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
    201WESTHILL FINANCIAL ADVISORS, INC.$537,549$549,509,609$12,228,701$561,738,310
    202STEPHENSON AND COMPANY, INC.$539,733$137,185,630$90,581,889$227,767,519
    203SAGE STONE WEALTH MANAGEMENT LLC$539,815$173,066,167$5,612,517$178,678,684
    204DEAN ROLAND RUSSELL, LLC$540,343$303,672,725$303,672,725
    205CERRO PACIFIC WEALTH ADVISORS, LLC$544,294$346,715,581$346,715,581
    206PARAGON FINANCIAL PARTNERS$550,846$170,883,374$92,971,645$263,855,019
    207CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC$551,555$510,188,103$510,188,103
    208GATES PASS ADVISORS, LLC$551,647$130,754,945$2,191,988$132,946,933
    209CAPITAL TRUST ADVISORS$555,320$290,987,632$290,987,632
    210EVEREST MANAGEMENT CORP.$555,598$125,549,094$17,795,063$143,344,157
    211GRECU CAPITAL MANAGEMENT, INC.$558,557$173,639,120$17,946,012$191,585,132
    212CALIFORNIA FINANCIAL ADVISORS$559,210$1,380,084,998$269,023,939$1,649,108,937
    214CONCORD INVESTMENT COUNSEL$561,199$297,046,659$5,439,486$302,486,145
    215PRING TURNER CAPITAL GROUP$563,213$183,179,163$428,201$183,607,364
    216WOMACK WEALTH MANAGEMENT, INC.$566,466$270,331,033$4,971,321$275,302,354
    217TREEHOUSE WEALTH ADVISORS$568,424$185,334,789$7,929,529$193,264,318
    218ODER INVESTMENT MANAGEMENT, LLC$568,728$280,227,742$17,216,952$297,444,694
    219NAVIGOE, LLC$572,003$304,911,718$1,681,654$306,593,372
    220SAGE RHINO CAPITAL LLC$573,996$746,769,280$746,769,280
    221BELL INVESTMENT ADVISORS INC$576,941$589,937,360$66,621,975$656,559,335
    222CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.$583,962$256,359,525$256,359,525
    223BUCHER WEALTH ADVISORS$588,528$115,351,474$115,351,474
    224SITRIN CAPITAL MANAGEMENT, LLC$591,279$376,053,268$376,053,268
    225INSPIRED FINANCIAL$595,679$289,500,000$289,500,000
    226SHARPER & GRANITE LLC$598,358$229,769,653$229,769,653
    227PRUDENT INVESTORS NETWORK, INC.$604,474$244,811,821$244,811,821
    228SUREVEST PRIVATE WEALTH$607,338$498,860,059$42,278,155$541,138,214
    229LODESTAR PRIVATE ASSET MANAGEMENT LLC$610,486$911,628,852$10,204,578$921,833,430
    230WEINBERGER ASSET MANAGEMENT, INC$611,831$214,752,613$214,752,613
    231BRIAN D. LOWDER, INC.$611,912$377,549,404$377,549,404
    232MERITAS WEALTH MANAGEMENT, LLC$614,663$560,572,253$560,572,253
    233WEALTH ANALYTICS PARTNERS, LLC$619,426$250,248,174$250,248,174
    234PRISM ADVISORS, INC.$624,161$409,261,174$8,926,906$418,188,080
    235ABACUS WEALTH PARTNERS$627,506$2,869,234,900$561,337,700$3,430,572,600
    236TELOS CAPITAL MANAGEMENT, INC.$627,871$1,197,350,807$1,197,350,807
    237KNIGHTSBRIDGE WEALTH MANAGEMENT$628,606$527,841,704$7,101,948$534,943,652
    238EIGER WEALTH MANAGEMENT, LLC$629,278$200,365,584$66,448,475$266,814,059
    239CONCENTRIC WEALTH MANAGEMENT LLC$630,272$561,572,340$561,572,340
    240MILLENNIUM INVESTMENT SERVICES$631,352$131,144,671$2,702,035$133,846,706
    241UP CAPITAL MANAGEMENT, INC.$631,714$127,864,160$100,184,691$228,048,851
    242BANTA ASSET MANAGEMENT LP$631,950$156,723,525$156,723,525
    243NBS FINANCIAL SERVICES, INC.$632,573$265,296,408$2,914,361$268,210,769
    244WESTSHORE WEALTH$635,658$352,173,547$38,756,212$390,929,759
    245ORION CAPITAL MANAGEMENT LLC$636,132$192,415,335$332,732$192,748,067
    246PLATT WEALTH MANAGEMENT$637,583$262,218,640$1,740,848$263,959,488
    247YODER WEALTH MANAGEMENT$640,073$207,383,534$207,383,534
    248LONGVIEW FINANCIAL ADVISORS, LLC$640,392$212,862,707$58,023,053$270,885,760
    249SMART INVESTOR, LLC$645,314$682,741,798$682,741,798
    250DHR INVESTMENT COUNSEL LTD$646,981$417,668,972$52,686,131$470,355,103
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    Showing 201 to 250 of 455 entries

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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.