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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
101Regal Wealth Group Inc.$372,306$212,586,730$212,586,730
102Vista Advisor Group, LLC$372,356$130,777,445$5,504,916$136,282,361
103Insight Wealth Strategies, LLC$372,671$780,373,193$780,373,193
104Affinity Capital Advisors LLC$373,378$339,238,997$77,077,208$416,316,205
105Koa Wealth Management, LLC$374,843$126,756,132$24,305,475$151,061,607
106Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
107Concord Investment Counsel$377,660$197,292,533$2,867,197$200,159,730
108Ball & Company$379,252$165,733,320$165,733,320
109Chico Wealth Ria, Inc.$380,235$275,301,597$19,000,000$294,301,597
110Hillegas Advisory Services, Inc.$381,093$112,740,253$16,831,317$129,571,570
111Monarch Wealth Strategies$381,222$249,319,052$249,319,052
112Willow Grove Advisors, LLC$381,441$138,459,220$3,693$138,462,913
113WILSON & BOUCHER CAPITAL MANAGEMENT, LLC$384,524$161,115,762$161,115,762
114Effective Assets, Inc.$386,486$127,348,529$6,762,166$134,110,695
115Integral Investment Advisors, Inc.$386,540$140,121,476$43,871,354$183,992,830
116WFA WEALTH MANAGERS$387,387$262,454,427$26,149,170$288,603,597
117Barlow, Linda, Ann$393,566$214,490,581$12,203,621$226,694,202
118Traverso Chambers Private Wealth Management, LLC$395,068$392,302,815$392,302,815
119Silicon Valley Wealth Advisors, LLC$400,448$396,165,056$9,889,584$406,054,640
120Elmwood Wealth Management, Inc.$400,658$192,280,963$4,842,601$197,123,564
121EWG Elevate Inc.$401,275$390,735,924$1,710,648$392,446,572
122Deyoe Wealth Management, Inc.$402,903$294,924,675$294,924,675
123Carter Financial, LLC$403,131$210,811,749$1,235,076$212,046,825
124Woodward Diversified Capital, LLC$404,995$390,414,891$390,414,891
125BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.$405,397$514,889,068$6,045,887$520,934,955
126Del Mar Wealth Management Inc$406,541$118,303,331$118,303,331
127WP Advisors, LLC$407,779$316,821,002$13,071,999$329,893,001
128ROWLING & ASSOCIATES$409,125$388,802,238$30,141,456$418,943,694
129Dobson Asset Management - Northern California$411,300$146,279,700$3,022,339$149,302,039
130Mine & Arao Wealth Creation And Management, LLC$413,921$174,260,743$174,260,743
131Great Gable Advisors, LLC$414,523$132,647,399$132,647,399
132Prudent Investors Network, Inc.$417,953$179,301,983$179,301,983
133Investor'S Capital Management, LLC$420,601$169,276,175$6,955,657$176,231,832
134Vance Wealth, Inc.$422,257$354,854,411$1,108,156$355,962,567
135AEQUITAS WEALTH MANAGEMENT, LLC$425,399$263,322,000$263,322,000
136Victus Captial Wealth, LLC$426,412$194,945,000$11,865,000$206,810,000
137Silver Oak Wealth Advisors Services, LLC$428,940$177,152,239$177,152,239
138Monterey Private Wealth, Inc.$429,851$671,865,099$27,931,534$699,796,633
139Bourke Wealth Management$431,908$113,263,397$1,192,289$114,455,686
140McCarthy Asset Management, Inc.$432,955$330,344,596$330,344,596
141Morling Financial Advisors, LLC$433,699$359,536,604$359,536,604
142Apriem Advisors$433,841$870,743,718$5,181,319$875,925,037
143Raub Brock Capital Management, Lp$434,124$676,559,612$1,951,624,384$2,628,183,996
144MA Private Wealth, LLC$437,286$504,584,726$38,962,011$543,546,737
145J.P. King Advisors, Inc.$437,668$575,970,684$575,970,684
146RVW Wealth LLC$439,751$804,223,364$26,025,768$830,249,132
147Hayes Financial, Inc.$444,087$269,947,038$4,498,821$274,445,859
148Westhill Financial Advisors, Inc.$444,549$415,362,150$14,071,846$429,433,996
149Simplifi, Inc.$445,017$230,963,649$230,963,649
150Regency Investment Advisors Inc$446,302$644,180,517$6,081,682$650,262,199
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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.