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
1Haydel, Biel & Associates$120,530$110,332,716$433,981$110,766,697
2Kachkovsky & Fisher, Inc.$129,926$89,635,990$10,796,886$100,432,876
3Stewart Wealth Management, Inc.$148,387$128,940,246$21,672,753$150,612,999
4Planned Solutions, Inc.$159,112$225,779,547$225,779,547
5Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
6Regatta Capital Group, Llc$164,721$234,020,772$89,656,268$323,677,040
7Brio Financial Group$169,499$306,098,857$63,070,312$369,169,169
8Mcnaughton Wealth Management, Llc$174,045$107,900,000$1,400,000$109,300,000
9Steel Peak Wealth Management, LLC$177,835$664,467,178$19,484,572$683,951,750
10Pathways Advisory Group, Inc.$188,049$162,662,723$162,662,723
11Ted Buchan & Company$190,396$119,540,688$31,062,457$150,603,145
12Parkshore Wealth Management$196,220$178,657,185$5,985,368$184,642,553
13Clearview Investment Partners, Llc$199,068$138,402,736$1,740,853$140,143,589
14Shira Ridge Wealth Management$199,423$118,038,739$5,204,864$123,243,603
15Praetorian Guard, A Division Of Praetorian Wealth Management,Inc$201,478$187,979,012$187,979,012
16Private Wealth Advisors$204,948$237,848,977$9,728,325$247,577,302
17Carlsbad Wealth Advisory Group, Inc.$210,924$149,123,286$149,123,286
18Davis & Seiley Wealth Management, Inc.$218,343$134,767,875$10,867,056$145,634,931
19Balboa Wealth Partners, Inc.$221,146$141,200,000$112,000$141,312,000
20Tabr Capital Management, Llc$221,566$135,819,911$135,819,911
21Tempus Wealth Planning, Llc$222,551$62,621,000$37,527,092$100,148,092
22Navalign, Llc$228,255$170,278,398$170,278,398
23Blue Summit Wealth Management$230,907$107,602,631$107,602,631
24Portfolio Advisors, Inc.$243,051$168,920,340$168,920,340
25Rhs Financial, Llc$243,692$95,140,839$5,016,767$100,157,606
26Reilly Financial Advisors$244,803$1,290,942,920$43,479,893$1,334,422,813
27One Degree Advisors, Inc.$244,880$166,170,303$3,531,765$169,702,068
28Gradient Capital Advisors, Llc$245,822$240,801,316$60,331,218$301,132,534
29Eclectic Associates, Inc.$249,545$610,269,856$117,153,637$727,423,493
30Aljian Capital Management$253,853$145,214,237$2,527,990$147,742,227
31Mraz, Amerine & Associates, Inc.$257,945$473,071,328$473,071,328
32De Groote Financial Group, Llc$261,202$239,000,000$239,000,000
33Wealth Resources Group$262,896$101,380,000$24,810,000$126,190,000
34Shone Asset Management Llc$269,840$224,930,304$4,433,616$229,363,920
35American Money Management, Llc$277,118$268,048,219$6,852,617$274,900,836
36Napa Wealth Management$278,311$135,537,443$135,537,443
37Regal Wealth Group Inc.$278,596$163,257,072$163,257,072
38Financial Designs Corporation$280,422$251,522,657$92,835,093$344,357,750
39Beacon Pointe Wealth Advisors$282,443$2,136,949,916$55,093,642$2,192,043,558
40Wp Advisors, Llc$292,367$219,204,964$10,887,786$230,092,750
41North Berkeley Investment Partners, Llc$292,876$306,430,000$12,512,000$318,942,000
42Symphony Financial Planning Llc$295,234$126,491,941$1,344,207$127,836,148
43Pennington Financial Group$306,913$187,523,917$187,523,917
44Garner Financial Management$309,232$119,054,383$119,054,383
45Walpole Financial Advisors, Llc$312,199$140,489,772$140,489,772
46Asset Dedication, Llc$313,455$990,831,486$990,831,486
47Fortress Wealth Management, Inc.$317,297$145,956,655$145,956,655
48Churchill Management Group$322,503$5,360,565,990$139,717,551$5,500,283,541
49Orin Green Financial, Llc$335,510$208,667,076$6,059,028$214,726,104
50Wilson & Boucher Capital Management, Llc$335,529$140,922,216$140,922,216
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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.