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.


# of employees


Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Seven Post Investment Office Lp$29,906,015$4,282,980,859$232,827,417$4,515,808,276
2Litman Gregory Asset Management, LLC$3,141,880$1,706,901,120$2,562,914,417$4,269,815,537
3Hanson Mcclain Advisors$251,487$4,080,810,765$127,565,874$4,208,376,639
4Scharf Investments, LLC$2,449,864$2,325,929,131$915,240,768$3,241,169,899
5Fairview Capital$3,972,907$1,821,290,607$6,246,460$1,827,537,067
6Laurel Wealth Advisors, Inc.$319,909$1,066,036,385$178,409,768$1,244,446,153
7Fundx Investment Group, Llc$1,118,518$809,807,001$809,807,001
8Towneley Capital Management, Inc.$2,153,559$723,595,985$723,595,985
9Sitrin Capital Management, Llc$676,137$410,995,000$17,000,000$427,995,000
10Alphacore Capital Llc$281,635$390,430,742$4,984,820$395,415,562
11Nwk Group$934,078$264,343,963$264,343,963
12Lighthouse Financial Services Inc$278,128$247,456,591$1,468,053$248,924,644
13Harold Davidson & Associates Inc$569,933$241,651,800$241,651,800
14Elevage Partners, Llc$129,145$231,559,356$126,796$231,686,152
15Core Financial$303,221$212,498,000$363,000$212,861,000
16Financial Avengers, Inc.$290,860$202,398,322$5,566,884$207,965,206
17Kaye Capital Management$356,961$196,658,581$5,024,331$201,682,912
18Quantum Capital Management$1,082,383$200,240,810$200,240,810
19C-J Advisory, Inc.$246,766$194,698,000$194,698,000
20Guardian Financial Partners, Llc$335,748$185,904,844$435,377$186,340,221
215T Wealth, Llc$498,904$176,445,268$9,147,063$185,592,331
22Retirement Capital Strategies, Inc.$318,242$177,579,270$177,579,270
23Simplifi, Inc.$347,144$174,613,597$174,613,597
24Kcs Wealth Advisory$260,791$169,774,868$169,774,868
25Lifesteps Financial$225,424$153,018,968$11,766,014$164,784,982
26Gencap Portfolio Management$489,419$144,569,000$16,450,000$161,019,000
27Ttp Investments, Inc.$228,666$154,349,827$154,349,827
28M Wealth Management, Llc$131,821$145,267,260$145,267,260
29Certified Planners, Inc.$209,894$141,604,677$283,521$141,888,198
30Wwm Financial$131,563$128,558,584$11,424,114$139,982,698
31Measured Risk Portfolios$260,849$134,899,764$3,089,188$137,988,952
32Tax Efficient Asset Management Solution, Inc.$720,092$136,097,380$136,097,380
33Spectrum Capital Investment Group, Inc.$252,720$127,623,714$127,623,714
34Pacific Financial Strategies, Inc$398,240$127,436,689$127,436,689
35Clay Northam Wealth Management$120,067$121,391,939$1,076,204$122,468,143
36Titan Capital Management, Llc$131,218$122,426,237$122,426,237
37O'Boyle Wealth Management, Inc.$124,630$104,300,000$13,600,000$117,900,000
38Fischer Investment Strategies, Llc$159,669$109,213,476$109,213,476
39Kaizen Financial Strategies, Llc$246,819$100,948,955$100,948,955

Showing 1 to 39 of 39 entries

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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.