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
351AIRE Advisors, LLC$746,605$271,764,124$271,764,124
352Pantheon Investment Group, LLC$532,861$120,426,555$120,426,555
353Brio Consultants, LLC$763,900$472,853,885$472,853,885
354Franklin, Joyce Lea$857,472$160,347,183$160,347,183
355Blankinship & Foster, LLC$741,506$722,226,368$722,226,368
356Pacific Global Investment Management Co$762,609$609,324,919$609,324,919
357Jeppson Wealth Management, LLC$736,928$390,571,799$390,571,799
358FPC Investment Advisory, Inc.$371,049$163,632,689$163,632,689
359Wealth Quest Partners, Inc.$358,889$106,590,112$106,590,112
360Sharper & Granite LLC$564,490$203,781,000$203,781,000
361Citrine Capital, LLC$467,906$109,022,110$109,022,110
362Tricord Advisors, Inc.$194,688$152,441,018$152,441,018
363Creative Capital Management Investments LLC$546,770$416,638,808$416,638,808
364Hutchinson & Ziegler Financial Advisors, Inc.$634,818$154,895,494$154,895,494
365Breen Wealth Management, LLC$366,607$170,472,028$170,472,028
366Weinberger Asset Management, Inc$563,010$159,331,713$159,331,713
367NWK Group, Inc.$1,251,375$489,287,671$489,287,671
368C-J Advisory, Inc.$241,474$207,909,075$207,909,075
369J.P. King Advisors, Inc.$437,668$575,970,684$575,970,684
370Regis Management Company, LLC$74,087,595$3,926,642,532$3,926,642,532
371Dash Acquisitions Inc.$354,546$191,454,826$191,454,826
372Main Street Research LLC$1,999,963$1,389,974,082$1,389,974,082
373Inspired Financial LLC$496,982$247,000,000$247,000,000
374McCarthy Asset Management, Inc.$432,955$330,344,596$330,344,596
375Shira Ridge Wealth Management$348,548$209,825,991$209,825,991
376Integrity Wealth Partners, LLC$348,255$144,874,134$144,874,134
377Rebalance LLC$740,603$984,261,417$984,261,417
378Strategy Asset Managers L.L.C.$620,325$583,725,372$583,725,372
379Alsari Wealth Management Global Advisors, LLC$349,854$120,000,000$120,000,000
380Sage Rhino Capital LLC$566,954$600,403,904$600,403,904
381AG Asset Advisory, LLC$1,863,931$301,956,882$301,956,882
382Capital Management Advisor Group, LLC$675,265$139,104,491$139,104,491
383Nelson Capital Management, LLC$1,137,727$574,552,255$574,552,255
384Wilsey Asset Management Incorporated$300,978$360,270,737$360,270,737
385Del Mar Wealth Management Inc$406,541$118,303,331$118,303,331
386Fischer Investment Strategies, LLC$196,064$142,538,703$142,538,703
387Global Wealth Strategies LLC$4,571,429$160,000,000$160,000,000
388D'Arcy Capital Management, LLC$606,419$126,741,596$126,741,596
389Benningfield Financial Advisors, LLC$690,894$181,014,326$181,014,326
390Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
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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.