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
101Lewis & Mathews Investment Management, Inc.$3,534,884$304,000,000$0$304,000,000
102Monterey Private Wealth, Inc.$230,724$274,351,183$26,051,834$300,403,017
103Atlas Capital Advisors$1,360,550$243,900,000$52,700,000$296,600,000
104Rosenblum Silverman Sutton Sf Inc$1,427,003$290,046,120$1,062,426$291,108,546
105Clelland & Company Inc$1,633,186$88,654,698$198,786,017$287,440,715
106Rowling & Associates$338,685$280,042,782$4,113,858$284,156,640
107Waypoint Wealth Partners$664,750$283,848,271$0$283,848,271
108Van Strum & Towne Inc$917,282$225,092,000$58,348,000$283,440,000
109Blume Capital Management, Inc.$502,109$282,185,063$0$282,185,063
110Wiiken & Gorman$327,907$0$282,000,000$282,000,000
111Cheviot Value Management$378,012$276,640,160$3,466,624$280,106,784
112Silicon Valley Wealth Advisors$460,321$273,569,000$4,925,000$278,494,000
113Epsilon Financial Group, Inc.$231,818$277,486,000$0$277,486,000
114Stevens First Principles Investment Advisors$646,778$267,487,839$5,452,528$272,940,367
115Cornerstone Wealth Management$509,642$261,867,962$7,222,765$269,090,727
116Opes Advisors, Inc.$372,128$266,444,000$0$266,444,000
117Financial Designs Corporation$251,520$217,998,000$48,110,000$266,108,000
118North Berkeley Investment Partners$252,393$258,977,314$3,511,363$262,488,677
119Bedrock Capital Management, Inc.$368,787$261,838,947$0$261,838,947
120Creative Capital Management Inc$474,245$258,463,573$0$258,463,573
121Westside Investment Management$429,274$250,696,149$0$250,696,149
122Polaris Financial Services, Inc.$204,163$0$250,507,493$250,507,493
123Elm Advisors$608,078$188,628,330$58,859,380$247,487,710
124Integrated Wealth Counsel$507,246$236,000,000$9,000,000$245,000,000
125Millie Capital Management LLC$3,333,685$243,359,000$0$243,359,000
126HC Financial Advisors Inc$353,467$243,185,573$0$243,185,573
127Watermark Asset Management, Inc.$230,323$242,530,000$0$242,530,000
128Grubman Wealth Management$394,532$241,848,087$0$241,848,087
129Harold Davidson & Associates Inc$480,392$0$240,195,797$240,195,797
130Anodos Advisors$1,785,638$0$237,489,900$237,489,900
131Wheelerfrost - Wealth Managers$385,376$212,425,881$18,414,042$230,839,923
132Guardian Investment Management$1,238,984$184,951,000$45,500,000$230,451,000
133Lowder Brian D Inc$406,087$229,921,392$329,658$230,251,050
134MKKS Investment Advisory Services, Inc$2,301,110$18,899,572$211,211,385$230,110,957
135Meridian Investment Counsel, Inc.$577,713$229,352,206$0$229,352,206
136Investor's Capital Management$310,196$220,857,359$6,205,848$227,063,207
137Fiduciary Investment Council$2,412,404$0$226,766,006$226,766,006
138Vintage West Capital Management$882,000$207,000,000$13,500,000$220,500,000
139Ariston Services Group$995,475$218,000,000$2,000,000$220,000,000
140Osher Van De Voorde Investment Management$1,336,257$219,146,071$0$219,146,071
141YellowBrickRoad Financial Advisors$233,764$215,997,840$0$215,997,840
142Park, Miller$1,044,479$167,686,856$46,431,377$214,118,233
143Kam Advisors$490,906$208,144,000$0$208,144,000
144Financial Horizons-Wealth Building Strategies$1,023,153$194,786,000$12,914,000$207,700,000
145Rayner & Haynor$886,020$193,236,388$10,548,282$203,784,670
146Arterburn and Watters, LLP$971,154$0$202,000,000$202,000,000
147American Money Management$180,001$197,291,517$4,309,426$201,600,943
148The Portola Group Inc$512,209$191,389,350$8,884,323$200,273,673
149SP Asset Management$2,000,000$200,000,000$0$200,000,000
150Bennicas & Associates$1,383,258$195,039,435$0$195,039,435
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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.