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
101EWG Elevate Inc.$401,275$390,735,924$1,710,648$392,446,572
102Carter Financial, LLC$403,131$210,811,749$1,235,076$212,046,825
103Woodward Diversified Capital, LLC$404,995$390,414,891$390,414,891
104BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.$405,397$514,889,068$6,045,887$520,934,955
105Del Mar Wealth Management Inc$406,541$118,303,331$118,303,331
106WP Advisors, LLC$407,779$316,821,002$13,071,999$329,893,001
107ROWLING & ASSOCIATES$409,125$388,802,238$30,141,456$418,943,694
108Dobson Asset Management - Northern California$411,300$146,279,700$3,022,339$149,302,039
109Mine & Arao Wealth Creation And Management, LLC$413,921$174,260,743$174,260,743
110Great Gable Advisors, LLC$414,523$132,647,399$132,647,399
111Investor'S Capital Management, LLC$420,601$169,276,175$6,955,657$176,231,832
112Vance Wealth, Inc.$422,257$354,854,411$1,108,156$355,962,567
113AEQUITAS WEALTH MANAGEMENT, LLC$425,399$263,322,000$263,322,000
114Victus Captial Wealth, LLC$426,412$194,945,000$11,865,000$206,810,000
115Silver Oak Wealth Advisors Services, LLC$428,940$177,152,239$177,152,239
116Monterey Private Wealth, Inc.$429,851$671,865,099$27,931,534$699,796,633
117Bourke Wealth Management$431,908$113,263,397$1,192,289$114,455,686
118McCarthy Asset Management, Inc.$432,955$330,344,596$330,344,596
119Morling Financial Advisors, LLC$433,699$359,536,604$359,536,604
120Apriem Advisors$433,841$870,743,718$5,181,319$875,925,037
121MA Private Wealth, LLC$437,286$504,584,726$38,962,011$543,546,737
122J.P. King Advisors, Inc.$437,668$575,970,684$575,970,684
123Hayes Financial, Inc.$444,087$269,947,038$4,498,821$274,445,859
124Westhill Financial Advisors, Inc.$444,549$415,362,150$14,071,846$429,433,996
125Capital Advantage, Inc.$449,844$891,590,122$891,590,122
126Lowery Thomas, LLC$450,482$120,376,059$125,136,675$245,512,734
127Financial Avengers, Inc.$451,469$303,838,810$303,838,810
128Clutinger Williams & Verhoye Inc$452,407$114,555,490$10,308,972$124,864,462
129Womack Wealth Management, Inc.$455,580$208,773,202$3,982,496$212,755,698
130Retirement Capital Strategies, Inc.$455,928$272,644,923$272,644,923
131Orin Green Financial, LLC$461,437$336,286,684$2,869,249$339,155,933
132Stephenson And Company, Inc.$461,501$100,754,541$73,231,289$173,985,830
133Capital Cs Group, LLC$463,849$106,668,881$22,281,072$128,949,953
134ZRC Wealth Management, LLC$464,145$239,271,176$1,155,862$240,427,038
135Cerro Pacific Wealth Advisors, LLC$466,962$384,776,957$384,776,957
136Citrine Capital, LLC$467,906$109,022,110$109,022,110
137Parallel Advisors, LLC$468,887$3,809,512,141$2,074,154$3,811,586,295
138Oceaniq Capital, LLC$478,320$77,862,077$22,585,208$100,447,285
139Curran & Lewis Investment Management, Inc.$483,650$247,628,744$247,628,744
140Financial Connections Group, Inc.$485,321$370,785,066$370,785,066
141Rowling & Associates LLC$485,767$494,399,475$34,114,707$528,514,182
142Polaris Wealth Advisory Group, LLC$490,815$1,564,880,502$71,497,866$1,636,378,368
143Inspired Financial LLC$496,982$247,000,000$247,000,000
144Werba Rubin Papier Wealth Management, LLC$497,451$703,893,000$703,893,000
145HAMILTON WEALTH, LLC$498,784$219,354,009$24,052,534$243,406,543
146Pring/Turner Capital Group, Inc.$499,045$162,795,365$392,393$163,187,758
147Mission Creek Capital Partners, Inc.$500,961$466,394,226$466,394,226
148Archer Pointe Wealth Management, LLC$505,914$101,224,728$11,088,234$112,312,962
149Yoder Wealth Management, Inc.$508,084$146,836,311$146,836,311
150Hynes Advisory Inc.$514,966$299,162,439$33,064$299,195,503
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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.