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
251Traverso Chambers Private Wealth Management, LLC$395,068$392,302,815$392,302,815
252Navalign, LLC$297,974$404,947,000$404,947,000
253Ariston Services Group, LLC$1,927,293$405,896,922$21,962,163$427,859,085
254Chequers Financial Management LLC$843,149$412,481,548$68,956,710$481,438,258
255Westhill Financial Advisors, Inc.$444,549$415,362,150$14,071,846$429,433,996
256Creative Capital Management Investments LLC$546,770$416,638,808$416,638,808
257Surevest, LLC$535,383$417,904,667$33,423,453$451,328,120
258Integris Wealth Management, LLC$615,468$420,386,971$13,517,705$433,904,676
259De Groote Financial Group, LLC$360,116$420,615,000$420,615,000
260Occidental Asset Management, LLC$363,867$422,085,914$422,085,914
261Opes Wealth Management, LLC$1,517,825$426,508,843$426,508,843
262Wade Financial Advisory, Inc.$2,021,604$428,618,710$131,365,557$559,984,267
263Neumann Capital Management, LLC$839,606$439,114,157$439,114,157
264Alphacore Capital LLC$630,542$441,580,965$601,966,709$1,043,547,674
265Knightsbridge Asset Management LLC$597,212$443,878,610$2,836,306$446,714,916
266Vantage Wealth Management, LLC$348,024$446,000,000$12,000,000$458,000,000
267Osher Van De Voorde Investment Management$1,317,025$449,105,573$449,105,573
268Meritas Wealth Management, LLC$528,559$454,560,698$454,560,698
269Premier Financial Group Inc$542,407$455,043,361$141,604,208$596,647,569
270Schnieders Capital Management, LLC.$1,112,312$463,920,886$561,630,907$1,025,551,793
271Mission Creek Capital Partners, Inc.$500,961$466,394,226$466,394,226
272North Berkeley Wealth Management, LLC$353,591$468,207,726$17,272,319$485,480,045
273Creekside Partners Financial Advisers LLC$1,822,387$470,175,798$470,175,798
274Concentric Wealth Management LLC$557,675$470,677,717$470,677,717
275Peninsula Wealth, LLC$681,167$472,729,806$472,729,806
276Brio Consultants, LLC$763,900$472,853,885$472,853,885
277Blume Capital Management, Inc.$612,031$473,099,819$473,099,819
278HC Financial Advisors Inc$515,403$479,840,525$479,840,525
279Rosenblum Silverman Sutton Sf Inc$2,759,574$482,925,503$482,925,503
280NWK Group, Inc.$1,251,375$489,287,671$489,287,671
281Rowling & Associates LLC$485,767$494,399,475$34,114,707$528,514,182
282Mraz, Amerine & Associates, Inc.$332,458$499,019,550$499,019,550
283Bell Investment Advisors Inc$525,448$500,472,899$55,450,927$555,923,826
284MA Private Wealth, LLC$437,286$504,584,726$38,962,011$543,546,737
285Pacific Edge Advisors, LLC$2,274,721$509,345,715$11,565,472$520,911,187
286Parkside Advisors LLC$666,875$511,493,152$511,493,152
287BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.$405,397$514,889,068$6,045,887$520,934,955
288Cheviot Value Management, LLC$640,497$533,534,398$533,534,398
289R. S. Crum, Inc.$625,661$543,826,248$11,134,654$554,960,902
290Cardinal Point Wealth Management, LLC$794,211$554,579,872$11,692,815$566,272,687
291Spectrum Asset Management Inc$612,959$558,194,620$13,083,246$571,277,866
292Regatta Capital Group, LLC$286,953$563,612,476$119,048,528$682,661,004
293SMART INVESTOR, LLC$553,644$574,410,546$272,090$574,682,636
294Nelson Capital Management, LLC$1,137,727$574,552,255$574,552,255
295J.P. King Advisors, Inc.$437,668$575,970,684$575,970,684
296Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
297Strategy Asset Managers L.L.C.$620,325$583,725,372$583,725,372
298Sage Rhino Capital LLC$566,954$600,403,904$600,403,904
299Brickley Wealth Management$1,272,534$600,635,890$600,635,890
300Pacific Global Investment Management Co$762,609$609,324,919$609,324,919
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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.