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
251Summitry, LLC$657,743$1,855,910,283$102,191,277$1,958,101,560
252Eiger Wealth Management, LLC$658,844$167,531,071$64,382,125$231,913,196
253Slwa, LLC$660,580$288,673,603$288,673,603
254Parkside Advisors LLC$666,875$511,493,152$511,493,152
255New Market Wealth Management, LLC$667,385$217,978,901$21,612,378$239,591,279
256Westshore Wealth, LLC$668,911$389,938,970$8,063,366$398,002,336
257Bell & Brown Wealth Advisors, LLC$674,542$250,137,175$2,816,103$252,953,278
258Capital Management Advisor Group, LLC$675,265$139,104,491$139,104,491
259Index Fund Advisors, Inc.$675,307$4,132,878,908$4,132,878,908
260Private Ocean, LLC$677,341$2,426,706,066$12,400,484$2,439,106,550
2615T Wealth, LLC$679,914$213,025,059$467,989$213,493,048
262The Weil Company$680,254$868,281,296$24,212,087$892,493,383
263Lumina Financial Consultants, LLC$680,432$94,359,732$7,705,050$102,064,782
264Peninsula Wealth, LLC$681,167$472,729,806$472,729,806
265Accretive Wealth Management, LLC$681,829$129,883,579$20,118,760$150,002,339
266Benningfield Financial Advisors, LLC$690,894$181,014,326$181,014,326
267Boltwood Capital Management$696,498$172,639,074$35,613,928$208,253,002
268Halbert Hargrove Global Advisors, LLC$708,434$2,566,475,785$196,415,236$2,762,891,021
269Catalina Capital Group, LLC$722,726$181,549,900$41,772,495$223,322,395
270Palo Alto Wealth Advisors, LLC$732,290$261,178,301$91,785,383$352,963,684
271TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.$735,878$146,439,802$146,439,802
272Equius Partners, Inc.$736,911$1,077,247,083$31,066,953$1,108,314,036
273Jeppson Wealth Management, LLC$736,928$390,571,799$390,571,799
274RPG Investment Advisory, LLC$737,631$615,184,613$615,184,613
275Rebalance LLC$740,603$984,261,417$984,261,417
276Blankinship & Foster, LLC$741,506$722,226,368$722,226,368
277Morton Capital Management, LLC$743,154$2,120,478,789$90,404,247$2,210,883,036
278SB Capital Management, Inc.$746,365$852,759,819$1,827,925$854,587,744
279AIRE Advisors, LLC$746,605$271,764,124$271,764,124
280JDH Wealth Management, LLC$747,157$227,135,868$227,135,868
281Westend Capital Management, LLC.$749,085$158,056,900$158,056,900
282ALAMAR CAPITAL MANAGEMENT, LLC$761,332$116,483,726$116,483,726
283Pacific Global Investment Management Co$762,609$609,324,919$609,324,919
284Finkel Eliot Michelow$763,155$156,446,740$156,446,740
285Brio Consultants, LLC$763,900$472,853,885$472,853,885
286Cedarstone Advisors$771,464$113,215,076$961,599$114,176,675
287West Coast Financial, LLC$773,182$1,264,926,547$1,264,926,547
288QUANTUM CAPITAL MANAGEMENT$777,170$137,829,319$15,273,256$153,102,575
289Westmount Asset Management, LLC$779,050$3,052,940,348$65,596,133$3,118,536,481
290RUNNING POINT CAPITAL ADVISORS LLC$782,251$218,247,934$218,247,934
291Harold Davidson & Associates Inc$788,223$323,959,812$323,959,812
292Pan Global Advisers, LLC$792,061$101,246,684$73,006,800$174,253,484
293Cardinal Point Wealth Management, LLC$794,211$554,579,872$11,692,815$566,272,687
294South Bay Financial Partners Group, Inc.$798,687$154,945,209$154,945,209
295Pacifica Wealth Advisors, Inc.$799,045$144,817,589$12,594,298$157,411,887
296Weatherly Asset Management Lp$815,876$1,018,183,828$9,820,014$1,028,003,842
297Neumann Capital Management, LLC$839,606$439,114,157$439,114,157
298Chequers Financial Management LLC$843,149$412,481,548$68,956,710$481,438,258
299Franklin, Joyce Lea$857,472$160,347,183$160,347,183
300Curtis Advisory Group, LLC$862,899$249,474,207$766,595$250,240,802
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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.