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
51Veris Wealth Partners$562,555$470,106,584$195,396,032$665,502,616
52Willow Creek Wealth Management, Inc.$428,250$621,954,336$42,688,946$664,643,282
53Libbie Agran Financial Services & Seminars$2,105,758$651,638,722$7,463,620$659,102,342
54Acacia Wealth Advisors$5,249,212$0$645,653,050$645,653,050
55Oakmont Corporation$16,824,047$614,226,740$8,262,988$622,489,728
56Bell Investment Advisors Inc$501,832$611,586,716$7,172,198$618,758,914
57Raub Brock Capital Management, LP$315,349$602,304,756$643,356$602,948,112
58Laurel Wealth Advisors, Inc.$308,049$201,450,377$400,477,454$601,927,831
59Callan Capital$688,898$586,252,184$0$586,252,184
60Mosaic Financial Partners, Inc.$2,194,656$575,000,000$0$575,000,000
61Hokanson Associates, Inc.$1,382,497$568,206,236$0$568,206,236
62Eclectic Associates, Inc.$238,612$478,577,624$86,932,674$565,510,298
63Gupta Wealth Management$727,322$487,700,000$52,700,000$540,400,000
64Albert Heeg Investment Management$53,165,420$97,599,174$434,055,024$531,654,198
65Wealth Architects$396,545$474,447,090$54,941,038$529,388,128
66Lindbrook Capital$754,536$423,360,825$83,687,302$507,048,127
67Frank, Rimerman Advisors$5,805,572$434,060,871$71,023,915$505,084,786
68Parallel Advisors$305,735$504,462,016$0$504,462,016
69Efficient Market Advisors$294,999$435,361,779$68,201,349$503,563,128
70Main Street Research$451,532$503,457,899$0$503,457,899
71Capital Advantage, Inc.$1,061,621$502,146,895$0$502,146,895
72West Coast Financial$807,279$486,788,956$0$486,788,956
73Cohen Capital Management Inc$5,059,986$480,698,699$0$480,698,699
74Goldstein Munger + Associates$1,324,675$421,529,559$35,483,361$457,012,920
75Weatherly Asset Management$457,617$433,833,344$6,394,628$440,227,972
76Manchester Financial Inc$279,917$439,749,340$0$439,749,340
77Polaris Wealth Advisers$447,034$424,426,000$256,000$424,682,000
78Apriem Advisors$276,979$357,234,816$67,096,500$424,331,316
79The Tarbox Group, Inc.$964,815$405,222,095$0$405,222,095
80Spectrum Asset Management Inc$525,414$380,033,369$17,179,621$397,212,990
81Blankinship & Foster$462,077$396,000,000$0$396,000,000
82Roof, Eidam & Maycock$1,100,840$373,000,000$20,000,000$393,000,000
83Delphi Private Advisors$952,056$384,630,717$0$384,630,717
84Bedell Frazier Investment Counselling.$332,482$364,400,000$0$364,400,000
85Personal Financial Management$1,877,601$196,930,796$167,323,802$364,254,598
86Sitrin Capital Management$743,746$351,266,190$10,194,526$361,460,716
87Lodestar Private Asset Management$535,420$330,262,873$29,539,508$359,802,381
88Nelson Roberts Investment Advisors$770,534$346,965,456$9,791,596$356,757,052
89Mraz, Amerine & Associates, Inc.$223,117$341,847,373$11,793,103$353,640,476
90Jackson Financial Management$229,216$349,479,845$3,054,328$352,534,173
91RS Crum Inc.$1,710,639$348,413,317$557,138$348,970,455
92The Wealth Collaborative, Inc.$1,122,817$343,949,781$1,877,907$345,827,688
93Harris Financial Advisors, Inc.$364,821$313,512,310$13,731,876$327,244,186
94Ensemble Capital Management$1,072,598$304,760,745$13,800,970$318,561,715
95The Glowacki Group$905,172$315,000,000$0$315,000,000
96Greenleaf & Burleson Wealth Management$421,597$299,626,176$15,306,915$314,933,091
97Adviceperiod, LLC$10,660,724$250,213,000$58,948,000$309,161,000
98Neumann Capital Management$611,551$305,775,423$0$305,775,423
99John W. Brooker & Co., CPAs, PC$667,437$305,686,363$0$305,686,363
100Tellone Management Group Inc$286,071$305,238,239$0$305,238,239
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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.