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 |
|---|---|---|---|---|---|
| 151 | PARKSIDE ADVISORS LLC | $736,675 | $587,130,325 | — | $587,130,325 |
| 152 | PARKSHORE WEALTH MANAGEMENT | $258,116 | $360,242,697 | $13,767,822 | $374,010,519 |
| 153 | PARK, MILLER, LLC | $1,309,836 | $256,727,331 | $453 | $256,727,784 |
| 154 | PARIAX PRIVATE WEALTH MANAGEMENT | $1,277,381 | $130,311,000 | $3,814,000 | $134,125,000 |
| 155 | PARALLEL ADVISORS, LLC | $531,351 | $5,440,390,425 | $2,766,088 | $5,443,156,513 |
| 156 | PARAGON FINANCIAL PARTNERS | $550,846 | $170,883,374 | $92,971,645 | $263,855,019 |
| 157 | PAN GLOBAL ADVISERS, LLC | $807,667 | $129,327,664 | $82,281,213 | $211,608,877 |
| 158 | PALO ALTO WEALTH ADVISORS, LLC | $1,177,420 | $421,005,174 | $160,640,478 | $581,645,652 |
| 159 | PAINTED PORCH ADVISORS LLC | $508,103 | $147,349,880 | — | $147,349,880 |
| 160 | PACIFICA WEALTH ADVISORS, INC. | $886,294 | $173,364,880 | $11,870,498 | $185,235,378 |
| 161 | PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | $848,320 | $717,678,502 | — | $717,678,502 |
| 162 | PACIFIC FINANCIAL STRATEGIES, INC | $183,881 | $145,265,781 | — | $145,265,781 |
| 163 | PACIFIC CAPITAL | $874,508 | $386,532,536 | — | $386,532,536 |
| 164 | OSHER VAN DE VOORDE INVESTMENT MANAGEMENT | $1,384,699 | $548,340,619 | — | $548,340,619 |
| 165 | OSBORNE PARTNERS | $1,322,673 | $1,780,235,788 | $463,017,988 | $2,243,253,776 |
| 166 | ORION CAPITAL MANAGEMENT LLC | $636,132 | $192,415,335 | $332,732 | $192,748,067 |
| 167 | ORIN GREEN FINANCIAL, LLC | $511,369 | $408,489,448 | $3,162,608 | $411,652,056 |
| 168 | OPTIMIZE FINANCIAL INC. | $223,014 | $100,579,312 | — | $100,579,312 |
| 169 | OPES WEALTH MANAGEMENT, LLC | $1,701,193 | $508,656,733 | — | $508,656,733 |
| 170 | ONE DEGREE ADVISORS, INC. | $229,687 | $289,669,210 | $3,411,753 | $293,080,963 |
| 171 | OHANA ADVISORS | $124,732,949 | $1,253,932,740 | $492,328,551 | $1,746,261,291 |
| 172 | ODER INVESTMENT MANAGEMENT, LLC | $568,728 | $280,227,742 | $17,216,952 | $297,444,694 |
| 173 | OCEANIQ CAPITAL, LLC | $448,751 | $110,103,702 | $15,097,903 | $125,201,605 |
| 174 | OCCIDENTAL ASSET MANAGEMENT, LLC | $400,411 | $523,737,691 | — | $523,737,691 |
| 175 | OAKMONT CORPORATION | $33,321,675 | $2,845,216,205 | $20,447,845 | $2,865,664,050 |
| 176 | OAK ROOT LLC | $7,539,130 | $856,000,000 | $11,000,000 | $867,000,000 |
| 177 | O'BOYLE WEALTH MANAGEMENT, INC. | $218,170 | $244,784,575 | $25,309,333 | $270,093,908 |
| 178 | NWK GROUP | $1,257,111 | $512,901,108 | — | $512,901,108 |
| 179 | NORTH BERKELEY WEALTH MANAGEMENT, LLC | $463,973 | $555,284,496 | $20,970,266 | $576,254,762 |
| 180 | NEW INSIGHT WEALTH ADVISORS | $237,941 | — | $190,590,418 | $190,590,418 |
| 181 | NEUMANN CAPITAL MANAGEMENT | $949,236 | $515,435,206 | — | $515,435,206 |
| 182 | NERAD + DEPPE WEALTH MANAGEMENT | $197,562 | $115,555,932 | $1,993,614 | $117,549,546 |
| 183 | NELSON CAPITAL MANAGEMENT, LLC | $1,116,007 | $597,780,223 | $28,299,587 | $626,079,810 |
| 184 | NBS FINANCIAL SERVICES, INC. | $632,573 | $265,296,408 | $2,914,361 | $268,210,769 |
| 185 | NAVIGOE, LLC | $572,003 | $304,911,718 | $1,681,654 | $306,593,372 |
| 186 | NAVALIGN, LLC | $306,731 | $490,462,316 | — | $490,462,316 |
| 187 | NAPA WEALTH MANAGEMENT | $479,254 | $257,838,672 | — | $257,838,672 |
| 188 | MRAZ, AMERINE & ASSOCIATES, INC. | $387,335 | $565,509,753 | — | $565,509,753 |
| 189 | MOZAIC, LLC | $42,700,799 | — | $3,202,559,896 | $3,202,559,896 |
| 190 | MORTON WEALTH | $715,087 | $2,375,243,103 | $41,036,045 | $2,416,279,148 |
| 191 | MORLING FINANCIAL ADVISORS, LLC | $536,269 | $501,411,899 | — | $501,411,899 |
| 192 | MONTEREY PRIVATE WEALTH, INC. | $474,464 | $823,177,163 | $35,128,609 | $858,305,772 |
| 193 | MONOGRAPH WEALTH ADVISORS, LLC | $2,331,580 | $1,896,187,246 | $78,660,746 | $1,974,847,992 |
| 194 | MONARCH WEALTH STRATEGIES | $475,064 | $228,615,961 | $16,992,210 | $245,608,171 |
| 195 | MISSION WEALTH MANAGEMENT, LP | $730,558 | $3,956,379,545 | $858,730,067 | $4,815,109,612 |
| 196 | MISSION TRAILS FINANCIAL | $381,715 | $108,887,870 | $11,733,957 | $120,621,827 |
| 197 | MISSION CREEK CAPITAL PARTNERS, INC. | $486,828 | $493,156,933 | — | $493,156,933 |
| 198 | MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC | $490,247 | $214,238,109 | — | $214,238,109 |
| 199 | MILLENNIUM INVESTMENT SERVICES | $631,352 | $131,144,671 | $2,702,035 | $133,846,706 |
| 200 | MERRITHEW & THORSTEN, INC. | $384,615 | $150,000,000 | — | $150,000,000 |
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.
