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
51Quantum Capital Management$2,494,567$798,190,443$71,067$798,261,510
52Willow Creek Wealth Management, Inc.$435,795$731,427,473$50,824,755$782,252,228
53Reilly Financial Advisors$364,823$760,128,832$18,037,888$778,166,720
54Pillar Pacific Capital Management$2,094,078$736,421,239$32,105,417$768,526,656
55Wacker Wealth Partners, LLC$1,301,343$733,148,772$4,712,732$737,861,504
56Schultz Collins$4,515,885$0$731,573,350$731,573,350
57Wealth Architects$415,288$674,220,555$55,440,797$729,661,352
58Ohana Advisors$60,421,740$4,298,450$720,762,425$725,060,875
59Perigon Wealth Management$1,229,772$708,686,421$13,189,543$721,875,964
60Dan Goldie Financial Services$611,111$0$715,000,000$715,000,000
61Laurel Wealth Advisors, Inc.$282,857$433,361,089$266,144,363$699,505,452
62Argos Wealth Advisors LLC$6,323,893$695,628,176$0$695,628,176
63Lindbrook Capital$706,903$576,281,013$97,397,781$673,678,794
64Adviceperiod, LLC$1,040,513$666,968,711$0$666,968,711
65Libbie Agran Financial Services & Seminars$2,034,313$654,677,330$8,508,687$663,186,017
66Main Street Research$427,766$651,487,433$0$651,487,433
67Eclectic Associates, Inc.$239,058$555,930,990$89,047,747$644,978,737
68Monograph Wealth Advisors$2,361,795$603,772,437$29,188,623$632,961,060
69West Coast Financial$808,379$606,284,586$0$606,284,586
70Christopher Weil & Co., Inc.$762,379$475,263,239$118,629,647$593,892,886
71Towneley Capital Management$1,864,534$592,921,799$0$592,921,799
72Frank, Rimerman Advisors$6,953,618$500,909,419$69,287,238$570,196,657
73Capital Advantage, Inc.$1,030,263$560,463,107$0$560,463,107
74Mosaic Financial Partners, Inc.$598,390$554,707,093$0$554,707,093
75Weatherly Asset Management$481,965$525,483,331$23,957,159$549,440,490
76Delphi Private Advisors$1,006,506$541,500,000$0$541,500,000
77Bell Investment Advisors Inc$449,609$481,776,585$33,924,875$515,701,460
78Efficient Market Advisors$236,268$512,228,465$0$512,228,465
79Acacia Wealth Advisors$4,209,034$0$509,293,132$509,293,132
80Schnieders Capital Management$691,084$249,555,700$257,009,064$506,564,764
81Goldstein Munger + Associates$1,420,894$449,804,469$54,613,002$504,417,471
82Manchester Financial Inc$282,783$477,621,229$0$477,621,229
83Miracle Mile Advisors, LLC$1,029,103$473,387,397$0$473,387,397
84Steel Peak Wealth Management, LLC$211,548$444,259,767$21,146,830$465,406,597
85Cohen Capital Management Inc$2,843,619$460,666,252$0$460,666,252
86Roof, Eidam & Maycock$435,403$424,400,000$24,500,000$448,900,000
87Spectrum Asset Management Inc$561,873$423,798,458$10,529,202$434,327,660
88The Tarbox Group, Inc.$960,784$431,392,112$0$431,392,112
89Apriem Advisors$292,685$409,593,801$21,530,794$431,124,595
90Ensemble Capital Management$1,079,121$418,897,148$9,513,774$428,410,922
91Bedell Frazier Investment Counselling.$1,052,369$422,000,000$0$422,000,000
92Blankinship & Foster$488,208$414,000,000$0$414,000,000
93Nelson Roberts Investment Advisors$733,343$400,982,000$8,957,000$409,939,000
94Intellectus Partners, LLC$1,613,497$239,657,764$165,329,931$404,987,695
95Greenleaf & Burleson Wealth Management$504,162$344,691,479$58,637,860$403,329,339
96Creekside Partners, Inc.$360,352$399,270,000$0$399,270,000
97Jackson Financial Management$247,397$391,263,395$4,819,419$396,082,814
98Telos Capital Management$368,043$395,634,145$11,921$395,646,066
99Personal Financial Management$2,015,259$238,729,886$156,260,793$394,990,679
100Atlas Capital Advisors$1,375,828$316,635,412$72,723,842$389,359,254
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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.