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 | $113,802 | $109,381,760 | $323,023 | $109,704,783 |
| 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 | $158,279 | $160,970,251 | — | $160,970,251 |
| 6 | FALCON WEALTH PLANNING, INC. | $165,595 | $220,802,001 | $3,744,218 | $224,546,219 |
| 7 | ELEVAGE PARTNERS, LLC | $176,733 | $193,705,121 | $171,287 | $193,876,408 |
| 8 | FISCHER INVESTMENT STRATEGIES, LLC | $177,905 | $123,466,166 | — | $123,466,166 |
| 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 | REILLY FINANCIAL ADVISORS | $193,595 | $1,545,808,076 | $56,380,834 | $1,602,188,910 |
| 14 | O'BOYLE WEALTH MANAGEMENT, INC. | $193,652 | $188,011,160 | $17,841,104 | $205,852,264 |
| 15 | STEWART WEALTH MANAGEMENT, INC. | $193,988 | $170,765,629 | $30,788,055 | $201,553,684 |
| 16 | TRICORD ADVISORS, INC. | $195,189 | $146,391,706 | — | $146,391,706 |
| 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 | PARKSHORE WEALTH MANAGEMENT | $220,129 | $258,514,108 | $11,143,444 | $269,657,552 |
| 22 | PATHWAYS ADVISORY GROUP, INC. | $222,860 | — | $192,773,890 | $192,773,890 |
| 23 | REGATTA CAPITAL GROUP, LLC | $230,108 | $392,442,579 | $94,695,241 | $487,137,820 |
| 24 | CLEARVIEW INVESTMENT PARTNERS, LLC | $234,048 | $137,272,097 | $2,220,659 | $139,492,756 |
| 25 | AXIOM ADVISORY, LLC | $238,636 | $110,011,213 | — | $110,011,213 |
| 26 | PURE FINANCIAL ADVISORS, INC. | $240,672 | $2,243,999,364 | $22,650,486 | $2,266,649,850 |
| 27 | BLUE SUMMIT WEALTH MANAGEMENT | $243,045 | $116,904,690 | — | $116,904,690 |
| 28 | CERTIFIED PLANNERS, INC. | $244,377 | $157,779,294 | $332,492 | $158,111,786 |
| 29 | PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC | $245,414 | $244,186,888 | — | $244,186,888 |
| 30 | DAVIS & SEILEY WEALTH MANAGEMENT, INC. | $245,828 | $149,096,355 | $13,887,370 | $162,983,725 |
| 31 | TABR CAPITAL MANAGEMENT, LLC | $247,041 | $153,659,497 | — | $153,659,497 |
| 32 | MRAZ, AMERINE & ASSOCIATES, INC. | $248,643 | $414,735,919 | — | $414,735,919 |
| 33 | SHIRA RIDGE WEALTH MANAGEMENT | $253,442 | $165,244,249 | — | $165,244,249 |
| 34 | CARLSBAD WEALTH ADVISORY GROUP, INC. | $253,745 | $165,695,743 | — | $165,695,743 |
| 35 | GRIFFIN BLACK, INC. | $255,715 | $123,766,244 | — | $123,766,244 |
| 36 | PORTFOLIO ADVISORS, INC. | $255,730 | — | $190,518,544 | $190,518,544 |
| 37 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC | $260,683 | $119,653,268 | — | $119,653,268 |
| 38 | WILSEY ASSET MANAGEMENT INCORPORATED | $266,690 | $299,225,986 | — | $299,225,986 |
| 39 | PRIVATE WEALTH ADVISORS | $267,833 | $321,182,530 | $7,984,812 | $329,167,342 |
| 40 | NAVALIGN, LLC | $268,424 | $356,198,528 | — | $356,198,528 |
| 41 | AMERICAN MONEY MANAGEMENT, LLC | $268,957 | $310,273,701 | $6,557,781 | $316,831,482 |
| 42 | AFFINITY CAPITAL ADVISORS LLC | $271,136 | $248,782,252 | $32,114,445 | $280,896,697 |
| 43 | C-J ADVISORY, INC. | $276,113 | $220,338,431 | — | $220,338,431 |
| 44 | TTP INVESTMENTS, INC. | $276,132 | $208,755,630 | — | $208,755,630 |
| 45 | RHS FINANCIAL, LLC | $277,729 | $121,743,037 | $6,012,502 | $127,755,539 |
| 46 | LIFESTEPS FINANCIAL | $278,796 | $182,549,285 | $25,432,680 | $207,981,965 |
| 47 | ADVANTAGE CAPITAL ADVISORS, LLC | $278,903 | $107,377,534 | — | $107,377,534 |
| 48 | SIMPLEX WEALTH MANAGEMENT | $279,472 | $127,174,720 | $8,648,907 | $135,823,627 |
| 49 | ROBASCIOTTI & PHILIPSON | $289,157 | $144,000,000 | — | $144,000,000 |
| 50 | ASPIRE PLANNING ASSOCIATES, INC. | $290,372 | $110,922,151 | — | $110,922,151 |
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.
