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