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 |
|---|---|---|---|---|---|
| 351 | PALO ALTO WEALTH ADVISORS, LLC | $1,177,420 | $421,005,174 | $160,640,478 | $581,645,652 |
| 352 | WAYPOINT WEALTH PARTNERS | $1,185,670 | $896,366,542 | — | $896,366,542 |
| 353 | ASSET PLANNING, INC | $1,194,374 | $445,513,644 | $1,182,163 | $446,695,807 |
| 354 | WALKER FINANCIAL ADVISORS INC | $1,201,055 | $171,284,252 | $25,688,789 | $196,973,041 |
| 355 | ALTAMONT WEALTH MANAGEMENT, INC. | $1,209,061 | — | $182,568,174 | $182,568,174 |
| 356 | TARBOX FAMILY OFFICE, INC. | $1,222,346 | $1,040,216,612 | — | $1,040,216,612 |
| 357 | DOUBLE BAY MANAGEMENT & PLANNING | $1,235,446 | $112,425,565 | — | $112,425,565 |
| 358 | BAKERAVENUE | $1,245,884 | $2,181,455,628 | $409,983,185 | $2,591,438,813 |
| 359 | ARIADNE WEALTH MANAGEMENT, LP | $1,256,458 | $429,346,000 | $20,466,000 | $449,812,000 |
| 360 | NWK GROUP | $1,257,111 | $512,901,108 | — | $512,901,108 |
| 361 | DOWLING & YAHNKE, LLC | $1,264,653 | $5,989,292,627 | $124,037,570 | $6,113,330,197 |
| 362 | PARIAX PRIVATE WEALTH MANAGEMENT | $1,277,381 | $130,311,000 | $3,814,000 | $134,125,000 |
| 363 | BERKSON ASSET MANAGEMENT, INC. | $1,294,104 | $27,027,453 | $194,264,253 | $221,291,706 |
| 364 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $1,302,047 | $599,533,283 | $692,096,916 | $1,291,630,199 |
| 365 | PARK, MILLER, LLC | $1,309,836 | $256,727,331 | $453 | $256,727,784 |
| 366 | OSBORNE PARTNERS | $1,322,673 | $1,780,235,788 | $463,017,988 | $2,243,253,776 |
| 367 | FIRST WILSHIRE SECURITIES MANAGEMENT, INC. | $1,325,008 | $359,077,070 | — | $359,077,070 |
| 368 | BLUE ZONE WEALTH ADVISORS, LLC | $1,344,127 | $399,205,735 | — | $399,205,735 |
| 369 | SIVIA CAPITAL PARTNERS, LLC | $1,352,018 | $323,132,199 | — | $323,132,199 |
| 370 | LINDBROOK CAPITAL, LLC | $1,355,884 | $2,454,395,565 | $274,999,661 | $2,729,395,226 |
| 371 | OSHER VAN DE VOORDE INVESTMENT MANAGEMENT | $1,384,699 | $548,340,619 | — | $548,340,619 |
| 372 | JESS S. MORGAN & COMPANY., INC. | $1,391,432 | $260,197,784 | — | $260,197,784 |
| 373 | VERITY WEALTH ADVISORS, LLC | $1,402,314 | $201,933,158 | — | $201,933,158 |
| 374 | ALCOSTA CAPITAL MANAGEMENT, INC. | $1,411,931 | $206,968,972 | $584,879 | $207,553,851 |
| 375 | BRICKLEY WEALTH MANAGEMENT | $1,427,039 | $724,935,685 | — | $724,935,685 |
| 376 | LIFE LINE WEALTH MANAGEMENT LLC | $1,457,538 | $369,902,542 | $10,514,885 | $380,417,427 |
| 377 | PERSONAL FINANCIAL MANAGEMENT | $1,467,548 | $392,268,421 | $169,802,486 | $562,070,907 |
| 378 | HARRINGTON INVESTMENTS, INC. | $1,539,430 | $328,380,757 | $1,057,359 | $329,438,116 |
| 379 | VAN STRUM & TOWNE INC | $1,552,842 | $359,015,322 | $44,723,495 | $403,738,817 |
| 380 | MATRIX PLANNING INC | $1,573,928 | $113,135,966 | $36,387,217 | $149,523,183 |
| 381 | CEDAR WEALTH MANAGEMENT | $1,579,330 | $308,860,741 | $37,012,620 | $345,873,361 |
| 382 | MAREST CAPITAL, LLC | $1,582,399 | $159,822,341 | — | $159,822,341 |
| 383 | AVITAS WEALTH MANAGEMENT, LLC | $1,583,728 | $1,023,088,059 | — | $1,023,088,059 |
| 384 | THE WEALTH COLLABORATIVE, INC. | $1,587,590 | $751,244,741 | $9,210,942 | $760,455,683 |
| 385 | ABBREA CAPITAL, LLC | $1,591,546 | $1,018,078,356 | $156,482,865 | $1,174,561,221 |
| 386 | GAMBLE JONES INVESTMENT COUNSEL | $1,637,988 | $1,411,898,654 | $574,980,807 | $1,986,879,461 |
| 387 | GUARDIAN INVESTMENT MANAGEMENT | $1,643,773 | $262,558,082 | $38,252,369 | $300,810,451 |
| 388 | SPECTRUM FINANCIAL MANAGEMENT | $1,655,371 | $204,845,391 | $7,042,062 | $211,887,453 |
| 389 | CLIFFORD SWAN INVESTMENT COUNSELORS | $1,656,794 | $3,515,052,289 | $671,666,244 | $4,186,718,533 |
| 390 | CLELLAND & COMPANY INC | $1,663,002 | $250,465,788 | $142,002,572 | $392,468,360 |
| 391 | OPES WEALTH MANAGEMENT, LLC | $1,701,193 | $508,656,733 | — | $508,656,733 |
| 392 | ADAMS ASHBY FINANCIAL ADVISORS | $1,704,335 | $187,062,076 | $414,792 | $187,476,868 |
| 393 | ALETHEA CAPITAL MANAGEMENT, LLC | $1,727,842 | $228,075,166 | — | $228,075,166 |
| 394 | CAVU WEALTH ADVISORS | $1,760,231 | $114,415,000 | — | $114,415,000 |
| 395 | TEAM HEWINS, LLC | $1,783,637 | $1,326,323,267 | $1,122,609,779 | $2,448,933,046 |
| 396 | WACKER WEALTH PARTNERS, LLC | $1,790,307 | $1,194,963,895 | $8,122,309 | $1,203,086,204 |
| 397 | CASTLE WEALTH PLANNING | $1,828,636 | $181,752,293 | $24,883,523 | $206,635,816 |
| 398 | BENNICAS & ASSOCIATES, INC. | $1,864,031 | $246,052,039 | — | $246,052,039 |
| 399 | ATLAS CAPITAL ADVISORS LLC | $1,865,209 | $894,800,000 | $43,400,000 | $938,200,000 |
| 400 | INTELLECTUS PARTNERS, LLC | $1,865,240 | $971,036,893 | $370,070,590 | $1,341,107,483 |
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.
