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
251Lucas Group Financial Planners, Inc.$528,146$206,758,934$29,850,315$236,609,249
252Dean Roland Russell, LLC$526,347$306,860,162$306,860,162
253Bell Investment Advisors Inc$525,448$500,472,899$55,450,927$555,923,826
254Worthpointe, LLC$521,612$692,701,264$692,701,264
255Lodestar Private Asset Management LLC$520,019$718,964,834$8,022,210$726,987,044
256Brian D. Lowder, Inc.$516,738$319,344,067$319,344,067
257Paragon Financial Partners, Inc.$516,528$143,340,514$85,481,488$228,822,002
258Walker Financial Advisors, Inc. Dba California 457 Benefits$516,004$140,467,268$27,233,960$167,701,228
259HC Financial Advisors Inc$515,403$479,840,525$479,840,525
260Hynes Advisory Inc.$514,966$299,162,439$33,064$299,195,503
261Maloon, Powers, Pitre & Higgins, LLC$510,201$1,001,627,829$454,995,698$1,456,623,527
262Yoder Wealth Management, Inc.$508,084$146,836,311$146,836,311
263Archer Pointe Wealth Management, LLC$505,914$101,224,728$11,088,234$112,312,962
264Mission Creek Capital Partners, Inc.$500,961$466,394,226$466,394,226
265Pring/Turner Capital Group, Inc.$499,045$162,795,365$392,393$163,187,758
266HAMILTON WEALTH, LLC$498,784$219,354,009$24,052,534$243,406,543
267Werba Rubin Papier Wealth Management, LLC$497,451$703,893,000$703,893,000
268Inspired Financial LLC$496,982$247,000,000$247,000,000
269Polaris Wealth Advisory Group, LLC$490,815$1,564,880,502$71,497,866$1,636,378,368
270Rowling & Associates LLC$485,767$494,399,475$34,114,707$528,514,182
271Financial Connections Group, Inc.$485,321$370,785,066$370,785,066
272Curran & Lewis Investment Management, Inc.$483,650$247,628,744$247,628,744
273Oceaniq Capital, LLC$478,320$77,862,077$22,585,208$100,447,285
274Parallel Advisors, LLC$468,887$3,809,512,141$2,074,154$3,811,586,295
275Citrine Capital, LLC$467,906$109,022,110$109,022,110
276Cerro Pacific Wealth Advisors, LLC$466,962$384,776,957$384,776,957
277ZRC Wealth Management, LLC$464,145$239,271,176$1,155,862$240,427,038
278Capital Cs Group, LLC$463,849$106,668,881$22,281,072$128,949,953
279Stephenson And Company, Inc.$461,501$100,754,541$73,231,289$173,985,830
280Orin Green Financial, LLC$461,437$336,286,684$2,869,249$339,155,933
281Retirement Capital Strategies, Inc.$455,928$272,644,923$272,644,923
282Womack Wealth Management, Inc.$455,580$208,773,202$3,982,496$212,755,698
283Clutinger Williams & Verhoye Inc$452,407$114,555,490$10,308,972$124,864,462
284HARRIS FINANCIAL ADVISORS, INC.$452,326$540,839,692$15,521,566$556,361,258
285Financial Avengers, Inc.$451,469$303,838,810$303,838,810
286Lowery Thomas, LLC$450,482$120,376,059$125,136,675$245,512,734
287Capital Advantage, Inc.$449,844$891,590,122$891,590,122
288Tellone Management Group Inc$448,610$494,816,425$494,816,425
289Regency Investment Advisors Inc$446,302$644,180,517$6,081,682$650,262,199
290Simplifi, Inc.$445,017$230,963,649$230,963,649
291Westhill Financial Advisors, Inc.$444,549$415,362,150$14,071,846$429,433,996
292Hayes Financial, Inc.$444,087$269,947,038$4,498,821$274,445,859
293RVW Wealth LLC$439,751$804,223,364$26,025,768$830,249,132
294J.P. King Advisors, Inc.$437,668$575,970,684$575,970,684
295MA Private Wealth, LLC$437,286$504,584,726$38,962,011$543,546,737
296Raub Brock Capital Management, Lp$434,124$676,559,612$1,951,624,384$2,628,183,996
297Apriem Advisors$433,841$870,743,718$5,181,319$875,925,037
298Morling Financial Advisors, LLC$433,699$359,536,604$359,536,604
299McCarthy Asset Management, Inc.$432,955$330,344,596$330,344,596
300Bourke Wealth Management$431,908$113,263,397$1,192,289$114,455,686
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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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.