RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      301MISSION CREEK CAPITAL PARTNERS, INC.$486,828$493,156,933—$493,156,933
      302SONOMA WEALTH ADVISORS, LLC$224,166$410,050,000$86,925,000$496,975,000
      303MORLING FINANCIAL ADVISORS, LLC$536,269$501,411,899—$501,411,899
      304ARISTON SERVICES GROUP, LLC$2,186,040$351,451,560$153,523,795$504,975,355
      305TELLONE MANAGEMENT GROUP INC$1,020,762$505,277,042—$505,277,042
      306CREEKSIDE PARTNERS$1,968,198$505,826,892—$505,826,892
      307VANCE WEALTH$452,632$417,723,660$88,318,692$506,042,352
      308OPES WEALTH MANAGEMENT, LLC$1,701,193$508,656,733—$508,656,733
      309CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC$551,555$510,188,103—$510,188,103
      310INTEGRIS WEALTH MANAGEMENT, LLC$674,568$498,436,623$12,885,905$511,322,528
      311GRADIENT CAPITAL ADVISORS, LLC$391,040$431,035,319$81,617,508$512,652,827
      312NWK GROUP$1,257,111$512,901,108—$512,901,108
      313DELTA INVESTMENT MANAGEMENT, LLC$309,760$513,891,606—$513,891,606
      314NEUMANN CAPITAL MANAGEMENT$949,236$515,435,206—$515,435,206
      315ROSENBLUM SILVERMAN SUTTON SF INC$3,047,113$521,056,271—$521,056,271
      316OCCIDENTAL ASSET MANAGEMENT, LLC$400,411$523,737,691—$523,737,691
      317HC FINANCIAL ADVISORS INC$530,524$534,768,166—$534,768,166
      318KNIGHTSBRIDGE WEALTH MANAGEMENT$628,606$527,841,704$7,101,948$534,943,652
      319SUREVEST PRIVATE WEALTH$607,338$498,860,059$42,278,155$541,138,214
      320OSHER VAN DE VOORDE INVESTMENT MANAGEMENT$1,384,699$548,340,619—$548,340,619
      321AMERICAN MONEY MANAGEMENT, LLC$354,253$541,554,684$11,433,517$552,988,201
      322PENINSULA WEALTH, LLC$798,289$558,003,681—$558,003,681
      323MERITAS WEALTH MANAGEMENT, LLC$614,663$560,572,253—$560,572,253
      324CONCENTRIC WEALTH MANAGEMENT LLC$630,272$561,572,340—$561,572,340
      325WESTHILL FINANCIAL ADVISORS, INC.$537,549$549,509,609$12,228,701$561,738,310
      326PERSONAL FINANCIAL MANAGEMENT$1,467,548$392,268,421$169,802,486$562,070,907
      327JEPPSON WEALTH MANAGEMENT, LLC$673,173$463,586,458$98,512,705$562,099,163
      328DE GROOTE FINANCIAL GROUP, LLC$309,001$562,690,300—$562,690,300
      329MRAZ, AMERINE & ASSOCIATES, INC.$387,335$565,509,753—$565,509,753
      330BROOKER WEALTH MANAGEMENT$967,124$566,734,883—$566,734,883
      331NORTH BERKELEY WEALTH MANAGEMENT, LLC$463,973$555,284,496$20,970,266$576,254,762
      332BLUME CAPITAL MANAGEMENT, INC.$715,060$580,628,386—$580,628,386
      333PALO ALTO WEALTH ADVISORS, LLC$1,177,420$421,005,174$160,640,478$581,645,652
      334PARKSIDE ADVISORS LLC$736,675$587,130,325—$587,130,325
      335CHEQUERS FINANCIAL MANAGEMENT LLC$711,419$480,422,902$110,055,045$590,477,947
      336RIDGECREST WEALTH PARTNERS, LLC$1,077,701$244,494,904$346,085,364$590,580,268
      337ROWLING & ASSOCIATES LLC$519,419$583,078,452$32,433,227$615,511,679
      338RS CRUM INC.$670,031$603,491,386$13,607,245$617,098,631
      339CHEVIOT VALUE MANAGEMENT, LLC$720,711$622,693,979—$622,693,979
      340NELSON CAPITAL MANAGEMENT, LLC$1,116,007$597,780,223$28,299,587$626,079,810
      341MA PRIVATE WEALTH, LLC$498,957$594,053,533$45,609,475$639,663,008
      342SPECTRUM ASSET MANAGEMENT INC$709,393$625,186,902$19,651,577$644,838,479
      343BELL INVESTMENT ADVISORS INC$576,941$589,937,360$66,621,975$656,559,335
      344WADE FINANCIAL ADVISORY, INC.$2,167,310$527,627,736$131,234,542$658,862,278
      345SMART INVESTOR, LLC$645,314$682,741,798—$682,741,798
      346ROOF EIDAM MAYCOCK PERALTA LLC$694,424$687,940,110$17,594,331$705,534,441
      347WESTSIDE INVESTMENT MANAGEMENT, LLC$875,563$716,210,706—$716,210,706
      348RPG INVESTMENT ADVISORY, LLC$880,169$716,457,779—$716,457,779
      349PACIFIC GLOBAL INVESTMENT MANAGEMENT CO$848,320$717,678,502—$717,678,502
      350HUTCHINSON CAPITAL MANAGEMENT$1,066,871$703,166,527$18,037,984$721,204,511
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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 Research.

      Reprints: For reprints of these rankings, please contact Caroline Murphy.

      *Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount 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) not one who is an insurance company or agency.

      Database last updated on July 2021.