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
151Tellone Management Group Inc$448,610$494,816,425$494,816,425
152Capital Advantage, Inc.$449,844$891,590,122$891,590,122
153Lowery Thomas, LLC$450,482$120,376,059$125,136,675$245,512,734
154Financial Avengers, Inc.$451,469$303,838,810$303,838,810
155HARRIS FINANCIAL ADVISORS, INC.$452,326$540,839,692$15,521,566$556,361,258
156Clutinger Williams & Verhoye Inc$452,407$114,555,490$10,308,972$124,864,462
157Womack Wealth Management, Inc.$455,580$208,773,202$3,982,496$212,755,698
158Retirement Capital Strategies, Inc.$455,928$272,644,923$272,644,923
159Orin Green Financial, LLC$461,437$336,286,684$2,869,249$339,155,933
160Stephenson And Company, Inc.$461,501$100,754,541$73,231,289$173,985,830
161Capital Cs Group, LLC$463,849$106,668,881$22,281,072$128,949,953
162ZRC Wealth Management, LLC$464,145$239,271,176$1,155,862$240,427,038
163Cerro Pacific Wealth Advisors, LLC$466,962$384,776,957$384,776,957
164Citrine Capital, LLC$467,906$109,022,110$109,022,110
165Parallel Advisors, LLC$468,887$3,809,512,141$2,074,154$3,811,586,295
166Oceaniq Capital, LLC$478,320$77,862,077$22,585,208$100,447,285
167Curran & Lewis Investment Management, Inc.$483,650$247,628,744$247,628,744
168Financial Connections Group, Inc.$485,321$370,785,066$370,785,066
169Rowling & Associates LLC$485,767$494,399,475$34,114,707$528,514,182
170Polaris Wealth Advisory Group, LLC$490,815$1,564,880,502$71,497,866$1,636,378,368
171Inspired Financial LLC$496,982$247,000,000$247,000,000
172Werba Rubin Papier Wealth Management, LLC$497,451$703,893,000$703,893,000
173HAMILTON WEALTH, LLC$498,784$219,354,009$24,052,534$243,406,543
174Pring/Turner Capital Group, Inc.$499,045$162,795,365$392,393$163,187,758
175Mission Creek Capital Partners, Inc.$500,961$466,394,226$466,394,226
176Archer Pointe Wealth Management, LLC$505,914$101,224,728$11,088,234$112,312,962
177Yoder Wealth Management, Inc.$508,084$146,836,311$146,836,311
178Maloon, Powers, Pitre & Higgins, LLC$510,201$1,001,627,829$454,995,698$1,456,623,527
179Hynes Advisory Inc.$514,966$299,162,439$33,064$299,195,503
180HC Financial Advisors Inc$515,403$479,840,525$479,840,525
181Walker Financial Advisors, Inc. Dba California 457 Benefits$516,004$140,467,268$27,233,960$167,701,228
182Paragon Financial Partners, Inc.$516,528$143,340,514$85,481,488$228,822,002
183Brian D. Lowder, Inc.$516,738$319,344,067$319,344,067
184Lodestar Private Asset Management LLC$520,019$718,964,834$8,022,210$726,987,044
185Worthpointe, LLC$521,612$692,701,264$692,701,264
186Bell Investment Advisors Inc$525,448$500,472,899$55,450,927$555,923,826
187Dean Roland Russell, LLC$526,347$306,860,162$306,860,162
188Lucas Group Financial Planners, Inc.$528,146$206,758,934$29,850,315$236,609,249
189Meritas Wealth Management, LLC$528,559$454,560,698$454,560,698
190Pacific Capital Wealth Advisors, Inc.$529,583$213,421,768$213,421,768
191Pantheon Investment Group, LLC$532,861$120,426,555$120,426,555
192Sage Stone Wealth Management LLC$534,479$154,488,658$4,786,149$159,274,807
193Surevest, LLC$535,383$417,904,667$33,423,453$451,328,120
194L & S Advisors, Inc$535,696$704,543,929$6,324,828$710,868,757
195EP Wealth Advisors, LLC.$540,131$10,911,000,000$314,000,000$11,225,000,000
196Garrison Point Advisors, LLC$541,079$157,587,138$7,442,092$165,029,230
197Wealth Architects, LLC$541,203$1,248,533,331$92,568,487$1,341,101,818
198Premier Financial Group Inc$542,407$455,043,361$141,604,208$596,647,569
199Oder Investment Management, LLC$544,957$253,812,008$16,486,875$270,298,883
200Creative Capital Management Investments LLC$546,770$416,638,808$416,638,808
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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.