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
101The Wealth Collaborative, Inc.$1,124,840$370,171,859$2,150,127$372,321,986
102Salem Partners Advisors Llc Dba Salem Partners Wealth Management$1,885,453$371,434,186$0$371,434,186
103Valentine Capital Asset Management$1,260,043$366,672,619$0$366,672,619
104Lodestar Private Asset Management$504,986$328,799,438$31,760,691$360,560,129
105RS Crum Inc.$1,576,908$357,958,034$0$357,958,034
106J.P. King Advisors$1,298,182$357,000,000$0$357,000,000
107RPG Investment Advisory, LLC$645,221$334,000,000$17,000,000$351,000,000
108The Glowacki Group$831,902$338,583,915$0$338,583,915
109John W. Brooker & Co., CPAs, PC$657,709$336,747,101$0$336,747,101
110Donnelly Wealth Advisors$371,210$240,986,380$84,193,674$325,180,054
111Blume Capital Management, Inc.$511,573$322,291,000$0$322,291,000
112Harris Financial Advisors, Inc.$328,055$307,809,599$13,028,279$320,837,878
113Tellone Management Group Inc$292,940$318,132,306$0$318,132,306
114Sitrin Capital Management, LLC$567,384$306,700,000$9,900,000$316,600,000
115Waypoint Wealth Partners$647,054$312,527,116$0$312,527,116
116Watermark Asset Management, Inc.$304,355$310,441,623$0$310,441,623
117Intersect Capital LLC$1,171,588$287,388,106$21,911,207$309,299,313
118Van Strum & Towne Inc$1,009,453$247,832,800$58,031,400$305,864,200
119Alpha & Omega$3,384$190,000,000$115,000,000$305,000,000
120Financial Designs Corporation$257,310$230,545,700$71,536,692$302,082,392
121Neumann Capital Management$594,855$296,019,952$4,381,976$300,401,928
122SP Asset Management$2,400,000$250,000,000$50,000,000$300,000,000
123Opes Advisors, Inc.$341,681$298,628,930$0$298,628,930
124Rosenblum Silverman Sutton Sf Inc$1,628,650$290,442,796$1,085,622$291,528,418
125Simonbaker & Partners LLC$10,257,143$62,700,000$224,500,000$287,200,000
126Epsilon Financial Group, Inc.$251,443$286,142,064$0$286,142,064
127Cheviot Value Management$427,886$283,688,660$0$283,688,660
128Creative Capital Management Inc$426,952$278,799,852$0$278,799,852
129Silicon Valley Wealth Advisors$425,174$274,451,443$210,922$274,662,365
130Harold Davidson & Associates Inc$421,602$268,981,840$0$268,981,840
131North Berkeley Investment Partners$265,350$259,600,000$9,200,000$268,800,000
132Anodos Advisors$1,504,489$0$264,790,000$264,790,000
133HC Financial Advisors Inc$339,986$264,169,407$0$264,169,407
134Grubman Wealth Management$428,308$263,409,527$0$263,409,527
135Stevens First Principles Investment Advisors$537,481$253,491,827$5,574,073$259,065,900
136Meridian Investment Counsel, Inc.$557,895$257,189,630$0$257,189,630
137Elm Advisors$648,792$193,702,919$61,272,499$254,975,418
138Osher Van De Voorde Investment Management$920,000$253,000,000$0$253,000,000
139Cornerstone Wealth Management$478,400$244,837,793$7,757,515$252,595,308
140Guardian Investment Management$1,294,708$205,318,000$47,150,000$252,468,000
141Wheelerfrost - Wealth Managers$351,474$227,019,047$23,582,208$250,601,255
142Millie Capital Management LLC$3,577,292$250,410,453$0$250,410,453
143Rowling & Associates$292,027$244,066,731$2,988,053$247,054,784
144Lowder Brian D Inc$404,411$246,335,455$354,988$246,690,443
145Wimmer Associates LLC$529,575$223,876,000$21,847,000$245,723,000
146Gradient Capital Advisors$214,554$193,224,663$47,290,186$240,514,849
147Peninsula Wealth$481,928$206,800,000$33,200,000$240,000,000
148Polaris Financial Services, Inc.$207,524$153,102,567$84,927,338$238,029,905
149Integris Wealth Management$383,920$229,288,859$3,750,636$233,039,495
150Ariston Services Group$1,013,274$227,200,000$1,800,000$229,000,000
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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.