457$150,603,145
22Parkshore Wealth Management$196,220$178,657,185$5,985,368$184,642,553
23Clearview Investment Partners, Llc$199,068$138,402,736$1,740,853$140,143,589
24Shira Ridge Wealth Management$199,423$118,038,739$5,204,864$123,243,603
25Praetorian Guard, A Division Of Praetorian Wealth Management,Inc$201,478$187,979,012$187,979,012
26Evoke Wealth, Llc$202,182$3,545,509,215$223,156,725$3,768,665,940
27Private Wealth Advisors$204,948$237,848,977$9,728,325$247,577,302
28Veripax Wealth Management, Llc$207,951$146,397,307$146,397,307
29Certified Planners, Inc.$209,894$141,604,677$283,521$141,888,198
30Carlsbad Wealth Advisory Group, Inc.$210,924$149,123,286$149,123,286
31Davis & Seiley Wealth Management, Inc.$218,343$134,767,875$10,867,056$145,634,931
32Balboa Wealth Partners, Inc.$221,146$141,200,000$112,000$141,312,000
33Tabr Capital Management, Llc$221,566$135,819,911$135,819,911
34Tempus Wealth Planning, Llc$222,551$62,621,000$37,527,092$100,148,092
35Lifesteps Financial$225,424$153,018,968$11,766,014$164,784,982
36Navalign, Llc$228,255$170,278,398$170,278,398
37Ttp Investments, Inc.$228,666$154,349,827$154,349,827
38Blue Summit Wealth Management$230,907$107,602,631$107,602,631
39Affinity Capital Advisors Llc$230,949$177,448,998$43,107,568$220,556,566
40Betterwealth Llc$233,025$245,417,359$6,948,749$252,366,108
41Portfolio Advisors, Inc.$243,051$168,920,340$168,920,340
42Cannon Beach Financial Advisors$243,237$100,242,238$60,050,678$160,292,916
43Rhs Financial, Llc$243,692$95,140,839$5,016,767$100,157,606
44Yellowbrickroad Financial Advisors, Llc$243,721$265,061,951$837,221$265,899,172
45Reilly Financial Advisors$244,803$1,290,942,920$43,479,893$1,334,422,813
46One Degree Advisors, Inc.$244,880$166,170,303$3,531,765$169,702,068
47Gradient Capital Advisors, Llc$245,822$240,801,316$60,331,218$301,132,534
48C-J Advisory, Inc.$246,766$194,698,000$194,698,000
49Kaizen Financial Strategies, Llc$246,819$100,948,955$100,948,955
50Eclectic Associates, Inc.$249,545$610,269,856$117,153,637$727,423,493
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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.