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
301Westside Investment Management, Inc.$875,563$716,210,706$716,210,706
302Elm Advisors, LLC$896,755$259,284,460$79,688,964$338,973,424
303Asset Dedication, LLC$908,970$1,437,081,527$1,437,081,527
304Veris Wealth Partners, LLC$914,543$1,533,452,919$147,476,748$1,680,929,667
305Beta Wealth Group, Inc$922,102$342,100,000$342,100,000
306Adviceperiod, LLC$924,862$4,387,303,464$71,457,070$4,458,760,534
307Jess S. Morgan & Company., Inc.$925,681$181,433,454$181,433,454
308Lido Advisors, LLC$935,245$7,269,566,926$422,819,680$7,692,386,606
309VINTAGE WEST CAPITAL MANAGEMENT$939,461$135,327,022$159,663,725$294,990,747
310Gasber Financial Advisors, Inc$949,504$129,429,056$6,349,962$135,779,018
311Hutchinson Capital Management$954,158$637,124,389$6,932,135$644,056,524
312Prosperity Road, LLC$958,943$117,657,981$3,168,872$120,826,853
313Ariadne Wealth Management, Lp$959,059$278,104,900$8,653,621$286,758,521
314Waypoint Wealth Partners, Inc.$959,753$629,598,002$629,598,002
315Burleson & Company, LLC$981,507$645,504,267$134,793,423$780,297,690
316Canter Strategic Wealth Management, LLC$992,842$163,818,948$163,818,948
317Shone Asset Management LLC$1,035,939$346,863,583$9,499,525$356,363,108
318Fairbanks Capital Management, Inc.$1,043,328$182,582,392$182,582,392
319Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
320Cardiff Park Advisors,LLC$1,044,254$52,892,344$2,116,022,686$2,168,915,030
321Miracle Mile Advisors, LLC$1,072,934$2,009,870,010$2,953,361$2,012,823,371
322ALLSTREET CAPITAL LLC$1,076,923$140,000,000$140,000,000
323Asset Planning, Inc$1,077,588$376,207,369$948,523$377,155,892
324Jackson Square Capital, LLC$1,078,069$239,452,006$69,953,767$309,405,773
325Tarbox Family Office, Inc.$1,080,208$841,481,772$841,481,772
326Dedicated Capital Advisors, LLC$1,082,106$91,133,764$13,830,536$104,964,300
327Oakwood Capital Management LLC$1,108,123$921,958,587$921,958,587
328Matrix Planning Inc$1,109,738$97,189,920$33,759,218$130,949,138
329Pariax, LLC$1,110,891$107,000,000$5,200,000$112,200,000
330Schnieders Capital Management, LLC.$1,112,312$463,920,886$561,630,907$1,025,551,793
331Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
332Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
333Nelson Capital Management, LLC$1,137,727$574,552,255$574,552,255
334Clearpath Capital Partners LLC$1,141,147$242,273,849$82,953,117$325,226,966
335Justinvest, LLC$1,164,558$739,494,392$739,494,392
336Life Line Wealth Management LLC$1,167,073$239,677,305$1,906,839$241,584,144
337Oxley, Harry Keir$1,167,525$105,077,252$105,077,252
338Blue Zone Wealth Advisors, LLC$1,185,386$293,975,700$293,975,700
339Castle Wealth Planning LLC$1,185,551$142,266,112$142,266,112
340Jurika, Mills & Keifer, LLC$1,190,765$233,390,000$233,390,000
341Osborne Partners Capital Management LLC$1,194,493$1,383,257,587$379,814,001$1,763,071,588
342Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
343Berkson Asset Management, Inc.$1,231,573$26,322,401$180,581,933$206,904,334
344Park, Miller, LLC$1,243,390$177,363,640$50,176,816$227,540,456
345WORLDVIEW WEALTH ADVISORS$1,246,696$139,630,000$139,630,000
346Lindbrook Capital, LLC$1,251,046$1,615,187,246$218,846,472$1,834,033,718
347Harrington Investments, Incorporated$1,251,351$275,934,984$613,600$276,548,584
348NWK Group, Inc.$1,251,375$489,287,671$489,287,671
349Brickley Wealth Management$1,272,534$600,635,890$600,635,890
350Van Strum & Towne Inc$1,277,539$301,769,225$43,166,175$344,935,400
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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.