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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 51 | Anodos Advisors LLC | $1,804,333 | N/A | $409,583,676 | $409,583,676 |
| 52 | Hokanson Associates Inc. | $1,182,408 | $409,113,199 | N/A | $409,113,199 |
| 53 | Main Street Research LLC | $389,055 | $401,115,762 | N/A | $401,115,762 |
| 54 | Lindbrook Capital LLC | $918,873 | $378,256,384 | $17,777,824 | $396,034,208 |
| 55 | Oakmont Corporation | $12,970,428 | $389,035,298 | $77,531 | $389,112,829 |
| 56 | Reilly Financial Advisors | $341,595 | $377,120,416 | N/A | $377,120,416 |
| 57 | Weatherly Asset Management | $457,882 | $361,275,114 | $10,524,954 | $371,800,068 |
| 58 | The Portola Group Inc. | $650,919 | $358,246,714 | $10,173,674 | $368,420,388 |
| 59 | Spectrum Asset Management Inc. | $558,541 | $333,103,892 | $29,947,439 | $363,051,331 |
| 60 | West Coast Financial LLC | $682,773 | $359,334,936 | $2,534,734 | $361,869,670 |
| 61 | Iwamoto Kong Wealth Management Group | $229,740 | $294,688,467 | $62,097,186 | $356,785,653 |
| 62 | Capital Advantage Inc. | $845,238 | $355,000,000 | N/A | $355,000,000 |
| 63 | Quantum Capital Management | $522,929 | $315,287,010 | $26,708,694 | $341,995,704 |
| 64 | Cohen Capital Management Inc. | $6,181,818 | $340,000,000 | N/A | $340,000,000 |
| 65 | Blankinship & Foster LLC | $349,515 | $324,000,000 | N/A | $324,000,000 |
| 66 | FrankRimerman Advisors LLC | $5,346,671 | $268,359,399 | $52,440,842 | $320,800,241 |
| 67 | Polaris Equity Management Inc. | $914,286 | $320,000,000 | N/A | $320,000,000 |
| 68 | Wealth Architects LLC | $305,819 | $288,032,688 | $27,572,237 | $315,604,925 |
| 69 | Stevens First Principles Investment Advisors | $756,418 | $312,208,546 | $3,217,794 | $315,426,340 |
| 70 | Prudent Investor Advisors LLC | $4,204,146 | $31,153,413 | $284,157,551 | $315,310,964 |
| 71 | Cheviot Value Management LLC | $454,895 | $311,342,347 | $2,535,394 | $313,877,741 |
| 72 | Personal Financial Management | $1,606,502 | $157,487,806 | $155,780,058 | $313,267,864 |
| 73 | Bedell Frazier Investment Counselling LLC. | $239,431 | $305,992,690 | N/A | $305,992,690 |
| 74 | Lodestar Private Asset Management LLC | $450,511 | $274,439,002 | $21,997,483 | $296,436,485 |
| 75 | Callan Capital LLC | $513,698 | $292,294,016 | N/A | $292,294,016 |
| 76 | Goldstein Munger + Associates | $946,502 | $274,073,556 | $15,556,071 | $289,629,627 |
| 77 | Lewis & Mathews Investment Management Inc. | $3,000,000 | $267,000,000 | N/A | $267,000,000 |
| 78 | Nelson Roberts Investment Advisors LLC | $483,250 | $257,806,365 | $7,014,680 | $264,821,045 |
| 79 | The Wealth Collaborative Inc. | $849,532 | $263,413,296 | $791,186 | $264,204,482 |
| 80 | Jacobs & Co | $2,374,768 | $263,599,282 | N/A | $263,599,282 |
| 81 | The Glowacki Group LLC | $845,446 | $262,088,410 | N/A | $262,088,410 |
| 82 | Valley Wealth Inc. | $266,667 | $165,000,000 | $95,000,000 | $260,000,000 |
| 83 | The Tarbox Group Inc. | $598,109 | $253,000,000 | N/A | $253,000,000 |
| 84 | MrazAmerine & Associates Inc. | $168,296 | $241,732,153 | $8,860,082 | $250,592,235 |
| 85 | Clelland & Company Inc. | $1,713,945 | $63,982,751 | $184,539,300 | $248,522,051 |
| 86 | North Berkeley Investment Partners LLC | $227,199 | $233,851,558 | $12,886,238 | $246,737,796 |
| 87 | Epsilon Financial Group Inc. | $995,951 | $246,000,000 | N/A | $246,000,000 |
| 88 | Albert Heeg Investment Management | $35,076,781 | $245,537,469 | N/A | $245,537,469 |
| 89 | Tellone Management Group Inc. | $259,060 | $242,998,089 | N/A | $242,998,089 |
| 90 | Van Strum & Towne Inc. | $810,718 | $193,351,000 | $45,000,000 | $238,351,000 |
| 91 | John W. Brooker & Co.Cpas,Pc | $516,056 | $235,837,564 | N/A | $235,837,564 |
| 92 | Greenleaf & Burleson Wealth Management LLC | $423,848 | $234,388,164 | N/A | $234,388,164 |
| 93 | Harris Financial Advisors Inc. | $291,932 | $215,633,472 | $15,576,284 | $231,209,756 |
| 94 | Cornerstone Wealth Management | $619,213 | $226,337,454 | $3,390,411 | $229,727,865 |
| 95 | Tmfs-San Francisco-Oakland LLC | $238,079 | $228,318,000 | N/A | $228,318,000 |
| 96 | Fiduciary Investment Council LLC | $2,393,516 | N/A | $227,384,000 | $227,384,000 |
| 97 | Rowling & Associates | $292,308 | $226,538,822 | N/A | $226,538,822 |
| 98 | Raub Brock Capital ManagementLp | $316,272 | $217,206,658 | $705,000 | $217,911,658 |
| 99 | Monterey Private Wealth Inc. | $193,558 | $173,689,311 | $43,288,731 | $216,978,042 |
| 100 | Mkks Investment Advisory Services Inc. | $2,306,694 | $60,441,740 | $156,387,467 | $216,829,207 |
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.