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.


# of employees


Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Seven Post Private Investment Office$11,233,592$3,812,349,751$366,546,484$4,178,896,235
2Personal Capital Advisors Corporation$146,166$2,853,461,487$0$2,853,461,487
3Ashfield Capital Partners$4,676,726$1,584,416,522$435,929,146$2,020,345,668
4Westmount Asset Management$613,215$1,884,391,566$68,084,610$1,952,476,176
5Fairview Capital$4,426,779$1,491,824,454$0$1,491,824,454
6Pure Financial Advisors, Inc.$200,490$1,453,321,137$12,659,363$1,465,980,500
7Brouwer & Janachowski$855,716$1,279,295,405$0$1,279,295,405
8Raub Brock Capital Management, LP$284,775$758,804,079$63,340,681$822,144,760
9Quantum Capital Management$2,494,567$798,190,443$71,067$798,261,510
10Laurel Wealth Advisors, Inc.$282,857$433,361,089$266,144,363$699,505,452
11Eclectic Associates, Inc.$239,058$555,930,990$89,047,747$644,978,737
12Christopher Weil & Co., Inc.$762,379$475,263,239$118,629,647$593,892,886
13Towneley Capital Management$1,864,534$592,921,799$0$592,921,799
14Bedell Frazier Investment Counselling.$1,052,369$422,000,000$0$422,000,000
15Greenleaf & Burleson Wealth Management$504,162$344,691,479$58,637,860$403,329,339
16Creekside Partners, Inc.$360,352$399,270,000$0$399,270,000
17John W. Brooker & Co., CPAs, PC$657,709$336,747,101$0$336,747,101
18Tellone Management Group Inc$292,940$318,132,306$0$318,132,306
19Sitrin Capital Management, LLC$567,384$306,700,000$9,900,000$316,600,000
20Watermark Asset Management, Inc.$304,355$310,441,623$0$310,441,623
21Stevens First Principles Investment Advisors$537,481$253,491,827$5,574,073$259,065,900
22Osher Van De Voorde Investment Management$920,000$253,000,000$0$253,000,000
23Wheelerfrost - Wealth Managers$351,474$227,019,047$23,582,208$250,601,255
24Lowder Brian D Inc$404,411$246,335,455$354,988$246,690,443
25WP Advisors$280,989$198,775,730$17,305,146$216,080,876
26Pennington Financial Group$374,772$208,106,452$266,634$208,373,086
27Newport Wealth Strategies, Inc.$441,862$137,459,655$64,913,347$202,373,002
28Asset Planning, Inc$319,018$199,814,152$1,486,272$201,300,424
29Trinity Capital Management$326,064$187,054,505$8,909,965$195,964,470
30Wealth Quest Partners$329,911$190,358,730$0$190,358,730
31Personal Financial Consultants, Inc.$780,015$170,358,585$7,484,933$177,843,518
32Clearview Investment Partners$260,887$169,162,004$1,457,806$170,619,810
335T Wealth Management, LLC$571,031$167,883,011$0$167,883,011
34Concord Investment Counsel$319,661$163,389,886$4,112,651$167,502,537
35Regatta Capital Group$138,334$103,096,771$63,181,146$166,277,917
36Financial Avengers, Inc.$220,837$130,106,343$7,695,830$137,802,173
37Praetorian Guard$122,748$134,654,971$0$134,654,971
38NWK Group$587,715$132,823,564$0$132,823,564
39Portfolio Advisors, Inc.$188,288$131,990,000$0$131,990,000
40Aljian Capital Management$235,646$120,311,946$6,465,505$126,777,451
41Jacobson & Breen Wealth Management$198,425$117,000,000$9,000,000$126,000,000
42Garner Financial Management, Inc.$271,739$115,000,000$10,000,000$125,000,000
43Inspired Financial$311,392$123,000,000$0$123,000,000
44Foothill Financial Advisors, Inc.$241,718$118,816,230$3,251,487$122,067,717
45Pathways Advisory Group, Inc.$164,587$0$121,958,827$121,958,827
46Clutinger Williams & Verhoye Inc$338,888$111,884,973$9,098,174$120,983,147
47Wilson & Boucher Capital Management, LLC$307,317$120,468,278$0$120,468,278
48Dobson Asset Management$772,852$115,029,130$2,444,428$117,473,558
49Spectrum Financial Management$939,692$112,142,106$4,379,747$116,521,853
50Continuum Advisory, LLC$173,228$115,543,179$0$115,543,179
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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.