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
1ZRC Wealth Management, LLC$464,145$239,271,176$1,155,862$240,427,038
2Yoder Wealth Management, Inc.$508,084$146,836,311$146,836,311
3WP Advisors, LLC$407,779$316,821,002$13,071,999$329,893,001
4Worthpointe, LLC$521,612$692,701,264$692,701,264
5WORLDVIEW WEALTH ADVISORS$1,246,696$139,630,000$139,630,000
6Woodward Diversified Capital, LLC$404,995$390,414,891$390,414,891
7Womack Wealth Management, Inc.$455,580$208,773,202$3,982,496$212,755,698
8Wolman Wealth Management, Inc.$3,630,650$210,577,693$210,577,693
9Wolff Wiese Magana LLC$195,186$274,303,336$14,962,302$289,265,638
10Wimmer Associates I, LLC$2,307,900$344,608,000$24,656,000$369,264,000
11WILSON & BOUCHER CAPITAL MANAGEMENT, LLC$384,524$161,115,762$161,115,762
12Wilsey Asset Management Incorporated$300,978$360,270,737$360,270,737
13Willow Grove Advisors, LLC$381,441$138,459,220$3,693$138,462,913
14Willow Creek Wealth Management, Inc.$590,021$1,296,488,990$84,749,517$1,381,238,507
15WFA WEALTH MANAGERS$387,387$262,454,427$26,149,170$288,603,597
16Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
17Westshore Wealth, LLC$668,911$389,938,970$8,063,366$398,002,336
18Westmount Asset Management, LLC$779,050$3,052,940,348$65,596,133$3,118,536,481
19Westhill Financial Advisors, Inc.$444,549$415,362,150$14,071,846$429,433,996
20Western Financial Corporation$591,276$183,886,684$183,886,684
21Westend Capital Management, LLC.$749,085$158,056,900$158,056,900
22West Coast Financial, LLC$773,182$1,264,926,547$1,264,926,547
23Wescap Management Group, Inc.$2,452,294$649,400,000$152,500,000$801,900,000
24Werba Rubin Papier Wealth Management, LLC$497,451$703,893,000$703,893,000
25Weinberger Asset Management, Inc$563,010$159,331,713$159,331,713
26Weatherly Asset Management Lp$815,876$1,018,183,828$9,820,014$1,028,003,842
27Wealthvalues, LLC$2,262,468$391,406,928$391,406,928
28Wealth Quest Partners, Inc.$358,889$106,590,112$106,590,112
29Wealth Architects, LLC$541,203$1,248,533,331$92,568,487$1,341,101,818
30Wealth Analytics Partners, LLC$587,172$213,143,348$213,143,348
31Waypoint Wealth Partners, Inc.$959,753$629,598,002$629,598,002
32Ward & Associates$4,014,621$201,038,193$11,736,733$212,774,926
33WALPOLE FINANCIAL ADVISORS, LLC$350,201$154,438,694$154,438,694
34Walker Financial Advisors, Inc. Dba California 457 Benefits$516,004$140,467,268$27,233,960$167,701,228
35Wade Financial Advisory, Inc.$2,021,604$428,618,710$131,365,557$559,984,267
36Wacker Wealth Partners, LLC$1,668,311$1,044,291,815$6,744,006$1,051,035,821
37Vista Advisor Group, LLC$372,356$130,777,445$5,504,916$136,282,361
38VINTAGE WEST CAPITAL MANAGEMENT$939,461$135,327,022$159,663,725$294,990,747
39Victus Captial Wealth, LLC$426,412$194,945,000$11,865,000$206,810,000
40Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
41Verity Wealth Advisors, LLC$4,091,254$208,653,946$208,653,946
42Veris Wealth Partners, LLC$914,543$1,533,452,919$147,476,748$1,680,929,667
43Veripax Wealth Management, Inc.$219,420$195,342,823$379,464$195,722,287
44Vantage Wealth Management, LLC$348,024$446,000,000$12,000,000$458,000,000
45Vance Wealth, Inc.$422,257$354,854,411$1,108,156$355,962,567
46Van Strum & Towne Inc$1,277,539$301,769,225$43,166,175$344,935,400
47Up Capital Management, Inc.$569,962$109,491,089$85,435,842$194,926,931
48TTP Investments, Inc.$286,282$226,449,066$226,449,066
49Tricord Advisors, Inc.$194,688$152,441,018$152,441,018
50Triad Investment Management, LLC$1,521,537$103,464,506$103,464,506
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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) not one who is an insurance company or agency.

Database last updated on July 2021.