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
1Veripax Wealth Management, LLC$207,951$146,397,307$146,397,307
2Betterwealth LLC$233,025$245,417,359$6,948,749$252,366,108
3Cannon Beach Financial Advisors$243,237$100,242,238$60,050,678$160,292,916
4YellowBrickRoad Financial Advisors$243,721$265,061,951$837,221$265,899,172
5Pure Financial Advisors, Inc.$261,316$2,253,636,916$25,042,576$2,278,679,492
6Robasciotti & Philipson$265,393$125,000,000$125,000,000
7Jackson Financial Management$267,147$472,375,004$5,016,454$477,391,458
8Financial Alternatives, Inc.$284,813$204,298,206$482,639$204,780,845
9Morling Financial Advisors, LLC$292,433$212,598,965$212,598,965
10Investor's Capital Management$302,549$127,063,509$8,478,311$135,541,820
11Occidental Asset Management, LLC$328,896$271,339,071$271,339,071
12Elmwood Wealth Management$329,253$138,268,619$6,931,892$145,200,511
13Breen Wealth Management, LLC$331,429$116,000,000$116,000,000
14Hillegas Advisory Services, Inc.$334,150$98,845,504$9,753,133$108,598,637
15McCarthy Asset Management, Inc.$341,845$248,521,288$248,521,288
16Mine & Arao Wealth Creation And Management, LLC$343,128$113,918,517$113,918,517
17Tricord Advisors, Inc.$343,962$113,507,557$113,507,557
18Ma Private Wealth, LLC$346,074$413,212,916$413,212,916
19Silver Oak Wealth Advisors Services, LLC$355,607$162,867,794$162,867,794
20Rowling & Associates$356,498$326,261,068$27,741,410$354,002,478
21FPC Investment Advisory, Inc.$359,379$133,329,711$133,329,711
22Hamilton Wealth, LLC$362,041$135,462,718$18,042,654$153,505,372
23Asset Planning, Inc$367,010$262,247,719$1,265,747$263,513,466
24Financial Connections Group, Inc.$370,109$265,368,326$265,368,326
25Baker & Associates$370,479$141,023,540$21,616,879$162,640,419
26Mercer Global Advisors Inc.$372,273$10,323,500,129$363,717,228$10,687,217,357
27Silicon Valley Capital Partners, L.P.$375,363$374,612,297$374,612,297
28Silicon Valley Wealth Advisors$385,560$296,302,654$8,289,963$304,592,617
29HC Financial Advisors Inc$388,572$349,714,747$349,714,747
30Womack Wealth Management, Inc.$392,138$147,929,157$3,044,090$150,973,247
31Roof, Eidam & Maycock$393,098$511,430,285$32,223,604$543,653,889
32Dash Investments$394,444$149,494,291$149,494,291
33Abacus Wealth Partners$398,288$2,020,081,685$128,684,242$2,148,765,927
34Concord Investment Counsel$398,353$217,851,938$4,428,975$222,280,913
35Concentric Wealth Management$405,510$263,175,796$263,175,796
36Pillar Wealth Management, LLC$405,516$131,387,186$131,387,186
37Fortress Wealth Management, Inc.$406,486$235,761,682$235,761,682
38Brian D. Lowder, Inc.$412,592$250,856,158$250,856,158
39Meritas Wealth Management$424,977$345,081,447$345,081,447
40Dean Roland Russell, LLC$432,970$246,465,000$2,060,000$248,525,000
42Bell Investment Advisors Inc$440,392$413,666,946$46,102,505$459,769,451
43Inspired Financial$447,778$161,200,000$161,200,000
44Longview Financial Advisors, LLC$457,142$177,309,564$44,404,496$221,714,060
45Werba Rubin Papier Wealth Management$457,457$551,235,573$551,235,573
46Sage Stone Wealth Management LLC$458,812$124,091,378$3,458,442$127,549,820
47Curran & Lewis Investment Management, Inc.$460,330$236,149,152$236,149,152
48Blume Capital Management, Inc.$461,139$357,843,724$357,843,724
49Sage Rhino Capital LLC$462,634$426,085,931$426,085,931
50Bell & Brown Wealth Advisors, LLC$464,905$189,971,990$12,261,483$202,233,473
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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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