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
51Advantage Capital Advisors, LLC$304,241$131,736,302$131,736,302
52Cannon Beach Consultants Inc$305,516$128,552,301$68,505,479$197,057,780
53Global Financial Advisory Services, Inc.$305,710$124,423,884$124,423,884
54Financial Alternatives, Inc.$306,075$241,303,257$3,862,872$245,166,129
55Aspire Planning Associates, Inc.$310,162$123,444,466$123,444,466
56Manhattan West Asset Management, LLC$310,499$144,404,410$59,904,107$204,308,517
57Carlsbad Wealth Advisory Group, Inc.$310,940$196,824,814$196,824,814
58Simplex Wealth Management, LLC$312,103$176,987,979$5,904,376$182,892,355
59Betterwealth LLC$313,380$337,898,692$7,445,530$345,344,222
60Pure Financial Advisors, Inc.$315,989$3,252,712,647$38,940,547$3,291,653,194
61Litton Financial, LLC$317,789$279,972,495$279,972,495
62American Money Management, LLC$319,241$382,450,072$10,535,248$392,985,320
63Mraz, Amerine & Associates, Inc.$332,458$499,019,550$499,019,550
64Gradient Capital Advisors, LLC$332,999$347,593,375$73,317,531$420,910,906
65KCS Wealth Advisory, LLC$333,183$272,210,173$272,210,173
66Eclectic Associates, Inc.$334,664$774,972,448$146,021,897$920,994,345
67Lighthouse Financial Services Inc$346,122$347,160,859$347,160,859
68Vantage Wealth Management, LLC$348,024$446,000,000$12,000,000$458,000,000
69Integrity Wealth Partners, LLC$348,255$144,874,134$144,874,134
70Shira Ridge Wealth Management$348,548$209,825,991$209,825,991
71Alsari Wealth Management Global Advisors, LLC$349,854$120,000,000$120,000,000
72WALPOLE FINANCIAL ADVISORS, LLC$350,201$154,438,694$154,438,694
73North Berkeley Wealth Management, LLC$353,591$468,207,726$17,272,319$485,480,045
74Dash Acquisitions Inc.$354,546$191,454,826$191,454,826
75Symphony Financial Planning LLC$356,408$165,774,529$2,093,577$167,868,106
76Wealth Quest Partners, Inc.$358,889$106,590,112$106,590,112
77De Groote Financial Group, LLC$360,116$420,615,000$420,615,000
78Pachira Investments, Inc.$363,142$167,378,789$44,332,807$211,711,596
79Occidental Asset Management, LLC$363,867$422,085,914$422,085,914
80Garner Financial Management, Inc.$364,825$127,581,122$7,769,045$135,350,167
81Echo45 Advisors LLC$365,839$120,726,820$120,726,820
82Breen Wealth Management, LLC$366,607$170,472,028$170,472,028
83FPC Investment Advisory, Inc.$371,049$163,632,689$163,632,689
84Regal Wealth Group Inc.$372,306$212,586,730$212,586,730
85Vista Advisor Group, LLC$372,356$130,777,445$5,504,916$136,282,361
86Insight Wealth Strategies, LLC$372,671$780,373,193$780,373,193
87Koa Wealth Management, LLC$374,843$126,756,132$24,305,475$151,061,607
88Churchill Management Corp$376,720$6,449,541,312$117,066,019$6,566,607,331
89Concord Investment Counsel$377,660$197,292,533$2,867,197$200,159,730
90Ball & Company$379,252$165,733,320$165,733,320
91Chico Wealth Ria, Inc.$380,235$275,301,597$19,000,000$294,301,597
92Hillegas Advisory Services, Inc.$381,093$112,740,253$16,831,317$129,571,570
93Monarch Wealth Strategies$381,222$249,319,052$249,319,052
94Willow Grove Advisors, LLC$381,441$138,459,220$3,693$138,462,913
95WILSON & BOUCHER CAPITAL MANAGEMENT, LLC$384,524$161,115,762$161,115,762
96Effective Assets, Inc.$386,486$127,348,529$6,762,166$134,110,695
97Integral Investment Advisors, Inc.$386,540$140,121,476$43,871,354$183,992,830
98WFA WEALTH MANAGERS$387,387$262,454,427$26,149,170$288,603,597
99Traverso Chambers Private Wealth Management, LLC$395,068$392,302,815$392,302,815
100Elmwood Wealth Management, Inc.$400,658$192,280,963$4,842,601$197,123,564
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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.