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
1O'Boyle Wealth Management, Inc.$124,630$104,300,000$13,600,000$117,900,000
2Clay Northam Wealth Management$120,067$121,391,939$1,076,204$122,468,143
3Titan Capital Management, LLC$131,218$122,426,237$122,426,237
4Spectrum Capital Investment Group, Inc.$252,720$127,623,714$127,623,714
5WWM Financial$131,563$128,558,584$11,424,114$139,982,698
6Measured Risk Portfolios$260,849$134,899,764$3,089,188$137,988,952
7Tax Efficient Asset Management Solution, Inc.$720,092$136,097,380$136,097,380
8Certified Planners, Inc.$209,894$141,604,677$283,521$141,888,198
9Gencap Portfolio Management$489,419$144,569,000$16,450,000$161,019,000
10M Wealth Management, LLC$131,821$145,267,260$145,267,260
11Lifesteps Financial$225,424$153,018,968$11,766,014$164,784,982
12TTP Investments, Inc.$228,666$154,349,827$154,349,827
13Simplifi, Inc.$347,144$174,613,597$174,613,597
14Guardian Financial Partners, LLC$335,748$185,904,844$435,377$186,340,221
15C-J Advisory, Inc.$246,766$194,698,000$194,698,000
16Quantum Capital Management$1,082,383$200,240,810$200,240,810
17Financial Avengers, Inc.$290,860$202,398,322$5,566,884$207,965,206
18Core Financial$303,221$212,498,000$363,000$212,861,000
19Elevage Partners, LLC$129,145$231,559,356$126,796$231,686,152
20Harold Davidson & Associates Inc$569,933$241,651,800$241,651,800
21Lighthouse Financial Services Inc$278,128$247,456,591$1,468,053$248,924,644
22NWK Group$934,078$264,343,963$264,343,963
23Sitrin Capital Management, LLC$676,137$410,995,000$17,000,000$427,995,000
24RVW Wealth LLC$331,119$544,691,451$544,691,451
25Dhr Investment Counsel Ltd$279,951$649,485,152$649,485,152
26Towneley Capital Management$2,153,559$723,595,985$723,595,985
27FundX Investment Group, LLC$1,118,518$809,807,001$809,807,001
28Laurel Wealth Advisors, Inc.$313,996$896,550,000$263,350,000$1,159,900,000
29Litman Gregory Asset Management, LLC$3,141,880$1,706,901,120$2,562,914,417$4,269,815,537
30Scharf Investments, LLC$2,449,864$2,325,929,131$915,240,768$3,241,169,899
31Hanson Mcclain Advisors$228,391$3,324,287,304$129,439,518$3,453,726,822
32Seven Post Investment Office$29,906,015$4,282,980,859$232,827,417$4,515,808,276

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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