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
    351RVW WEALTH LLC$498,940$936,252,766$24,705,072$960,957,838
    352SAGE RHINO CAPITAL LLC$573,996$746,769,280$746,769,280
    353SAGE STONE WEALTH MANAGEMENT LLC$539,815$173,066,167$5,612,517$178,678,684
    354SAND HILL GLOBAL ADVISORS, LLC$2,069,285$3,530,763,948$73,929,922$3,604,693,870
    355SAS FINANCIAL ADVISORS, LLC.$314,286$40,000,000$70,000,000$110,000,000
    356SB CAPITAL MANAGEMENT, INC.$782,394$998,540,732$2,141,194$1,000,681,926
    357SCHNIEDERS CAPITAL MANAGEMENT, LLC.$1,302,047$599,533,283$692,096,916$1,291,630,199
    358SENTRY ADVISORS, LLC$5,627,118$236,219,209$2,729,271,923$2,965,491,132
    359SEVEN POST INVESTMENT OFFICE LP$37,907,265$6,633,101,166$303,928,282$6,937,029,448
    360SHARPER & GRANITE LLC$598,358$229,769,653$229,769,653
    361SHERWOOD FINANCIAL PARTNERS, LLC$1,122,528$126,031,526$814,149$126,845,675
    362SHIRA RIDGE WEALTH MANAGEMENT$362,447$242,595,181$1,694,068$244,289,249
    363SIERRA ASSET MANAGEMENT$240,406$318,569,816$4,776,536$323,346,352
    364SILICON VALLEY CAPITAL PARTNERS, L.P.$665,602$845,313,930$845,313,930
    365SILICON VALLEY WEALTH ADVISORS, LLC$438,206$467,055,632$12,341,354$479,396,986
    366SILVER OAK WEALTH ADVISORS SERVICES, LLC$466,595$210,901,037$210,901,037
    367SIMPLEX WEALTH MANAGEMENT$352,336$221,992,147$7,731,248$229,723,395
    368SIMPLIFI, INC.$456,275$245,019,686$245,019,686
    369SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC$2,529,540$88,654,253$53,000,000$141,654,253
    370SITRIN CAPITAL MANAGEMENT, LLC$591,279$376,053,268$376,053,268
    371SIVIA CAPITAL PARTNERS, LLC$1,352,018$323,132,199$323,132,199
    372SMART INVESTOR, LLC$645,314$682,741,798$682,741,798
    373SONOMA WEALTH ADVISORS, LLC$224,166$410,050,000$86,925,000$496,975,000
    374SOUTH BAY FINANCIAL PARTNERS$840,313$142,012,947$142,012,947
    375SPECTRUM ASSET MANAGEMENT INC$709,393$625,186,902$19,651,577$644,838,479
    376SPECTRUM FINANCIAL MANAGEMENT$1,655,371$204,845,391$7,042,062$211,887,453
    377STEPHENSON AND COMPANY, INC.$539,733$137,185,630$90,581,889$227,767,519
    378STEWART WEALTH MANAGEMENT, INC.$226,123$254,879,911$48,577,690$303,457,601
    379SUMMITRY, LLC$756,769$2,258,898,143$123,409,765$2,382,307,908
    380SUREVEST PRIVATE WEALTH$607,338$498,860,059$42,278,155$541,138,214
    381SWEENEY & MICHEL, LLC$344,367$449,106,618$43,682,094$492,788,712
    382SYMPHONY FINANCIAL PLANNING LLC$369,132$184,320,827$2,459,719$186,780,546
    383TABR CAPITAL MANAGEMENT, LLC$305,024$179,963,936$179,963,936
    384TARBOX FAMILY OFFICE, INC.$1,222,346$1,040,216,612$1,040,216,612
    385TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.$449,512$101,147,959$1,790,225$102,938,184
    386TAYLOR WEALTH MANAGEMENT, LLC$688,624$5,401,283$123,371,425$128,772,708
    387TEAM HEWINS, LLC$1,783,637$1,326,323,267$1,122,609,779$2,448,933,046
    388TED BUCHAN & COMPANY$270,579$241,470,265$30,731,768$272,202,033
    389TELLONE MANAGEMENT GROUP INC$1,020,762$505,277,042$505,277,042
    390TELOS CAPITAL MANAGEMENT, INC.$627,871$1,197,350,807$1,197,350,807
    391TEMPUS WEALTH PLANNING, LLC$262,660$188,442,986$59,508,312$247,951,298
    392THE CLARK GROUP ASSET MANAGEMENT$403,318$198,462,799$49,174,163$247,636,962
    393THE HUMPHREYS GROUP$2,441,182$290,500,622$290,500,622
    394THE O'DONNELL GROUP$467,411$355,929,100$18,000,000$373,929,100
    395THE WEALTH COLLABORATIVE, INC.$1,587,590$751,244,741$9,210,942$760,455,683
    396THOMAS DOLL$530,625$1,323,909,507$1,323,909,507
    397TOPEL & DISTASI WEALTH MANAGEMENT, LLC$508,730$296,589,461$296,589,461
    398TORREY WEALTH, LLC$660,389$102,360,315$102,360,315
    399TOWNELEY CAPITAL MANAGEMENT, INC.$2,530,581$954,028,878$954,028,878
    400TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC$453,498$465,226,086$3,690,625$468,916,711
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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.