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
51Bell Investment Advisors Inc$501,832$611,586,716$7,172,198$618,758,914
52Reilly Financial Advisors$399,932$611,896,576$0$611,896,576
53Laurel Wealth Advisors, Inc.$308,049$201,450,377$400,477,454$601,927,831
54Callan Capital$688,898$586,252,184$0$586,252,184
55Mosaic Financial Partners, Inc.$2,194,656$575,000,000$0$575,000,000
56Hokanson Associates, Inc.$1,382,497$568,206,236$0$568,206,236
57Eclectic Associates, Inc.$238,612$478,577,624$86,932,674$565,510,298
58Gupta Wealth Management$727,322$487,700,000$52,700,000$540,400,000
59Albert Heeg Investment Management$53,165,420$97,599,174$434,055,024$531,654,198
60Wealth Architects$396,545$474,447,090$54,941,038$529,388,128
61Raub Brock Capital Management, LP$317,099$313,055,507$197,790,651$510,846,158
62Lindbrook Capital$754,536$423,360,825$83,687,302$507,048,127
63Frank, Rimerman Advisors$5,805,572$434,060,871$71,023,915$505,084,786
64Parallel Advisors$305,735$504,462,016$0$504,462,016
65Main Street Research$451,532$503,457,899$0$503,457,899
66West Coast Financial$807,279$486,788,956$0$486,788,956
67Cohen Capital Management Inc$5,059,986$480,698,699$0$480,698,699
68Goldstein Munger + Associates$1,324,675$421,529,559$35,483,361$457,012,920
69Capital Advantage, Inc.$1,000,230$454,104,487$0$454,104,487
70Weatherly Asset Management$457,617$433,833,344$6,394,628$440,227,972
71Manchester Financial Inc$279,917$439,749,340$0$439,749,340
72Efficient Market Advisors$276,477$398,190,173$35,602,442$433,792,615
73Polaris Wealth Advisers$447,034$424,426,000$256,000$424,682,000
74Apriem Advisors$276,979$357,234,816$67,096,500$424,331,316
75The Tarbox Group, Inc.$964,815$405,222,095$0$405,222,095
76Spectrum Asset Management Inc$525,414$380,033,369$17,179,621$397,212,990
77Blankinship & Foster$462,077$396,000,000$0$396,000,000
78Roof, Eidam & Maycock$1,100,840$373,000,000$20,000,000$393,000,000
79Delphi Private Advisors$952,056$384,630,717$0$384,630,717
80Bedell Frazier Investment Counselling.$332,482$364,400,000$0$364,400,000
81Personal Financial Management$1,877,601$196,930,796$167,323,802$364,254,598
82Sitrin Capital Management$743,746$351,266,190$10,194,526$361,460,716
83Lodestar Private Asset Management$535,420$330,262,873$29,539,508$359,802,381
84Nelson Roberts Investment Advisors$770,534$346,965,456$9,791,596$356,757,052
85Mraz, Amerine & Associates, Inc.$223,117$341,847,373$11,793,103$353,640,476
86RS Crum Inc.$1,710,639$348,413,317$557,138$348,970,455
87The Wealth Collaborative, Inc.$1,122,817$343,949,781$1,877,907$345,827,688
88Harris Financial Advisors, Inc.$364,821$313,512,310$13,731,876$327,244,186
89Personal Capital Advisors Corporation$305,157$324,382,000$0$324,382,000
90Ensemble Capital Management$1,072,598$304,760,745$13,800,970$318,561,715
91The Glowacki Group$905,172$315,000,000$0$315,000,000
92Greenleaf & Burleson Wealth Management$421,597$299,626,176$15,306,915$314,933,091
93Neumann Capital Management$611,551$305,775,423$0$305,775,423
94John W. Brooker & Co., CPAs, PC$667,437$305,686,363$0$305,686,363
95Tellone Management Group Inc$286,071$305,238,239$0$305,238,239
96Lewis & Mathews Investment Management, Inc.$3,534,884$304,000,000$0$304,000,000
97Monterey Private Wealth, Inc.$230,724$274,351,183$26,051,834$300,403,017
98Atlas Capital Advisors$1,360,550$243,900,000$52,700,000$296,600,000
99Rosenblum Silverman Sutton Sf Inc$1,427,003$290,046,120$1,062,426$291,108,546
100Clelland & Company Inc$1,633,186$88,654,698$198,786,017$287,440,715
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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.