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
1Compass Financial Planning, LLC$9,326,131$2,163,040$100,424,398$102,587,438
2Camelotta Advisors$581,717$103,125,764$419,852$103,545,616
3Triad Investment Management$1,239,365$106,585,401$106,585,401
4Matrix Planning Inc$892,812$62,120,217$45,909,989$108,030,206
5Hillegas Advisory Services, Inc.$334,150$98,845,504$9,753,133$108,598,637
6Aperio Group, Llc$996,849$107,577,528$3,072,677$110,650,205
7JLFranklin Wealth Planning$690,465$111,164,902$111,164,902
8Tricord Advisors, Inc.$343,962$113,507,557$113,507,557
9Carmel Capital Management LLC$1,127,723$113,900,000$113,900,000
10Mine & Arao Wealth Creation And Management, LLC$343,128$113,918,517$113,918,517
11Holbrook Global Strategies$1,642,857$115,000,000$115,000,000
12Breen Wealth Management, LLC$331,429$116,000,000$116,000,000
13Weinberger Asset Management, Inc$533,606$119,527,812$119,527,812
14Grecu Capital Management, Inc.$466,517$115,151,661$7,542,416$122,694,077
15Reis Investment Management, Inc.$537,561$123,638,967$123,638,967
16Allstreet Capital LLC$1,038,189$124,582,679$124,582,679
17Robasciotti & Philipson$265,393$125,000,000$125,000,000
18Sage Stone Wealth Management LLC$458,812$124,091,378$3,458,442$127,549,820
19Hutchinson & Ziegler Financial Advisors, Inc.$525,821$129,877,666$129,877,666
20Pillar Wealth Management, LLC$405,516$131,387,186$131,387,186
21FPC Investment Advisory, Inc.$359,379$133,329,711$133,329,711
22Vine Street Wealth Management, LLC$855,647$128,101,273$7,090,956$135,192,229
23Investor's Capital Management$302,549$127,063,509$8,478,311$135,541,820
24Catalina Capital Group, LLC$625,322$124,813,388$11,506,755$136,320,143
25Private Capital Management, Inc.$1,905,043$119,691,696$21,281,522$140,973,218
26South Bay Financial Partners$496,585$143,512,941$143,512,941
27Elmwood Wealth Management$329,253$138,268,619$6,931,892$145,200,511
28Veripax Wealth Management, LLC$207,951$146,397,307$146,397,307
29Benningfield Financial Advisors$523,978$146,713,741$146,713,741
30Victus Capital Wealth$901,840$141,000,000$6,000,000$147,000,000
31Dash Investments$394,444$149,494,291$149,494,291
32Curtis Advisory Group$733,801$149,695,380$149,695,380
33Wealth Analytics Partners, LLC$1,127,581$149,968,253$149,968,253
34Womack Wealth Management, Inc.$392,138$147,929,157$3,044,090$150,973,247
35Caerus Investment Advisors, LLC$637,474$108,983,564$42,097,776$151,081,340
36Athena Investment Management$523,207$149,025,689$2,181,073$151,206,762
37Sharper & Granite LLC$476,019$152,326,000$152,326,000
38Hamilton Wealth, LLC$362,041$135,462,718$18,042,654$153,505,372
39Up Capital Management, Inc.$577,411$67,475,732$86,115,636$153,591,368
40Cannon Beach Financial Advisors$243,237$100,242,238$60,050,678$160,292,916
41Inspired Financial$447,778$161,200,000$161,200,000
42Baker & Associates$370,479$141,023,540$21,616,879$162,640,419
43Silver Oak Wealth Advisors Services, LLC$355,607$162,867,794$162,867,794
44Integral Financial Solutions, LLC$543,843$165,872,215$165,872,215
45Verity Wealth Advisors$1,124,644$168,696,606$168,696,606
46New Market Wealth Management, LLC$527,825$160,373,388$8,530,768$168,904,156
47Palo Alto Wealth Advisors, LLC$491,625$132,997,432$39,071,310$172,068,742
48JDH Wealth Management, LLC$620,667$173,166,218$173,166,218
49Cardinal Point Wealth Management, LLC$504,550$174,944,209$134,549$175,078,758
50Bennicas & Associates$1,453,250$178,749,688$178,749,688
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Showing 1 to 50 of 183 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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