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
    51ASPIREAN WEALTH, LLC$286,700$49,239,365$89,236,670$138,476,035
    52PORTFOLIO ADVISORS, INC.$287,062$236,251,628$236,251,628
    53BLUE SUMMIT WEALTH MANAGEMENT$289,440$168,743,694$168,743,694
    55CERTIFIED PLANNERS, INC.$293,928$185,468,350$185,468,350
    56CERTIFIED PLANNERS, INC.$293,928$185,468,350$185,468,350
    57KAIZEN FINANCIAL STRATEGIES, LLC$297,783$175,382,332$1,203,138$176,585,470
    58CLEARVIEW INVESTMENT PARTNERS, LLC$302,136$114,509,721$114,509,721
    59TABR CAPITAL MANAGEMENT, LLC$305,024$179,963,936$179,963,936
    60NAVALIGN, LLC$306,731$490,462,316$490,462,316
    61GLOBAL FINANCIAL ADVISORY SERVICES, INC.$308,009$154,312,473$154,312,473
    62DE GROOTE FINANCIAL GROUP, LLC$309,001$562,690,300$562,690,300
    63DELTA INVESTMENT MANAGEMENT, LLC$309,760$513,891,606$513,891,606
    64CRAWFORD FINANCIAL PLANNING & CONSULTING$312,179$108,950,510$108,950,510
    65DEDORA CAPITAL, INC.$312,467$400,115,577$5,465,977$405,581,554
    66RHS FINANCIAL, LLC$312,523$177,718,079$7,608,090$185,326,169
    67LEWIS ASSET MANAGEMENT$312,629$135,991,199$5,004,534$140,995,733
    68SAS FINANCIAL ADVISORS, LLC.$314,286$40,000,000$70,000,000$110,000,000
    69LINDA A. BARLOW, CFP$315,274$244,021,924$244,021,924
    70REGATTA CAPITAL GROUP, LLC$315,653$753,580,531$153,289,381$906,869,912
    71FRANK FINANCIAL ADVISORS$318,745$135,804,096$6,674,704$142,478,800
    72JEFFREY CHARLES LLOYD WOLMAN$318,954$220,396,968$220,396,968
    73EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT$320,006$222,083,927$222,083,927
    74INTEGRITY WEALTH PARTNERS, LLC$320,144$172,877,760$172,877,760
    75CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC$321,098$154,292,540$3,687,496$157,980,036
    76KOA WEALTH MANAGEMENT, LLC$328,383$144,709,608$31,303,810$176,013,418
    77FINANCIAL DESIGNS CORPORATION$332,297$326,955,463$98,716,775$425,672,238
    78FORTRESS WEALTH MANAGEMENT, INC.$334,068$291,097,434$1,212,289$292,309,723
    79CARLSBAD WEALTH ADVISORY GROUP, INC.$338,359$244,295,531$244,295,531
    80CANNON BEACH FINANCIAL ADVISORS$340,720$153,852,060$75,112,030$228,964,090
    81CORINTHIAN WEALTH MANAGEMENT$341,871$102,677,231$1,593,484$104,270,715
    82AWM GLOBAL ADVISORS$342,025$103,633,443$103,633,443
    83HENDERSHOTT WEALTH MANAGEMENT, LLC$342,888$153,613,622$153,613,622
    84REDWOOD COAST FINANCIAL PARTNERS$343,822$143,030,000$143,030,000
    85SWEENEY & MICHEL, LLC$344,367$449,106,618$43,682,094$492,788,712
    86ASPIRE PLANNING ASSOCIATES, INC.$344,805$125,509,086$125,509,086
    87IMPACT INVESTORS$346,157$217,038,045$41,195,128$258,233,173
    88ECLECTIC ASSOCIATES, INC.$347,723$905,408,774$165,579,070$1,070,987,844
    89WILSEY ASSET MANAGEMENT INCORPORATED$348,077$479,650,469$479,650,469
    90GARNER FINANCIAL MANAGEMENT$352,261$122,464,061$2,236,275$124,700,336
    91SIMPLEX WEALTH MANAGEMENT$352,336$221,992,147$7,731,248$229,723,395
    92AMERICAN MONEY MANAGEMENT, LLC$354,253$541,554,684$11,433,517$552,988,201
    93VANTAGE WEALTH MANAGEMENT, LLC$354,578$488,608,000$488,608,000
    94BETTERWEALTH LLC$357,396$406,292,073$8,287,323$414,579,396
    95CITRINE CAPITAL$358,119$192,310,021$192,310,021
    96GRIFFIN BLACK, INC.$359,228$188,953,738$188,953,738
    97GREAT GABLE WEALTH MANAGEMENT, LLC$361,130$136,507,086$136,507,086
    98LIFESTEPS FINANCIAL$361,452$249,999,325$48,198,666$298,197,991
    99VISTA ADVISOR GROUP, LLC$361,867$168,201,869$2,961,236$171,163,105
    100SHIRA RIDGE WEALTH MANAGEMENT$362,447$242,595,181$1,694,068$244,289,249
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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.