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
51Parallel Advisors$265,566$697,439,450$17,995,569$715,435,019
52Libbie Agran Financial Services & Seminars$2,211,758$693,606,318$7,520,987$701,127,305
53Veris Wealth Partners$508,130$523,545,582$169,035,588$692,581,170
54Raub Brock Capital Management, LP$322,573$633,843,188$41,301,176$675,144,364
55Laurel Wealth Advisors, Inc.$257,414$377,609,259$294,240,607$671,849,866
56Wealth Architects$421,339$591,693,510$59,696,693$651,390,203
57Acacia Wealth Advisors$5,001,459$0$645,188,180$645,188,180
58Oakmont Corporation$15,162,437$631,227,669$5,594,676$636,822,345
59Eclectic Associates, Inc.$255,007$538,628,413$95,064,907$633,693,320
60Main Street Research$299,632$619,339,600$0$619,339,600
61Lindbrook Capital$2,135,889$574,897,903$38,102,097$613,000,000
62Mosaic Financial Partners, Inc.$655,734$611,800,000$0$611,800,000
63Towneley Capital Management$1,915,794$611,138,413$0$611,138,413
64Adviceperiod, LLC$1,415,667$526,282,000$61,220,000$587,502,000
65Efficient Market Advisors$129,139$458,256,246$124,421,152$582,677,398
66Hokanson Associates, Inc.$834,461$579,115,759$0$579,115,759
67Bell Investment Advisors Inc$450,283$555,102,779$17,207,061$572,309,840
68West Coast Financial$842,442$550,957,049$0$550,957,049
69Quantum Capital Management$1,277,037$490,362,266$34,500,000$524,862,266
70Weatherly Asset Management$510,063$512,335,909$12,518,710$524,854,619
71Frank, Rimerman Advisors$6,177,474$446,910,217$71,997,613$518,907,830
72Polaris Wealth Advisers$435,043$517,447,000$1,124,000$518,571,000
73Schnieders Capital Management$749,724$213,488,421$294,074,614$507,563,035
74Capital Advantage, Inc.$1,042,169$501,283,293$0$501,283,293
75Goldstein Munger + Associates$1,307,726$461,724,442$39,134,520$500,858,962
76Cohen Capital Management Inc$3,228,871$494,017,312$0$494,017,312
77Manchester Financial Inc$292,321$467,420,560$0$467,420,560
78Roof, Eidam & Maycock$338,612$340,000,000$109,000,000$449,000,000
79Blankinship & Foster$512,426$433,000,000$0$433,000,000
80Spectrum Asset Management Inc$563,081$414,684,022$14,383,440$429,067,462
81Apriem Advisors$961,216$403,493,752$22,324,834$425,818,586
82Delphi Private Advisors$927,314$419,145,799$0$419,145,799
83Personal Financial Management$2,090,488$242,786,900$171,129,702$413,916,602
84The Tarbox Group, Inc.$934,714$412,208,690$0$412,208,690
85Nelson Roberts Investment Advisors$734,608$401,250,483$9,395,405$410,645,888
86Greenleaf & Burleson Wealth Management$536,199$349,471,039$54,822,630$404,293,669
87Mraz, Amerine & Associates, Inc.$228,767$388,395,559$11,489,241$399,884,800
88Jackson Financial Management$235,021$390,724,752$2,935,075$393,659,827
89Creekside Partners, Inc.$441,103$222,398,000$167,537,000$389,935,000
90Bedell Frazier Investment Counselling.$1,115,274$387,000,000$0$387,000,000
91Atlas Capital Advisors$1,452,585$303,800,000$81,135,000$384,935,000
92Ensemble Capital Management$1,104,672$372,982,611$8,129,382$381,111,993
93J.P. King Advisors$339,753$376,446,434$0$376,446,434
94Lodestar Private Asset Management$530,123$337,403,933$32,091,458$369,495,391
95RS Crum Inc.$1,719,426$367,957,061$0$367,957,061
96Valentine Capital Asset Management$1,260,043$366,672,619$0$366,672,619
97Anodos Advisors$1,796,264$0$366,437,800$366,437,800
98Sitrin Capital Management$737,145$353,754,100$11,132,887$364,886,987
99Clelland & Company Inc$1,917,014$203,814,056$150,833,593$354,647,649
100Telos Capital Management$361,126$345,748,621$571,417$346,320,038
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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) nor one who is an insurance company or agency.

Database last updated on June 11, 2015.