Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Alpha & Omega$3,079$170,519,905$94,958,653$265,478,558
2Financial Engines Advisors$109,490$104,000,000,000$0$104,000,000,000
3Efficient Market Advisors$129,139$458,256,246$124,421,152$582,677,398
4Personal Capital Advisors Corporation$137,266$1,248,300,000$0$1,248,300,000
5Praetorian Guard$143,062$122,604,402$0$122,604,402
6Regatta Capital Group$143,094$97,288,051$53,389,705$150,677,756
7Sierra Asset Management$158,847$150,119,883$3,167,246$153,287,129
8Pacific Financial Strategies, Inc$168,674$111,156,423$0$111,156,423
9C-J Advisory, Inc.$178,487$144,752,738$0$144,752,738
10Parkshore Wealth Management$178,613$120,102,935$8,677,142$128,780,077
11Pathways Advisory Group, Inc.$182,680$0$123,308,731$123,308,731
12Certified Planners, Inc.$183,022$145,951,874$648,429$146,600,303
13American Money Management$189,254$202,767,006$5,034,202$207,801,208
14Pure Financial Advisors, Inc.$198,432$1,186,663,936$10,078,988$1,196,742,924
15Portfolio Advisors, Inc.$215,478$0$142,000,000$142,000,000
16TABR Capital Management$221,879$133,349,086$0$133,349,086
17Jacobson & Breen Wealth Management$224,172$106,500,000$8,500,000$115,000,000
18Nautilus Advisors$225,499$144,319,626$0$144,319,626
19Gradient Capital Advisors$227,867$149,400,000$35,400,000$184,800,000
20Silicon Valley Capital Partners, L.P.$228,409$227,724,265$0$227,724,265
21Mraz, Amerine & Associates, Inc.$228,767$388,395,559$11,489,241$399,884,800
22YellowBrickRoad Financial Advisors$230,529$213,931,106$0$213,931,106
23Aljian Capital Management$231,439$114,400,000$7,800,000$122,200,000
24Financial Avengers, Inc.$233,355$131,702,897$8,076,702$139,779,599
25Polaris Financial Services, Inc.$234,979$0$261,297,046$261,297,046
26Jackson Financial Management$235,021$390,724,752$2,935,075$393,659,827
27Integral Investment Advisors, Inc.$241,632$29,653,875$158,093,868$187,747,743
28TTP Investments$243,143$102,363,265$0$102,363,265
29Monterey Private Wealth, Inc.$247,160$298,946,217$34,719,503$333,665,720
30Foothill Financial Advisors, Inc.$249,124$113,187,880$3,153,111$116,340,991
31Eclectic Associates, Inc.$255,007$538,628,413$95,064,907$633,693,320
32Fluent Wealth Partners$256,279$128,395,544$0$128,395,544
33Laurel Wealth Advisors, Inc.$257,414$377,609,259$294,240,607$671,849,866
34Victus Capital Wealth$258,528$139,000,000$5,000,000$144,000,000
35Investor's Capital Management$260,639$104,645,288$2,998,503$107,643,791
36Financial Alternatives, Inc.$262,299$121,672,212$1,608,361$123,280,573
37Beacon Pointe Wealth Advisors$263,466$879,140,425$46,643$879,187,068
38Parallel Advisors$265,566$697,439,450$17,995,569$715,435,019
39Reed & Ball, Inc.$266,163$115,248,731$0$115,248,731
40North Berkeley Investment Partners$268,783$277,409,755$10,457,140$287,866,895
41Powers Capital Investments, Inc.$270,251$181,479,453$399,570$181,879,023
42Garner Financial Management, Inc.$271,739$115,000,000$10,000,000$125,000,000
43AWM Global Advisors$273,267$144,011,803$0$144,011,803
44Financial Designs Corporation$274,902$243,167,000$61,150,000$304,317,000
45Omega Financial Group$276,697$150,800,000$0$150,800,000
46WP Advisors$279,432$185,642,355$18,902,165$204,544,520
47Lighthouse Financial Services Inc$281,922$217,079,666$0$217,079,666
48Sigdestad Financial, Inc.$283,736$119,736,723$0$119,736,723
49Banta Asset Management LP$288,885$111,220,847$0$111,220,847
50Watermark Asset Management, Inc.$289,722$301,890,000$0$301,890,000
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