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 |
|---|---|---|---|---|---|
| 251 | Summitry, LLC | $657,743 | $1,855,910,283 | $102,191,277 | $1,958,101,560 |
| 252 | Eiger Wealth Management, LLC | $658,844 | $167,531,071 | $64,382,125 | $231,913,196 |
| 253 | Slwa, LLC | $660,580 | $288,673,603 | — | $288,673,603 |
| 254 | Parkside Advisors LLC | $666,875 | $511,493,152 | — | $511,493,152 |
| 255 | New Market Wealth Management, LLC | $667,385 | $217,978,901 | $21,612,378 | $239,591,279 |
| 256 | Westshore Wealth, LLC | $668,911 | $389,938,970 | $8,063,366 | $398,002,336 |
| 257 | Bell & Brown Wealth Advisors, LLC | $674,542 | $250,137,175 | $2,816,103 | $252,953,278 |
| 258 | Capital Management Advisor Group, LLC | $675,265 | $139,104,491 | — | $139,104,491 |
| 259 | Index Fund Advisors, Inc. | $675,307 | $4,132,878,908 | — | $4,132,878,908 |
| 260 | Private Ocean, LLC | $677,341 | $2,426,706,066 | $12,400,484 | $2,439,106,550 |
| 261 | 5T Wealth, LLC | $679,914 | $213,025,059 | $467,989 | $213,493,048 |
| 262 | The Weil Company | $680,254 | $868,281,296 | $24,212,087 | $892,493,383 |
| 263 | Lumina Financial Consultants, LLC | $680,432 | $94,359,732 | $7,705,050 | $102,064,782 |
| 264 | Peninsula Wealth, LLC | $681,167 | $472,729,806 | — | $472,729,806 |
| 265 | Accretive Wealth Management, LLC | $681,829 | $129,883,579 | $20,118,760 | $150,002,339 |
| 266 | Benningfield Financial Advisors, LLC | $690,894 | $181,014,326 | — | $181,014,326 |
| 267 | Boltwood Capital Management | $696,498 | $172,639,074 | $35,613,928 | $208,253,002 |
| 268 | Halbert Hargrove Global Advisors, LLC | $708,434 | $2,566,475,785 | $196,415,236 | $2,762,891,021 |
| 269 | Catalina Capital Group, LLC | $722,726 | $181,549,900 | $41,772,495 | $223,322,395 |
| 270 | Palo Alto Wealth Advisors, LLC | $732,290 | $261,178,301 | $91,785,383 | $352,963,684 |
| 271 | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | $735,878 | $146,439,802 | — | $146,439,802 |
| 272 | Equius Partners, Inc. | $736,911 | $1,077,247,083 | $31,066,953 | $1,108,314,036 |
| 273 | Jeppson Wealth Management, LLC | $736,928 | $390,571,799 | — | $390,571,799 |
| 274 | RPG Investment Advisory, LLC | $737,631 | $615,184,613 | — | $615,184,613 |
| 275 | Rebalance LLC | $740,603 | $984,261,417 | — | $984,261,417 |
| 276 | Blankinship & Foster, LLC | $741,506 | $722,226,368 | — | $722,226,368 |
| 277 | Morton Capital Management, LLC | $743,154 | $2,120,478,789 | $90,404,247 | $2,210,883,036 |
| 278 | SB Capital Management, Inc. | $746,365 | $852,759,819 | $1,827,925 | $854,587,744 |
| 279 | AIRE Advisors, LLC | $746,605 | $271,764,124 | — | $271,764,124 |
| 280 | JDH Wealth Management, LLC | $747,157 | $227,135,868 | — | $227,135,868 |
| 281 | Westend Capital Management, LLC. | $749,085 | $158,056,900 | — | $158,056,900 |
| 282 | ALAMAR CAPITAL MANAGEMENT, LLC | $761,332 | $116,483,726 | — | $116,483,726 |
| 283 | Pacific Global Investment Management Co | $762,609 | $609,324,919 | — | $609,324,919 |
| 284 | Finkel Eliot Michelow | $763,155 | $156,446,740 | — | $156,446,740 |
| 285 | Brio Consultants, LLC | $763,900 | $472,853,885 | — | $472,853,885 |
| 286 | Cedarstone Advisors | $771,464 | $113,215,076 | $961,599 | $114,176,675 |
| 287 | West Coast Financial, LLC | $773,182 | $1,264,926,547 | — | $1,264,926,547 |
| 288 | QUANTUM CAPITAL MANAGEMENT | $777,170 | $137,829,319 | $15,273,256 | $153,102,575 |
| 289 | Westmount Asset Management, LLC | $779,050 | $3,052,940,348 | $65,596,133 | $3,118,536,481 |
| 290 | RUNNING POINT CAPITAL ADVISORS LLC | $782,251 | $218,247,934 | — | $218,247,934 |
| 291 | Harold Davidson & Associates Inc | $788,223 | $323,959,812 | — | $323,959,812 |
| 292 | Pan Global Advisers, LLC | $792,061 | $101,246,684 | $73,006,800 | $174,253,484 |
| 293 | Cardinal Point Wealth Management, LLC | $794,211 | $554,579,872 | $11,692,815 | $566,272,687 |
| 294 | South Bay Financial Partners Group, Inc. | $798,687 | — | $154,945,209 | $154,945,209 |
| 295 | Pacifica Wealth Advisors, Inc. | $799,045 | $144,817,589 | $12,594,298 | $157,411,887 |
| 296 | Weatherly Asset Management Lp | $815,876 | $1,018,183,828 | $9,820,014 | $1,028,003,842 |
| 297 | Neumann Capital Management, LLC | $839,606 | $439,114,157 | — | $439,114,157 |
| 298 | Chequers Financial Management LLC | $843,149 | $412,481,548 | $68,956,710 | $481,438,258 |
| 299 | Franklin, Joyce Lea | $857,472 | $160,347,183 | — | $160,347,183 |
| 300 | Curtis Advisory Group, LLC | $862,899 | $249,474,207 | $766,595 | $250,240,802 |
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.
