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
201SMART INVESTOR, LLC$553,644$574,410,546$272,090$574,682,636
202Silicon Valley Capital Partners, L.P.$555,557$637,779,174$637,779,174
203Concentric Wealth Management LLC$557,675$470,677,717$470,677,717
204Weinberger Asset Management, Inc$563,010$159,331,713$159,331,713
205Sharper & Granite LLC$564,490$203,781,000$203,781,000
206Telos Capital Management, Inc.$564,647$1,017,493,974$1,017,493,974
207Sage Rhino Capital LLC$566,954$600,403,904$600,403,904
208CORNERSTONE WEALTH MANAGEMENT$567,111$179,086,662$3,523,085$182,609,747
209Camelot Technology Advisors, Inc.$569,096$153,972,696$252,383$154,225,079
210Up Capital Management, Inc.$569,962$109,491,089$85,435,842$194,926,931
211Private Capital Management, Inc.$572,108$143,548,946$17,785,517$161,334,463
212Prism Advisors, Inc.$573,246$361,570,712$6,453,201$368,023,913
213Orion Capital Management LLC$577,205$150,424,930$225,564$150,650,494
214Grecu Capital Management, Inc.$578,839$153,882,818$15,138,248$169,021,066
215Taylor Wealth Management, LLC$585,474$4,286,779$104,025,902$108,312,681
216Archvest Wealth Advisors, Inc.$586,073$128,350,000$128,350,000
217Avalan, LLC$587,016$265,343,071$10,554,513$275,897,584
218Wealth Analytics Partners, LLC$587,172$213,143,348$213,143,348
219Longview Financial Advisors, LLC$587,374$203,233,256$56,973,298$260,206,554
220Willow Creek Wealth Management, Inc.$590,021$1,296,488,990$84,749,517$1,381,238,507
221Sitrin Capital Management, LLC$590,398$364,865,671$364,865,671
222Western Financial Corporation$591,276$183,886,684$183,886,684
223Millennium Investment Services$595,858$128,791,192$4,681,028$133,472,220
224Knightsbridge Asset Management LLC$597,212$443,878,610$2,836,306$446,714,916
225Sweeney & Michel, LLC$603,224$388,900,568$36,372,438$425,273,006
226D'Arcy Capital Management, LLC$606,419$126,741,596$126,741,596
227Libra Wealth LLC$610,099$237,938,726$237,938,726
228Blume Capital Management, Inc.$612,031$473,099,819$473,099,819
229Spectrum Asset Management Inc$612,959$558,194,620$13,083,246$571,277,866
230DHR Investment Counsel Ltd$614,222$363,075,159$74,865,020$437,940,179
231Casilio Leitch Investments, LLC$614,523$141,340,210$141,340,210
232Integris Wealth Management, LLC$615,468$420,386,971$13,517,705$433,904,676
233NBS Financial & Insurance Services Inc$616,599$274,474,722$2,378,104$276,852,826
234Front Row Advisors LLC$616,999$220,414,955$28,852,752$249,267,707
235Check Capital Management Inc$618,881$1,180,097,002$75,611,808$1,255,708,810
236Strategy Asset Managers L.L.C.$620,325$583,725,372$583,725,372
237Abacus Wealth Partners, LLC$620,391$3,512,857,000$236,788,000$3,749,645,000
238Caerus Investment Advisors, LLC$621,974$151,230,384$70,192,522$221,422,906
239Burton Enright Welch$622,859$757,068,453$112,442,181$869,510,634
240R. S. Crum, Inc.$625,661$543,826,248$11,134,654$554,960,902
241Platt Wealth Management, LLC$629,986$220,592,817$1,792,288$222,385,105
242Alphacore Capital LLC$630,542$441,580,965$601,966,709$1,043,547,674
243Banta Asset Management Lp$633,914$168,621,099$168,621,099
244Hutchinson & Ziegler Financial Advisors, Inc.$634,818$154,895,494$154,895,494
245Legacy Wealth Advisors, LLC$636,492$109,871,298$4,697,329$114,568,627
246Cheviot Value Management, LLC$640,497$533,534,398$533,534,398
247Private Asset Management Inc$645,735$880,782,665$880,782,665
248Roof, Eidam & Maycock, LLC$646,332$623,010,254$15,565,302$638,575,556
249BUFFALO CAPITAL CORPORATION$650,815$126,258,119$126,258,119
250Destination Wealth Management$653,674$3,226,536,075$3,226,536,075
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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.