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
101Cardinal Point Wealth Management, LLC$794,211$554,579,872$11,692,815$566,272,687
102R. S. Crum, Inc.$625,661$543,826,248$11,134,654$554,960,902
103Cheviot Value Management, LLC$640,497$533,534,398$533,534,398
104BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.$405,397$514,889,068$6,045,887$520,934,955
105Parkside Advisors LLC$666,875$511,493,152$511,493,152
106Pacific Edge Advisors, LLC$2,274,721$509,345,715$11,565,472$520,911,187
107MA Private Wealth, LLC$437,286$504,584,726$38,962,011$543,546,737
108Bell Investment Advisors Inc$525,448$500,472,899$55,450,927$555,923,826
109Mraz, Amerine & Associates, Inc.$332,458$499,019,550$499,019,550
110Rowling & Associates LLC$485,767$494,399,475$34,114,707$528,514,182
111NWK Group, Inc.$1,251,375$489,287,671$489,287,671
112Rosenblum Silverman Sutton Sf Inc$2,759,574$482,925,503$482,925,503
113HC Financial Advisors Inc$515,403$479,840,525$479,840,525
114Blume Capital Management, Inc.$612,031$473,099,819$473,099,819
115Brio Consultants, LLC$763,900$472,853,885$472,853,885
116Peninsula Wealth, LLC$681,167$472,729,806$472,729,806
117Concentric Wealth Management LLC$557,675$470,677,717$470,677,717
118Creekside Partners Financial Advisers LLC$1,822,387$470,175,798$470,175,798
119North Berkeley Wealth Management, LLC$353,591$468,207,726$17,272,319$485,480,045
120Mission Creek Capital Partners, Inc.$500,961$466,394,226$466,394,226
121Schnieders Capital Management, LLC.$1,112,312$463,920,886$561,630,907$1,025,551,793
122Premier Financial Group Inc$542,407$455,043,361$141,604,208$596,647,569
123Meritas Wealth Management, LLC$528,559$454,560,698$454,560,698
124Osher Van De Voorde Investment Management$1,317,025$449,105,573$449,105,573
125Vantage Wealth Management, LLC$348,024$446,000,000$12,000,000$458,000,000
126Knightsbridge Asset Management LLC$597,212$443,878,610$2,836,306$446,714,916
127Alphacore Capital LLC$630,542$441,580,965$601,966,709$1,043,547,674
128Neumann Capital Management, LLC$839,606$439,114,157$439,114,157
129Wade Financial Advisory, Inc.$2,021,604$428,618,710$131,365,557$559,984,267
130Opes Wealth Management, LLC$1,517,825$426,508,843$426,508,843
131Occidental Asset Management, LLC$363,867$422,085,914$422,085,914
132De Groote Financial Group, LLC$360,116$420,615,000$420,615,000
133Integris Wealth Management, LLC$615,468$420,386,971$13,517,705$433,904,676
134Surevest, LLC$535,383$417,904,667$33,423,453$451,328,120
135Creative Capital Management Investments LLC$546,770$416,638,808$416,638,808
136Westhill Financial Advisors, Inc.$444,549$415,362,150$14,071,846$429,433,996
137Chequers Financial Management LLC$843,149$412,481,548$68,956,710$481,438,258
138Ariston Services Group, LLC$1,927,293$405,896,922$21,962,163$427,859,085
139Navalign, LLC$297,974$404,947,000$404,947,000
140Traverso Chambers Private Wealth Management, LLC$395,068$392,302,815$392,302,815
141Wealthvalues, LLC$2,262,468$391,406,928$391,406,928
142EWG Elevate Inc.$401,275$390,735,924$1,710,648$392,446,572
143Jeppson Wealth Management, LLC$736,928$390,571,799$390,571,799
144Woodward Diversified Capital, LLC$404,995$390,414,891$390,414,891
145Westshore Wealth, LLC$668,911$389,938,970$8,063,366$398,002,336
146Sweeney & Michel, LLC$603,224$388,900,568$36,372,438$425,273,006
147ROWLING & ASSOCIATES$409,125$388,802,238$30,141,456$418,943,694
148Cerro Pacific Wealth Advisors, LLC$466,962$384,776,957$384,776,957
149American Money Management, LLC$319,241$382,450,072$10,535,248$392,985,320
150Asset Planning, Inc$1,077,588$376,207,369$948,523$377,155,892
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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.