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
51Laurel Wealth Advisors, Inc.$321,290$925,935,274$168,698,431$1,094,633,705
52Pillar Pacific Capital Management$2,773,799$1,036,462,245$53,640,744$1,090,102,989
53California Financial Advisors$440,342$743,627,147$345,339,650$1,088,966,797
54Veris Wealth Partners$604,102$918,973,446$141,828,911$1,060,802,357
55Willow Creek Wealth Management, Inc.$497,558$969,387,606$77,475,235$1,046,862,841
56Miracle Mile Advisors, LLC$1,135,270$1,041,042,635$0$1,041,042,635
57Ashfield Capital Partners$1,697,904$1,018,583,323$18,836,162$1,037,419,485
58Equius Partners, Inc.$723,328$973,970,614$29,285,821$1,003,256,435
59Wealth Architects$557,218$930,863,769$67,671,002$998,534,771
60Delphi Private Advisors$1,494,283$948,869,532$0$948,869,532
61Main Street Research$615,609$946,191,102$0$946,191,102
62West Coast Financial$711,832$903,314,398$0$903,314,398
63Wacker Wealth Partners, LLC$1,532,184$884,531,371$7,199,913$891,731,284
64FundX Investment Group, LLC$1,300,906$882,014,209$0$882,014,209
65Dan Goldie Financial Services$742,981$0$874,488,735$874,488,735
66Private Asset Management Inc$509,800$866,151,000$0$866,151,000
67WESCAP Group$2,296,286$698,800,000$166,900,000$865,700,000
68Oakmont Corporation$22,760,154$864,885,864$0$864,885,864
69Asset Dedication, LLC$957,089$857,552,000$0$857,552,000
70Steel Peak Wealth Management, LLC$185,295$821,881,387$20,283,742$842,165,129
71Oakwood Capital Management LLC$1,062,104$830,565,570$0$830,565,570
72Argos Wealth Advisors LLC$7,567,111$817,248,015$0$817,248,015
73Frank, Rimerman Advisors LLC$10,110,330$720,122,931$88,703,488$808,826,419
74Ohana Advisors$71,756,356$64,536,390$724,783,529$789,319,919
75Christopher Weil & Co., Inc.$343,481$645,293,594$141,964,925$787,258,519
76Intellectus Partners, LLC$1,431,961$474,817,899$288,417,333$763,235,232
77Avitas Wealth Management, LLC$1,139,748$639,839,885$122,651,649$762,491,534
78Weatherly Asset Management$590,909$750,100,319$9,808,786$759,909,105
79Anchor Capital$7,219,516$758,049,189$0$758,049,189
80Eclectic Associates, Inc.$252,366$617,845,873$105,182,682$723,028,555
81Ensemble Capital Management$1,422,711$716,118,360$2,350,902$718,469,262
82Towneley Capital Management$2,146,277$716,856,415$0$716,856,415
83Cypress Wealth Advisors$2,767,471$501,621,760$212,385,880$714,007,640
84Libbie Agran Financial Services & Seminars$2,155,401$682,662,187$9,221,573$691,883,760
85SB Capital Management, Inc.$687,849$663,090,339$4,123,544$667,213,883
86Capital Advantage, Inc.$1,140,172$661,300,000$0$661,300,000
87Apriem Advisors$346,733$636,120,667$12,616,149$648,736,816
88Schnieders Capital Management$804,784$339,211,264$303,811,152$643,022,416
89Goldstein Munger + Associates$1,967,995$569,505,013$64,189,275$633,694,288
90Perigon Wealth Management$718,454$611,195,382$13,859,555$625,054,937
91Mosaic Financial Partners, Inc.$2,359,346$622,867,243$0$622,867,243
92Intersect Capital LLC$1,711,707$593,834,481$17,244,904$611,079,385
93Tarbox Family Office, Inc.$1,159,698$608,841,386$0$608,841,386
94Anodos Advisors$3,216,489$0$604,700,000$604,700,000
95Premier Financial Group Inc$575,073$469,908,705$112,064,662$581,973,367
96Cohen Capital Management Inc$4,125,431$577,560,405$0$577,560,405
97Werba Rubin Papier Wealth Management$1,279,412$569,338,261$0$569,338,261
98Telos Capital Management$424,294$568,978,097$0$568,978,097
99Roof, Eidam & Maycock$532,762$530,893,187$19,982,718$550,875,905
100Blankinship & Foster$615,558$528,764,279$0$528,764,279
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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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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