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
51Pillar Pacific Capital Management$2,323,697$846,502,736$41,149,538$887,652,274
52Perigon Wealth Management$1,190,925$868,804,147$13,671,466$882,475,613
53WESCAP Group$2,032,460$709,427,132$160,465,628$869,892,760
54FundX Investment Group, LLC$1,257,353$867,573,890$0$867,573,890
55Laurel Wealth Advisors, Inc.$228,580$593,024,189$271,920,950$864,945,139
56Private Asset Management Inc$528,261$826,200,000$0$826,200,000
57Wealth Architects$456,464$754,432,271$61,269,462$815,701,733
58Schultz Collins$4,792,600$0$809,949,452$809,949,452
59Efficient Market Advisors, LLC$436,520$807,998,004$0$807,998,004
60Monograph Wealth Advisors, LLC$2,329,834$739,078,284$41,416,066$780,494,350
61West Coast Financial$704,550$775,005,230$0$775,005,230
62Wacker Wealth Partners, LLC$1,329,291$749,409,107$5,628,013$755,037,120
63Miracle Mile Advisors, LLC$1,113,435$753,795,823$0$753,795,823
64Argos Wealth Advisors LLC$6,414,957$750,550,020$0$750,550,020
65Delphi Private Advisors$1,156,589$746,000,000$0$746,000,000
66Dan Goldie Financial Services$625,713$0$738,341,607$738,341,607
67Main Street Research$500,521$709,238,665$0$709,238,665
68Steel Peak Wealth Management, LLC$430,977$681,594,722$20,035,870$701,630,592
69Libbie Agran Financial Services & Seminars$2,155,401$682,662,187$9,221,573$691,883,760
70Eclectic Associates, Inc.$281,681$587,385,169$98,788,865$686,174,034
71Ohana Advisors$56,942,885$4,885,771$678,428,851$683,314,622
72Frank, Rimerman Advisors LLC$2,942,478$565,608,218$75,852,074$641,460,292
73Weatherly Asset Management$527,229$625,209,043$9,047,692$634,256,735
74Intellectus Partners, LLC$1,590,360$302,320,332$324,281,698$626,602,030
75Towneley Capital Management$1,975,315$612,347,724$0$612,347,724
76Capital Advantage, Inc.$1,084,884$601,025,565$0$601,025,565
77SB Capital Management, Inc.$644,767$578,569,109$4,300,599$582,869,708
78Christopher Weil & Co., Inc.$501,587$528,036,584$40,763,336$568,799,920
79Goldstein Munger + Associates$1,601,715$500,021,846$68,587,027$568,608,873
80Schnieders Capital Management$733,018$288,928,481$271,097,561$560,026,042
81Mosaic Financial Partners, Inc.$641,857$557,132,075$0$557,132,075
82Oakmont Corporation$14,536,286$552,377,413$1,436$552,378,849
83Tarbox Family Office, Inc.$1,076,059$518,660,436$0$518,660,436
84Apriem Advisors$309,131$499,689,823$14,085,502$513,775,325
85Cohen Capital Management Inc$3,191,195$507,399,947$0$507,399,947
86Ensemble Capital Management$1,188,292$502,127,008$2,897,169$505,024,177
87Roof, Eidam & Maycock$489,147$477,100,000$27,700,000$504,800,000
88Bell Investment Advisors Inc$443,240$452,548,208$37,674,723$490,222,931
89Creekside Partners, Inc.$432,732$481,829,402$4,560,899$486,390,301
90Blankinship & Foster$541,475$470,000,000$0$470,000,000
91RPG Investment Advisory, LLC$662,361$464,315,353$0$464,315,353
92Oak Root LLC$15,369,088$459,574,665$1,497,986$461,072,651
93Telos Capital Management$375,765$455,735,848$67,252$455,803,100
94Bedell Frazier Investment Counselling.$1,132,170$454,000,000$0$454,000,000
95Mraz, Amerine & Associates, Inc.$224,787$437,000,000$11,000,000$448,000,000
96Nelson Roberts Investment Advisors$769,703$432,682,000$7,587,953$440,269,953
97Spectrum Asset Management Inc$551,843$430,240,032$9,026,640$439,266,672
98Greenleaf & Burleson Wealth Management$510,231$369,554,464$67,713,642$437,268,106
99Simonbaker & Partners LLC$8,548,155$130,081,496$305,874,392$435,955,888
100Quantum Capital Management$1,913,024$393,812,631$30,878,618$424,691,249
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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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. 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) nor one who is an insurance company or agency.

Database last updated on June 5, 2017.