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
151Personal Resources Investment And Strategic Management, Inc.$471,278$305,888,688$5,625,901$311,514,589
152Taddei, Ludwig & Associates, Inc.$914,033$295,789,443$13,153,780$308,943,223
153Clelland & Company Inc$1,479,024$176,258,839$131,378,119$307,636,958
154Silicon Valley Wealth Advisors$385,560$296,302,654$8,289,963$304,592,617
155Clearpath Capital Partners LLC$1,079,545$253,893,425$48,379,114$302,272,539
156Gradient Capital Advisors, LLC$245,822$240,801,316$60,331,218$301,132,534
157Rosenblum Silverman Sutton Sf Inc$1,835,569$299,924,522$1,108,833$301,033,355
158Traverso Chambers Private Wealth Management, LLC$351,019$299,419,000$299,419,000
159Elm Advisors$744,599$230,545,337$66,549,612$297,094,949
160Vintage West Capital Management$987,655$136,759,851$159,536,522$296,296,373
161Delta Wealth Management$1,601,312$296,242,748$296,242,748
162Cornerstone Wealth Management$515,800$286,854,214$8,699,108$295,553,322
163Wimmer Associates LLC$845,649$279,710,000$14,576,000$294,286,000
164Osher Van De Voorde Investment Management$1,635,955$291,200,000$291,200,000
165Stevens First Principles Investment Advisors$554,304$281,032,186$281,032,186
166Beta Wealth Group, Inc$776,177$280,200,000$280,200,000
167Salem Partners Advisors LLC Dba Salem Partners Wealth Management$1,901,739$275,752,186$275,752,186
168American Money Management$277,118$268,048,219$6,852,617$274,900,836
169Chequers Financial Management LLC$944,279$259,067,434$14,773,453$273,840,887
170WFA Wealth Managers$355,095$239,530,827$33,182,045$272,712,872
171Occidental Asset Management, LLC$328,896$271,339,071$271,339,071
172YellowBrickRoad Financial Advisors$243,721$265,061,951$837,221$265,899,172
173Financial Connections Group, Inc.$370,109$265,368,326$265,368,326
174NWK Group$934,078$264,343,963$264,343,963
175Asset Planning, Inc$367,010$262,247,719$1,265,747$263,513,466
176Concentric Wealth Management$405,510$263,175,796$263,175,796
177Trinity Capital Management$397,921$249,924,844$12,305,376$262,230,220
178Van Strum & Towne Inc$969,388$218,952,000$40,844,000$259,796,000
179Westshore Wealth$659,521$230,308,599$28,223,518$258,532,117
180Betterwealth LLC$233,025$245,417,359$6,948,749$252,366,108
181Brian D. Lowder, Inc.$412,592$250,856,158$250,856,158
182Ariadne Wealth Management, LLC$833,355$244,400,831$4,772,203$249,173,034
183Lighthouse Financial Services Inc$278,128$247,456,591$1,468,053$248,924,644
184Dean Roland Russell, LLC$432,970$246,465,000$2,060,000$248,525,000
185McCarthy Asset Management, Inc.$341,845$248,521,288$248,521,288
186Guardian Investment Management$1,193,711$204,175,011$40,535,739$244,710,750
187Chamberlain Financial Planning & Wealth Management$1,523,500$243,760,000$243,760,000
188Harold Davidson & Associates Inc$569,933$241,651,800$241,651,800
189Harrington Investments, Inc.$1,117,498$239,690,464$571,550$240,262,014
190De Groote Financial Group, LLC$261,202$239,000,000$239,000,000
191Curran & Lewis Investment Management, Inc.$460,330$236,149,152$236,149,152
192Fortress Wealth Management, Inc.$406,486$235,761,682$235,761,682
194Elevage Partners, LLC$129,145$231,559,356$126,796$231,686,152
195WP Advisors$292,367$219,204,964$10,887,786$230,092,750
196Shone Asset Management LLC$269,840$224,930,304$4,433,616$229,363,920
197AG Asset Advisory, LLC$1,735,951$229,145,586$229,145,586
198Avivar Capital, LLC$16,285,714$228,000,000$228,000,000
199VR Advisors, LLC$712,069$226,438,000$226,438,000
200NBS Financial Services, Inc.$497,674$221,244,067$2,709,427$223,953,494
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Showing 151 to 200 of 346 entries

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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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.


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