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
1Dedicated Capital Advisors, Llc$1,114,698$86,333,840$13,989,022$100,322,862
2Cedarstone Advisors$728,652$101,244,711$766,517$102,011,228
3Double Bay Management & Planning$553,108$103,431,146$103,431,146
4Bourke Wealth Management$410,876$103,965,028$808,458$104,773,486
5Gw Financial$355,979$95,014,592$11,067,089$106,081,681
6Advantage Capital Advisors, Llc$278,903$107,377,534$107,377,534
7Oceaniq Capital, Llc$719,593$96,027,346$11,911,545$107,938,891
8Canter Wealth$822,060$108,511,917$108,511,917
9Johnson Lyman Wealth Advisors$2,232,328$104,577,121$4,806,942$109,384,063
10Axiom Advisory, Llc$238,636$110,011,213$110,011,213
11Global Financial Advisory Services, Inc.$296,140$110,164,052$110,164,052
12Haydel, Biel & Associates$120,530$110,332,716$433,981$110,766,697
13Aspire Planning Associates, Inc.$290,372$110,922,151$110,922,151
14Capital Management Advisor Group, Llc$542,351$111,181,917$111,181,917
15Union Financial Partners, San Francisco, Inc.$897,516$113,984,551$113,984,551
16Willow Grove Advisors, Llc$356,822$114,178,257$4,773$114,183,030
17Yoder Wealth Management$408,208$116,339,261$116,339,261
18Millennium Investment Services$516,857$115,974,931$2,902,243$118,877,174
19Align Impact, Llc$8,520,408$119,285,708$119,285,708
20Chronicle Advisors Llc$1,781,443$121,138,114$121,138,114
21Triad Investment Management, Llc$1,561,175$121,771,663$121,771,663
22Gasber Financial Advisors, Inc$875,392$122,554,871$122,554,871
23Kachkovsky & Fisher, Inc.$146,387$114,598,670$8,219,633$122,818,303
24Fischer Investment Strategies, Llc$177,905$123,466,166$123,466,166
25Griffin Black, Inc.$255,715$123,766,244$123,766,244
26Hillegas Advisory Services, Inc.$379,495$110,938,945$14,294,535$125,233,480
27Buffalo Capital Corporation$650,815$126,258,119$126,258,119
28Matrix Planning Inc$1,097,101$75,580,038$51,683,728$127,263,766
29Rhs Financial, Llc$277,729$121,743,037$6,012,502$127,755,539
30Garner Financial Management$336,800$123,987,202$3,996,687$127,983,889
31Clutinger Williams & Verhoye Inc$417,941$120,074,371$9,069,457$129,143,828
32Pacifica Wealth Advisors, Inc.$2,684,711$119,207,761$12,343,091$131,550,852
33Weinberger Asset Management, Inc$543,867$133,247,396$133,247,396
34Macroclimate Llc$4,762,531$133,350,868$133,350,868
35Holbrook Global Strategies$1,914,286$134,000,000$134,000,000
36Camelotta Advisors$638,367$133,727,358$329,742$134,057,100
37Investor'S Capital Management, Llc$302,549$127,063,509$8,478,311$135,541,820
38Simplex Wealth Management$279,472$127,174,720$8,648,907$135,823,627
39Awm Global Advisors$363,941$136,842,000$136,842,000
40Dobson Asset Management$391,582$134,849,694$2,595,608$137,445,302
41Fpc Investment Advisory, Inc.$340,709$139,350,104$139,350,104
42Worldview Wealth Advisors$1,246,696$139,630,000$139,630,000
43Clearview Investment Partners, Llc$199,068$138,402,736$1,740,853$140,143,589
44Castle Wealth Planning$1,185,551$142,266,112$142,266,112
45Jlfranklin Wealth Planning$800,113$142,420,041$142,420,041
46Cannon Beach Financial Advisors$213,632$96,120,720$46,371,706$142,492,426
47Hutchinson & Ziegler Financial Advisors, Inc.$605,985$143,618,506$143,618,506
48Grecu Capital Management, Inc.$520,566$133,042,670$10,633,604$143,676,274
49Robasciotti & Philipson$289,157$144,000,000$144,000,000
50Napa Wealth Management$297,326$144,202,988$144,202,988
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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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.