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$113,802$109,381,760$323,023$109,704,783
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$158,279$160,970,251$160,970,251
6FALCON WEALTH PLANNING, INC.$165,595$220,802,001$3,744,218$224,546,219
7ELEVAGE PARTNERS, LLC$176,733$193,705,121$171,287$193,876,408
8FISCHER INVESTMENT STRATEGIES, LLC$177,905$123,466,166$123,466,166
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
13REILLY FINANCIAL ADVISORS$193,595$1,545,808,076$56,380,834$1,602,188,910
14O'BOYLE WEALTH MANAGEMENT, INC.$193,652$188,011,160$17,841,104$205,852,264
15STEWART WEALTH MANAGEMENT, INC.$193,988$170,765,629$30,788,055$201,553,684
16TRICORD ADVISORS, INC.$195,189$146,391,706$146,391,706
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
21PARKSHORE WEALTH MANAGEMENT$220,129$258,514,108$11,143,444$269,657,552
22PATHWAYS ADVISORY GROUP, INC.$222,860$192,773,890$192,773,890
23REGATTA CAPITAL GROUP, LLC$230,108$392,442,579$94,695,241$487,137,820
24CLEARVIEW INVESTMENT PARTNERS, LLC$234,048$137,272,097$2,220,659$139,492,756
25AXIOM ADVISORY, LLC$238,636$110,011,213$110,011,213
26PURE FINANCIAL ADVISORS, INC.$240,672$2,243,999,364$22,650,486$2,266,649,850
27BLUE SUMMIT WEALTH MANAGEMENT$243,045$116,904,690$116,904,690
28CERTIFIED PLANNERS, INC.$244,377$157,779,294$332,492$158,111,786
30DAVIS & SEILEY WEALTH MANAGEMENT, INC.$245,828$149,096,355$13,887,370$162,983,725
31TABR CAPITAL MANAGEMENT, LLC$247,041$153,659,497$153,659,497
32MRAZ, AMERINE & ASSOCIATES, INC.$248,643$414,735,919$414,735,919
33SHIRA RIDGE WEALTH MANAGEMENT$253,442$165,244,249$165,244,249
34CARLSBAD WEALTH ADVISORY GROUP, INC.$253,745$165,695,743$165,695,743
35GRIFFIN BLACK, INC.$255,715$123,766,244$123,766,244
36PORTFOLIO ADVISORS, INC.$255,730$190,518,544$190,518,544
37CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC$260,683$119,653,268$119,653,268
38WILSEY ASSET MANAGEMENT INCORPORATED$266,690$299,225,986$299,225,986
39PRIVATE WEALTH ADVISORS$267,833$321,182,530$7,984,812$329,167,342
40NAVALIGN, LLC$268,424$356,198,528$356,198,528
41AMERICAN MONEY MANAGEMENT, LLC$268,957$310,273,701$6,557,781$316,831,482
42AFFINITY CAPITAL ADVISORS LLC$271,136$248,782,252$32,114,445$280,896,697
43C-J ADVISORY, INC.$276,113$220,338,431$220,338,431
44TTP INVESTMENTS, INC.$276,132$208,755,630$208,755,630
45RHS FINANCIAL, LLC$277,729$121,743,037$6,012,502$127,755,539
46LIFESTEPS FINANCIAL$278,796$182,549,285$25,432,680$207,981,965
47ADVANTAGE CAPITAL ADVISORS, LLC$278,903$107,377,534$107,377,534
48SIMPLEX WEALTH MANAGEMENT$279,472$127,174,720$8,648,907$135,823,627
49ROBASCIOTTI & PHILIPSON$289,157$144,000,000$144,000,000
50ASPIRE PLANNING ASSOCIATES, INC.$290,372$110,922,151$110,922,151
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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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.