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.$190,617$953,050,527$5,945,862$958,996,389
6Rand & Associates$938,412$850,307,519$12,092,717$862,400,236
7Quantum Capital Management$1,022,342$700,304,534$0$700,304,534
8Laurel Wealth Advisors, Inc.$308,049$201,450,377$400,477,454$601,927,831
9Eclectic Associates, Inc.$238,612$478,577,624$86,932,674$565,510,298
10Raub Brock Capital Management, LP$317,099$313,055,507$197,790,651$510,846,158
11Parallel Advisors$305,735$504,462,016$0$504,462,016
12Spectrum Asset Management Inc$525,414$380,033,369$17,179,621$397,212,990
13Roof, Eidam & Maycock$1,100,840$373,000,000$20,000,000$393,000,000
14Sitrin Capital Management$743,746$351,266,190$10,194,526$361,460,716
15Harris Financial Advisors, Inc.$364,821$313,512,310$13,731,876$327,244,186
16Personal Capital Advisors Corporation$305,157$324,382,000$0$324,382,000
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
24Lowder Brian D Inc$406,087$229,921,392$329,658$230,251,050
25Osher Van De Voorde Investment Management$1,336,257$219,146,071$0$219,146,071
26Guardian Investment Management$1,180,319$177,859,000$40,500,000$218,359,000
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
29Personal Financial Consultants, Inc.$728,245$139,350,362$36,884,924$176,235,286
30McCarthy Asset Management, Inc.$275,955$173,024,026$0$173,024,026
31Powers Capital Investments, Inc.$269,274$170,872,462$2,001,238$172,873,700
32Harrison - De Charon$314,070$169,598,005$0$169,598,005
33Trinity Capital Management$279,548$147,321,920$0$147,321,920
34Portfolio Advisors, Inc.$227,488$0$144,000,000$144,000,000
35Nautilus Advisors$373,297$137,000,000$0$137,000,000
36Athena Investment Management$530,996$132,883,256$1,458,762$134,342,018
37Garner Financial Management, Inc.$262,418$111,000,000$8,400,000$119,400,000
38Pathways Advisory Group, Inc.$176,718$0$115,043,311$115,043,311
39Cannon Beach Consultants Inc$147,789$93,446,342$20,646,715$114,093,057
40Spectrum Financial Management$895,673$107,486,541$4,472,534$111,959,075
41Pacific Financial Strategies, Inc$158,695$111,562,474$0$111,562,474
42Reed & Ball, Inc.$1,094,981$103,171,984$7,421,139$110,593,123
43Millennium Investment Services$292,761$108,028,810$0$108,028,810
44Foothill Financial Advisors, Inc.$257,624$104,678,284$2,750,755$107,429,039
45Inspired Financial$310,850$106,000,000$0$106,000,000
46Aljian Capital Management$227,273$100,000,000$5,000,000$105,000,000

Showing 1 to 46 of 46 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.