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
1HBA Advisors, LLC$113,802$109,381,760$323,023$109,704,783
2ACap Asset Management, Inc.$124,925$113,833,411$23,084,708$136,918,119
3Jack Keeter & Associates, Inc.$150,836$106,325,241$12,985,874$119,311,115
4Elevage Partners, LLC$150,937$185,351,045$185,351,045
5Falcon Wealth Planning, Inc.$175,640$287,450,269$1,653,099$289,103,368
6Kachkovsky & Fisher, Inc.$178,491$148,183,308$11,030,642$159,213,950
7McNaughton Wealth Management, LLC$194,147$139,681,293$2,045,863$141,727,156
8Tricord Advisors, Inc.$194,688$152,441,018$152,441,018
9Wolff Wiese Magana LLC$195,186$274,303,336$14,962,302$289,265,638
10Fischer Investment Strategies, LLC$196,064$142,538,703$142,538,703
11Clay Northam Wealth Management, LLC$200,913$209,551,845$209,551,845
12Stewart Wealth Management, Inc.$201,204$204,292,256$34,537,395$238,829,651
13O'Boyle Wealth Management, Inc.$203,527$201,788,113$23,922,990$225,711,103
14Planned Solutions Financial & Insurance Services, Inc.$205,315$333,276,488$7,547,029$340,823,517
15Tempus Wealth Planning, LLC$216,392$119,662,565$43,064,167$162,726,732
16Veripax Wealth Management, Inc.$219,420$195,342,823$379,464$195,722,287
17Sam Advisors, LLC$220,921$279,285,387$5,923,936$285,209,323
18Pathways Advisory Group, Inc.$230,356$203,173,711$203,173,711
19Measured Risk Portfolios, Inc.$230,492$193,248,384$4,282,999$197,531,383
20CLEARVIEW INVESTMENT PARTNERS, LLC$234,048$137,272,097$2,220,659$139,492,756
21David S Reinders, Inc.$235,458$138,920,045$138,920,045
22C-J Advisory, Inc.$241,474$207,909,075$207,909,075
23Ted Buchan & Company, LLC$244,480$198,190,287$29,420,903$227,611,190
24Topel & Distasi Wealth Management, LLC$252,241$131,670,000$131,670,000
25Davis & Seiley Wealth Management, Inc.$252,580$152,812,000$15,406,184$168,218,184
26Blue Summit Financial Group, Inc.$257,983$132,861,287$132,861,287
27Parkshore Wealth Management$258,759$312,126,238$28,918,182$341,044,420
28Lewis Asset Management, LLC$260,861$112,370,767$5,799,459$118,170,226
29Certified Planners, Inc.$262,113$169,849,329$169,849,329
30Portfolio Advisors, Inc.$264,189$205,010,504$205,010,504
31Amara Financial, LLC$265,373$66,516,613$40,428,669$106,945,282
32Axiom Advisory, LLC$269,005$150,249,438$124,155$150,373,593
33Impact Investors, Inc.$269,314$177,954,966$43,690,534$221,645,500
34Kaizen Financial Strategies, LLC$271,089$141,127,050$1,194,517$142,321,567
35RHS Financial, LLC$274,733$140,975,270$6,831,287$147,806,557
36TABR Capital Management, LLC$280,924$165,744,978$165,744,978
37Griffin Black, Inc.$281,548$147,531,179$147,531,179
38Carbahal Olsen Financial Services Group LLC$282,545$129,776,658$3,301,805$133,078,463
39Private Wealth Advisors, LLC$283,754$345,729,624$167,091$345,896,715
40Fortress Wealth Management, Inc.$284,160$218,229,702$573,260$218,802,962
41Hendershott Wealth Management, LLC$285,539$113,073,448$113,073,448
42TTP Investments, Inc.$286,282$226,449,066$226,449,066
43Regatta Capital Group, LLC$286,953$563,612,476$119,048,528$682,661,004
44Robasciotti & Associates , Inc.$288,931$154,000,000$154,000,000
45Praetorian Wealth Management, Inc.$294,914$321,268,876$2,251,913$323,520,789
46Financial Designs Corporation$296,334$300,814,499$95,976,757$396,791,256
47Navalign, LLC$297,974$404,947,000$404,947,000
48Wilsey Asset Management Incorporated$300,978$360,270,737$360,270,737
49Lifesteps Financial, Inc.$302,654$204,042,068$35,659,687$239,701,755
50ALJIAN CAPITAL MANAGEMENT$304,170$183,797,669$3,266,641$187,064,310
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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 Carline Murphy.

*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.