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
201Praetorian Wealth Management, Inc.$294,914$321,268,876$2,251,913$323,520,789
202CLEARVIEW INVESTMENT PARTNERS, LLC$234,048$137,272,097$2,220,659$139,492,756
203Symphony Financial Planning LLC$356,408$165,774,529$2,093,577$167,868,106
204Parallel Advisors, LLC$468,887$3,809,512,141$2,074,154$3,811,586,295
205McNaughton Wealth Management, LLC$194,147$139,681,293$2,045,863$141,727,156
206Life Line Wealth Management LLC$1,167,073$239,677,305$1,906,839$241,584,144
207SB Capital Management, Inc.$746,365$852,759,819$1,827,925$854,587,744
208Platt Wealth Management, LLC$629,986$220,592,817$1,792,288$222,385,105
209EWG Elevate Inc.$401,275$390,735,924$1,710,648$392,446,572
210Falcon Wealth Planning, Inc.$175,640$287,450,269$1,653,099$289,103,368
211Navigoe, LLC$1,776,551$252,631,496$1,415,310$254,046,806
212Carter Financial, LLC$403,131$210,811,749$1,235,076$212,046,825
213Kaizen Financial Strategies, LLC$271,089$141,127,050$1,194,517$142,321,567
214Bourke Wealth Management$431,908$113,263,397$1,192,289$114,455,686
215ZRC Wealth Management, LLC$464,145$239,271,176$1,155,862$240,427,038
216Vance Wealth, Inc.$422,257$354,854,411$1,108,156$355,962,567
217Cedarstone Advisors$771,464$113,215,076$961,599$114,176,675
218Asset Planning, Inc$1,077,588$376,207,369$948,523$377,155,892
219Curtis Advisory Group, LLC$862,899$249,474,207$766,595$250,240,802
220Harrington Investments, Incorporated$1,251,351$275,934,984$613,600$276,548,584
221Fortress Wealth Management, Inc.$284,160$218,229,702$573,260$218,802,962
2225T Wealth, LLC$679,914$213,025,059$467,989$213,493,048
223Pring/Turner Capital Group, Inc.$499,045$162,795,365$392,393$163,187,758
224AF Advisors, Inc.$1,665,573$214,469,264$389,641$214,858,905
225Veripax Wealth Management, Inc.$219,420$195,342,823$379,464$195,722,287
226HBA Advisors, LLC$113,802$109,381,760$323,023$109,704,783
227SMART INVESTOR, LLC$553,644$574,410,546$272,090$574,682,636
228Camelot Technology Advisors, Inc.$569,096$153,972,696$252,383$154,225,079
229Orion Capital Management LLC$577,205$150,424,930$225,564$150,650,494
230Private Wealth Advisors, LLC$283,754$345,729,624$167,091$345,896,715
231Axiom Advisory, LLC$269,005$150,249,438$124,155$150,373,593
232Hynes Advisory Inc.$514,966$299,162,439$33,064$299,195,503
233Willow Grove Advisors, LLC$381,441$138,459,220$3,693$138,462,913
234Empyrion Wealth Management, Inc.$2,676,073$222,114,022$222,114,022
235Litton Financial, LLC$317,789$279,972,495$279,972,495
236Asset Dedication, LLC$908,970$1,437,081,527$1,437,081,527
237Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
238Robasciotti & Associates , Inc.$288,931$154,000,000$154,000,000
239Canter Strategic Wealth Management, LLC$992,842$163,818,948$163,818,948
240Clay Northam Wealth Management, LLC$200,913$209,551,845$209,551,845
241Rosenblum Silverman Sutton Sf Inc$2,759,574$482,925,503$482,925,503
242Harold Davidson & Associates Inc$788,223$323,959,812$323,959,812
243Bennicas & Associates, Inc.$1,750,996$218,874,448$218,874,448
244West Coast Financial, LLC$773,182$1,264,926,547$1,264,926,547
245Creekside Partners Financial Advisers LLC$1,822,387$470,175,798$470,175,798
246Jess S. Morgan & Company., Inc.$925,681$181,433,454$181,433,454
247Topel & Distasi Wealth Management, LLC$252,241$131,670,000$131,670,000
248Opes Wealth Management, LLC$1,517,825$426,508,843$426,508,843
249Avitas Wealth Management, LLC$1,502,576$897,037,916$897,037,916
250Knuff & Company LLC$2,206,131$271,354,155$271,354,155
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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.