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.


# of employees


Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Seven Post Private Investment Office$22,747,370$3,367,381,486$385,934,559$3,753,316,045
2Ashfield Capital Partners$6,896,477$2,138,391,055$806,404,766$2,944,795,821
3Westmount Asset Management$564,036$1,651,497,233$0$1,651,497,233
4Brouwer & Janachowski$941,643$1,279,692,953$0$1,279,692,953
5Pure Financial Advisors, Inc.$200,623$1,016,293,536$6,881,503$1,023,175,039
6Rand & Associates$938,412$850,307,519$12,092,717$862,400,236
7Personal Capital Advisors Corporation$131,146$861,759,448$0$861,759,448
8Quantum Capital Management$1,022,342$700,304,534$0$700,304,534
9Raub Brock Capital Management, LP$315,349$602,304,756$643,356$602,948,112
10Laurel Wealth Advisors, Inc.$308,049$201,450,377$400,477,454$601,927,831
11Eclectic Associates, Inc.$238,612$478,577,624$86,932,674$565,510,298
12Parallel Advisors$305,735$504,462,016$0$504,462,016
13Spectrum Asset Management Inc$525,414$380,033,369$17,179,621$397,212,990
14Roof, Eidam & Maycock$1,100,840$373,000,000$20,000,000$393,000,000
15Sitrin Capital Management$743,746$351,266,190$10,194,526$361,460,716
16Harris Financial Advisors, Inc.$364,821$313,512,310$13,731,876$327,244,186
17John W. Brooker & Co., CPAs, PC$667,437$305,686,363$0$305,686,363
18Tellone Management Group Inc$286,071$305,238,239$0$305,238,239
19Cheviot Value Management$378,012$276,640,160$3,466,624$280,106,784
20Silicon Valley Wealth Advisors$460,321$273,569,000$4,925,000$278,494,000
21Westside Investment Management$429,274$250,696,149$0$250,696,149
22Watermark Asset Management, Inc.$230,323$242,530,000$0$242,530,000
23Wheelerfrost - Wealth Managers$385,376$212,425,881$18,414,042$230,839,923
24Guardian Investment Management$1,238,984$184,951,000$45,500,000$230,451,000
25Lowder Brian D Inc$406,087$229,921,392$329,658$230,251,050
26Osher Van De Voorde Investment Management$1,336,257$219,146,071$0$219,146,071
27Pennington Financial Group$354,993$190,416,646$214,518$190,631,164
28WP Advisors$260,713$159,198,931$17,564,326$176,763,257
29Concord Investment Counsel$339,378$171,459,389$5,017,136$176,476,525
30Personal Financial Consultants, Inc.$728,245$139,350,362$36,884,924$176,235,286
31McCarthy Asset Management, Inc.$275,955$173,024,026$0$173,024,026
32Powers Capital Investments, Inc.$269,274$170,872,462$2,001,238$172,873,700
33Harrison - De Charon$314,070$169,598,005$0$169,598,005
34Trinity Capital Management$279,548$147,321,920$0$147,321,920
35Clutinger Williams & Verhoye Inc$357,581$130,955,436$13,149,848$144,105,284
36Portfolio Advisors, Inc.$227,488$0$144,000,000$144,000,000
37Nautilus Advisors$373,297$137,000,000$0$137,000,000
38Athena Investment Management$530,996$132,883,256$1,458,762$134,342,018
39Garner Financial Management, Inc.$270,330$114,000,000$9,000,000$123,000,000
405T Wealth Management, LLC$397,929$118,184,969$0$118,184,969
41Pathways Advisory Group, Inc.$176,718$0$115,043,311$115,043,311
42Cannon Beach Consultants Inc$147,789$105,561,769$8,531,288$114,093,057
43Spectrum Financial Management$895,673$107,486,541$4,472,534$111,959,075
44Pacific Financial Strategies, Inc$158,695$111,562,474$0$111,562,474
45Reed & Ball, Inc.$1,094,981$103,171,984$7,421,139$110,593,123
46Millennium Investment Services$292,761$108,028,810$0$108,028,810
47Foothill Financial Advisors, Inc.$257,624$104,678,284$2,750,755$107,429,039
48Inspired Financial$310,850$106,000,000$0$106,000,000
49Aljian Capital Management$227,273$100,000,000$5,000,000$105,000,000

Showing 1 to 49 of 49 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.