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
    251D'ARCY CAPITAL MANAGEMENT, LLC$649,394$146,113,613$146,113,613
    252BURTON ENRIGHT WELCH$654,333$920,327,830$114,826,479$1,035,154,309
    253TORREY WEALTH, LLC$660,389$102,360,315$102,360,315
    2545T WEALTH, LLC$660,785$217,545,210$513,803$218,059,013
    255LEGACY WEALTH ADVISORS, LLC$662,078$119,670,483$4,138,181$123,808,664
    256WILLOW CREEK WEALTH MANAGEMENT, INC.$665,114$1,571,613,381$87,845,748$1,659,459,129
    257SILICON VALLEY CAPITAL PARTNERS, L.P.$665,602$845,313,930$845,313,930
    258PREMIER FINANCIAL GROUP INC$666,058$676,979,108$80,329,289$757,308,397
    259RS CRUM INC.$670,031$603,491,386$13,607,245$617,098,631
    260JEPPSON WEALTH MANAGEMENT, LLC$673,173$463,586,458$98,512,705$562,099,163
    261INTEGRIS WEALTH MANAGEMENT, LLC$674,568$498,436,623$12,885,905$511,322,528
    262TAYLOR WEALTH MANAGEMENT, LLC$688,624$5,401,283$123,371,425$128,772,708
    263ROOF EIDAM MAYCOCK PERALTA LLC$694,424$687,940,110$17,594,331$705,534,441
    264QUANTUM FINANCIAL ADVISORS, LLC$694,802$887,262,307$887,262,307
    265GENCAP PORTFOLIO MANAGEMENT$696,222$289,628,834$34,810,569$324,439,403
    266BENNINGFIELD FINANCIAL ADVISORS, LLC$697,462$216,213,354$216,213,354
    267CASILIO LEITCH INVESTMENTS$699,351$160,850,796$160,850,796
    268WEALTH ARCHITECTS, LLC$699,870$1,525,413,579$126,979,111$1,652,392,690
    269WESTERN FINANCIAL CORPORATION$701,001$254,463,487$254,463,487
    270PRIVATE CAPITAL MANAGEMENT, INC.$702,066$198,650,687$19,691,869$218,342,556
    271SPECTRUM ASSET MANAGEMENT INC$709,393$625,186,902$19,651,577$644,838,479
    272CHEQUERS FINANCIAL MANAGEMENT LLC$711,419$480,422,902$110,055,045$590,477,947
    273BLUME CAPITAL MANAGEMENT, INC.$715,060$580,628,386$580,628,386
    274MORTON WEALTH$715,087$2,375,243,103$41,036,045$2,416,279,148
    275CHEVIOT VALUE MANAGEMENT, LLC$720,711$622,693,979$622,693,979
    276DESTINATION WEALTH MANAGEMENT$722,183$3,809,515,164$3,809,515,164
    277GOLDEN GATE PERSONAL FINANCIAL PLANNING$724,406$115,180,497$115,180,497
    278LUMINA FINANCIAL CONSULTANTS, LLC$730,232$129,541,808$2,630,172$132,171,980
    279MISSION WEALTH MANAGEMENT, LP$730,558$3,956,379,545$858,730,067$4,815,109,612
    280WESTEND CAPITAL MANAGEMENT, LLC.$731,055$194,460,663$194,460,663
    281PRIVATE ASSET MANAGEMENT INC$735,821$1,003,660,304$1,003,660,304
    282PARKSIDE ADVISORS LLC$736,675$587,130,325$587,130,325
    283HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.$738,748$178,777,014$178,777,014
    284HALBERT HARGROVE$739,444$2,851,845,996$179,136,902$3,030,982,898
    285CAMELOTTA ADVISORS$741,792$179,972,543$1,024,783$180,997,326
    286SUMMITRY, LLC$756,769$2,258,898,143$123,409,765$2,382,307,908
    287COGNIZANT WEALTH ADVISORS$764,210$110,046,250$110,046,250
    288CHECK CAPITAL MANAGEMENT INC$765,622$1,516,221,789$89,287,050$1,605,508,839
    289CHRISTOPHER WEIL & CO INC$766,989$1,015,771,256$46,508,332$1,062,279,588
    290WESCAP GROUP$770,886$752,300,000$161,200,000$913,500,000
    291CAPITAL MANAGEMENT ADVISOR GROUP, LLC$772,150$165,240,000$165,240,000
    292WEALTHSPIRE ADVISORS$774,879$2,820,515,552$11,668,857$2,832,184,409
    293INDEX FUND ADVISORS, INC.$776,976$4,937,682,218$4,937,682,218
    294SB CAPITAL MANAGEMENT, INC.$782,394$998,540,732$2,141,194$1,000,681,926
    295L & S ADVISORS, INC$783,493$989,659,970$8,509,672$998,169,642
    296LIBRA WEALTH LLC$794,224$373,285,321$373,285,321
    297PENINSULA WEALTH, LLC$798,289$558,003,681$558,003,681
    298EP WEALTH ADVISORS$798,802$14,386,000,000$284,000,000$14,670,000,000
    299CONSILIUM WEALTH MANAGEMENT$800,711$666,341,090$61,505,661$727,846,751
    300CEDARSTONE ADVISORS$801,946$141,731,644$1,014,746$142,746,390
    « Previous PageNext Page »

    Showing 251 to 300 of 455 entries

    Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10

    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.