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
101Perigon Wealth Management$808,113$269,764,457$14,691,397$284,455,854
102Rowling & Associates$338,685$280,042,782$4,113,858$284,156,640
103Waypoint Wealth Partners$664,750$283,848,271$0$283,848,271
104Van Strum & Towne Inc$917,282$225,092,000$58,348,000$283,440,000
105Blume Capital Management, Inc.$502,109$282,185,063$0$282,185,063
106Wiiken & Gorman$327,907$0$282,000,000$282,000,000
107Cheviot Value Management$378,012$276,640,160$3,466,624$280,106,784
108Silicon Valley Wealth Advisors$460,321$273,569,000$4,925,000$278,494,000
109Epsilon Financial Group, Inc.$231,818$277,486,000$0$277,486,000
110Stevens First Principles Investment Advisors$646,778$267,487,839$5,452,528$272,940,367
111Cornerstone Wealth Management$509,642$261,867,962$7,222,765$269,090,727
112Opes Advisors, Inc.$372,128$266,444,000$0$266,444,000
113Financial Designs Corporation$251,520$217,998,000$48,110,000$266,108,000
114North Berkeley Investment Partners$252,393$258,977,314$3,511,363$262,488,677
115Bedrock Capital Management, Inc.$368,787$261,838,947$0$261,838,947
116Creative Capital Management Inc$474,245$258,463,573$0$258,463,573
117Westside Investment Management$429,274$250,696,149$0$250,696,149
118Polaris Financial Services, Inc.$204,163$0$250,507,493$250,507,493
119Elm Advisors$608,078$188,628,330$58,859,380$247,487,710
120Integrated Wealth Counsel$507,246$236,000,000$9,000,000$245,000,000
121HC Financial Advisors Inc$353,467$243,185,573$0$243,185,573
122Watermark Asset Management, Inc.$230,323$242,530,000$0$242,530,000
123Grubman Wealth Management$394,532$241,848,087$0$241,848,087
124Harold Davidson & Associates Inc$480,392$0$240,195,797$240,195,797
125Anodos Advisors$1,785,638$0$237,489,900$237,489,900
126Wheelerfrost - Wealth Managers$385,376$212,425,881$18,414,042$230,839,923
127Lowder Brian D Inc$406,087$229,921,392$329,658$230,251,050
128MKKS Investment Advisory Services, Inc$2,301,110$18,899,572$211,211,385$230,110,957
129Meridian Investment Counsel, Inc.$577,713$229,352,206$0$229,352,206
130Investor's Capital Management$310,196$220,857,359$6,205,848$227,063,207
131Fiduciary Investment Council$2,412,404$0$226,766,006$226,766,006
132Ariston Services Group$995,475$218,000,000$2,000,000$220,000,000
133Osher Van De Voorde Investment Management$1,336,257$219,146,071$0$219,146,071
134Guardian Investment Management$1,180,319$177,859,000$40,500,000$218,359,000
135YellowBrickRoad Financial Advisors$233,764$215,997,840$0$215,997,840
136Park, Miller$1,044,479$167,686,856$46,431,377$214,118,233
137Kam Advisors$490,906$208,144,000$0$208,144,000
138Financial Horizons-Wealth Building Strategies$1,023,153$194,786,000$12,914,000$207,700,000
139Rayner & Haynor$886,020$193,236,388$10,548,282$203,784,670
140Arterburn and Watters, LLP$971,154$0$202,000,000$202,000,000
141American Money Management$180,001$197,291,517$4,309,426$201,600,943
142The Portola Group Inc$512,209$191,389,350$8,884,323$200,273,673
143SP Asset Management$2,000,000$200,000,000$0$200,000,000
144Bennicas & Associates$1,383,258$195,039,435$0$195,039,435
145Silicon Valley Capital Partners, L.P.$202,175$191,257,209$0$191,257,209
146Tax Efficient Asset Management Solution, Inc.$83,055$191,026,802$0$191,026,802
147Pennington Financial Group$354,993$190,416,646$214,518$190,631,164
148Financial Connections Group, Inc.$277,433$186,989,916$0$186,989,916
149Dean Roland Russell$332,055$185,216,110$1,730,659$186,946,769
150Peninsula Wealth$221,429$168,000,000$18,000,000$186,000,000
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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 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.