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
1Anodos Advisors, Llc$3,476,768$719,691,000$719,691,000
2Altamont Wealth Management, Inc.$2,018,636$159,472,253$159,472,253
3South Bay Financial Partners$652,364$156,567,337$156,567,337
4Portola Partners$3,062,630$4,468,377,318$4,468,377,318
5Pathways Advisory Group, Inc.$222,860$192,773,890$192,773,890
6Mozaic, Llc$49,653,303$3,326,771,303$3,326,771,303
7Global Financial Advisory Services, Inc.$296,140$110,164,052$110,164,052
8Berkson Asset Management, Inc.$1,166,619$26,069,136$161,756,602$187,825,738
9Matrix Planning Inc$1,097,101$75,580,038$51,683,728$127,263,766
10Stephenson And Company, Inc.$408,567$80,326,938$65,122,908$145,449,846
11Up Capital Management, Inc.$575,083$84,556,877$91,993,708$176,550,585
12Dedicated Capital Advisors, Llc$1,114,698$86,333,840$13,989,022$100,322,862
13Gw Financial$355,979$95,014,592$11,067,089$106,081,681
14Oceaniq Capital, Llc$719,593$96,027,346$11,911,545$107,938,891
15Cannon Beach Financial Advisors$213,632$96,120,720$46,371,706$142,492,426
16Cedarstone Advisors$728,652$101,244,711$766,517$102,011,228
17Double Bay Management & Planning$553,108$103,431,146$103,431,146
18Bourke Wealth Management$410,876$103,965,028$808,458$104,773,486
19Johnson Lyman Wealth Advisors$2,232,328$104,577,121$4,806,942$109,384,063
20Advantage Capital Advisors, Llc$278,903$107,377,534$107,377,534
21Canter Wealth$822,060$108,511,917$108,511,917
22Axiom Advisory, Llc$238,636$110,011,213$110,011,213
23Haydel, Biel & Associates$120,530$110,332,716$433,981$110,766,697
24Aspire Planning Associates, Inc.$290,372$110,922,151$110,922,151
25Hillegas Advisory Services, Inc.$379,495$110,938,945$14,294,535$125,233,480
26Capital Management Advisor Group, Llc$542,351$111,181,917$111,181,917
27Union Financial Partners, San Francisco, Inc.$897,516$113,984,551$113,984,551
28Willow Grove Advisors, Llc$356,822$114,178,257$4,773$114,183,030
29Tempus Wealth Planning, Llc$216,674$114,350,946$40,787,760$155,138,706
30Kachkovsky & Fisher, Inc.$146,387$114,598,670$8,219,633$122,818,303
31Millennium Investment Services$516,857$115,974,931$2,902,243$118,877,174
32Yoder Wealth Management$408,208$116,339,261$116,339,261
33Integral Wealth Management$358,016$117,979,476$43,127,676$161,107,152
34Pacifica Wealth Advisors, Inc.$2,684,711$119,207,761$12,343,091$131,550,852
35Align Impact, Llc$8,520,408$119,285,708$119,285,708
36Clutinger Williams & Verhoye Inc$417,941$120,074,371$9,069,457$129,143,828
37Chronicle Advisors Llc$1,781,443$121,138,114$121,138,114
38Rhs Financial, Llc$277,729$121,743,037$6,012,502$127,755,539
39Triad Investment Management, Llc$1,561,175$121,771,663$121,771,663
40Walker Financial Advisors Inc$465,963$122,495,856$24,748,520$147,244,376
41Gasber Financial Advisors, Inc$875,392$122,554,871$122,554,871
42Fischer Investment Strategies, Llc$177,905$123,466,166$123,466,166
43Griffin Black, Inc.$255,715$123,766,244$123,766,244
44Garner Financial Management$336,800$123,987,202$3,996,687$127,983,889
45Buffalo Capital Corporation$650,815$126,258,119$126,258,119
46Investor'S Capital Management, Llc$302,549$127,063,509$8,478,311$135,541,820
47Simplex Wealth Management$279,472$127,174,720$8,648,907$135,823,627
48Pring Turner Capital Group$475,669$129,806,945$17,174,918$146,981,863
49Pring Turner Capital Group$475,669$129,806,945$17,174,918$146,981,863
50Grecu Capital Management, Inc.$520,566$133,042,670$10,633,604$143,676,274
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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.