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
1Yoder Wealth Management$374,767$100,062,694$100,062,694
2Compass Financial Planning, Llc$9,326,131$2,163,040$100,424,398$102,587,438
3Camelotta Advisors$581,717$103,125,764$419,852$103,545,616
4Macroclimate Llc$4,708,289$103,582,351$103,582,351
5Oceaniq Capital, Llc$2,112,633$84,505,313$21,126,328$105,631,641
6Triad Investment Management, Llc$1,239,365$106,585,401$106,585,401
7Seldon Capital Llc$8,203,759$106,648,865$106,648,865
8Matrix Planning Inc$892,812$62,120,217$45,909,989$108,030,206
9Stephenson And Company, Inc.$766,204$108,034,697$108,034,697
10Hillegas Advisory Services, Inc.$334,150$98,845,504$9,753,133$108,598,637
11Jlfranklin Wealth Planning$690,465$111,164,902$111,164,902
12Willow Grove Advisors, Llc$369,977$112,098,447$4,511$112,102,958
13Tricord Advisors, Inc.$343,962$113,507,557$113,507,557
14Carmel Capital Management L.L.C.$1,127,723$113,900,000$113,900,000
15Mine & Arao Wealth Creation And Management, Llc$343,128$113,918,517$113,918,517
16Holbrook Global Strategies$1,642,857$115,000,000$115,000,000
17Breen Wealth Management, Llc$331,429$116,000,000$116,000,000
18Weinberger Asset Management, Inc$533,606$119,527,812$119,527,812
19Life Line Wealth Management Llc$783,232$93,464,000$27,937,000$121,401,000
20Grecu Capital Management, Inc.$466,517$115,151,661$7,542,416$122,694,077
21Allstreet Capital Llc$1,038,189$124,582,679$124,582,679
22Robasciotti & Philipson$265,393$125,000,000$125,000,000
23Sage Stone Wealth Management Llc$458,812$124,091,378$3,458,442$127,549,820
24Hutchinson & Ziegler Financial Advisors, Inc.$525,821$129,877,666$129,877,666
25Fpc Investment Advisory, Inc.$359,379$133,329,711$133,329,711
26Eiger Wealth Management, Llc$559,857$84,533,523$49,272,334$133,805,857
27Vine Street Wealth Management, Llc$855,647$128,101,273$7,090,956$135,192,229
28Investor'S Capital Management, Llc$302,549$127,063,509$8,478,311$135,541,820
29Catalina Capital Group, Llc$625,322$124,813,388$11,506,755$136,320,143
30Private Capital Management, Inc.$1,905,043$119,691,696$21,281,522$140,973,218
31South Bay Financial Partners$496,585$143,512,941$143,512,941
32Elmwood Wealth Management$329,253$138,268,619$6,931,892$145,200,511
33Veripax Wealth Management, Llc$207,951$146,397,307$146,397,307
34Benningfield Financial Advisors, Llc$523,978$146,713,741$146,713,741
35Victus Capital Wealth$901,840$141,000,000$6,000,000$147,000,000
36Knuff & Company Llc$2,400,632$148,839,162$148,839,162
37Dash Investments$394,444$149,494,291$149,494,291
38Curtis Advisory Group, Llc$733,801$149,695,380$149,695,380
39Womack Wealth Management, Inc.$392,138$147,929,157$3,044,090$150,973,247
40Caerus Investment Advisors, Llc$637,474$108,983,564$42,097,776$151,081,340
41Sharper & Granite Llc$476,019$152,326,000$152,326,000
42Hamilton Wealth, Llc$362,041$135,462,718$18,042,654$153,505,372
43Up Capital Management, Inc.$577,411$67,475,732$86,115,636$153,591,368
44Nwm Advisors, Llc$547,089$155,500,000$4,250,000$159,750,000
45Cannon Beach Financial Advisors$243,237$100,242,238$60,050,678$160,292,916
46Inspired Financial$447,778$161,200,000$161,200,000
47Baker & Associates$370,479$141,023,540$21,616,879$162,640,419
48Silver Oak Wealth Advisors Services, Llc$355,607$162,867,794$162,867,794
49Integral Financial Solutions, Llc$543,843$165,872,215$165,872,215
50Verity Wealth Advisors, Llc$1,124,644$168,696,606$168,696,606
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Showing 1 to 50 of 193 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.