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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Seven Post Private Investment Office$12,042,566$3,594,085,666$404,046,334$3,998,132,000
2Ashfield Capital Partners$6,195,050$2,134,108,914$579,322,880$2,713,431,794
3Westmount Asset Management$588,767$1,820,468,313$0$1,820,468,313
4Fairview Capital$5,462,415$1,567,713,063$0$1,567,713,063
5Brouwer & Janachowski$927,651$1,293,145,387$0$1,293,145,387
6Personal Capital Advisors Corporation$137,266$1,248,300,000$0$1,248,300,000
7Pure Financial Advisors, Inc.$198,432$1,186,663,936$10,078,988$1,196,742,924
8Parallel Advisors$265,566$697,439,450$17,995,569$715,435,019
9Raub Brock Capital Management, LP$322,573$633,843,188$41,301,176$675,144,364
10Laurel Wealth Advisors, Inc.$257,414$377,609,259$294,240,607$671,849,866
11Eclectic Associates, Inc.$255,007$538,628,413$95,064,907$633,693,320
12Towneley Capital Management$1,915,794$611,138,413$0$611,138,413
13Quantum Capital Management$1,277,037$490,362,266$34,500,000$524,862,266
14Manchester Financial Inc$292,321$467,420,560$0$467,420,560
15Roof, Eidam & Maycock$338,612$340,000,000$109,000,000$449,000,000
16Sitrin Capital Management$737,145$353,754,100$11,132,887$364,886,987
17Harris Financial Advisors, Inc.$359,926$329,360,758$14,008,698$343,369,456
18Westside Investment Management$471,490$323,913,883$0$323,913,883
19John W. Brooker & Co., CPAs, PC$1,733,500$322,431,007$0$322,431,007
20Tellone Management Group Inc$294,445$304,455,830$0$304,455,830
21Watermark Asset Management, Inc.$289,722$301,890,000$0$301,890,000
22Silicon Valley Wealth Advisors$442,246$282,812,495$225,114$283,037,609
23Stevens First Principles Investment Advisors$610,362$275,648,920$5,728,127$281,377,047
24Osher Van De Voorde Investment Management$1,347,645$264,138,345$0$264,138,345
25Wheelerfrost - Wealth Managers$404,563$236,791,000$20,511,000$257,302,000
26Lowder Brian D Inc$426,912$245,972,869$355,300$246,328,169
27Pennington Financial Group$389,985$212,692,516$239,101$212,931,617
28WP Advisors$279,432$185,642,355$18,902,165$204,544,520
29Personal Financial Consultants, Inc.$826,617$173,608,745$14,033,246$187,641,991
30Harrison - De Charon$342,806$186,143,399$0$186,143,399
31Wealth Quest Partners$342,806$186,143,399$0$186,143,399
32Asset Planning, Inc$311,936$181,541,914$1,876,545$183,418,459
33Trinity Capital Management$290,900$161,369,934$8,224,588$169,594,522
34Portfolio Advisors, Inc.$215,478$0$142,000,000$142,000,000
35Financial Avengers, Inc.$233,355$131,702,897$8,076,702$139,779,599
365T Wealth Management, LLC$407,289$125,037,569$0$125,037,569
37Garner Financial Management, Inc.$271,739$115,000,000$10,000,000$125,000,000
38Praetorian Guard$143,062$122,604,402$0$122,604,402
39Aljian Capital Management$231,439$114,400,000$7,800,000$122,200,000
40Spectrum Financial Management$921,067$115,120,583$4,618,149$119,738,732
41Foothill Financial Advisors, Inc.$249,124$113,187,880$3,153,111$116,340,991
42Jacobson & Breen Wealth Management$224,172$106,500,000$8,500,000$115,000,000
43Millennium Investment Services$297,178$96,755,166$15,578,203$112,333,369
44Pacific Financial Strategies, Inc$168,674$111,156,423$0$111,156,423
45Inspired Financial$309,859$110,000,000$0$110,000,000

Showing 1 to 45 of 45 entries

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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.