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
1Asset Dedication, Llc$24,793$1,235,044,177$1,235,044,177
2Haydel, Biel & Associates$120,530$110,332,716$433,981$110,766,697
3Kachkovsky & Fisher, Inc.$146,387$114,598,670$8,219,633$122,818,303
4Brio Financial Group$148,659$484,993,925$79,822$485,073,747
5Clay Northam Wealth Management$158,280$160,970,251$160,970,251
6Elevage Partners, Llc$176,733$193,705,121$171,287$193,876,408
7Fischer Investment Strategies, Llc$177,905$123,466,166$123,466,166
8Reilly Financial Advisors$177,912$1,302,906,016$47,268,679$1,350,174,695
9Wwm Financial$180,532$235,355,075$13,778,876$249,133,951
10Measured Risk Portfolios$181,328$146,764,593$4,643,984$151,408,577
11Planned Solutions, Inc.$181,846$280,042,550$280,042,550
12One Degree Advisors, Inc.$192,740$216,573,309$3,921,717$220,495,026
13O'Boyle Wealth Management, Inc.$193,652$188,011,160$17,841,104$205,852,264
14Stewart Wealth Management, Inc.$193,988$170,765,629$30,788,055$201,553,684
15Tricord Advisors, Inc.$195,189$146,391,706$146,391,706
16Clearview Investment Partners, Llc$199,068$138,402,736$1,740,853$140,143,589
17Ted Buchan & Company$202,640$152,164,222$26,766,754$178,930,976
18Veripax Wealth Management, Llc$202,650$173,754,120$1,335,510$175,089,630
19Cannon Beach Financial Advisors$213,632$96,120,720$46,371,706$142,492,426
20Tempus Wealth Planning, Llc$216,674$114,350,946$40,787,760$155,138,706
21Pathways Advisory Group, Inc.$222,860$192,773,890$192,773,890
22Regatta Capital Group, Llc$230,108$392,442,579$94,695,241$487,137,820
23Axiom Advisory, Llc$238,636$110,011,213$110,011,213
24Pure Financial Advisors, Inc.$240,672$2,243,999,364$22,650,486$2,266,649,850
25Balboa Wealth Partners, Inc.$243,592$193,784,400$114,600$193,899,000
26Steel Peak Wealth Management, Llc$244,096$957,673,366$18,953,053$976,626,419
27Certified Planners, Inc.$244,377$157,779,294$332,492$158,111,786
28Praetorian Guard, A Division Of Praetorian Wealth Management,Inc$245,414$244,186,888$244,186,888
29Tabr Capital Management, Llc$247,041$153,659,497$153,659,497
30Mraz, Amerine & Associates, Inc.$248,643$414,735,919$414,735,919
31Carlsbad Wealth Advisory Group, Inc.$253,745$165,695,743$165,695,743
32Griffin Black, Inc.$255,715$123,766,244$123,766,244
33Private Wealth Advisors$267,833$321,182,530$7,984,812$329,167,342
34Navalign, Llc$268,424$356,198,528$356,198,528
35American Money Management, Llc$268,957$310,273,701$6,557,781$316,831,482
36Ttp Investments, Inc.$276,132$208,755,630$208,755,630
37Rhs Financial, Llc$277,729$121,743,037$6,012,502$127,755,539
38Lifesteps Financial$278,796$182,549,285$25,432,680$207,981,965
39Advantage Capital Advisors, Llc$278,903$107,377,534$107,377,534
40Simplex Wealth Management$279,472$127,174,720$8,648,907$135,823,627
41Robasciotti & Philipson$289,157$144,000,000$144,000,000
42Aspire Planning Associates, Inc.$290,372$110,922,151$110,922,151
43Gradient Capital Advisors, Llc$293,202$296,491,798$69,717,639$366,209,437
44Alphacore Capital Llc$295,581$420,723,808$2,252,479$422,976,287
45Global Financial Advisory Services, Inc.$296,140$110,164,052$110,164,052
46Napa Wealth Management$297,326$144,202,988$144,202,988
47Investor'S Capital Management, Llc$302,549$127,063,509$8,478,311$135,541,820
48Eclectic Associates, Inc.$302,648$688,219,051$133,772,023$821,991,074
49Financial Designs Corporation$303,462$287,436,964$94,621,221$382,058,185
50Fortress Wealth Management, Inc.$309,270$157,308,834$1,037,338$158,346,172
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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.