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
1Personal Capital Advisors Corporation$143,110$4,344,382,261$0$4,344,382,261
2Westmount Asset Management$616,215$2,078,654,707$55,913,751$2,134,568,458
3Pure Financial Advisors, Inc.$208,786$1,689,990,002$13,912,450$1,703,902,452
4Ashfield Capital Partners$3,457,736$1,115,303,564$288,537,172$1,403,840,736
5Parallel Advisors$264,275$1,377,402,531$0$1,377,402,531
7Veris Wealth Partners$569,352$881,185,666$144,217,218$1,025,402,884
8Raub Brock Capital Management, LP$260,067$877,627,261$122,849,435$1,000,476,696
9California Financial Advisors$402,071$655,885,773$305,868,325$961,754,098
10Laurel Wealth Advisors, Inc.$228,580$593,024,189$271,920,950$864,945,139
11Private Asset Management Inc$528,261$826,200,000$0$826,200,000
12Eclectic Associates, Inc.$281,681$587,385,169$98,788,865$686,174,034
13Towneley Capital Management$1,975,315$612,347,724$0$612,347,724
14Christopher Weil & Co., Inc.$501,587$528,036,584$40,763,336$568,799,920
15Bedell Frazier Investment Counselling$1,132,170$454,000,000$0$454,000,000
16Greenleaf & Burleson Wealth Management$510,231$369,554,464$67,713,642$437,268,106
17Quantum Capital Management$1,913,024$393,812,631$30,878,618$424,691,249
18Sitrin Capital Management, LLC$609,760$341,000,000$15,100,000$356,100,000
19John W. Brooker & Co., CPAs, PC$720,951$353,987,001$0$353,987,001
20Watermark Asset Management, Inc.$333,864$345,883,475$0$345,883,475
21Osher Van De Voorde Investment Management$931,034$270,000,000$0$270,000,000
22WFA Wealth Managers$365,223$238,066,175$28,546,608$266,612,783
23Stevens First Principles Investment Advisors$531,192$256,034,375$0$256,034,375
24Brian D. Lowder, Inc.$414,311$251,124,702$362,118$251,486,820
25American Money Management$224,932$233,292,155$5,361,101$238,653,256
26Trinity Capital Management$357,461$228,562,734$8,791,368$237,354,102
27Wealth Quest Partners$381,113$229,810,910$0$229,810,910
28WP Advisors$304,619$215,289,382$13,175,007$228,464,389
29Pennington Financial Group$401,531$226,153,090$310,313$226,463,403
30Lighthouse Financial Services Inc$293,339$226,457,350$0$226,457,350
31NBS Financial Services, Inc.$463,741$220,606,262$3,844,458$224,450,720
32Asset Planning, Inc$336,268$218,874,532$1,381,319$220,255,851
33Curran & Lewis Investment Management, Inc.$1,217,839$205,409,025$5,277,208$210,686,233
34Regatta Capital Group$152,460$140,610,860$69,326,171$209,937,031
35Concord Investment Counsel$356,260$186,843,580$3,399,322$190,242,902
36Personal Financial Consultants, Inc.$855,857$177,550,145$9,026,711$186,576,856
375T Wealth$655,591$163,242,238$0$163,242,238
38Measured Risk Portfolios$237,389$156,000,000$4,000,000$160,000,000
39Financial Avengers, Inc.$225,351$146,432,817$7,031,108$153,463,925
40Avivar Capital, LLC$9,312,500$0$149,000,000$149,000,000
41Gencap Portfolio Management$528,219$119,464,419$23,682,845$143,147,264
42Portfolio Advisors, Inc.$215,778$0$143,061,000$143,061,000
43Praetorian Guard$142,054$142,764,452$0$142,764,452
44NWK Group$601,060$140,648,082$0$140,648,082
45Up Capital Management, Inc.$591,338$137,190,502$0$137,190,502
46Altamont Wealth Management, Inc.$1,903,522$0$135,150,080$135,150,080
47Inspired Financial$1,266,667$133,000,000$0$133,000,000
48Garner Financial Management, Inc.$286,555$122,458,670$7,350,634$129,809,304
49Casilio Leitch Investments$450,227$129,215,009$0$129,215,009
50Aljian Capital Management$240,801$121,040,988$5,620,295$126,661,283
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Showing 1 to 50 of 58 entries

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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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