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
1Mercer Global Advisors Inc.$313,791$4,783,469,900$109,475,842$4,892,945,742
2Halbert Hargrove$710,334$1,853,195,838$191,854,788$2,045,050,626
3Osborne Partners$985,853$1,112,105,637$211,894,668$1,324,000,305
4Cypress Wealth Advisors$2,954,187$645,567,606$199,329,906$844,897,512
5Abacus Wealth Partners$293,021$721,784,919$52,961,289$774,746,208
6Wescap Group$1,881,387$597,494,500$168,230,200$765,724,700
7Check Capital Management Inc.$451,082$564,000,000$19,700,000$583,700,000
8Dan Goldie Financial Services$600,051$0$582,049,494$582,049,494
9Pillar Pacific Capital Management$1,841,960$494,030,000$18,035,000$512,065,000
10Willow Creek Wealth Management Inc.$404,240$495,597,654$0$495,597,654
11Cohen Capital Management Inc.$4,719,456$448,348,314$0$448,348,314
12Lindbrook Capital$675,509$380,056,796$64,428,086$444,484,882
13Main Street Research$428,726$443,303,174$0$443,303,174
14Quantum Capital Management$768,334$434,108,930$0$434,108,930
15West Coast Financial$744,311$417,957,670$2,578,131$420,535,801
16Oakmont Corp.$13,161,744$394,851,797$527$394,852,324
17Trovena$296,564$371,563,347$19,307,400$390,870,747
18Spectrum Asset Management Inc.$550,251$327,751,594$27,160,574$354,912,168
19Roof, Eidam & Maycock$173,454$345,609,313$3,380,031$348,989,344
20Bedell Frazier Investment Counselling$236,888$342,539,326$0$342,539,326
21Sitrin Capital Management$665,984$310,000,000$15,000,000$325,000,000
22Delphi Private Advisors$853,775$318,458,115$0$318,458,115
23Polaris Equity Management Inc.$393,440$309,637,529$0$309,637,529
24Nelson Roberts Investment Advisors$541,159$289,320,000$9,400,000$298,720,000
25Greenleaf & Burleson Wealth Management$417,047$280,255,899$0$280,255,899
26Ensemble Capital Management$1,034,395$253,477,868$21,671,241$275,149,109
27Clelland & Co. Inc.$1,774,693$75,834,554$186,820,020$262,654,574
28Delta Wealth Management$1,132,860$189,850,089$69,574,858$259,424,947
29North Berkeley Investment Partners$216,906$251,010,000$6,240,000$257,250,000
30Stevens First Principles Investment Advisors$620,063$251,924,575$4,161,322$256,085,897
31Wiiken & Gorman$301,205$0$250,000,000$250,000,000
32Fiduciary Investment Council$2,571,821$0$244,323,000$244,323,000
33Van Strum & Towne Inc.$822,633$195,582,000$48,740,000$244,322,000
34Rosenblum Silverman Sutton Inc.$1,174,201$231,491,062$1,000,694$232,491,756
35MKKS Investment Advisory Services Inc.$2,643,705$71,116,205$153,598,731$224,714,936
36Elm Advisors$522,895$161,729,880$52,134,275$213,864,155
37Hc Financial Advisors Inc.$310,515$210,218,360$0$210,218,360
38Donnelly Wealth Advisors Inc.$437,902$162,572,327$46,306,879$208,879,206
39Opes Advisors Inc.$298,563$207,203,041$0$207,203,041
40Miller Park$1,078,209$150,029,764$38,656,875$188,686,639
41Pruneyard Financial Group Inc.$268,607$137,942,734$31,279,474$169,222,208
42Ariston Services Group$777,419$164,800,000$3,900,000$168,700,000
43TABR Capital Management$256,370$162,025,922$0$162,025,922
44Personal Financial Consultants Inc.$213,034$0$159,775,538$159,775,538
45Financial Connections Group Inc.$245,826$158,803,515$0$158,803,515
46Jess S. Morgan & Co. Inc.$828,109$157,340,758$0$157,340,758
47Clearview Investment Partners$229,298$154,992,972$1,388,579$156,381,551
48Sage Capital Advisors$1,002,938$148,434,755$0$148,434,755
49Caves & Associates$530,110$139,289,496$4,900,497$144,189,993
50Silicon Valley Capital Partners$164,008$142,687,243$0$142,687,243
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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.