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
301Fortress Retirement, Inc.$279,723$132,410,278$458,189$132,868,467
302Clutinger Williams & Verhoye Inc$395,502$122,423,126$9,279,103$131,702,229
303Pillar Wealth Management, LLC$405,516$131,387,186$131,387,186
304Casilio Leitch Investments$1,687,897$129,968,069$129,968,069
305Hutchinson & Ziegler Financial Advisors, Inc.$525,821$129,877,666$129,877,666
306Symphony Financial Planning LLC$295,234$126,491,941$1,344,207$127,836,148
307Spectrum Capital Investment Group, Inc.$252,720$127,623,714$127,623,714
308Sage Stone Wealth Management LLC$458,812$124,091,378$3,458,442$127,549,820
309Allworth Financial, L.P.$196,949$125,456,204$125,456,204
310Walker Financial Advisors Inc$437,895$103,859,969$21,377,930$125,237,899
311Robasciotti & Philipson$265,393$125,000,000$125,000,000
312Cedarstone Advisors$747,566$124,326,852$516,637$124,843,489
313Moler Capital Management$443,655$124,667,036$124,667,036
314Allstreet Capital LLC$1,038,189$124,582,679$124,582,679
315Mission Creek Capital Partners, Inc.$368,396$124,517,679$124,517,679
316Reis Investment Management, Inc.$537,561$123,638,967$123,638,967
317Gasber Financial Advisors, Inc$334,107$118,307,604$5,311,886$123,619,490
318Shira Ridge Wealth Management$199,423$118,038,739$5,204,864$123,243,603
319Grecu Capital Management, Inc.$466,517$115,151,661$7,542,416$122,694,077
320Clay Northam Wealth Management$120,067$121,391,939$1,076,204$122,468,143
321Titan Capital Management, LLC$131,218$122,426,237$122,426,237
322Gunderson Capital Management$117,417$120,000,000$120,000,000
323Weinberger Asset Management, Inc$533,606$119,527,812$119,527,812
324Garner Financial Management, Inc.$309,232$119,054,383$119,054,383
325Haydel, Biel & Associates$399,329$100,000,000$19,000,000$119,000,000
326O'Boyle Wealth Management, Inc.$124,630$104,300,000$13,600,000$117,900,000
327Integris Wealth Management, Llc$47,659$116,467,766$581,719$117,049,485
328Breen Wealth Management, LLC$331,429$116,000,000$116,000,000
329Holbrook Global Strategies$1,642,857$115,000,000$115,000,000
330Union Financial Partners, San Francisco, Inc.$897,516$113,984,551$113,984,551
331Mine & Arao Wealth Creation And Management, LLC$343,128$113,918,517$113,918,517
332Carmel Capital Management LLC$1,127,723$113,900,000$113,900,000
333Tricord Advisors, Inc.$343,962$113,507,557$113,507,557
334JLFranklin Wealth Planning$690,465$111,164,902$111,164,902
335Aperio Group, Llc$996,849$107,577,528$3,072,677$110,650,205
336Krane Financial Solutions$271,107$57,601,007$51,384,124$108,985,131
337Hillegas Advisory Services, Inc.$334,150$98,845,504$9,753,133$108,598,637
338Matrix Planning Inc$892,812$62,120,217$45,909,989$108,030,206
339Triad Investment Management$1,239,365$106,585,401$106,585,401
340GW Financial$355,979$95,014,592$11,067,089$106,081,681
341Pantheon Investment Group, LLC$522,496$105,544,233$105,544,233
342Camelotta Advisors$581,717$103,125,764$419,852$103,545,616
343Compass Financial Planning, LLC$9,326,131$2,163,040$100,424,398$102,587,438
344Millennium Investment Services$409,128$98,484,987$3,387,935$101,872,922
345RHS Financial, LLC$243,692$95,140,839$5,016,767$100,157,606
346Tempus Wealth Planning, LLC$222,551$62,621,000$37,527,092$100,148,092
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Showing 301 to 346 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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