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
301RPG Investment Advisory, LLC$737,631$615,184,613$615,184,613
302Roof, Eidam & Maycock, LLC$646,332$623,010,254$15,565,302$638,575,556
303Waypoint Wealth Partners, Inc.$959,753$629,598,002$629,598,002
304Hutchinson Capital Management$954,158$637,124,389$6,932,135$644,056,524
305Silicon Valley Capital Partners, L.P.$555,557$637,779,174$637,779,174
306Goldstein Munger + Associates$2,370,768$643,337,199$105,825,624$749,162,823
307Burleson & Company, LLC$981,507$645,504,267$134,793,423$780,297,690
308Wescap Management Group, Inc.$2,452,294$649,400,000$152,500,000$801,900,000
309The Wealth Collaborative, Inc.$1,395,731$661,767,177$9,579,383$671,346,560
310Monterey Private Wealth, Inc.$429,851$671,865,099$27,931,534$699,796,633
311Cohen Capital Management Inc$3,791,629$674,909,881$674,909,881
312Worthpointe, LLC$521,612$692,701,264$692,701,264
313Werba Rubin Papier Wealth Management, LLC$497,451$703,893,000$703,893,000
314L & S Advisors, Inc$535,696$704,543,929$6,324,828$710,868,757
315Atlas Capital Advisors LLC$1,807,595$707,000,000$7,000,000$714,000,000
316Lodestar Private Asset Management LLC$520,019$718,964,834$8,022,210$726,987,044
317Blankinship & Foster, LLC$741,506$722,226,368$722,226,368
318Burton Enright Welch$622,859$757,068,453$112,442,181$869,510,634
319Eclectic Associates, Inc.$334,664$774,972,448$146,021,897$920,994,345
320Insight Wealth Strategies, LLC$372,671$780,373,193$780,373,193
321Lyell Wealth Management Lp$3,723,525$785,663,753$785,663,753
322Oak Root LLC$7,243,478$822,000,000$11,000,000$833,000,000
323Gamble Jones Investment Counsel$1,489,497$822,871,532$893,028,659$1,715,900,191
324Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
325Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
326Intellectus Partners, LLC$1,525,499$840,191,652$264,269,808$1,104,461,460
327Tarbox Family Office, Inc.$1,080,208$841,481,772$841,481,772
328SB Capital Management, Inc.$746,365$852,759,819$1,827,925$854,587,744
329Apriem Advisors$433,841$870,743,718$5,181,319$875,925,037
330Private Asset Management Inc$645,735$880,782,665$880,782,665
331Capital Advantage, Inc.$449,844$891,590,122$891,590,122
332Avitas Wealth Management, LLC$1,502,576$897,037,916$897,037,916
333Oakwood Capital Management LLC$1,108,123$921,958,587$921,958,587
334Ohana Advisors Management, LLC$98,002,959$946,147,577$327,890,887$1,274,038,464
335Rebalance LLC$740,603$984,261,417$984,261,417
336Telos Capital Management, Inc.$564,647$1,017,493,974$1,017,493,974
337Weatherly Asset Management Lp$815,876$1,018,183,828$9,820,014$1,028,003,842
338Wacker Wealth Partners, LLC$1,668,311$1,044,291,815$6,744,006$1,051,035,821
339Equius Partners, Inc.$736,911$1,077,247,083$31,066,953$1,108,314,036
340Check Capital Management Inc$618,881$1,180,097,002$75,611,808$1,255,708,810
341Wealth Architects, LLC$541,203$1,248,533,331$92,568,487$1,341,101,818
342Frank, Rimerman Advisors LLC$14,080,698$1,257,722,082$192,589,793$1,450,311,875
343West Coast Financial, LLC$773,182$1,264,926,547$1,264,926,547
344Team Hewins, LLC$1,920,762$1,276,148,444$1,003,795,862$2,279,944,306
345Private Wealth Partners, LLC$6,312,949$1,280,345,565$32,747,785$1,313,093,350
346Willow Creek Wealth Management, Inc.$590,021$1,296,488,990$84,749,517$1,381,238,507
347Osborne Partners Capital Management LLC$1,194,493$1,383,257,587$379,814,001$1,763,071,588
348Main Street Research LLC$1,999,963$1,389,974,082$1,389,974,082
349Asset Dedication, LLC$908,970$1,437,081,527$1,437,081,527
350Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
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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.