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
51Check Capital Management Inc$618,881$1,180,097,002$75,611,808$1,255,708,810
52Equius Partners, Inc.$736,911$1,077,247,083$31,066,953$1,108,314,036
53Wacker Wealth Partners, LLC$1,668,311$1,044,291,815$6,744,006$1,051,035,821
54Weatherly Asset Management Lp$815,876$1,018,183,828$9,820,014$1,028,003,842
55Telos Capital Management, Inc.$564,647$1,017,493,974$1,017,493,974
56Rebalance LLC$740,603$984,261,417$984,261,417
57Ohana Advisors Management, LLC$98,002,959$946,147,577$327,890,887$1,274,038,464
58Oakwood Capital Management LLC$1,108,123$921,958,587$921,958,587
59Avitas Wealth Management, LLC$1,502,576$897,037,916$897,037,916
60Capital Advantage, Inc.$449,844$891,590,122$891,590,122
61Private Asset Management Inc$645,735$880,782,665$880,782,665
62Apriem Advisors$433,841$870,743,718$5,181,319$875,925,037
63SB Capital Management, Inc.$746,365$852,759,819$1,827,925$854,587,744
64Tarbox Family Office, Inc.$1,080,208$841,481,772$841,481,772
65Intellectus Partners, LLC$1,525,499$840,191,652$264,269,808$1,104,461,460
66Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
67Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
68Gamble Jones Investment Counsel$1,489,497$822,871,532$893,028,659$1,715,900,191
69Oak Root LLC$7,243,478$822,000,000$11,000,000$833,000,000
70Lyell Wealth Management Lp$3,723,525$785,663,753$785,663,753
71Insight Wealth Strategies, LLC$372,671$780,373,193$780,373,193
72Eclectic Associates, Inc.$334,664$774,972,448$146,021,897$920,994,345
73Burton Enright Welch$622,859$757,068,453$112,442,181$869,510,634
74Blankinship & Foster, LLC$741,506$722,226,368$722,226,368
75Lodestar Private Asset Management LLC$520,019$718,964,834$8,022,210$726,987,044
76Atlas Capital Advisors LLC$1,807,595$707,000,000$7,000,000$714,000,000
77L & S Advisors, Inc$535,696$704,543,929$6,324,828$710,868,757
78Werba Rubin Papier Wealth Management, LLC$497,451$703,893,000$703,893,000
79Worthpointe, LLC$521,612$692,701,264$692,701,264
80Cohen Capital Management Inc$3,791,629$674,909,881$674,909,881
81Monterey Private Wealth, Inc.$429,851$671,865,099$27,931,534$699,796,633
82The Wealth Collaborative, Inc.$1,395,731$661,767,177$9,579,383$671,346,560
83Wescap Management Group, Inc.$2,452,294$649,400,000$152,500,000$801,900,000
84Burleson & Company, LLC$981,507$645,504,267$134,793,423$780,297,690
85Goldstein Munger + Associates$2,370,768$643,337,199$105,825,624$749,162,823
86Silicon Valley Capital Partners, L.P.$555,557$637,779,174$637,779,174
87Hutchinson Capital Management$954,158$637,124,389$6,932,135$644,056,524
88Waypoint Wealth Partners, Inc.$959,753$629,598,002$629,598,002
89Roof, Eidam & Maycock, LLC$646,332$623,010,254$15,565,302$638,575,556
90RPG Investment Advisory, LLC$737,631$615,184,613$615,184,613
91Pacific Global Investment Management Co$762,609$609,324,919$609,324,919
92Brickley Wealth Management$1,272,534$600,635,890$600,635,890
93Sage Rhino Capital LLC$566,954$600,403,904$600,403,904
94Strategy Asset Managers L.L.C.$620,325$583,725,372$583,725,372
95Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
96J.P. King Advisors, Inc.$437,668$575,970,684$575,970,684
97Nelson Capital Management, LLC$1,137,727$574,552,255$574,552,255
98SMART INVESTOR, LLC$553,644$574,410,546$272,090$574,682,636
99Regatta Capital Group, LLC$286,953$563,612,476$119,048,528$682,661,004
100Spectrum Asset Management Inc$612,959$558,194,620$13,083,246$571,277,866
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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.