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
301Amara Financial, LLC$265,373$66,516,613$40,428,669$106,945,282
302Catalina Capital Group, LLC$722,726$181,549,900$41,772,495$223,322,395
303Tempus Wealth Planning, LLC$216,392$119,662,565$43,064,167$162,726,732
304Van Strum & Towne Inc$1,277,539$301,769,225$43,166,175$344,935,400
305Impact Investors, Inc.$269,314$177,954,966$43,690,534$221,645,500
306Integral Investment Advisors, Inc.$386,540$140,121,476$43,871,354$183,992,830
307Pachira Investments, Inc.$363,142$167,378,789$44,332,807$211,711,596
308Park, Miller, LLC$1,243,390$177,363,640$50,176,816$227,540,456
309Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
310LEGA Z ADVISORY LLC$11,783,677$266,830,327$51,328,960$318,159,287
311Bell Investment Advisors Inc$525,448$500,472,899$55,450,927$555,923,826
312Longview Financial Advisors, LLC$587,374$203,233,256$56,973,298$260,206,554
313Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
314Manhattan West Asset Management, LLC$310,499$144,404,410$59,904,107$204,308,517
315Eiger Wealth Management, LLC$658,844$167,531,071$64,382,125$231,913,196
316Sand Hill Global Advisors, LLC$1,909,928$3,017,351,155$65,273,058$3,082,624,213
317Westmount Asset Management, LLC$779,050$3,052,940,348$65,596,133$3,118,536,481
318Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
319Monograph Wealth Advisors, LLC$2,094,425$1,492,237,053$68,109,466$1,560,346,519
320Cannon Beach Consultants Inc$305,516$128,552,301$68,505,479$197,057,780
321Chequers Financial Management LLC$843,149$412,481,548$68,956,710$481,438,258
322Jackson Square Capital, LLC$1,078,069$239,452,006$69,953,767$309,405,773
323Caerus Investment Advisors, LLC$621,974$151,230,384$70,192,522$221,422,906
324Adviceperiod, LLC$924,862$4,387,303,464$71,457,070$4,458,760,534
325Polaris Wealth Advisory Group, LLC$490,815$1,564,880,502$71,497,866$1,636,378,368
326Stephenson And Company, Inc.$461,501$100,754,541$73,231,289$173,985,830
327Gradient Capital Advisors, LLC$332,999$347,593,375$73,317,531$420,910,906
328DHR Investment Counsel Ltd$614,222$363,075,159$74,865,020$437,940,179
329Check Capital Management Inc$618,881$1,180,097,002$75,611,808$1,255,708,810
330Elm Advisors, LLC$896,755$259,284,460$79,688,964$338,973,424
331Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
332Clearpath Capital Partners LLC$1,141,147$242,273,849$82,953,117$325,226,966
333Willow Creek Wealth Management, Inc.$590,021$1,296,488,990$84,749,517$1,381,238,507
334Up Capital Management, Inc.$569,962$109,491,089$85,435,842$194,926,931
335Paragon Financial Partners, Inc.$516,528$143,340,514$85,481,488$228,822,002
336Morton Capital Management, LLC$743,154$2,120,478,789$90,404,247$2,210,883,036
337Palo Alto Wealth Advisors, LLC$732,290$261,178,301$91,785,383$352,963,684
338Wealth Architects, LLC$541,203$1,248,533,331$92,568,487$1,341,101,818
339Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
340Financial Designs Corporation$296,334$300,814,499$95,976,757$396,791,256
341Summitry, LLC$657,743$1,855,910,283$102,191,277$1,958,101,560
342Taylor Wealth Management, LLC$585,474$4,286,779$104,025,902$108,312,681
343Goldstein Munger + Associates$2,370,768$643,337,199$105,825,624$749,162,823
344Burton Enright Welch$622,859$757,068,453$112,442,181$869,510,634
345Hendershott Wealth Management, LLC$285,539$113,073,448$113,073,448
346Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
347Regatta Capital Group, LLC$286,953$563,612,476$119,048,528$682,661,004
348Global Financial Advisory Services, Inc.$305,710$124,423,884$124,423,884
349Lowery Thomas, LLC$450,482$120,376,059$125,136,675$245,512,734
350Wade Financial Advisory, Inc.$2,021,604$428,618,710$131,365,557$559,984,267
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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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.