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
    251O'BOYLE WEALTH MANAGEMENT, INC.$218,170$244,784,575$25,309,333$270,093,908
    252NBS FINANCIAL SERVICES, INC.$632,573$265,296,408$2,914,361$268,210,769
    253EIGER WEALTH MANAGEMENT, LLC$629,278$200,365,584$66,448,475$266,814,059
    254ELMWOOD WEALTH MANAGEMENT$470,011$253,535,523$12,490,790$266,026,313
    255PLATT WEALTH MANAGEMENT$637,583$262,218,640$1,740,848$263,959,488
    256PARAGON FINANCIAL PARTNERS$550,846$170,883,374$92,971,645$263,855,019
    257DIVERSIFI CAPITAL LLC$456,036$262,667,800$9,100$262,676,900
    258MEASURED RISK PORTFOLIOS$262,639$259,110,902$3,003,242$262,114,144
    259JESS S. MORGAN & COMPANY., INC.$1,391,432$260,197,784$260,197,784
    260IMPACT INVESTORS$346,157$217,038,045$41,195,128$258,233,173
    261NAPA WEALTH MANAGEMENT$479,254$257,838,672$257,838,672
    262PARK, MILLER, LLC$1,309,836$256,727,331$453$256,727,784
    263CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.$583,962$256,359,525$256,359,525
    264WESTERN FINANCIAL CORPORATION$701,001$254,463,487$254,463,487
    265CLAY NORTHAM WEALTH MANAGEMENT$247,134$254,053,459$254,053,459
    266C-J ADVISORY, INC.$274,421$250,546,454$250,546,454
    267WEALTH ANALYTICS PARTNERS, LLC$619,426$250,248,174$250,248,174
    268ARCHVEST WEALTH ADVISORS, INC.$806,452$244,800,000$5,200,000$250,000,000
    269TEMPUS WEALTH PLANNING, LLC$262,660$188,442,986$59,508,312$247,951,298
    270THE CLARK GROUP ASSET MANAGEMENT$403,318$198,462,799$49,174,163$247,636,962
    271WEALTH TEAMS ALLIANCE$270,295$246,779,538$246,779,538
    272PATHWAYS ADVISORY GROUP, INC.$280,494$246,273,482$246,273,482
    273BENNICAS & ASSOCIATES, INC.$1,864,031$246,052,039$246,052,039
    274EMPYRION WEALTH MANAGEMENT, INC.$2,827,586$246,000,000$246,000,000
    275MONARCH WEALTH STRATEGIES$475,064$228,615,961$16,992,210$245,608,171
    276SIMPLIFI, INC.$456,275$245,019,686$245,019,686
    277CARMEL CAPITAL MANAGEMENT L.L.C.$2,551,042$244,900,000$244,900,000
    278PRUDENT INVESTORS NETWORK, INC.$604,474$244,811,821$244,811,821
    279CARLSBAD WEALTH ADVISORY GROUP, INC.$338,359$244,295,531$244,295,531
    280SHIRA RIDGE WEALTH MANAGEMENT$362,447$242,595,181$1,694,068$244,289,249
    281LINDA A. BARLOW, CFP$315,274$244,021,924$244,021,924
    282CARTER FINANCIAL, LLC$442,709$237,854,260$1,208,404$239,062,664
    283PRIVATE FINANCIAL COUNSELING$536,886$238,914,220$238,914,220
    284PORTFOLIO ADVISORS, INC.$287,062$236,251,628$236,251,628
    285WARD & ASSOCIATES$4,328,852$221,290,000$12,468,000$233,758,000
    286REGAL WEALTH GROUP INC.$391,972$233,615,485$233,615,485
    287INTEGRAL WEALTH MANAGEMENT$423,646$187,579,870$43,730,867$231,310,737
    288SHARPER & GRANITE LLC$598,358$229,769,653$229,769,653
    289SIMPLEX WEALTH MANAGEMENT$352,336$221,992,147$7,731,248$229,723,395
    290CANNON BEACH FINANCIAL ADVISORS$340,720$153,852,060$75,112,030$228,964,090
    291MAINSTREAM CAPITAL MANAGEMENT$388,244$228,675,766$228,675,766
    292PRESIDIO CAPITAL MANAGEMENT, LLC$364,056$228,575,586$51,308$228,626,894
    293ALETHEA CAPITAL MANAGEMENT, LLC$1,727,842$228,075,166$228,075,166
    294UP CAPITAL MANAGEMENT, INC.$631,714$127,864,160$100,184,691$228,048,851
    295STEPHENSON AND COMPANY, INC.$539,733$137,185,630$90,581,889$227,767,519
    296CORE FINANCIAL$390,951$223,743,124$3,790,362$227,533,486
    297EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT$320,006$222,083,927$222,083,927
    298VERIPAX WEALTH MANAGEMENT, INC.$227,907$220,718,552$579,443$221,297,995
    299BERKSON ASSET MANAGEMENT, INC.$1,294,104$27,027,453$194,264,253$221,291,706
    300VICTUS CAPITAL WEALTH$416,997$218,873,753$2,134,442$221,008,195
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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.