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
301Dean Roland Russell, LLC$526,347$306,860,162$306,860,162
302Verity Wealth Advisors, LLC$4,091,254$208,653,946$208,653,946
303WALPOLE FINANCIAL ADVISORS, LLC$350,201$154,438,694$154,438,694
304Cerro Pacific Wealth Advisors, LLC$466,962$384,776,957$384,776,957
305Align Impact, LLC$7,812,692$164,066,530$164,066,530
306David S Reinders, Inc.$235,458$138,920,045$138,920,045
307Occidental Asset Management, LLC$363,867$422,085,914$422,085,914
308Certified Planners, Inc.$262,113$169,849,329$169,849,329
309Jordan Park Group LLC$5,087,433$15,791,390,922$15,791,390,922
310Silver Oak Wealth Advisors Services, LLC$428,940$177,152,239$177,152,239
311Wealthvalues, LLC$2,262,468$391,406,928$391,406,928
312Traverso Chambers Private Wealth Management, LLC$395,068$392,302,815$392,302,815
313Concentric Wealth Management LLC$557,675$470,677,717$470,677,717
314Mraz, Amerine & Associates, Inc.$332,458$499,019,550$499,019,550
315CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT$1,899,373$320,994,000$320,994,000
316Brian D. Lowder, Inc.$516,738$319,344,067$319,344,067
317Blue Summit Financial Group, Inc.$257,983$132,861,287$132,861,287
318WORLDVIEW WEALTH ADVISORS$1,246,696$139,630,000$139,630,000
319Archvest Wealth Advisors, Inc.$586,073$128,350,000$128,350,000
320Insight Wealth Strategies, LLC$372,671$780,373,193$780,373,193
321BUFFALO CAPITAL CORPORATION$650,815$126,258,119$126,258,119
322Lighthouse Financial Services Inc$346,122$347,160,859$347,160,859
323Griffin Black, Inc.$281,548$147,531,179$147,531,179
324Castle Wealth Planning LLC$1,185,551$142,266,112$142,266,112
325Peninsula Wealth, LLC$681,167$472,729,806$472,729,806
326Great Gable Advisors, LLC$414,523$132,647,399$132,647,399
327Banta Asset Management Lp$633,914$168,621,099$168,621,099
328Navalign, LLC$297,974$404,947,000$404,947,000
329CHRONICLE ADVISORS LLC$1,781,443$121,138,114$121,138,114
330RPG Investment Advisory, LLC$737,631$615,184,613$615,184,613
331Comprehensive Financial Management LLC$583,539,126$22,758,025,923$22,758,025,923
332Financial Avengers, Inc.$451,469$303,838,810$303,838,810
333Curran & Lewis Investment Management, Inc.$483,650$247,628,744$247,628,744
334Carmel Capital Management L.L.C.$1,856,250$178,200,000$178,200,000
335Cedar Wealth Management, LLC$1,402,909$286,193,379$286,193,379
336Finkel Eliot Michelow$763,155$156,446,740$156,446,740
337Capital Advantage, Inc.$449,844$891,590,122$891,590,122
338Retirement Capital Strategies, Inc.$455,928$272,644,923$272,644,923
339Beta Wealth Group, Inc$922,102$342,100,000$342,100,000
340Libra Wealth LLC$610,099$237,938,726$237,938,726
341Worthpointe, LLC$521,612$692,701,264$692,701,264
342De Groote Financial Group, LLC$360,116$420,615,000$420,615,000
343Echo45 Advisors LLC$365,839$120,726,820$120,726,820
344Ball & Company$379,252$165,733,320$165,733,320
345Seldon Capital Lp$40,996,043$204,980,216$204,980,216
346Meritas Wealth Management, LLC$528,559$454,560,698$454,560,698
347TABR Capital Management, LLC$280,924$165,744,978$165,744,978
348Cheviot Value Management, LLC$640,497$533,534,398$533,534,398
349Sitrin Capital Management, LLC$590,398$364,865,671$364,865,671
350Macroclimate LLC$3,068,341$150,348,700$150,348,700
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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.