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
101Simonbaker & Partners LLC$8,548,155$130,081,496$305,874,392$435,955,888
102Quantum Capital Management$1,913,024$393,812,631$30,878,618$424,691,249
103Jackson Financial Management$250,402$421,176,341$0$421,176,341
104Atlas Capital Advisors$1,173,669$419,000,000$0$419,000,000
105Harris Financial Advisors, Inc.$387,904$397,537,981$13,640,374$411,178,355
106Monterey Private Wealth, Inc.$288,181$380,179,418$27,884,911$408,064,329
107Capital Planning Advisors LLC$672,158$370,000,000$38,000,000$408,000,000
108The Wealth Collaborative, Inc.$1,024,703$406,076,551$730,459$406,807,010
109Lodestar Private Asset Management$471,082$393,740,233$10,919,601$404,659,834
110Abbrea Capital, LLC$795,386$383,539,726$16,539,501$400,079,227
111Personal Financial Management$2,062,464$244,369,807$153,685,833$398,055,640
112Intersect Capital LLC$1,341,588$379,085,341$13,999,941$393,085,282
113RS Crum Inc.$1,699,541$384,096,333$0$384,096,333
114Waypoint Wealth Partners$701,430$375,966,561$0$375,966,561
115Coastedge Partners, LLC$812,722$172,721,126$194,629,273$367,350,399
116Balboa Wealth Partners, Inc.$1,324,910$87,000,000$280,000,000$367,000,000
117Brickley Wealth Management$908,271$362,400,000$0$362,400,000
118Alpha & Omega$4,696$206,142,000$155,310,000$361,452,000
119Sitrin Capital Management, LLC$609,760$341,000,000$15,100,000$356,100,000
120John W. Brooker & Co., CPAs, PC$720,951$353,987,001$0$353,987,001
121Blume Capital Management, Inc.$485,211$351,292,633$0$351,292,633
122SP Asset Management$2,000,000$300,000,000$50,000,000$350,000,000
123Watermark Asset Management, Inc.$333,864$345,883,475$0$345,883,475
124Clelland & Company Inc$1,664,022$168,935,945$175,516,535$344,452,480
125Tellone Management Group Inc$205,296$338,942,946$0$338,942,946
126Cheviot Value Management$384,991$327,627,754$0$327,627,754
127Sirius Wealth Management Strategies, LLC$565,457$299,479,913$26,223,564$325,703,477
128Neumann Capital Management$656,126$321,952,969$3,485,619$325,438,588
129Financial Designs Corporation$268,698$246,487,093$78,099,623$324,586,716
130Van Strum & Towne Inc$1,063,489$264,617,793$55,492,346$320,110,139
131Donnelly Wealth Advisors$312,448$259,264,400$60,370,000$319,634,400
132Lyell Wealth Management Lp$2,551,978$318,997,308$0$318,997,308
133Delta Wealth Management$2,014,301$229,516,038$86,729,203$316,245,241
134HC Financial Advisors Inc$373,118$314,911,485$0$314,911,485
135Salem Partners Advisors LLC Dba Salem Partners Wealth Management$1,256,391$311,584,989$0$311,584,989
136Silicon Valley Wealth Advisors$391,257$306,345,752$4,312,206$310,657,958
137Berman, Steven M.$1,479,504$309,216,368$0$309,216,368
138Grubman Wealth Management$481,075$301,152,738$0$301,152,738
139Epsilon Financial Group, Inc.$931,343$300,823,743$0$300,823,743
140North Berkeley Investment Partners$298,980$281,700,000$11,300,000$293,000,000
141Harold Davidson & Associates Inc$445,675$287,014,899$0$287,014,899
142Rosenblum Silverman Sutton Sf Inc$1,584,218$282,440,703$1,134,233$283,574,936
143Rowling & Associates$332,083$280,360,919$1,909,928$282,270,847
144Wimmer Associates LLC$569,175$260,120,047$20,483,185$280,603,232
145Elm Advisors$692,316$218,013,637$58,912,911$276,926,548
146Peninsula Wealth$889,677$257,300,000$18,500,000$275,800,000
147Meridian Investment Counsel, Inc.$594,418$274,026,744$0$274,026,744
148Osher Van De Voorde Investment Management$931,034$270,000,000$0$270,000,000
149WFA Wealth Managers$365,223$238,066,175$28,546,608$266,612,783
150Cornerstone Wealth Management$472,656$254,149,803$11,955,305$266,105,108
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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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