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
51Lindbrook Capital$847,204$781,900,000$142,400,000$924,300,000
52Willow Creek Wealth Management, Inc.$1,285,457$841,367,092$62,308,969$903,676,061
53Pillar Pacific Capital Management$2,323,697$846,502,736$41,149,538$887,652,274
54Perigon Wealth Management$1,190,925$868,804,147$13,671,466$882,475,613
55WESCAP Group$2,032,460$709,427,132$160,465,628$869,892,760
56FundX Investment Group, LLC$1,257,353$867,573,890$0$867,573,890
57Monograph Wealth Advisors, LLC$2,352,153$822,686,468$42,905,730$865,592,198
58Laurel Wealth Advisors, Inc.$228,580$593,024,189$271,920,950$864,945,139
59Private Asset Management Inc$528,261$826,200,000$0$826,200,000
60Wealth Architects$456,464$754,432,271$61,269,462$815,701,733
61Schultz Collins$4,792,600$0$809,949,452$809,949,452
62West Coast Financial$704,550$775,005,230$0$775,005,230
63Wacker Wealth Partners, LLC$1,329,291$749,409,107$5,628,013$755,037,120
64Miracle Mile Advisors, LLC$1,113,435$753,795,823$0$753,795,823
65Argos Wealth Advisors LLC$6,414,957$750,550,020$0$750,550,020
66Delphi Private Advisors$1,156,589$746,000,000$0$746,000,000
67Dan Goldie Financial Services$625,713$0$738,341,607$738,341,607
68Main Street Research$500,521$709,238,665$0$709,238,665
69Steel Peak Wealth Management, LLC$430,977$681,594,722$20,035,870$701,630,592
70Libbie Agran Financial Services & Seminars$2,155,401$682,662,187$9,221,573$691,883,760
71Eclectic Associates, Inc.$281,681$587,385,169$98,788,865$686,174,034
72Ohana Advisors$56,942,885$4,885,771$678,428,851$683,314,622
73Frank, Rimerman Advisors LLC$2,942,478$565,608,218$75,852,074$641,460,292
74Weatherly Asset Management$527,229$625,209,043$9,047,692$634,256,735
75Intellectus Partners, LLC$1,590,360$302,320,332$324,281,698$626,602,030
76Capital Advantage, Inc.$1,105,274$621,163,869$0$621,163,869
77Towneley Capital Management$1,975,315$612,347,724$0$612,347,724
78SB Capital Management, Inc.$644,767$578,569,109$4,300,599$582,869,708
79Christopher Weil & Co., Inc.$501,587$528,036,584$40,763,336$568,799,920
80Goldstein Munger + Associates$1,601,715$500,021,846$68,587,027$568,608,873
81Schnieders Capital Management$733,018$288,928,481$271,097,561$560,026,042
82Mosaic Financial Partners, Inc.$641,857$557,132,075$0$557,132,075
83Oakmont Corporation$14,536,286$552,377,413$1,436$552,378,849
84Werba Rubin Wealth Management, LLC$419,027$142,355,958$380,589,349$522,945,307
85Tarbox Family Office, Inc.$1,076,059$518,660,436$0$518,660,436
86Apriem Advisors$309,131$499,689,823$14,085,502$513,775,325
87Cohen Capital Management Inc$3,191,195$507,399,947$0$507,399,947
88Ensemble Capital Management$1,188,292$502,127,008$2,897,169$505,024,177
89Roof, Eidam & Maycock$489,147$477,100,000$27,700,000$504,800,000
90Bell Investment Advisors Inc$443,240$452,548,208$37,674,723$490,222,931
91Creekside Partners Financial Advisers$432,732$481,829,402$4,560,899$486,390,301
92Nelson Roberts Investment Advisors$789,130$466,600,000$5,300,000$471,900,000
93Blankinship & Foster$541,475$470,000,000$0$470,000,000
94RPG Investment Advisory, LLC$662,361$464,315,353$0$464,315,353
95Oak Root LLC$15,369,088$459,574,665$1,497,986$461,072,651
96Telos Capital Management$375,765$455,735,848$67,252$455,803,100
97Bedell Frazier Investment Counselling$1,132,170$454,000,000$0$454,000,000
98Mraz, Amerine & Associates, Inc.$224,787$437,000,000$11,000,000$448,000,000
99Spectrum Asset Management Inc$551,843$430,240,032$9,026,640$439,266,672
100Greenleaf & Burleson Wealth Management$510,231$369,554,464$67,713,642$437,268,106
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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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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