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
101Mraz, Amerine & Associates, Inc.$195,242$371,695,526$9,221,254$380,916,780
102Clelland & Company Inc$1,776,560$208,054,653$165,023,003$373,077,656
103The Wealth Collaborative, Inc.$1,124,840$370,171,859$2,150,127$372,321,986
104Salem Partners Advisors LLC Dba Salem Partners Wealth Management$1,885,453$371,434,186$0$371,434,186
105Monterey Private Wealth, Inc.$275,086$340,833,837$25,580,782$366,414,619
106Lodestar Private Asset Management$504,986$328,799,438$31,760,691$360,560,129
107RS Crum Inc.$1,576,908$357,958,034$0$357,958,034
108J.P. King Advisors$1,298,182$357,000,000$0$357,000,000
109RPG Investment Advisory, LLC$645,221$334,000,000$17,000,000$351,000,000
110John W. Brooker & Co., CPAs, PC$657,709$336,747,101$0$336,747,101
111Donnelly Wealth Advisors$371,210$240,986,380$84,193,674$325,180,054
112Blume Capital Management, Inc.$511,573$322,291,000$0$322,291,000
113Harris Financial Advisors, Inc.$328,055$307,809,599$13,028,279$320,837,878
114Tellone Management Group Inc$292,940$318,132,306$0$318,132,306
115Sitrin Capital Management, LLC$567,384$306,700,000$9,900,000$316,600,000
116Waypoint Wealth Partners$647,054$312,527,116$0$312,527,116
117Watermark Asset Management, Inc.$304,355$310,441,623$0$310,441,623
118Intersect Capital LLC$1,171,588$287,388,106$21,911,207$309,299,313
119Van Strum & Towne Inc$1,009,453$247,832,800$58,031,400$305,864,200
120Alpha & Omega$3,384$190,000,000$115,000,000$305,000,000
121Financial Designs Corporation$257,310$230,545,700$71,536,692$302,082,392
122Neumann Capital Management$594,855$296,019,952$4,381,976$300,401,928
123SP Asset Management$2,400,000$250,000,000$50,000,000$300,000,000
124Opes Advisors, Inc.$341,681$298,628,930$0$298,628,930
125Rosenblum Silverman Sutton Sf Inc$1,628,650$290,442,796$1,085,622$291,528,418
126Delta Wealth Management$1,301,543$217,341,978$72,902,177$290,244,155
127Simonbaker & Partners LLC$10,257,143$62,700,000$224,500,000$287,200,000
128Epsilon Financial Group, Inc.$251,443$286,142,064$0$286,142,064
129Cheviot Value Management$427,886$283,688,660$0$283,688,660
130Creative Capital Management Inc$426,952$278,799,852$0$278,799,852
131Silicon Valley Wealth Advisors$425,174$274,451,443$210,922$274,662,365
132Natural Investments$126,861$268,288,305$5,986,070$274,274,375
133Harold Davidson & Associates Inc$421,602$268,981,840$0$268,981,840
134North Berkeley Investment Partners$265,350$259,600,000$9,200,000$268,800,000
135Anodos Advisors$1,504,489$0$264,790,000$264,790,000
136HC Financial Advisors Inc$339,986$264,169,407$0$264,169,407
137Grubman Wealth Management$428,308$263,409,527$0$263,409,527
138Stevens First Principles Investment Advisors$537,481$253,491,827$5,574,073$259,065,900
139Meridian Investment Counsel, Inc.$557,895$257,189,630$0$257,189,630
140Elm Advisors$648,792$193,702,919$61,272,499$254,975,418
141Osher Van De Voorde Investment Management$920,000$253,000,000$0$253,000,000
142Cornerstone Wealth Management$478,400$244,837,793$7,757,515$252,595,308
143Guardian Investment Management$1,294,708$205,318,000$47,150,000$252,468,000
144Wheelerfrost - Wealth Managers$351,474$227,019,047$23,582,208$250,601,255
145Rowling & Associates$292,027$244,066,731$2,988,053$247,054,784
146Lowder Brian D Inc$404,411$246,335,455$354,988$246,690,443
147Wimmer Associates LLC$529,575$223,876,000$21,847,000$245,723,000
148Gradient Capital Advisors$214,554$193,224,663$47,290,186$240,514,849
149Millie Capital Management LLC$3,200,000$240,000,000$0$240,000,000
150Peninsula Wealth$481,928$206,800,000$33,200,000$240,000,000
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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on December 5, 2016.