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