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
56Wealth Architects$415,288$674,220,555$55,440,797$729,661,352
57Ohana Advisors$60,421,740$4,298,450$720,762,425$725,060,875
58Perigon Wealth Management$1,229,772$708,686,421$13,189,543$721,875,964
59Dan Goldie Financial Services$611,111$0$715,000,000$715,000,000
60Laurel Wealth Advisors, Inc.$282,857$433,361,089$266,144,363$699,505,452
61Lindbrook Capital$706,903$576,281,013$97,397,781$673,678,794
62Adviceperiod, LLC$1,040,513$666,968,711$0$666,968,711
63Libbie Agran Financial Services & Seminars$2,034,313$654,677,330$8,508,687$663,186,017
64Main Street Research$427,766$651,487,433$0$651,487,433
65Eclectic Associates, Inc.$239,058$555,930,990$89,047,747$644,978,737
66West Coast Financial$808,379$606,284,586$0$606,284,586
67Christopher Weil & Co., Inc.$762,379$475,263,239$118,629,647$593,892,886
68Towneley Capital Management$1,864,534$592,921,799$0$592,921,799
69Frank, Rimerman Advisors$6,953,618$500,909,419$69,287,238$570,196,657
70Mosaic Financial Partners, Inc.$598,390$554,707,093$0$554,707,093
71Monograph Wealth Advisors$2,305,026$542,414,002$8,487,249$550,901,251
72Weatherly Asset Management$481,965$525,483,331$23,957,159$549,440,490
73Delphi Private Advisors$1,006,506$541,500,000$0$541,500,000
74Capital Advantage, Inc.$982,887$528,793,241$0$528,793,241
75Bell Investment Advisors Inc$449,609$481,776,585$33,924,875$515,701,460
76Efficient Market Advisors$236,268$512,228,465$0$512,228,465
77Acacia Wealth Advisors$4,209,034$0$509,293,132$509,293,132
78Schnieders Capital Management$691,084$249,555,700$257,009,064$506,564,764
79Goldstein Munger + Associates$1,420,894$449,804,469$54,613,002$504,417,471
80Manchester Financial Inc$282,783$477,621,229$0$477,621,229
81Miracle Mile Advisors, LLC$1,029,103$473,387,397$0$473,387,397
82Cohen Capital Management Inc$2,843,619$460,666,252$0$460,666,252
83Roof, Eidam & Maycock$435,403$424,400,000$24,500,000$448,900,000
84Monterey Private Wealth, Inc.$322,834$322,973,748$120,923,024$443,896,772
85Spectrum Asset Management Inc$561,873$423,798,458$10,529,202$434,327,660
86The Tarbox Group, Inc.$960,784$431,392,112$0$431,392,112
87Apriem Advisors$292,685$409,593,801$21,530,794$431,124,595
88Ensemble Capital Management$1,079,121$418,897,148$9,513,774$428,410,922
89Bedell Frazier Investment Counselling.$1,052,369$422,000,000$0$422,000,000
90Blankinship & Foster$488,208$414,000,000$0$414,000,000
91Nelson Roberts Investment Advisors$733,343$400,982,000$8,957,000$409,939,000
92Intellectus Partners, LLC$1,613,497$239,657,764$165,329,931$404,987,695
93Greenleaf & Burleson Wealth Management$504,162$344,691,479$58,637,860$403,329,339
94Creekside Partners, Inc.$360,352$399,270,000$0$399,270,000
95Jackson Financial Management$247,397$391,263,395$4,819,419$396,082,814
96Telos Capital Management$368,043$395,634,145$11,921$395,646,066
97Personal Financial Management$2,015,259$238,729,886$156,260,793$394,990,679
98Atlas Capital Advisors$1,375,828$316,635,412$72,723,842$389,359,254
99Mraz, Amerine & Associates, Inc.$195,242$371,695,526$9,221,254$380,916,780
100Clelland & Company Inc$1,776,560$208,054,653$165,023,003$373,077,656
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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 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 June 6, 2016.