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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Seven Post Investment Office$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$228,391$3,324,287,304$129,439,518$3,453,726,822
4Scharf Investments, LLC$2,449,864$2,325,929,131$915,240,768$3,241,169,899
5Laurel Wealth Advisors, Inc.$313,996$896,550,000$263,350,000$1,159,900,000
6FundX Investment Group, LLC$1,118,518$809,807,001$809,807,001
7Towneley Capital Management$2,153,559$723,595,985$723,595,985
8Dhr Investment Counsel Ltd$279,951$649,485,152$649,485,152
9RVW Wealth LLC$331,119$544,691,451$544,691,451
10Sitrin Capital Management, LLC$676,137$410,995,000$17,000,000$427,995,000
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
17Quantum Capital Management$1,082,383$200,240,810$200,240,810
18C-J Advisory, Inc.$246,766$194,698,000$194,698,000
19Guardian Financial Partners, LLC$335,748$185,904,844$435,377$186,340,221
20Simplifi, Inc.$347,144$174,613,597$174,613,597
21Lifesteps Financial$225,424$153,018,968$11,766,014$164,784,982
22Gencap Portfolio Management$489,419$144,569,000$16,450,000$161,019,000
23TTP Investments, Inc.$228,666$154,349,827$154,349,827
24M Wealth Management, LLC$131,821$145,267,260$145,267,260
25Certified Planners, Inc.$209,894$141,604,677$283,521$141,888,198
26WWM Financial$131,563$128,558,584$11,424,114$139,982,698
27Measured Risk Portfolios$260,849$134,899,764$3,089,188$137,988,952
28Tax Efficient Asset Management Solution, Inc.$720,092$136,097,380$136,097,380
29Spectrum Capital Investment Group, Inc.$252,720$127,623,714$127,623,714
30Clay Northam Wealth Management$120,067$121,391,939$1,076,204$122,468,143
31Titan Capital Management, LLC$131,218$122,426,237$122,426,237
32O'Boyle Wealth Management, Inc.$124,630$104,300,000$13,600,000$117,900,000

Showing 1 to 32 of 32 entries

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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 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.

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