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.

Filters

# of employees

MinMax

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Westmount Asset Management$485,777$1,355,318,189$0$1,355,318,189
2Destination Wealth Management$345,937$1,216,987,587$10,049,629$1,227,037,216
3Pure Financial Advisors Inc.$181,955$800,487,253$4,481,605$804,968,858
4Rand & Associates$903,672$696,597,000$8,267,400$704,864,400
5Towneley Capital Management Inc.$1,890,437$563,350,261$0$563,350,261
6Eclectic Associates Inc.$218,104$415,470,502$76,136,490$491,606,992
7Apriem Advisors$371,179$353,454,837$63,379,505$416,834,342
8Raub Brock Capital Management$387,911$373,368,840$577,803$373,946,643
9Cheviot Value Management$464,006$322,483,914$0$322,483,914
10Parallel Advisors$333,333$300,000,000$0$300,000,000
11Tellone Management Group Inc.$274,434$287,607,075$0$287,607,075
12Valley Wealth Inc.$274,510$195,000,000$85,000,000$280,000,000
13Harris Financial Advisors Inc.$338,343$262,453,636$14,311,116$276,764,752
14Monterey Private Wealth Inc.$215,134$221,912,657$44,638,485$266,551,142
15John W. Brooker & Co.$500,883$265,467,746$0$265,467,746
16Laurel Wealth Advisors Inc.$513,048$123,300,000$134,250,000$257,550,000
17Silicon Valley Wealth Advisors$346,029$240,144,000$0$240,144,000
18Watermark Asset Management Inc.$232,796$216,500,000$0$216,500,000
19Osher Van De Voorde Investment Management$886,486$205,664,667$0$205,664,667
20Financial Horizons-Wealth Building Strategies$1,086,078$188,472,529$11,365,760$199,838,289
21Wheelerfrost - Wealth Managers$353,217$182,656,663$16,557,688$199,214,351
22Brian D. Lowder Inc.$1,136,102$197,408,814$272,880$197,681,694
23Pennington Financial Group$318,752$172,247,090$197,676$172,444,766
24Concord Investment Counsel$307,579$157,404,860$3,766,471$161,171,331
25Guardian Investment Management$1,433,125$126,984,689$30,659,100$157,643,789
26Curran & Lewis Investment Management Inc.$907,230$155,136,357$0$155,136,357
27Clutinger Williams & Verhoye Inc.$329,999$121,454,329$17,475,387$138,929,716
28Powers Capital Investments Inc.$227,297$132,541,841$4,291,060$136,832,901
29McCarthy Asset Management Inc.$230,347$136,825,833$0$136,825,833
30Harrison - De Charon$265,508$134,346,957$0$134,346,957
31Trinity Capital Management$323,672$134,000,000$0$134,000,000
32Portfolio Advisors Inc.$202,441$0$123,489,000$123,489,000
33Total Wealth Management Inc.$100,039$123,348,329$0$123,348,329
34Nautilus Advisors$313,158$121,191,992$0$121,191,992
35Taylor Frigon Capital Management$1,005,019$115,577,157$0$115,577,157
36Cannon Beach Consultants Inc.$126,637$64,369,424$48,844,075$113,213,499
37Athena Investment Management$450,897$110,057,642$1,313,945$111,371,587
38Millennium Investment Services$293,022$106,660,033$0$106,660,033
39Pathways Advisory Group Inc.$153,030$0$101,765,000$101,765,000
40Pacific Financial Strategies Inc.$149,775$100,948,599$0$100,948,599

Showing 1 to 40 of 40 entries

Page 1

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, 2012. (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.