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
151Avalan, LLC$587,016$265,343,071$10,554,513$275,897,584
152American Money Management, LLC$319,241$382,450,072$10,535,248$392,985,320
153Clutinger Williams & Verhoye Inc$452,407$114,555,490$10,308,972$124,864,462
154Weatherly Asset Management Lp$815,876$1,018,183,828$9,820,014$1,028,003,842
155The Wealth Collaborative, Inc.$1,395,731$661,767,177$9,579,383$671,346,560
156Ariadne Wealth Management, Lp$959,059$278,104,900$8,653,621$286,758,521
157Westshore Wealth, LLC$668,911$389,938,970$8,063,366$398,002,336
158Lodestar Private Asset Management LLC$520,019$718,964,834$8,022,210$726,987,044
159Garner Financial Management, Inc.$364,825$127,581,122$7,769,045$135,350,167
160Lumina Financial Consultants, LLC$680,432$94,359,732$7,705,050$102,064,782
161Planned Solutions Financial & Insurance Services, Inc.$205,315$333,276,488$7,547,029$340,823,517
162Betterwealth LLC$313,380$337,898,692$7,445,530$345,344,222
163Garrison Point Advisors, LLC$541,079$157,587,138$7,442,092$165,029,230
164Atlas Capital Advisors LLC$1,807,595$707,000,000$7,000,000$714,000,000
165Investor'S Capital Management, LLC$420,601$169,276,175$6,955,657$176,231,832
166Hutchinson Capital Management$954,158$637,124,389$6,932,135$644,056,524
167RHS Financial, LLC$274,733$140,975,270$6,831,287$147,806,557
168Effective Assets, Inc.$386,486$127,348,529$6,762,166$134,110,695
169Wacker Wealth Partners, LLC$1,668,311$1,044,291,815$6,744,006$1,051,035,821
170Friedlander, Brenda S$1,469,738$179,919,490$6,737,247$186,656,737
171Prism Advisors, Inc.$573,246$361,570,712$6,453,201$368,023,913
172Gasber Financial Advisors, Inc$949,504$129,429,056$6,349,962$135,779,018
173L & S Advisors, Inc$535,696$704,543,929$6,324,828$710,868,757
174BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.$405,397$514,889,068$6,045,887$520,934,955
175Sam Advisors, LLC$220,921$279,285,387$5,923,936$285,209,323
176Simplex Wealth Management, LLC$312,103$176,987,979$5,904,376$182,892,355
177Lewis Asset Management, LLC$260,861$112,370,767$5,799,459$118,170,226
178Johnson Lyman, Inc.$2,445,755$119,124,389$5,609,096$124,733,485
179Vista Advisor Group, LLC$372,356$130,777,445$5,504,916$136,282,361
180Pariax, LLC$1,110,891$107,000,000$5,200,000$112,200,000
181Apriem Advisors$433,841$870,743,718$5,181,319$875,925,037
182Elmwood Wealth Management, Inc.$400,658$192,280,963$4,842,601$197,123,564
183Sage Stone Wealth Management LLC$534,479$154,488,658$4,786,149$159,274,807
184Legacy Wealth Advisors, LLC$636,492$109,871,298$4,697,329$114,568,627
185Millennium Investment Services$595,858$128,791,192$4,681,028$133,472,220
186Hayes Financial, Inc.$444,087$269,947,038$4,498,821$274,445,859
187Measured Risk Portfolios, Inc.$230,492$193,248,384$4,282,999$197,531,383
188Womack Wealth Management, Inc.$455,580$208,773,202$3,982,496$212,755,698
189Financial Alternatives, Inc.$306,075$241,303,257$3,862,872$245,166,129
190CORNERSTONE WEALTH MANAGEMENT$567,111$179,086,662$3,523,085$182,609,747
191Carbahal Olsen Financial Services Group LLC$282,545$129,776,658$3,301,805$133,078,463
192ALJIAN CAPITAL MANAGEMENT$304,170$183,797,669$3,266,641$187,064,310
193Prosperity Road, LLC$958,943$117,657,981$3,168,872$120,826,853
194Dobson Asset Management - Northern California$411,300$146,279,700$3,022,339$149,302,039
195Miracle Mile Advisors, LLC$1,072,934$2,009,870,010$2,953,361$2,012,823,371
196Orin Green Financial, LLC$461,437$336,286,684$2,869,249$339,155,933
197Concord Investment Counsel$377,660$197,292,533$2,867,197$200,159,730
198Knightsbridge Asset Management LLC$597,212$443,878,610$2,836,306$446,714,916
199Bell & Brown Wealth Advisors, LLC$674,542$250,137,175$2,816,103$252,953,278
200NBS Financial & Insurance Services Inc$616,599$274,474,722$2,378,104$276,852,826
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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.