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
201Cw Does Business Under The Dba The O'Donnell Group$401,862$204,033,663$19,000,000$223,033,663
202Concord Investment Counsel$398,353$217,851,938$4,428,975$222,280,913
203Longview Financial Advisors, LLC$457,142$177,309,564$44,404,496$221,714,060
204Cedar Wealth Management$1,166,598$212,411,948$9,241,742$221,653,690
205Hearthstone | Private Wealth Management$389,732$215,052,559$469,400$215,521,959
206Boltwood Capital Management$760,556$175,892,904$39,344,367$215,237,271
207Orin Green Financial, LLC$335,510$208,667,076$6,059,028$214,726,104
208Core Financial$303,221$212,498,000$363,000$212,861,000
209Morling Financial Advisors, LLC$292,433$212,598,965$212,598,965
210Marin Bay Wealth Advisors, LLC$806,017$132,972,368$78,204,082$211,176,450
211Aequitas Wealth Management$1,190,357$208,312,450$208,312,450
212Financial Avengers, Inc.$290,860$202,398,322$5,566,884$207,965,206
213Sirius Wealth Management Strategies, LLC$2,113,407$207,113,918$207,113,918
214Financial Alternatives, Inc.$284,813$204,298,206$482,639$204,780,845
215Bell & Brown Wealth Advisors, LLC$464,905$189,971,990$12,261,483$202,233,473
216Quantum Capital Management$1,082,383$200,240,810$200,240,810
217Personal Financial Consultants, Inc.$930,803$196,188,618$210,817$196,399,435
218ZRC Wealth Management, LLC$440,989$193,727,857$1,189,454$194,917,311
219C-J Advisory, Inc.$246,766$194,698,000$194,698,000
220The Humphreys Group$1,714,214$193,706,126$193,706,126
221Park, Miller$896,031$193,540,825$1,868$193,542,693
222Ward & Associates$3,566,550$183,597,734$8,995,978$192,593,712
223Jess S. Morgan & Company., Inc.$986,984$191,474,903$191,474,903
224Taylor Frigon Capital Management LLC$1,390,381$189,091,859$189,091,859
225Empyrion Wealth Management, Inc.$583,351$188,422,344$188,422,344
226Praetorian Guard$201,478$187,979,012$187,979,012
227Pennington Financial Group$306,913$187,523,917$187,523,917
228Guardian Financial Partners, LLC$335,748$185,904,844$435,377$186,340,221
229Parkshore Wealth Management$196,220$178,657,185$5,985,368$184,642,553
230Manhattan West Asset Management, LLC$479,631$178,952,983$5,225,231$184,178,214
231Sierra Asset Management$308,754$180,300,000$3,100,000$183,400,000
232Johnson Lyman Wealth Advisors$1,525,908$179,730,734$3,378,244$183,108,978
233Bennicas & Associates$1,453,250$178,749,688$178,749,688
234Cardinal Point Wealth Management, LLC$504,550$174,944,209$134,549$175,078,758
235Simplifi, Inc.$347,144$174,613,597$174,613,597
236JDH Wealth Management, LLC$620,667$173,166,218$173,166,218
237Palo Alto Wealth Advisors, LLC$491,625$132,997,432$39,071,310$172,068,742
238Fairbanks Capital Management$2,067,218$171,579,075$171,579,075
239Avalan, LLC$445,066$156,700,000$12,425,000$169,125,000
240Portfolio Advisors, Inc.$243,051$168,920,340$168,920,340
241New Market Wealth Management, LLC$527,825$160,373,388$8,530,768$168,904,156
242Verity Wealth Advisors$1,124,644$168,696,606$168,696,606
243Integral Financial Solutions, LLC$543,843$165,872,215$165,872,215
244Lifesteps Financial$225,424$153,018,968$11,766,014$164,784,982
245Linda A. Barlow, CFP$284,608$156,151,954$7,213,245$163,365,199
246Regal Wealth Group Inc.$278,596$163,257,072$163,257,072
247Silver Oak Wealth Advisors Services, LLC$355,607$162,867,794$162,867,794
248Pathways Advisory Group, Inc.$188,049$162,662,723$162,662,723
249Baker & Associates$370,479$141,023,540$21,616,879$162,640,419
250Private Financial Counseling$270,929$161,744,373$161,744,373
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Showing 201 to 250 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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