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
101Jackson Financial Management$250,402$421,176,341$0$421,176,341
102Atlas Capital Advisors$1,173,669$419,000,000$0$419,000,000
103Harris Financial Advisors, Inc.$387,904$397,537,981$13,640,374$411,178,355
104Capital Planning Advisors LLC$672,158$370,000,000$38,000,000$408,000,000
105The Wealth Collaborative, Inc.$1,024,703$406,076,551$730,459$406,807,010
106Lodestar Private Asset Management$471,082$393,740,233$10,919,601$404,659,834
107Abbrea Capital, LLC$795,386$383,539,726$16,539,501$400,079,227
108Personal Financial Management$2,062,464$244,369,807$153,685,833$398,055,640
109Intersect Capital LLC$1,341,588$379,085,341$13,999,941$393,085,282
110Monterey Private Wealth, Inc.$276,061$359,876,383$26,608,600$386,484,983
111RS Crum Inc.$1,699,541$384,096,333$0$384,096,333
112Waypoint Wealth Partners$701,430$375,966,561$0$375,966,561
113Coastedge Partners, LLC$812,722$172,721,126$194,629,273$367,350,399
114Balboa Wealth Partners, Inc.$1,324,910$87,000,000$280,000,000$367,000,000
115Alpha & Omega$4,696$206,142,000$155,310,000$361,452,000
116Werba Rubin Wealth Management, LLC$462,835$0$359,159,833$359,159,833
117Sitrin Capital Management, LLC$609,760$341,000,000$15,100,000$356,100,000
118John W. Brooker & Co., CPAs, PC$720,951$353,987,001$0$353,987,001
119Blume Capital Management, Inc.$485,211$351,292,633$0$351,292,633
120SP Asset Management$2,000,000$300,000,000$50,000,000$350,000,000
121Watermark Asset Management, Inc.$333,864$345,883,475$0$345,883,475
122Clelland & Company Inc$1,664,022$168,935,945$175,516,535$344,452,480
123Tellone Management Group Inc$205,296$338,942,946$0$338,942,946
124Opes Advisors, Inc.$349,297$334,976,000$0$334,976,000
125Cheviot Value Management$384,991$327,627,754$0$327,627,754
126Sirius Wealth Management Strategies, LLC$565,457$299,479,913$26,223,564$325,703,477
127Neumann Capital Management$656,126$321,952,969$3,485,619$325,438,588
128Financial Designs Corporation$268,698$246,487,093$78,099,623$324,586,716
129Van Strum & Towne Inc$1,063,489$264,617,793$55,492,346$320,110,139
130Donnelly Wealth Advisors$312,448$259,264,400$60,370,000$319,634,400
131Delta Wealth Management$2,014,301$229,516,038$86,729,203$316,245,241
132HC Financial Advisors Inc$373,118$314,911,485$0$314,911,485
133Salem Partners Advisors LLC Dba Salem Partners Wealth Management$1,256,391$311,584,989$0$311,584,989
134Silicon Valley Wealth Advisors$391,257$306,345,752$4,312,206$310,657,958
135Berman, Steven M.$1,479,504$309,216,368$0$309,216,368
136Grubman Wealth Management$481,075$301,152,738$0$301,152,738
137Epsilon Financial Group, Inc.$931,343$300,823,743$0$300,823,743
138Creative Capital Management Inc$467,984$298,105,791$0$298,105,791
139North Berkeley Investment Partners$298,980$281,700,000$11,300,000$293,000,000
140Harold Davidson & Associates Inc$445,675$287,014,899$0$287,014,899
141Rosenblum Silverman Sutton Sf Inc$1,584,218$282,440,703$1,134,233$283,574,936
142Rowling & Associates$332,083$280,360,919$1,909,928$282,270,847
143Wimmer Associates LLC$569,175$260,120,047$20,483,185$280,603,232
144Elm Advisors$692,316$218,013,637$58,912,911$276,926,548
145Peninsula Wealth$889,677$257,300,000$18,500,000$275,800,000
146Meridian Investment Counsel, Inc.$594,418$274,026,744$0$274,026,744
147Osher Van De Voorde Investment Management$931,034$270,000,000$0$270,000,000
148WFA Wealth Managers$365,223$238,066,175$28,546,608$266,612,783
149Cornerstone Wealth Management$472,656$254,149,803$11,955,305$266,105,108
150Clearpath Capital Partners LLC$772,291$202,317,142$58,717,191$261,034,333
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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.