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
251Inspired Financial$447,778$161,200,000$161,200,000
252Gencap Portfolio Management$489,419$144,569,000$16,450,000$161,019,000
253Cannon Beach Financial Advisors$243,237$100,242,238$60,050,678$160,292,916
254Berkson Asset Management, Inc.$991,785$21,778,580$134,923,463$156,702,043
255TTP Investments, Inc.$228,666$154,349,827$154,349,827
256Altamont Wealth Management, Inc.$1,477,835$153,694,800$153,694,800
257Up Capital Management, Inc.$577,411$67,475,732$86,115,636$153,591,368
258Hamilton Wealth, LLC$362,041$135,462,718$18,042,654$153,505,372
259Sharper & Granite LLC$476,019$152,326,000$152,326,000
260Athena Investment Management$523,207$149,025,689$2,181,073$151,206,762
261Caerus Investment Advisors, LLC$637,474$108,983,564$42,097,776$151,081,340
262Reed & Ball, Inc.$341,798$151,074,847$151,074,847
263Womack Wealth Management, Inc.$392,138$147,929,157$3,044,090$150,973,247
264Stewart Wealth Management, Inc.$148,387$128,940,246$21,672,753$150,612,999
265Ted Buchan & Company$190,396$119,540,688$31,062,457$150,603,145
266Wealth Analytics Partners, LLC$1,127,581$149,968,253$149,968,253
267Curtis Advisory Group$733,801$149,695,380$149,695,380
268Dash Investments$394,444$149,494,291$149,494,291
269Carlsbad Wealth Advisory Group, Inc.$210,924$149,123,286$149,123,286
270Aljian Capital Management$253,853$145,214,237$2,527,990$147,742,227
271Eliot Finkel Investment Counsel$702,493$147,523,490$147,523,490
272Baker, Brose & Mitsutome Wealth Management LLC$356,886$147,037,000$147,037,000
273Victus Capital Wealth$901,840$141,000,000$6,000,000$147,000,000
274Benningfield Financial Advisors$523,978$146,713,741$146,713,741
275Veripax Wealth Management, LLC$207,951$146,397,307$146,397,307
276Davis & Seiley Wealth Management, Inc.$218,343$134,767,875$10,867,056$145,634,931
277M Wealth Management, LLC$131,821$145,267,260$145,267,260
278Elmwood Wealth Management$329,253$138,268,619$6,931,892$145,200,511
279South Bay Financial Partners$496,585$143,512,941$143,512,941
280Pring Turner Capital Group$455,822$127,231,006$15,441,307$142,672,313
281Certified Planners, Inc.$209,894$141,604,677$283,521$141,888,198
282Balboa Wealth Partners, Inc.$221,146$141,200,000$112,000$141,312,000
283Private Capital Management, Inc.$1,905,043$119,691,696$21,281,522$140,973,218
284Wilson & Boucher Capital Management, LLC$335,529$140,922,216$140,922,216
285WaLPole Financial Advisors$312,199$140,489,772$140,489,772
286Spectrum Financial Management$1,113,132$135,275,630$4,978,941$140,254,571
287Clearview Investment Partners$199,068$138,402,736$1,740,853$140,143,589
288WWM Financial$131,563$128,558,584$11,424,114$139,982,698
289Integral Investment Advisors, Inc.$702,701$51,526,547$88,311,009$139,837,556
290Measured Risk Portfolios$260,849$134,899,764$3,089,188$137,988,952
291Catalina Capital Group, LLC$625,322$124,813,388$11,506,755$136,320,143
292Tax Efficient Asset Management Solution, Inc.$720,092$136,097,380$136,097,380
293TABR Capital Management$221,566$135,819,911$135,819,911
294Castle Wealth Planning$1,222,770$135,727,424$135,727,424
295Investor's Capital Management$302,549$127,063,509$8,478,311$135,541,820
296Napa Wealth Management$278,311$135,537,443$135,537,443
297Vine Street Wealth Management, LLC$855,647$128,101,273$7,090,956$135,192,229
298Dobson Asset Management$383,583$130,644,489$3,226,028$133,870,517
299FPC Investment Advisory, Inc.$359,379$133,329,711$133,329,711
300Plan Financial$184,966$133,175,550$133,175,550
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Showing 251 to 300 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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