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
251Cedarstone Advisors$771,464$113,215,076$961,599$114,176,675
252West Coast Financial, LLC$773,182$1,264,926,547$1,264,926,547
253QUANTUM CAPITAL MANAGEMENT$777,170$137,829,319$15,273,256$153,102,575
254Westmount Asset Management, LLC$779,050$3,052,940,348$65,596,133$3,118,536,481
255RUNNING POINT CAPITAL ADVISORS LLC$782,251$218,247,934$218,247,934
256Harold Davidson & Associates Inc$788,223$323,959,812$323,959,812
257Cardinal Point Wealth Management, LLC$794,211$554,579,872$11,692,815$566,272,687
258South Bay Financial Partners Group, Inc.$798,687$154,945,209$154,945,209
259Pacifica Wealth Advisors, Inc.$799,045$144,817,589$12,594,298$157,411,887
260Weatherly Asset Management Lp$815,876$1,018,183,828$9,820,014$1,028,003,842
261Neumann Capital Management, LLC$839,606$439,114,157$439,114,157
262Chequers Financial Management LLC$843,149$412,481,548$68,956,710$481,438,258
263Franklin, Joyce Lea$857,472$160,347,183$160,347,183
264Curtis Advisory Group, LLC$862,899$249,474,207$766,595$250,240,802
265Elm Advisors, LLC$896,755$259,284,460$79,688,964$338,973,424
266Asset Dedication, LLC$908,970$1,437,081,527$1,437,081,527
267Veris Wealth Partners, LLC$914,543$1,533,452,919$147,476,748$1,680,929,667
268Beta Wealth Group, Inc$922,102$342,100,000$342,100,000
269Adviceperiod, LLC$924,862$4,387,303,464$71,457,070$4,458,760,534
270Jess S. Morgan & Company., Inc.$925,681$181,433,454$181,433,454
271Lido Advisors, LLC$935,245$7,269,566,926$422,819,680$7,692,386,606
272VINTAGE WEST CAPITAL MANAGEMENT$939,461$135,327,022$159,663,725$294,990,747
273Gasber Financial Advisors, Inc$949,504$129,429,056$6,349,962$135,779,018
274Hutchinson Capital Management$954,158$637,124,389$6,932,135$644,056,524
275Prosperity Road, LLC$958,943$117,657,981$3,168,872$120,826,853
276Ariadne Wealth Management, Lp$959,059$278,104,900$8,653,621$286,758,521
277Waypoint Wealth Partners, Inc.$959,753$629,598,002$629,598,002
278Burleson & Company, LLC$981,507$645,504,267$134,793,423$780,297,690
279Canter Strategic Wealth Management, LLC$992,842$163,818,948$163,818,948
280Fairbanks Capital Management, Inc.$1,043,328$182,582,392$182,582,392
281Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
282Cardiff Park Advisors,LLC$1,044,254$52,892,344$2,116,022,686$2,168,915,030
283Miracle Mile Advisors, LLC$1,072,934$2,009,870,010$2,953,361$2,012,823,371
284ALLSTREET CAPITAL LLC$1,076,923$140,000,000$140,000,000
285Asset Planning, Inc$1,077,588$376,207,369$948,523$377,155,892
286Jackson Square Capital, LLC$1,078,069$239,452,006$69,953,767$309,405,773
287Tarbox Family Office, Inc.$1,080,208$841,481,772$841,481,772
288Dedicated Capital Advisors, LLC$1,082,106$91,133,764$13,830,536$104,964,300
289Oakwood Capital Management LLC$1,108,123$921,958,587$921,958,587
290Matrix Planning Inc$1,109,738$97,189,920$33,759,218$130,949,138
291Pariax, LLC$1,110,891$107,000,000$5,200,000$112,200,000
292Schnieders Capital Management, LLC.$1,112,312$463,920,886$561,630,907$1,025,551,793
293Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
294Dowling & Yahnke, LLC$1,132,361$5,699,173,134$5,699,173,134
295Nelson Capital Management, LLC$1,137,727$574,552,255$574,552,255
296Clearpath Capital Partners LLC$1,141,147$242,273,849$82,953,117$325,226,966
297Life Line Wealth Management LLC$1,167,073$239,677,305$1,906,839$241,584,144
298Oxley, Harry Keir$1,167,525$105,077,252$105,077,252
299Blue Zone Wealth Advisors, LLC$1,185,386$293,975,700$293,975,700
300Castle Wealth Planning LLC$1,185,551$142,266,112$142,266,112
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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.